The TL20 group of stocks to consider, which I have curated since July of 2022, is up 382% in three years and nine months. Just this month, the group have “gone parabolic,” as they say, up 24% for the month of April. Is that worrying? Sure. It’s a lopsided performance, with the
INVESTMENT
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NVIDIA Blackwell Leads AI Token Cost Efficiency Race
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We're in the era of AI token factories. Token output is intelligence. And cost per token is the only TCO metric that holistically determines whether AI scales profitably. That’s exactly where NVIDIA Blackwell leads.
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Token Cost: The Most Important AI Business Metric
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Read why token cost is the most important business metric for AI
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Three Keys for Companies to Master AI in 2026-2028
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My takeaway is simple: The next 2 to 3 years will reward companies that do 3 things well: → use AI internally, so leadership understands it firsthand
→ build with a clear path from pilot to industrialization
→ take control of their own models, data, and evaluation strategy -
Open Custom Models Strategic Advantage Over Vendor Lock-in
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The second big insight, open and custom models are becoming a strategic advantage, not just a technical preference. Why? → More control over your AI stack
→ Less vendor lock-in
→ Better fit for regulated industries
→ More value from your own enterprise data and IP General -
50 Million Dollars Barely Buys One GPU
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is someone gonna tell everyone that 50m gets you like 1 gpu
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Bloom Energy Valuation Stretched Amid AI Data Center Boom
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We are in a time of elevated expectations and elevated stock valuations for artificial intelligence-linked and data center-linked companies’ stocks. That includes Bloom, whose progress in clean energy is undeniable. Buyer beware. Bloom Energy’s valuation is ‘stretched’ Bloom
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Jane Street scales AI training on massive noisy datasets
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Not just using AI. @JaneStreetGroup is training massive models on noisy data, refining continuously, and deploying at scale. @CoreWeave
, powered by NVIDIA Vera Rubin, is the engine behind that ambition. -
US Treasury Secretary Hails Claude Mythos as Step Function Breakthrough
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The US Treasury Secretary just went on stage at a WSJ event and called Anthropic's Claude Mythos "a step function change in abilities." Last week, he and Fed Chair Powell called an emergency meeting with every major Wall Street CEO because of this model. The week before that,
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Shift Investment Focus to GPU Holdings Strategy
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If you are into anything, switch to holding GPUs.