Adam Galas
@adamgalas.bsky.social
Vegan hedge fund manager & philanthropist building a Federation-inspired world of abundance, health, compassion & sustainability. Striving daily to embody and inspire prosperity for all sentient beings.
Pinned
-15 wind-chill coming this morning.
Electric blanket + puppy = warm and toasty🤗
Electric blanket + puppy = warm and toasty🤗
December 4, 2025 at 7:54 AM
-15 wind-chill coming this morning.
Electric blanket + puppy = warm and toasty🤗
Electric blanket + puppy = warm and toasty🤗
I just concluded a business meeting based on what Connor told me in a meeting today.
77 pages of discussion! Lots of technical stuff, and so I needed Athena (Perplexity uploaded with company files) to walk me through it.
77 pages of discussion! Lots of technical stuff, and so I needed Athena (Perplexity uploaded with company files) to walk me through it.
December 4, 2025 at 7:18 AM
I just concluded a business meeting based on what Connor told me in a meeting today.
77 pages of discussion! Lots of technical stuff, and so I needed Athena (Perplexity uploaded with company files) to walk me through it.
77 pages of discussion! Lots of technical stuff, and so I needed Athena (Perplexity uploaded with company files) to walk me through it.
Kiro is a new Amazon web services autonomous agent that can work for days.
That is so cool!
Of course the downside is to confirm that it's right requires a human and so if it works for days and is wrong... That's not exactly useful 😉
That is so cool!
Of course the downside is to confirm that it's right requires a human and so if it works for days and is wrong... That's not exactly useful 😉
December 4, 2025 at 3:21 AM
Kiro is a new Amazon web services autonomous agent that can work for days.
That is so cool!
Of course the downside is to confirm that it's right requires a human and so if it works for days and is wrong... That's not exactly useful 😉
That is so cool!
Of course the downside is to confirm that it's right requires a human and so if it works for days and is wrong... That's not exactly useful 😉
youtu.be/KeqO2KM6CTk?...
Every single day there are major headlines on AI dropping and every single day multi-billion dollar deals happening.
Every single day there are major headlines on AI dropping and every single day multi-billion dollar deals happening.
AI Exploded This Week: GPT 5.2, DeepSeek 3.2, Kling 2.6, Mistral 3, Trainium 3...
YouTube video by AI Revolution
youtu.be
December 4, 2025 at 2:52 AM
youtu.be/KeqO2KM6CTk?...
Every single day there are major headlines on AI dropping and every single day multi-billion dollar deals happening.
Every single day there are major headlines on AI dropping and every single day multi-billion dollar deals happening.
I can't speak to their quantum technology but deep-seek is 4 months behind Gemini.
And 3 months behind open AI.
We know this because the latest benchmarks for deepseek show them almost as good as Gemini which came out 3 months ago.
Remember it's math!
And 3 months behind open AI.
We know this because the latest benchmarks for deepseek show them almost as good as Gemini which came out 3 months ago.
Remember it's math!
December 4, 2025 at 2:51 AM
I can't speak to their quantum technology but deep-seek is 4 months behind Gemini.
And 3 months behind open AI.
We know this because the latest benchmarks for deepseek show them almost as good as Gemini which came out 3 months ago.
Remember it's math!
And 3 months behind open AI.
We know this because the latest benchmarks for deepseek show them almost as good as Gemini which came out 3 months ago.
Remember it's math!
Oh wow I need to do a quick write up on this. I know my dividend loving members will appreciate that.
This reminds me of that chart showing healthcare at a 25-year low relative to the market right before healthcare went up 20%.
This reminds me of that chart showing healthcare at a 25-year low relative to the market right before healthcare went up 20%.
December 4, 2025 at 2:48 AM
Oh wow I need to do a quick write up on this. I know my dividend loving members will appreciate that.
This reminds me of that chart showing healthcare at a 25-year low relative to the market right before healthcare went up 20%.
This reminds me of that chart showing healthcare at a 25-year low relative to the market right before healthcare went up 20%.
