Freelunch @FreeLunchOrNot
There ain't no such thing as a free lunch investment! Macro / Equity / Digital Assets / Politics No financial advice. Everything is education and entertainment. personal views only Joined October 2021-
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Software apps face rapid disruption: only community-based apps survive for now. Google excels, injecting superior AI into apps, turning software into AI products & launching new ones constantly. Apple, MSFT, Meta struggle to create AI products. Preferred AI plays should be…
Great time with OKX and BCNL! Next year again!
“Cloud and AI is the driving force of business transformation across every industry and sector," said Satya Nadella, chairman and chief executive officer of Microsoft. We need a lot more compute!
Can somebody invite this guy to speak in front of the European parlement?
Can somebody invite this guy to speak in front of the European parlement?
We need more compute! End of message.
And we are back to trade wars. Don't forget these letters are a negotiation tool.
And we are back to trade wars. Don't forget these letters are a negotiation tool.
LoL
LoL https://t.co/fCWGpc7dWy
We need more compute! Jensen says AI agents use up to 10k x more tokens than one-shot LLM's. It is still early.
Jensen (NVDA): Every supercomputer will have a QPU on the side in the next few years.
3.6 billion annual inflow into the stock market (excluding the 5k).
3.6 billion annual inflow into the stock market (excluding the 5k).
$IONQ is expensive, but arguing that the road map is bullish is being modest. The competition, $IBM should be worried.
We need more compute!
An Iran deal could create a bigger deflation shock with lower oil prices. US bond yields need a deflation shock ASAP. US admin will need to max effort to get bond yields down.
An Iran deal could create a bigger deflation shock with lower oil prices. US bond yields need a deflation shock ASAP. US admin will need to max effort to get bond yields down.
NVDA makes much more cash flow....
Possible catalysts this month: - Economic agreements are being forged with China, the UK, and Saudi Arabia. Several staged or superficial deals are expected to be announced in the coming week. - Inflation pressures are easing. Excess inventory from Chinese pre-orders may soon be…
Retail bought the dip. Institutional investors panicas sold the sell-off! Who needs to buy back at higher prices.... 😅🫢
Jensen is diving into the opportunity to sell its tech to new US factories using AI/Robotics and Omniverse similar like they sell it in the rest of the world. $ndva
Jensen is diving into the opportunity to sell its tech to new US factories using AI/Robotics and Omniverse similar like they sell it in the rest of the world. $ndva
$AMZN providing transparency makes Amazon an enemy of the state, while the White House calls for free speech?
$AMZN providing transparency makes Amazon an enemy of the state, while the White House calls for free speech?
$MSTR is an interesting company and could be a way to gain exposure to Bitcoin. However, we are seeing an increasing number of amateur investors becoming emotionally attached to a single stock and losing sight of fundamentals. Building a thesis without basic accounting and…
$MSTR is an interesting company and could be a way to gain exposure to Bitcoin. However, we are seeing an increasing number of amateur investors becoming emotionally attached to a single stock and losing sight of fundamentals. Building a thesis without basic accounting and…
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