MungerWunger

What is your weighting for each csu stock. Just curious. I feel that CSU may perform better in the short term if we get a nice bounce but sgn outperforms over the next 5 years

Interestingly enough, the polish ones are holding off much better (sgn.wa and acp.wa)

https://brklyninvestor.com/2025/10/25/if-its-a-bubble-so-what/ another post on gold and more about bubbles

Trump Administration in Talks to Take Equity Stakes in Quantum-Computing Firms Companies including IonQ, Rigetti Computing and D-Wave Quantum are discussing the government becoming a shareholder as part of agreements to get funding earmarked for promising technology companies, according to people familiar with the matter. Other companies such as Quantum Computing Inc. and Atom Computing are considering similar arrangements. The companies are discussing minimum funding awards from Washington of $10 million each, some of the people said. Other technology companies are also expected to vie for the funding. https://archive.ph/rWgXF

and probably another +5 from lawrence

nibbled on some CSU shares @ 3680 CAD

he's back with another one: https://brklyninvestor.com/2025/10/20/sanity-check/

230 shares purchased over three days. What a flex

they are supposedly AI losers according to the market

Rare interview with one of the three T's:

he still got it

nibbles to TOI and TVK

agreed

Google: The AI Company: https://www.acquired.fm/episodes/google-the-ai-company 4 hours long

This is what Larry Page has internally said at Google (supposedly): Whether this is true or not ... Source: https://joincolossus.com/episode/baker-ai-semiconductors-and-the-robotic-frontier/

What's the 2025 equivalent of 2021's monkey and rock jpgs

https://www.uncoveralpha.com/p/too-much-ai-too-soon

Just booked a trip to Japan. Perfect timing

Stratechery interview with Sam Altman

https://www.wsj.com/tech/ai/openai-amd-announce-massive-computing-deal-marking-new-phase-of-ai-boom-ed92cc42?st=QphtBH Under the terms of the deal, OpenAI committed to purchasing 6 gigawatts worth of AMD’s chips, starting with the MI450 chip next year. The ChatGPT maker will buy the chips either directly or through its cloud computing partners. AMD chief Lisa Su said in an interview Sunday that the deal will result in tens of billions of dollars in new revenue for the chip company over the next half-decade. The two companies didn’t disclose the plan’s expected overall cost, but AMD said it costs tens of billions of dollars per gigawatt of computing capacity. OpenAI will receive warrants for up to 160 million AMD shares, roughly 10% of the chip company, at 1 cent per share, awarded in phases, if OpenAI hits certain milestones for deployment. AMD’s stock price also has to increase for the warrants to be exercised. Shares

definitely close to unusable with all the ads on the phone

more CSU today at ~ 3700 CAD Trades at a little under ~ 24x normalized 2026 FCF imo

nibbled on CSU

Kraft Heinz to split into two companies https://www.cnbc.com/2025/09/02/kraft-heinz-split.html

You can also check out the mattresses at Sleep Country