Gemini in October had 480 million weekly users One month later after Gemini 3 came out 650 million.
Connor thinks Google will win the AI race and I agree. They have a fully vertical tech stack plus they have more money than God and they are a large well-managed corporation while open AI is a startup
Connor thinks Google will win the AI race and I agree. They have a fully vertical tech stack plus they have more money than God and they are a large well-managed corporation while open AI is a startup
December 4, 2025 at 2:46 AM
Gemini in October had 480 million weekly users One month later after Gemini 3 came out 650 million.
Connor thinks Google will win the AI race and I agree. They have a fully vertical tech stack plus they have more money than God and they are a large well-managed corporation while open AI is a startup
Connor thinks Google will win the AI race and I agree. They have a fully vertical tech stack plus they have more money than God and they are a large well-managed corporation while open AI is a startup
Well for rich people this is true 😉😂🤣
December 4, 2025 at 2:37 AM
Well for rich people this is true 😉😂🤣
The higher the margins the higher the PEs.
The most profitable corporations in the history of America.
The most profitable corporations in the history of America.
December 4, 2025 at 2:32 AM
The higher the margins the higher the PEs.
The most profitable corporations in the history of America.
The most profitable corporations in the history of America.
VFLO and SFLO are the first things that come to mind.
December 4, 2025 at 2:30 AM
VFLO and SFLO are the first things that come to mind.
Where is the euphoria?
You cannot have a bubble without euphoria... Have you not noticed the terrible vibes?
Is there anyone quitting the jobs to start day trading? 😉😂🤣
You cannot have a bubble without euphoria... Have you not noticed the terrible vibes?
Is there anyone quitting the jobs to start day trading? 😉😂🤣
December 4, 2025 at 2:23 AM
Where is the euphoria?
You cannot have a bubble without euphoria... Have you not noticed the terrible vibes?
Is there anyone quitting the jobs to start day trading? 😉😂🤣
You cannot have a bubble without euphoria... Have you not noticed the terrible vibes?
Is there anyone quitting the jobs to start day trading? 😉😂🤣
We seem to be in a permanently stronger growth environment with regular 3% inflation though it's actually 2.5% in real time and remember 3.3% is average since 1913 so even if inflation did tick higher to 3.3% That is perfectly fine.
The average GDP adjusted for inflation is 3% since 1913.
The average GDP adjusted for inflation is 3% since 1913.
December 4, 2025 at 2:20 AM
We seem to be in a permanently stronger growth environment with regular 3% inflation though it's actually 2.5% in real time and remember 3.3% is average since 1913 so even if inflation did tick higher to 3.3% That is perfectly fine.
The average GDP adjusted for inflation is 3% since 1913.
The average GDP adjusted for inflation is 3% since 1913.
Yet further evidence that the economy is very strong.
The only reason the Fed needs to cut rates is to help the job market because in the age of AI the job market is disconnected from the overall economy.
It's not a K shaped economy it's two different economies.
AI economy and everyone else😉😂🤣
The only reason the Fed needs to cut rates is to help the job market because in the age of AI the job market is disconnected from the overall economy.
It's not a K shaped economy it's two different economies.
AI economy and everyone else😉😂🤣
December 4, 2025 at 2:17 AM
Yet further evidence that the economy is very strong.
The only reason the Fed needs to cut rates is to help the job market because in the age of AI the job market is disconnected from the overall economy.
It's not a K shaped economy it's two different economies.
AI economy and everyone else😉😂🤣
The only reason the Fed needs to cut rates is to help the job market because in the age of AI the job market is disconnected from the overall economy.
It's not a K shaped economy it's two different economies.
AI economy and everyone else😉😂🤣
25% growth means doubling every 3 years or 10x every decade.
Nvidia says this is their expectation for the foreseeable future.
20-25% chip demand growth.
Nvidia says this is their expectation for the foreseeable future.
20-25% chip demand growth.
December 4, 2025 at 2:10 AM
25% growth means doubling every 3 years or 10x every decade.
Nvidia says this is their expectation for the foreseeable future.
20-25% chip demand growth.
