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Neural Capital: Investing in tomorrow’s innovators. AI-driven insights, market analysis, and smart investing strategies.

Joined April 2025
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There it is. Over 60% of the S&P 500's components are now in bear market territory, down -20% or more from their record highs. Four of the Magnificent 7 stocks are now in bear market territory, with these seven names erasing a combined -$4 trillion in market cap since their highs. We are in a "stealth" bear market. And, we believe it's a huge opportunity as we outlined below on October 15th.
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BREAKING: Intel, $INTC, extends losses to -30% on the day, now on track for its biggest decline on record. Not even the Dot-Com bubble or 1970s saw a decline in $INTC like this.
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NeuralCapital retweeted
If you’re a long term investor with no plans of buying right now … today may be a good day to not check your portfolio 🫡
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NeuralCapital retweeted
Notebook has just unlocked over 700 textbooks from the world’s leading publishers. Every single one is available to you, completely free of charge! @Gemini_Notebook
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NeuralCapital retweeted
A seismic shift just occurred in the clean-tech landscape, and most of the market is still looking at the old map. In just 100 days, my outlook on Aduro Clean Technologies has shifted from promising to pivotal. Last week’s patent filing was the spark that ignited a TAM explosion, fundamentally rewriting the ceiling for this company. We aren’t just looking at a growth play anymore; we’re looking at a total industry disruption. @makingmoneynow1 @ClassicValueInv open.substack.com/pub/gannon…
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Future of Industrial AI is Here - Interview with Algo 8 CEO $GOGO $GOGAF youtu.be/35er9eD6Ts8
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NeuralCapital retweeted
storytelling is the only way to impose meaning on abundance, coherence on noise, & legitimacy on power. strategy, ops, & capital are all downstream. without narrative control, none it will ever stick. this has been the core premise of my account. in a world of infinite output, story is the scarce primitive. whoever can compress chaos into something ppl can feel, remember, forgive, & rally around actually runs the system. this skill is worth more than the entire c suite combined.
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Voice AI is going to explode in 2026. Here’s what I’m seeing: 1. Dictation has completely changed how I work I go on walks where I dictate to Otter for 40min. I built an app this weekend while lifting weights. The productivity gain is real. 2. Phone booths everywhere I visited the offices of two large AI companies last week. They have phone booths everywhere. I watched someone walk into one, dictate, then walk right back out. That’s it. 3. Microphones at every desk I visited Wispr Flow’s headquarters in October (see pic). Every single employee had a $60 microphone on their desk and can whisper tasks all day long to AI. You cannot hear them even if you’re at the neighboring table. 4. OpenAI says typing is the bottleneck Alexander Embiricos, head of product for Codex, just went on the @lennysan podcast that the “current underappreciated limiting factor” to AGI-level productivity isn’t model capability, it’s human typing speed. We are literally being held back by our fingers.
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NeuralCapital retweeted
don’t build slot machines don’t fake humans don’t hide the messy truths don’t create black boxes don’t make people feel stupid don’t extract value or attention don’t optimize for vanity metrics don’t gatekeep knowledge don’t make tools that divide don’t sacrifice agency for convenience don’t hold opinions build tools that teach build systems that reveal build for human curiosity, not clicks build bridges, not walls build for the commons build for every unique being build to amplify thought build for the person you once were build for questions we haven’t yet asked build tools that extend imagination build with the love for humanity, for the universe we live in
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NeuralCapital retweeted
My 1 pager on what you need to know about today's OpenAI's gpt-oss announcement OpenAI just made it possible to build AI for healthcare, finance, defense etc. The $300B+ markets that were off-limits are now wide open.
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NeuralCapital retweeted
CREDENTIALS DON’T MATTER Over the last few months, I’ve seen several A+ execs and operators flounder and fail at AI startups, while young “inexperienced” builders have crushed execution and performed superbly. It’s the biggest discontinuity in talent evaluation I’ve seen in my 25+ years in technology. All of one’s prior experiences, credentials, and traditional markers of success have become nearly irrelevant when the fundamental rules of the game have changed so dramatically. The shift to AI represents such a paradigm break that institutional knowledge often becomes institutional baggage. The executive who masterfully navigated enterprise sales cycles finds themselves lost when the product builds itself. The operator who optimized for predictable growth metrics struggles when the core capability improves exponentially overnight. Meanwhile, the 22-year-old who’s been fine-tuning models in their dorm room intuitively understands token economics, reasoning patterns, and capability scaling in ways that no MBA program ever taught. These “inexperienced” builders don’t carry the weight of how things “should” work. They don’t waste time trying to force AI capabilities into traditional product frameworks or business models. And so, they win. If you’re an executive wanting to find a role at an AI company, be humble. Put in the work. Use the tools and create a personal AI stack. Train yourself to think differently - probabilistically, not deterministically. Be open to an IC role if needed. It’s not magic, but it will take real work. If you’re an AI company founder, ensure your hiring process is not blinded by credentials. What matters is raw building ability (in EVERY role, not just Eng/Product/Design), comfort with uncertainty, and the ability to iterate and experiment exceptionally fast. It’s a new era.
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New $PLTR article. I’ll link it below for you to read — it’s short. This sentence sticks out to me: “Healthcare produces nearly a third of the world’s entire data, and studies indicate that almost 97% of it goes unused.” The possibilities are endless.
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NeuralCapital retweeted
3PM PST today @vladtenev @tachim and @HarmonicMath live streaming on @X. Not to be missed. teapawt.org/i/broadcasts/1BdGYqEkO…
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NeuralCapital retweeted
"You're sheltering chinese AI researchers, are you not?"
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𝗔𝗺𝗲𝗿𝗶𝗰𝗮’𝘀 𝗔𝗜 𝗔𝗰𝘁𝗶𝗼𝗻 𝗣𝗹𝗮𝗻: 𝗪𝗵𝗮𝘁 𝗜𝘁 𝗠𝗲𝗮𝗻𝘀 𝗳𝗼𝗿 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻, 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀, 𝗮𝗻𝗱 𝗚𝗹𝗼𝗯𝗮𝗹 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 🇺🇸 Reflecting on my first set of takeaways from a quick reading of the White House AI Action Plan released today, I’m genuinely excited about what this means for the future of AI in the US. At @ACL_Digital, our team sees tremendous possibilities, not only in driving improved productivity for enterprises of all sizes but also in helping businesses fundamentally reimagine their processes to compete globally with AI-powered innovation. The plan’s focus on accelerating AI R&D, expanding infrastructure, and creating regulatory clarity creates an environment where large tech innovators, systems integrators like us, and enterprises can collaborate to deliver transformative solutions faster and with greater trust. For ACL Digital, standing at the forefront of building AI solutions, this is a huge opportunity to deepen our partnership with customers, helping them unlock new growth avenues while boosting operational excellence. Let's connect, share insights and explore new use cases for AI to transform business as this ambitious roadmap unfolds. #AIActionPlan #WhiteHouseAIActionPlan linkedin.com/pulse/americas-…
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The AI action plan has been released.
Tomorrow is the unveiling of the AI Action Plan.
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