Introduction: I think about ProCap Financial as two businesses. The company owns 5,457 Bitcoin worth $354MM as of August 7th, 2026. There is also a startup AI-powered financial business called CFO Silvia. The total market capitalization (aggregate value) of the company is $238MM which means that you’re paying 67% of NAV if you buy the … Read more
Intel announced fantastic 2Q results after the close today. Revenue of $16.1B was up 25% and crushed analyst estimates of $14.5B. Prior guidance had been for $13.8B – $14.8B. Adjusted EPS of $.42 was also far above analyst estimates of $.22. Prior guidance had been for $.20. Gross margin of 40.4% was above last year’s … Read more
As many of you know, I rented my house out last year and spent the year traveling and working from different places. It was an amazing experience. I engaged more with religion, meditation, art, architecture, and nature more than I do in my “normal” life. The trip was great for my health. I walked, explored, … Read more
