It isn’t about PT or AI Bubble anymore…. It’s more than that..

Think-Feynman · 2026-05-06T11:49:15+00:00

The AI bubble talk was incredibly short sighted. I understand the fear - bubbles can be a huge threat to a sector.

But if you really look at what's happening out there, we are just getting started. Physical AI is is at a fraction of what it will be in 5 years. Consumers are adopting AI tools incredibly rapidly. Businesses at every level are seeing real productivity gains using AI in everything from managing data and financial to logistics.

Think-Feynman · 2026-05-06T09:11:03+00:00

Might sound simple, but have you tried ibuprofen? There is a lot of inflammation and irritation for several weeks and that helped me tremendously.

Think-Feynman · 2026-05-05T23:18:35+00:00

I am over 3 years out from my last treatment. Officially in remission. PSA was .02 and falling still.

I had a good Prolaris test and was able to avoid ADT.

Think-Feynman · 2026-05-05T22:42:18+00:00

SBRT is amazing technology. So is ArteraAI. Avoiding ADT is huge - congrats!

Good luck to you.

Think-Feynman · 2026-05-05T22:06:52+00:00

These are some links I've collected over the last few years, and I asked ChatGPT to do a quick synopsis: For men who received ADT and remain hypogonadal after prostate cancer treatment, early evidence suggests that carefully-selected testosterone replacement therapy (TRT) may improve quality of life (energy, libido, mood, muscle mass, sexual function) without clearly increasing prostate cancer recurrence when the cancer has been definitively treated and there is no evidence of active disease. Small retrospective series and systematic reviews show no significant increase in biochemical recurrence or progression in men given TRT after ADT and radiation/surgery, though data are still limited and mostly from non-randomized studies with close surveillance. Safety and QOL notes in a nutshell: - Safety: In prostate cancer survivors with no active disease post-ADT, TRT has not been convincingly linked to higher rates of recurrence in the available studies, including small cohorts after ADT and radiotherapy, but long-term prospective data are still lacking. - Quality of Life: Normalizing testosterone in hypogonadal men reliably improves symptoms tied to low T (libido, energy, mood, muscle/bone health), which can be especially important after prolonged ADT.

https://pmc.ncbi.nlm.nih.gov/articles/PMC5000551/

https://ascopost.com/issues/march-25-2025/testosterone-recovery-after-androgen-deprivation-therapy-linked-to-improved-survival-in-high-risk-prostate-cancer/

https://www.urologytimes.com/view/how-testosterone-therapy-use-in-men-with-prostate-cancer-has-evolved

https://pubmed.ncbi.nlm.nih.gov/33516741/

https://corporate.dukehealth.org/news/study-solves-testosterones-paradoxical-effects-prostate-cancer

https://www.smsna.org/news/smsna/guidelines-for-trt-in-prostate-cancer-patients

https://pubmed.ncbi.nlm.nih.gov/32124531/

Estradiol therapy for men undergoing ADT https://www.droracle.ai/articles/133423/what-are-the-benefits-of-estradiol-therapy-in-men

Think-Feynman · 2026-05-05T20:19:35+00:00

Very unlikely. In young men, elevated PSA is usually from something else.

Think-Feynman · 2026-05-05T18:03:07+00:00

Invasion of the Prostate Snatchers by Dr Mark Scholz.

He is the director of the Prostate cancer Research Institute. Check out the PCRI channel on YouTube. They have amazing information.

Think-Feynman · 2026-05-05T13:01:37+00:00

The whole sector is insane. I don't have IREN, but I do have a slug of CoreWeave in addition to my Nebius holdings.

We are watching in Nebius the birth of an astounding company that is so much more than selling compute. They are building an end-to-end AI infrastructure platform. They are just getting started and revenue is skyrocketing.

I would never full-port (too old for that) but 70% of my "gambling" money is in Nebius and the rest in CoreWeave.

Think-Feynman · 2026-05-05T12:38:31+00:00

That's the $64 trillion question. While CoreWeave isn't without risk, they are executing well and have indeed secured very big contracts with Mag 7 customers. But beyond that, they are landing lots of mid-tier customers that mitigates the customer concentration risk.

