Book I'm Reading
I’m continuing slowly through this one in my nightly reading. The author is quite objective in his treatment of Wilson, pointing out flaws and virtues alike. I’m reserving judgment on whether I like Wilson, the man, until I finish this book.
On Bitcoin
Bitcoin closed last week just below the 21-week, and hasn’t been able to sustain above that level. As long as that level remains resistance, the sideways-to-down price action will continue.
Tweets I'm Reading
The AI supercycle will last 15 years. We're in year 3.
— Rand Group (@randgroup) May 8, 2026
Most investors are still buying Phase 1 names while the real money is already rotating into Phase 3.
I mapped the entire cycle into 4 phases with the tickers that matter at each stage:
The AI supercycle is the biggest… pic.twitter.com/QKPnCe1s9X
What’s common to Optics and Power that ruins everything in the era of AI?
— Semi Doped (@semidoped) May 8, 2026
Resistance.
The same physics that drove interconnects to optics is now driving 48V to 800V. We unpack it using the Kyber rack as an example.
– Why the transition to 800V
– The numbers behind the power… pic.twitter.com/YRUNWuvLI3
Two questions I get all the time:
— MacKenzie Price (@mackenzieprice) May 15, 2026
"What educational AI tools would you recommend for my kid?" "What adaptive apps does Alpha use?"
Many of the apps we've built ourselves aren't publicly accessible yet. Here are ten third-party ones I do recommend.
Cancer-causing toxins found in America's favorite strawberry brand, alarming tests reveal
— Daily Mail US (@Daily_MailUS) May 14, 2026
If you have feedback for me, if something resonates and you want to see more of it, reply in the comments below. You can also tweet at me on Twitter @the_cody_hall.
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