Greta is Returning

I am for letting her land in Gaza so she can enjoy the company of her Hamas friends. Retarded, she is. Ben Gvir offers them a long stay in the familiar Ketziot jail, like ordinary, garden-variety terrorists. The Red Cross will visit them daily.  

 

Afrodita de Milo

European female perfection. 

She may have been a bit wide and heavy on the bottom side. 

Form meets function.

 

Lou Ruvo Brain Health Center, Las Vegas

The building, designed by Frank Gehry, is known for its two distinct parts: an orthogonal medical clinic and an undulating stainless steel building that houses a large, open atrium.

It radiates meaning. Form meets function. 

Osmotic Power for the Rich

On one side, there is concentrated seawater created by extracting fresh water; on the other, treated water from a sewage treatment facility. The membrane allows water to pass but blocks impurities. As water naturally moves toward the saltier side, pressure builds and is used to spin a turbine, which then drives a generator. The energy generated is minimal, and most of it is used to power the pumps. The photo shows the world's first plant near Oslo. 

Of course, this plant is not economically viable; it is a mechanical toy for people with excess resources, time, and energy. How good that life is so easy! 

Dreaming

 
Woke up at 0600 AM. Then started the dreaming phase. I was in a city similar to old Buenos Aires, and wanted to walk from Rivadavia to Ramon Falcon, my street. I had to go through private houses and passages between houses. Interesting. 

Start selling Nvidia?

 Claude says WAIT. 

1. Historical precedent is clear - No company has sustained P/S ratios above 40x for extended periods, regardless of how revolutionary their technology was
2. The gap is extreme - Palantir at 69x sales isn't just slightly above historical peaks; it's in uncharted territory that suggests pure speculation rather than fundamental analysis
3. Even quality doesn't justify everything - While Nvidia and Palantir do have competitive moats, valuations this extreme assume near-perfect execution and market dominance for years to come

The key insight is that even if AI proves as transformative as the internet (which it likely will), that doesn't mean current stock prices are justified. The internet revolutionized everything, but most internet stocks from 1999-2000 were still terrible investments at those prices.

Bottom line: The Motley Fool's argument is mathematically sound and historically grounded. These valuations price in not just success, but perfect, uninterrupted dominance - something the market rarely delivers, even for the best companies.

Asked  Claude when to sell:

Bottom Line: Nvidia is a hold rather than an immediate sell, despite some short-term technical concerns. Wait for the Aug 28 earnings results before making major selling decisions.

What if...?

 TSEM - 9% up today. Only yesterday I was considering it. Cowards never win.