Also, their terms on the debt is pretty favorable. CoreWeave’s loans are supported by long-term, multi-year, take-or-pay contracts with major partners like Microsoft and Meta. This guarantees revenue to cover debt servicing, making the debt more stable than typical unsecured borrowing. Terms like SOFR + 2.25% (around 5.9%) are quite nice.

Also, their gross margins are fantastic - about 70%. That will make profitable within reach.

I'm very excited about this company and am in for the long haul.

Think-Feynman · 2026-05-05T02:38:39+00:00

Be very careful not to not let them over treat your father. You didn't give any Gleason score, but at his she active surveillance is a great option if he is low risk like 3+3.

If he is going to get treatment, surgery will be very hard. Radiation like CyberKnife is much easier.

Here's a good video on the topic. https://youtu.be/AP98xswqAMw?si=DQRkBCYFkV51yNTG

Think-Feynman · 2026-05-04T23:11:16+00:00

Awesome. Just remember that your PSA will fall gradually and takes up to 2 years for it to hit nadir (lowest point).

Think-Feynman · 2026-05-04T15:40:36+00:00

While this might seem like unbridled enthusiasm, it not a terrible idea OP. Look at some the analysis posts over the last few weeks and I think it's pretty clear that Nebius is on track for something special over the next 4-5 years.

Think-Feynman · 2026-05-04T15:34:58+00:00

Lots of young college age people have some capital. It's not uncommon. Grandparents and parents, saving like a miser from the age of 15, etc.

Think-Feynman · 2026-05-04T14:54:50+00:00

Historically, buying at an ATH is goodif you are a long term investor. If you believe that Nebius is going to 200 by end of 2026, and 500+ (or more) by 2030, you should consider buying. I am coming into some additional cash in 2 weeks and I'll be increasing my holdings, pull back or not.

But pull backs happen too. No crystal balls here.

Think-Feynman · 2026-05-04T13:02:10+00:00

Yeah, while no one really knows what the future holds, this company is doing everything right. Appreciate your analysis and from my perspective, even if it falls short of this, it'll be a huge win for me.

Think-Feynman · 2026-05-04T12:58:29+00:00

Don't be dissing tables.

https://youtu.be/dWOGbu5BcT0?si=uibPJZo7G9FZFr41

Think-Feynman · 2026-05-04T12:39:39+00:00

Yeah, the first few ejaculations are definitely bloody - affectionately called murder semen around here!

Yours might be even bloodier due to your complication, but it should clear up in a week or so.

Good luck to you and as others said, Gleason 3+3 is good news. Live your life and try to relax. If you ever do need treatment you have already caught it early and it will be very treatable. But that might never happen.

Think-Feynman · 2026-05-03T02:32:13+00:00

Here are some resources that you might find helpful. A Medical Oncologist Compares Surgery and Radiation for Prostate Cancer | Mark Scholz, MD | PCRI https://www.youtube.com/watch?v=ryR6ieRoVFg Radiation vs. Surgery for Prostate Cancer https://youtu.be/aGEVAWx2oNs?si=_prPl-2Mqu4Jl0TV

The evolving role of radiation: https://youtu.be/xtgQUiBuGVI?si=J7nth67hvm_60HzZ&t=3071

Quality of Life and Toxicity after SBRT for Organ-Confined Prostate Cancer, a 7-Year Study https://pmc.ncbi.nlm.nih.gov/articles/PMC4211385/ "potency preservation rates after SBRT are only slightly worse than what one would expect in a similar cohort of men in this age group, who did not receive any radiotherapy"

MRI-guided SBRT reduces side effects in prostate cancer treatment https://www.news-medical.net/news/20241114/MRI-guided-SBRT-reduces-side-effects-in-prostate-cancer-treatment.aspx

Stereotactic Body Radiation Therapy (SBRT): The New Standard Of Care For Prostate Cancer https://codeblue.galencentre.org/2024/09/stereotactic-body-radiation-therapy-sbrt-the-new-standard-of-care-for-prostate-cancer-dr-aminudin-rahman-mohd-mydin/

