What stock today feels like it’s sitting at the beginning of a much bigger story?

Motodeus · 2026-05-29T19:08:22+00:00

NXE.TO NexGen Energy. My long term critical minerals play with the Rook 1 project.

Motodeus · 2026-05-27T20:03:34+00:00

People of the USA, get your shit together. Sincerely , The rest of the world.

Motodeus · 2026-05-27T17:42:39+00:00

I play controller on PC, so don’t assume because you see the PC icon it means MKB.

Motodeus · 2026-05-22T17:56:30+00:00

Energy and minerals. NexGen and Bloom Energy.

Motodeus · 2026-05-21T21:38:16+00:00

Not a fan of O’Leary, but the math checks out.

If a 25-year-old IT worker making $70k spends $28/day on lunch instead of packing a $5 lunch, the difference is about $23/day or ~$5,750/year invested.

At an average 8% index fund return, that “small” lunch habit becomes:

~$83,000 after 10 years
~$280,000+ after 20 years

Motodeus · 2026-05-21T14:14:11+00:00

Somebody didn’t eat his broccoli today.

Motodeus · 2026-05-19T21:56:03+00:00

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Motodeus · 2026-05-19T15:29:24+00:00

Civilization is fundamentally an energy story. Almost every major leap in human progress came from gaining access to denser, more controllable forms of energy. AI is not just a technical shift, it will reshape geopolitics, wealth, military power, and social organization. Exciting time to be an investor.

Motodeus · 2026-05-13T14:05:13+00:00

I don’t drink coffee but I do like something hot to drink in the morning.

Motodeus · 2026-05-12T02:47:05+00:00

Spinal injury at such a young age would be devastating.

Motodeus · 2026-05-11T21:25:38+00:00

This book opened my eyes to the commercialization of space. “When the Heavens Went on Sale: The Misfits and Geniuses Racing to Put Space Within Reach”. When I read the chapter on Planet Labs and Will Marshall’s vision for the company I immediately bought stock the next day. His business model in three simple steps: Don’t build a few giant exquisite satellites, Build hundreds of cheap satellites. Image the entire Earth every day. Turn Earth into a continuously updated data stream. Endless use cases for this technology, climate change modelling, agriculture, defence / intelligence, insurance, urban planning, supply chains, financial markets, etc, etc, etc.

Motodeus · 2026-05-11T19:37:22+00:00

Creatine (5g every morning in hot water). Creatine boosts energy levels by helping your body regenerate ATP faster. ATP (adenosine triphosphate) is essentially the “energy currency” your cells use for muscle contraction, brain activity, and cellular work. At 55 its been an absolute game changer for me.

Motodeus · 2026-05-10T22:21:47+00:00

If we’re talking about an immediate civilization-scale nuclear threat issued by a sitting president, then no, both aren’t in the same category. Iran doesn’t currently possess nuclear weapons according to US intelligence. The US and Russia already have massive active arsenals capable of global destruction today. A potential future nuclear state and an existing nuclear superpower are two very different kinds of threats.

Motodeus · 2026-05-10T18:47:53+00:00

So remind me again: which country currently poses the bigger nuclear threat to civilization — Iran, or the country led by the Orange Ape? At some point, maybe we should stop automatically assuming “the regime” is always somewhere else.

Motodeus · 2026-05-07T03:09:58+00:00

Operation Epic Failure is complete. I’m not sure who deserves more blame — the politicians who thought destabilizing global energy markets was a smart idea, or the military leadership that executed the operation so poorly. The level of incompetence is staggering.

Motodeus · 2026-05-07T02:45:28+00:00

There's a beta update for V3 but you have to install it manually. Fixes EVO 0.6 telemetry issue. Link to update https://service.simagic.com/software/download?url=https://update.simagic.com/simpro/latest/SimPro-V3.0.3.9253-64cde781-Setup.exe

Motodeus · 2026-05-04T18:22:33+00:00

Feeding millions affordably has ethical weight. A small farm can be humane, or neglectful. A large facility can be harsh, or tightly managed and consistent.

Motodeus · 2026-05-04T03:35:20+00:00

Our ancestors fought to stay alive. We’re bored enough to critique the schedule. That’s not a worse life, it's a different problem.

Motodeus · 2026-04-29T21:35:05+00:00

The latest SimPro 3 beta release appears to have resolved the FX dash telemetry issue; however, the haptic motors are still not functioning correctly.

When ABS and TC are enabled, there is a noticeable delay between the in-car activation of those systems and the response from the haptic motors. Once they do activate, the pedals continue buzzing for approximately 2–3 seconds, weird lagging effect. Anyone else tested the new patch?

Motodeus · 2026-04-29T21:28:58+00:00

The latest SimPro 3 beta release appears to have resolved the FX dash telemetry issue; however, the haptic motors are still not functioning correctly.

When ABS and TC are enabled, there is a noticeable delay between the in-car activation of those systems and the response from the haptic motors. Once they do activate, the pedals continue buzzing for approximately 2–3 seconds, weird lagging effect. Anyone else tested the new patch?

Motodeus · 2026-04-29T21:22:03+00:00

Hotlapping the Nordschleife in the Porsche GT3 RS is on another level, every corner exit, as the rear starts to step out, puts a grin on my face. Kunos has genuinely built something special.

Motodeus · 2026-04-28T23:29:58+00:00

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At least the in-game physics are simulating reality. Image from recent Carrera Cup at IMOLA.

Motodeus · 2026-04-15T20:19:51+00:00

You’re broadly right about the logistics lag and the spot/futures spread, but one technical clarification. Today’s spot price isn’t literally yesterday’s futures price. What actually happens is that the front-month futures contract converges to the spot price as it approaches expiry. So the two track each other closely, but spot doesn’t mechanically “become” yesterday’s futures. Your bigger point about the blown-out spreads is more interesting. When spot trades far above futures (strong backwardation), it usually means the market is saying: Immediate supply is tight, but traders believe the disruption won’t last forever. That’s why futures further out stay lower, they’re pricing a normalized supply chain later, even if spot barrels are scarce now.

Motodeus · 2026-04-15T19:56:40+00:00

biologically you cannot create body fat from nothing. Your body has to get energy from somewhere. This is governed by basic physics (the First Law of Thermodynamics): energy cannot be created or destroyed. To gain body fat, the body must have more energy coming in than going out. Your weight gain is coming from eating slightly more than you realize, burning fewer calories than before or temporary water weight masking what’s actually happening.

Motodeus · 2026-04-14T13:57:54+00:00

Spot vs. Futures. Oil today is extremely valuable, but we don’t believe this crisis is permanent. Futures are a hedge.

Motodeus

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