Thank you Kim! ❤️ $NKE

Wall Street Journal: "Birkin Bag Maker Hermes Posts Higher Revenue on Strong Americas Performance" $RMS.PA "The French luxury group on Friday reported revenue of 3.96 billion euros ($4.15 billion) for the fourth quarter, up nearly 18% at constant exchange rates compared with the prior-year period." ""Hermes is affected by the crisis in China, but the group is quite resilient, Chief Executive Axel Dumas said during an earnings call. “There are positive signs, but not enough to expect a full recovery,” he added."" "Hermes proposed a dividend of €16 a share." No "è" on the keyboard at WSJ? Anyways, amazing results by Hermès. Will try to read or listen to the conference call this weekend. Source (paywall): https://www.wsj.com/business/earnings/birkin-bag-maker-hermes-posts-higher-revenue-on-strong-americas-performance-3207d7b6

Not sure what this is all about, but I'm going to find out. $H

DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459 Dylan Patel & Nathan Lambert on Lex! Just finished all 5 hours. This episode is beyond fantastic! Dylan and Nathan share so much knowledge about semi conductors, LLMs, data centres, geopolitics, Stargate (am I the only one who remembers the film?), the future of AI etc. If you have a interest in this space, you need to listen to this. There's no two ways about it...

Eric Prydz - Live from History Toronto 2025 We're not worthy! 🙌

Did a small buy of Nvidia. In Jensen and team we trust! $NVDA

BlackRock -5,5% on tariffs? Doesn't seem reasonable to me. Made a small buy. Larry got this one way or another. $BLK

Hermès - Fall/Winter '25 - Men's

Rick Owens - Fall/Winter '25 Men's

FKA twigs - EUSEXUA Album of the year?!?! A mix of: Madonna - Ray of Light Massive Attack - Mezzanine The Weeknd - Echoes of Silence/House of Balloons/Thursday Best track of the album IMHO

Jeffrey Emanuel - "The Short Case for Nvidia Stock" Currently reading this monster of a blog post. Halfway through. Very interesting regardless what you think of the stock price. It gives background, describes concepts and presents both a bull and bear case Highly recommended. P.S. I didn't sell ish today. $NVDA

The Short Case for Nvidia Stock

All the reasons why Nvidia will have a very hard time living up to the currently lofty expectations of the market.

What a tech sell-off today! I tried DeepSeek this weekend. It's good no matter what hardware it was trained on, there's no two ways about that. This is going to be interesting to follow. $ASML.AS $NVDA $TSM

Kiss - I Was Made For Lovin' You I was made for lovin' you, baby You were made for lovin' me And I can't get enough of you, baby Can you get enough of me? That hook has more pull than the sun.

The Tom Ford crocodile jacket Jensen wore at CES didn't deter me from buying more Nvidia today. Why would anyone be selling here? Did we watch the same keynote? Because some bogus job numbers? Also bought some Hyatt. $NVDA $H

Bloomberg - Microsoft to Spend $80 Billion on AI Data Centers This Year Staggering amount no doubt. "Much of the spending on data centers goes toward high-powered chips from companies including Nvidia Corp. and infrastructure providers such as Dell Technologies Inc." $MSFT $NVDA $TSM $ASML.AS Source (Paywall) https://www.bloomberg.com/news/articles/2025-01-03/microsoft-to-spend-80-billion-on-ai-data-centers-this-year

Michael Lewis - Going Infinite Just finished reading this book and it's a good one! Lewis is the author of Liar's Poker, Moneyball, Flash Boys, The Big Short to name a few. Prior to reading this one I've only read Flash Boys and seen the film adaptations of Moneyball and The Big Short. I recommend them all. Going Infinite describes the story of Sam Bankman-Fried, his collaborators, trading firm Alameda Research and crypto exchange FTX. It begins with Bankman-Fried's time at MIT and continues right up to the trial. It's an interesting book due to... - It's well researched as Lewis spent over a year with Bankman-Fried - Has a bunch of interesting characters who share a strong belief in an ideology - The above mentioned characters in places and situations they weren't ready for - Bitcoin & crypto - Crime - Love The book almost gives the impression things just ended up as they did with no bad intent from Bankman-Fried and colleagues. I guess it's a bit hard to tell what the initial intentions were and how much Lewis knew, but I've a hard time believing this was all some misunderstanding or accident. Even Bankman-Fried himself didn't manage to change my mind with those interviews he participated in after the fall of FTX. Some were painful to watch. I think Bankman-Fried and colleagues knew what they were doing and they didn't really care if it was illegal or morally wrong. The ends justified the means especially since they, according to themselves, were in the business of saving lives. It's good to have a critical eye when reading Going Infinite as numerous aggravating factors aren't mentioned, nonetheless it's well written, quite funny sometimes and gives some sort of insight into a world most of us aren't a part of.

Sometimes taking a break from here is the right thing to do. A month now and then is good.

Four Tet - Awakenings ADE '24 A monumental set by the great man at Gashouder! Unfortunately I wasn't there, but it sounds and looks like it was amazing. A recommended listen. Much love to Awakenings for putting it online! ❤️

The Brutalist Speaker - Transparent Sound This might be the most beautiful speaker I've ever seen. 12 kg / 26,5lbs €3800 / $4000