Lightnews — Scholar-powered news

Adam Galas @adamgalas.bsky.social · 56m

youtu.be/RId6LV1wtQY?...

Oh my god Taylor Swift's new album is out and it's on YouTube!

It's like AI slop... But good... Because it means something to her... And that is why she's our queen 😉 that and her tireless quest to bring the world free Chipotle guacamole 😂

Taylor Swift - Ruin the Friendship (Visualizer)

YouTube video by Taylor Swift

youtu.be

Adam Galas @adamgalas.bsky.social · 59m

youtu.be/nEreof3-CBA?...

I mean it's funny because it's like random stuff with catchy music... But this is not Taylor Swift 😉

ITALIAN BRAINROT SONGS COMPILATION

YouTube video by Kazhy

youtu.be

Adam Galas @adamgalas.bsky.social · 1h

youtu.be/3WfegWZzxek?...

I heard about this on hard fork and yes this is very amusing. Although I don't know why anyone would spend hours mesmerized by this.

Tralalero Tralala - The Italian Brainrot Song🐬

YouTube video by Kazhy

youtu.be

Adam Galas @adamgalas.bsky.social · 3h

youtu.be/0Y3H6JXu9jo?...

Their country songs are the best!

Dirty Halloween - (Official Lyric Video)

YouTube video by Beats By AI

youtu.be

Adam Galas @adamgalas.bsky.social · 3h

youtu.be/4lQpRpgya1w?...

I absolutely love the videos because you get to see what a I generated music videos look like!

This is about Nissan altimas 🤣

Altima Queen - (Official Music Video)

YouTube video by Beats By AI

youtu.be

Adam Galas @adamgalas.bsky.social · 3h

I think the reason these are parody songs is because that is a way of making it obvious that this is AI.

And of course the name of the channel 😉

Adam Galas @adamgalas.bsky.social · 3h

The reason why is that a human prompts the AI for the lyrics and then selects the best ones out of several.

And then a human prompts the music creation and selects the best one.

And then puts together the final product.

This is human AI partnership 😉

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Adam Galas @adamgalas.bsky.social · 3h

youtu.be/rVXXtlO8xsc?...

This is the highest quality premium AI slop 😂

Sand In My Crack - (Official Lyric Video)

YouTube video by Beats By AI

youtu.be

1 1

Adam Galas @adamgalas.bsky.social · 3h

youtu.be/E0L-UTuMxOU?...

This is a very interesting discussion about AI human relationships.

A.I. Slop Gets Personal: OpenAI Has a New Social Network | EP 156

YouTube video by Hard Fork

youtu.be

Adam Galas @adamgalas.bsky.social · 3h

My head of tech development told us that by the time we can afford to do this the Zeus fund will likely generate $2 million in profit during that two week vacation 😉

possibly twice as much 🙏🤞

That would be so cool!

Adam Galas @adamgalas.bsky.social · 3h

A 2-week vacation in Australia from Minnesota first class with five star hotel accommodations costs $40,000.

Taking the entire family would cost over 1 million.

Including the 100% charity tax it's a $2 million family vacation.

3-5 years If our math is right 🤞🥳🤗🙏

1

Adam Galas @adamgalas.bsky.social · 3h

Because we donate the same amount to trip cost to charity. When you do that it makes it 93% morally optimal.

It's nice of course first class on US flights but internationally oh my God flying 16 hours in coach I would not go 😉

Sorry Ed Sheeran I don't love you that much 🤣

1

Adam Galas @adamgalas.bsky.social · 3h

Delta says next year for about 6 months they expect first class revenue to eclipse all other revenue.

That's the case shape economy in the form of planes.

AGIOS always buys me first class for business tickets if international.

1

Adam Galas @adamgalas.bsky.social · 3h

Margins are just another way of saying growth rates so because growth rates have doubled the stock market is not actually overvalued and neither is big technology.

Morningstar's discounted cash flow model says the magnificent seven are fairly valued.

Adam Galas @adamgalas.bsky.social · 3h

Thanks to mercado libre being both hypergrowth and deep value Zeus 2026 gets to be 31% growth... Without violating our asset management risk management rules!

OMG next year is going to be the most epic year ever 🤗🥳🙏

Adam Galas @adamgalas.bsky.social · 3h

Nvidia is up at record highs before today's crash of course and yet it's PE has gone down!

That's what 50% earnings growth gets you!

Mercado has 47% earnings growth next year and Nvidia 40%!

21% NVDA and MELI.... OMG I am so excited! Everyone thinks this is priced in but it's not 😉

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Adam Galas @adamgalas.bsky.social · 4h

Next year at mercado has consensus earnings growth of 47%...trading at 17 ev/FCF... There is no way that is priced in... OMG...OMG 2026 is going to be so great!

So much fundamentally justified profit! So many joyful memes 🎊😉

Adam Galas @adamgalas.bsky.social · 4h

UK stocks have traded at about 12 times earnings for 10 years.

That's because that's what they're worth.

European stocks trade at 13.5.

Japanese at 14.

Emerging markets 12.5

China 11.5

US 20

US stocks at 18 are cheaper than Chinese stocks trading at 15

Adam Galas @adamgalas.bsky.social · 4h

There is a reason that large cap stocks are going up. Never never never believe the lie that foreign stocks deserve to trade like US stocks and US stocks will revert to foreign stock valuations.

1

Adam Galas @adamgalas.bsky.social · 4h

On paper $185k loss today...but long term?

What an incredible day!

I have never been happier to lose 185K on paper 🤣

1

Adam Galas @adamgalas.bsky.social · 4h

After hour our trailing stops on UnitedHealth filled so I needed some place to put that capital that was deep value... I just did a report on her mercado libre is 77% undervalued the most undervalued blue chip I have ever seen... 15 minutes before after our trading closes for the week 100 shares

1

Adam Galas @adamgalas.bsky.social · 4h

The average American worker who participates in 401Ks which is 62% of us is investing $2,300 a year or $200 per month into the mag 7

Every 2 weeks they are buying $100 worth of the mag7. Relentless bid

Adam Galas @adamgalas.bsky.social · 4h

There was a bubble in news articles highlighting bubbles and literally showing pictures of bubbles 😉

However no sentiment is not manic.

Yes you can always find some example of stupid crap like quantum stocks trading at 371 * sales S&P PEGY is 1.02x

Adam Galas @adamgalas.bsky.social · 4h

So with today's 3% drop after 10 days of shutdown the market is trading where at historically traits which is flat.

Adam Galas @adamgalas.bsky.social · 4h

The bond market is pricing in 2 to 2.5% inflation over the long term They are the smart money.

Inflation is running 2.22% today.

18 million daily prices.

The bureau of Labor statistics isn't even collecting inflation data right now.

This is inflation truth... No problem. Keep cutting.