Nvidia says this is their expectation for the foreseeable future.
20-25% chip demand growth.
Rent inflation is negative for two consecutive years now.
It's funny how people still think if the Fed cuts rates that might stoke inflation... In what way?
Do you think employees right now have the leverage to insist on a wage price spiral with their companies?
It's funny how people still think if the Fed cuts rates that might stoke inflation... In what way?
Do you think employees right now have the leverage to insist on a wage price spiral with their companies?
December 4, 2025 at 1:24 AM
Rent inflation is negative for two consecutive years now.
It's funny how people still think if the Fed cuts rates that might stoke inflation... In what way?
Do you think employees right now have the leverage to insist on a wage price spiral with their companies?
It's funny how people still think if the Fed cuts rates that might stoke inflation... In what way?
Do you think employees right now have the leverage to insist on a wage price spiral with their companies?
www.youtube.com/live/DUWz5Ih...
They now have Monday shows Tuesday shows Wednesday shows and Friday shows.
A total of five shows per week.
They now have Monday shows Tuesday shows Wednesday shows and Friday shows.
A total of five shows per week.
Someone just ordered a CODE RED | WAYT?
YouTube video by The Compound
www.youtube.com
December 3, 2025 at 11:46 PM
www.youtube.com/live/DUWz5Ih...
They now have Monday shows Tuesday shows Wednesday shows and Friday shows.
A total of five shows per week.
They now have Monday shows Tuesday shows Wednesday shows and Friday shows.
A total of five shows per week.
The inflation adjusted 10-year treasury yield is back to historical normal levels of 2%.
This is the risk-free rate.
This is the risk-free rate.
December 3, 2025 at 11:35 PM
The inflation adjusted 10-year treasury yield is back to historical normal levels of 2%.
This is the risk-free rate.
This is the risk-free rate.
Record profit margins and these are expected to keep rising all next year and over the next 5 years are going to Bank of America thanks to AI.
December 3, 2025 at 11:28 PM
Record profit margins and these are expected to keep rising all next year and over the next 5 years are going to Bank of America thanks to AI.
I loved that meme so much, I made it the main picture of the special report I've spent 3 days working on!
December 3, 2025 at 11:08 PM
I loved that meme so much, I made it the main picture of the special report I've spent 3 days working on!
OK I was having a rough day until I made this with Nano Banana 2🤣
December 3, 2025 at 10:59 PM
OK I was having a rough day until I made this with Nano Banana 2🤣
This is really cool. I built this with Luna during today's report.
December 3, 2025 at 10:54 PM
This is really cool. I built this with Luna during today's report.
Solar and wind are what's driving the AI boom.
December 3, 2025 at 10:25 PM
Solar and wind are what's driving the AI boom.
My family will, at some point (hopefully within 1 to 2 years), be 100% secure. What about everyone else?
Everyone is using AI, no one trusts the AI companies, and the road we're headed down, we are confident we don't like.
Everyone is using AI, no one trusts the AI companies, and the road we're headed down, we are confident we don't like.
December 3, 2025 at 10:16 PM
My family will, at some point (hopefully within 1 to 2 years), be 100% secure. What about everyone else?
Everyone is using AI, no one trusts the AI companies, and the road we're headed down, we are confident we don't like.
Everyone is using AI, no one trusts the AI companies, and the road we're headed down, we are confident we don't like.
This is why AI is worth it. All the risks, all the suffering that's coming, BUT 50,000X faster scientific research makes it worth it.
Assuming we don't end up dead before we cure cancer of course😉
Assuming we don't end up dead before we cure cancer of course😉
December 3, 2025 at 9:51 PM
This is why AI is worth it. All the risks, all the suffering that's coming, BUT 50,000X faster scientific research makes it worth it.
Assuming we don't end up dead before we cure cancer of course😉
Assuming we don't end up dead before we cure cancer of course😉
Congrats, ChatGPT, on becoming the 5th most-visited website in the world.
December 3, 2025 at 9:18 PM
Congrats, ChatGPT, on becoming the 5th most-visited website in the world.