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I often say that winners take most, and with AI accelerating the trend, the gap will only widen. We’re already seeing it—just 10 out of 500 companies hold 40% of the market cap. I expect that to climb to 60% within five years, maybe even higher. The concentration of power is both fascinating and inevitable.

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Johnny2coolforu

80/20 rule, and yes I bought tsla on the dip 318

Dan D

This is why they need a new pretender! Enter MSTR! 🤑

BayStreetLawyer

Do you guys buy NVDA as aggressively as you do TSLA? What is your opinion on TSLA vs NVDA?

Jones

You forget law. This means socialism will rise. Different politicians may make Decisions to hurt those companies… Like in China with Jack ma

iroc007

Is tesla gonna hit 400 by eoy?

Cryptoknife

Hims has no moat. And just lost its golden drug. I’ll pass

Lance

Would love for James to comment on his ownership of Neptune. Why has it tanked so hard past 3 months (41%) when primary holdings are SOL and BTC? Did SpaceX take a huge hit unreported on here?

InternetExploder

This is not good if you believe in decentralization. Concentrated power never has pleasant results.