X @Ansem

AI & Technology - Google: Gemini is favored to win in AI, benefiting YouTube and Google Cloud; Waymo's automation potential is not fully valued; Sergey Brin's return is noted [1] - Alibaba: Impressed with their AI (Qwen), considered a top 3 AI lab in China [2] - Tencent: Owns the largest social network in China, a great business with founder-led management, also considered a top 3 AI lab in China [2] - Xiaomi: A pure play on EVs, especially with Elon Musk's focus shift; offers great inexpensive cars; behind on FSD but expected to catch up in a couple of years; founder-led [2] Healthcare & Pharmaceuticals - Eli Lilly: GLP-1 drugs may cure chronic diseases beyond fat loss; the market is too big to ignore; based in the US, which has a large chronically unhealthy population; has been consolidating for a year [2] Investment Strategy - Avoiding US tech stocks generally due to valuation, but Google is reasonably priced [1] - Investments in stocks are to force attention to interesting things [2]