Hello, this is supposed to be the bonus episode, but this turns out to be the only episode of the day.
I tried to shoot an episode this morning, but remember the devil on my shoulder I was talking about yesterday?
I don't have a name for him, but I'm just gonna call him the devil on my shoulder for now.
Well, he didn't like that I was talking bad about him, apparently, because he really kind of took over the show today.
And I'm in one of those really gloomy moods today, and I couldn't bring myself to do the morning episode.
I tried. Actually, I did record something. I did record something. I tried talking about the stock market and how NVIDIA's reporting earnings today.
And they actually already reported earnings. They reported really, really good earnings.
And I tried to talk about that this morning, but I couldn't get into it.
Just talking about finance, about whether stocks are going to move up and down, whether this company's having this much earnings or that much earnings or this EPS or that,
it's a very shallow topic, in my opinion, and I couldn't bring myself to talk about it.
And something just wasn't right. I didn't feel right about it.
So I couldn't record a good show this morning.
So now the afternoon show, which is supposed to be the bonus show, is the one you're getting.
And right. So yesterday I was talking about my short term project, my timer app.
That's nearing completion now. I'm submitting it to the app store today.
Not today. Well, maybe today. I don't know. Maybe if not today, then tomorrow.
And it's just going to be a free app. It's so simple. It's so, so simple.
But it's useful and I'm going to be using it. So is my wifey.
So. So. That's that. Not much to say about that.
So it's on to the next thing. I don't know what the next thing is going to be. We'll have to see.
But the stock market is going to be up tomorrow because NVIDIA reported good earnings.
Here I am talking about finance. Fuck it. I'm just going to talk about finance.
Who am I to say it's not an interesting topic? It's kind of an arrogant thing to say.
It is interesting, OK? NVIDIA is so goddamn important.
It's so important to the overall economy. And it has such a heavy weighting in all the indexes.
It's like some ungodly percentage of the NASDAQ and the S&P.
So whatever way NVIDIA goes, the market goes. And NVIDIA did very well.
They reported a really good quarter. I'm not going to try to recite like specific numbers or anything, but it was really frigging good.
It was really, really fucking good. OK. And another thing about.
Hey, hey, hey. Another thing about this podcast is I, I changed it to having an explicit moniker.
That's what it is. It has the little explicit sign next to it because I am just I'm a potty mouth.
OK. I think for me to be authentic, you're going to hear some F-bombs slip out of my mouth on a regular basis.
And other such curse words, if you're sensitive to such things.
I apologize. I hope you stick around anyway. But.
Oh, well, I'm not going to be an asshole and say if you don't like it, go fuck yourself or something like that, because I can understand some people are sensitive to curse words.
I'm not. I'm not sensitive to it. I think I think curse words have a special place in the English vocabulary.
And you're really limiting your range of communication if you're not using a curse word here and there.
And that's how I feel about that. But anyway, I would like to think of a name for the devil on my shoulder.
I'd like to give him a good name. I'll brainstorm on that.
Hopefully something good comes to me. But devil on my shoulder, it's just too cliche.
It's too too ordinary. I want something good because he's he's definitely a passenger.
That is always present. And sometimes he's more dominant in my daily life than others.
And today he really, really let himself be known because maybe I I went too hard at him yesterday.
I told him to go fuck himself at the end of yesterday's podcast, and maybe that's why I'm getting the beat down today.
But OK, OK, devil on my shoulder, I see you there, you fucking cocksucker.
Yeah. All right. So. Yeah, so stock market's going to be up tomorrow.
I don't have a ton of exposure to the A.I. trade. The A.I. trade is going to be screaming higher tomorrow.
But I've I've been kind of cautious in that regard.
A lot of people talking about an A.I. bubble and stuff.
So I haven't I haven't gone all in on on the A.I. trade by any means.
I mean, I have significant exposure to it. I own Apple. I own Google.
Wait, no, I don't. Sorry, I don't own Apple. I own I own Amazon.
I own NVIDIA. I own Google and I own Microsoft and I own a little bit.
And I have a pretty significant exposure to power, the power side of things, electricity generation.
So I have some solar exposure and I have some like. I think they're called like neoclouds now.
I'm not sure, but this company, it's called it's DGXX, Digipower X.
And they have power plants and they have and they do Bitcoin mining and data center stuff.
So anyway, I have a little bit exposure to that.
But by no means do I have like this, like over half of my portfolio exposed to the A.I. trade.
But I do have a significant amount. So I'm going to see some some green tomorrow.
But. Here I am talking about finance when just before this podcast, I thought I was going to talk about how I don't like talking about finance.
Like I'm some kind of like ubermensch. But I am no ubermensch.
I'm just a guy. Just a guy trying to get by.
And. God knows where this thing's going to take me next.
I don't know what I'm going to talk about. I have ideas. Well, I was going to talk about Alan Watts.
And how how he talks about how the enlightened person not not that I'm an enlightened person or anything.
I strive to be, but I'm not saying that I am. But he talks about how the enlightened person finds themselves alone in the world.
Not lonely, but alone. And that kind of jived with me.
I often find myself alone. I mean, I have a family that loves me and who I spend most of my time with.
But I don't have much of a social life outside of that.
And listening to Alan Watts on what he says about. The enlightened person finding themselves alone, it's really it's really an enticing message,
but I'm a little cautious because. It's tempting to go ahead and justify the fact that you're alone.
To being like some sort of enlightened monk or guru or something, but.
That's a tempting conclusion to make, but I'm not ready to make that conclusion because I don't really consider myself to be enlightened.
Because I'm often under the spell of the devil on my shoulder and the enlightened person.
Doesn't succumb to. The devil on his shoulder, I don't think. As much as I do.
So. Yeah, that's where my thoughts are on that.
And with that, I'm going to end it. Thanks for tuning in to the Lone Dev Semi Daily.
The next one will be who knows.
And that's all I got for you. I should just cut it.