Microstrategy, NVIDIA, Apple?
- Obviously bitcoin is the future — the future of money which is a big deal, because everything runs on money. Do you remember how insanely paradigm shifting the internet was? Bitcoin as the same, but even bigger — maybe even 10x or 100x or 1000x bigger? Certainly the internet runs everything now , but the internet itself still runs on 20th century rails of traditional credit and US $ dollars — Bitcoin as something *different*.
- NVIDIA for now — OpenAI and ChatGPT isn’t public, yet — but I really like Jensen Huang CEO of NVIDIA — he’s just getting started! The next 30 years of AI will be wild!
- Ultimately iPad Pro is still the GOAT, and everyone uses an iPhone. Once Apple puts Bitcoin into iOS or the iPhone, iCloud, the Passwords app, etc — game over!