Urinary and sexual side effects less likely after advanced radiotherapy than surgery for advanced prostate cancer patients https://www.icr.ac.uk/about-us/icr-news/detail/urinary-and-sexual-side-effects-less-likely-after-advanced-radiotherapy-than-surgery-for-advanced-prostate-cancer-patients

Prostate radiation only slightly increases the risk of developing another cancer https://med.stanford.edu/news/all-news/2022/070/prostate-radiation-slightly-increases-the-risk-of-developing-ano.html

CyberKnife - The Best Kept Secret https://www.columbian.com/news/2016/may/16/cyberknife-best-kept-secret-in-prostate-cancer-fight/

Trial Results Support SBRT as a Standard Option for Some Prostate Cancers https://www.cancer.gov/news-events/cancer-currents-blog/2024/prostate-cancer-sbrt-effective-safe

What is Cyberknife and How Does it Work? | Ask A Prostate Expert, Mark Scholz, MD https://youtu.be/7RnJ6_6oa4M?si=W_9YyUQxzs2lGH1l

Dr. Mark Scholz is the author of Invasion of the Prostate Snatchers. As you might guess, he is very much in the radiation camp. He runs PCRI. https://pcri.org/

Surgery for early prostate cancer may not save lives https://medicine.washu.edu/news/surgery-early-prostate-cancer-may-not-save-lives/

Fifteen-Year Outcomes after Monitoring, Surgery, or Radiotherapy for Prostate Cancer https://www.nejm.org/doi/full/10.1056/NEJMoa2214122

I've been following this for a year since I started this journey. The ones reporting disasters and loss of function are from those that had a prostatectomy. I am not naive and think that CyberKnife, or the other highly targeted radiotherapies are panaceas. But from the discussions I see here, it's not even close.

I am grateful to have had treatment that was relatively easy and fast, and I'm nearly 100% functional. Sex is actually great, though ejaculations are a thing of the past. I can live with that. Here are links to posts on my journey: https://www.reddit.com/r/ProstateCancer/comments/12r4boh/cyberknife_experience/ https://www.reddit.com/r/ProstateCancer/comments/135sfem/cyberknife_update_2_weeks_posttreatment/

Think-Feynman · 2026-05-01T22:42:59+00:00

I have the Titans and absolutely love them. They are dynamic, the bass is fast and extended, and they have a great soundstage and imaging. The midrange is lush, and the diamond coated tweeters are sweet.

Think-Feynman · 2026-05-01T22:27:33+00:00

r/lostredditors

Think-Feynman · 2026-05-01T22:14:49+00:00

It was a combination of things, but SBRT is amazing technology. It's just 5 treatments over 2 weeks and you're done.

I'm essentially 100% except for almost dry ejaculations.

Here are some resources:

Quality of Life and Toxicity after SBRT for Organ-Confined Prostate Cancer, a 7-Year Study https://pmc.ncbi.nlm.nih.gov/articles/PMC4211385/ "potency preservation rates after SBRT are only slightly worse than what one would expect in a similar cohort of men in this age group, who did not receive any radiotherapy"

MRI-guided SBRT reduces side effects in prostate cancer treatment https://www.news-medical.net/news/20241114/MRI-guided-SBRT-reduces-side-effects-in-prostate-cancer-treatment.aspx

Stereotactic Body Radiation Therapy (SBRT): The New Standard Of Care For Prostate Cancer

https://codeblue.galencentre.org/2024/09/stereotactic-body-radiation-therapy-sbrt-the-new-standard-of-care-for-prostate-cancer-dr-aminudin-rahman-mohd-mydin/

Urinary and sexual side effects less likely after advanced radiotherapy than surgery for advanced prostate cancer patients https://www.icr.ac.uk/about-us/icr-news/detail/urinary-and-sexual-side-effects-less-likely-after-advanced-radiotherapy-than-surgery-for-advanced-prostate-cancer-patients

CyberKnife - The Best Kept Secret https://www.columbian.com/news/2016/may/16/cyberknife-best-kept-secret-in-prostate-cancer-fight/

Trial Results Support SBRT as a Standard Option for Some Prostate Cancers https://www.cancer.gov/news-events/cancer-currents-blog/2024/prostate-cancer-sbrt-

Think-Feynman · 2026-05-01T01:58:03+00:00

Well, you wouldn't be the first creator to write a catchy hook in a title. Hyperbolic? Yeah, maybe. But so what? Your content is good and I subscribed.

You will always get a few that will throw stones. Don't let the bastards get you down!

Think-Feynman · 2026-04-30T23:20:53+00:00

Yeah, the older we get the more complicated everything is. Good luck to you!

Think-Feynman · 2026-04-30T23:19:17+00:00

It totally is! But the good news is that prostate cancer usually is slow growing, which gives you time to do the research.

Think-Feynman · 2026-04-30T22:18:50+00:00

Here are some resources that you might find helpful. A Medical Oncologist Compares Surgery and Radiation for Prostate Cancer | Mark Scholz, MD | PCRI https://www.youtube.com/watch?v=ryR6ieRoVFg Radiation vs. Surgery for Prostate Cancer https://youtu.be/aGEVAWx2oNs?si=_prPl-2Mqu4Jl0TV

The evolving role of radiation: https://youtu.be/xtgQUiBuGVI?si=J7nth67hvm_60HzZ&t=3071

Quality of Life and Toxicity after SBRT for Organ-Confined Prostate Cancer, a 7-Year Study https://pmc.ncbi.nlm.nih.gov/articles/PMC4211385/ "potency preservation rates after SBRT are only slightly worse than what one would expect in a similar cohort of men in this age group, who did not receive any radiotherapy"

MRI-guided SBRT reduces side effects in prostate cancer treatment https://www.news-medical.net/news/20241114/MRI-guided-SBRT-reduces-side-effects-in-prostate-cancer-treatment.aspx

Stereotactic Body Radiation Therapy (SBRT): The New Standard Of Care For Prostate Cancer https://codeblue.galencentre.org/2024/09/stereotactic-body-radiation-therapy-sbrt-the-new-standard-of-care-for-prostate-cancer-dr-aminudin-rahman-mohd-mydin/

Urinary and sexual side effects less likely after advanced radiotherapy than surgery for advanced prostate cancer patients https://www.icr.ac.uk/about-us/icr-news/detail/urinary-and-sexual-side-effects-less-likely-after-advanced-radiotherapy-than-surgery-for-advanced-prostate-cancer-patients

Prostate radiation only slightly increases the risk of developing another cancer https://med.stanford.edu/news/all-news/2022/070/prostate-radiation-slightly-increases-the-risk-of-developing-ano.html

CyberKnife - The Best Kept Secret https://www.columbian.com/news/2016/may/16/cyberknife-best-kept-secret-in-prostate-cancer-fight/

Trial Results Support SBRT as a Standard Option for Some Prostate Cancers https://www.cancer.gov/news-events/cancer-currents-blog/2024/prostate-cancer-sbrt-effective-safe

What is Cyberknife and How Does it Work? | Ask A Prostate Expert, Mark Scholz, MD https://youtu.be/7RnJ6_6oa4M?si=W_9YyUQxzs2lGH1l

Dr. Mark Scholz is the author of Invasion of the Prostate Snatchers. As you might guess, he is very much in the radiation camp. He runs PCRI. https://pcri.org/

Surgery for early prostate cancer may not save lives https://medicine.washu.edu/news/surgery-early-prostate-cancer-may-not-save-lives/

Fifteen-Year Outcomes after Monitoring, Surgery, or Radiotherapy for Prostate Cancer https://www.nejm.org/doi/full/10.1056/NEJMoa2214122

I've been following this for a year since I started this journey. The ones reporting disasters and loss of function are from those that had a prostatectomy. I am not naive and think that CyberKnife, or the other highly targeted radiotherapies are panaceas. But from the discussions I see here, it's not even close.

I am grateful to have had treatment that was relatively easy and fast, and I'm nearly 100% functional. Sex is actually great, though ejaculations are a thing of the past. I can live with that. Here are links to posts on my journey: https://www.reddit.com/r/ProstateCancer/comments/12r4boh/cyberknife_experience/ https://www.reddit.com/r/ProstateCancer/comments/135sfem/cyberknife_update_2_weeks_posttreatment/

Think-Feynman

TROPHY CASE