Jatinder singh,MBA @JFeb13
rookie in investment, knowledge seeker. Ontario, CA Joined February 2015-
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Microsoft Karma? $MSFT rolled out Internet explorer which disrupted Netscape Navigator. It was free and bundled with the OS. $META rolled out Llama 3 which disrupted OpenAI. It is free and bundled with IG WA FB.
Microsoft Karma? $MSFT rolled out Internet explorer which disrupted Netscape Navigator. It was free and bundled with the OS. $META rolled out Llama 3 which disrupted OpenAI. It is free and bundled with IG WA FB.
GS on Energy Demands from Datacenter: *Goldman expects an incremental 650 TWh of energy demand* Let’s put that in perspective.. An average datacenter can consume about 30 to 50 MW of energy 650 TerraWatt Hours implies 2,000 to 2,500 datacenters Sanity Check: One country,…
Legacy Brands In Decline: Starbucks is another brand that is hitting ‘limits to growth’ and going thru a growth to value transition So is Nike $NKE and Apple $AAPL and Lulu $LULU If you marginal consumer is in China, and you are facing domestic competition, then you have…
Driverless cars leaderboard: Level 5: No one. Level 4: Waymo (Google) Level 3: Mercedes Benz (Yes, Mercedes is ahead…) Level 2: Tesla Stock has had a lot of negative news priced in The bounce was technical in nature - a short squeeze That’s what caused the bounce on…
How is it that $SOFI, whose balance sheet consists of $10 Bn+ in loans, did not report a single delinquency metric on its PR? Other lenders report a rise in DQ rates headed back 2008 levels SoFi is distracting by talking about 'tech revenue' which is immaterial and has no banks
"If Tesla had a substitute for the Toyota Sienna, would anyone prefer a Tesla mini van over the Toyota Sienna?"
Historic news —The UK just elected its first Sikh female MP and its first turbaned Sikh MP for the UK Parliament! 👳🏾👩🏾
Smart Cities India Awards 2017 with 12 winners under 10 categories. 3 Jury Excellence Awards were awarded to Sterlite, L&T & Surat MCrpn
A letter from our dynamic Prime Minister Shri @narendramodi for the upcoming @smartcitiesind is the best encouragement we can get #SmartCity
One Mega Event / Smart Cities India 2017 expo weekly ad coverage in Hindustan Times Mint @Oracle_India #oowindia @smartcitiesind @htTweets
Solid Waste Management Department (PMC) employees cleaning various areas across Pune. #pune #pmc #smartcity #wastemanagement
At Mahoba for the inauguration of almost 100 MW new solar plants. Laptops were given to more students of Jhansi.
Exhibit in the US PAVILION at @smartcitiesind New Delhi certified by @TradeGov @USCommercialSvc & organised by @exhibitionsindi #smartcities
Over 500 participants will showcase green solutions at onemegaevent.com . #smartcities #ETSmartGreen
Vancouver's story to 50% of trips by foot, bike & transit (feat. @BrentToderian @modacitylife & @mbruntlett) vox.com/science-and-he…
A gigantic sinkhole has opened in Japan, swallowing huge sections of road including traffic lights cnn.it/2fykr50
7 months to join forces and make a bigger impact. @FantasticIndia onemegaevent.com #smartcities Link: bit.ly/2edLm4x
3 days Indulging in Smart City solutions – for a better tomorrow: myfantasticindia.com/smart-city-ind… #smartcity #India
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20K Followers 4K Following Canada's leading online destination for the latest automotive news, reviews, video, analysis and buying advice.Microsoft Karma? $MSFT rolled out Internet explorer which disrupted Netscape Navigator. It was free and bundled with the OS. $META rolled out Llama 3 which disrupted OpenAI. It is free and bundled with IG WA FB.
The Disrupters Are Getting Disrupted: Devs are replacing OpenAI with Meta Llama with no degradation Why? Price is cheaper GPT4: $10 per million tokens input Meta: $0.60 cents for tokens input Who will pay the $20 / month OpenAi subscription? Zuck just took a major swing at…
Nuclear Renaissance - Uranium Thesis in a nutshell below Be sure to follow @LumidaWealth for content curation and earnings out-takes
@hkuppy's Uranium Thesis 👇 - Why Uranium - Market dynamics - Owning Physical Uranium - Uranium Price & Utlities : can it go to a $1000? x.com/ramahluwalia/s…
On Amazon: The bull case is $AMZN has the highest 5 year free cashflow growth expectation The bear case is $AMZN has the highest 5 year free cashflow growth expectation We still prefer $NVDA $META $GOOGL after reviewing the numbers All great businesses, not all at fair prices
3/ Consider Amazon The AWS business has a so-so (teens) contribution to annual YOY revenue growth for the parent holdco But AWS has a *massive* contribution to YOY earnings growth Due to the operating leverage $AWS
SoFi: Mr Market knows better and smells something funny 👇 Why people want to own $15 bn of unsecured loans, amidst rising DQs, and levered with deposits is mindboggling to me… There are many other great businesses in the world This stock is about to break 2023 lows A real…
Show me the DQs! $SOFI
POV: @ramahluwalia reading $SOFI earnings report for Delinquency Metrics
why would they need to take the map data out of china 😂
@WholeMarsBlog Why would the mapping data need to leave China? In case I want to FSD from Seattle to Beijing? What are these people on?
How is it that $SOFI, whose balance sheet consists of $10 Bn+ in loans, did not report a single delinquency metric on its PR? Other lenders report a rise in DQ rates headed back 2008 levels SoFi is distracting by talking about 'tech revenue' which is immaterial and has no banks
@EliBurton_ interesting, I’ve never seen that before
Apple: ‘One retail employee says they have not seen a Vision Pro purchase in weeks’ Fear of being wrong prevents people from letting people apprehend the obvious ‘What if…’ It’s psychologically difficult to hold a contrarian view It’s easier to go with the crowd, pay up, and…
“.. Vision Pro demand has dropped considerably at many Apple stores. One retail employee says they haven’t seen one Vision Pro purchase in weeks and that the number of returns equaled the device’s sales in the first month ..” @markgurman $AAPL bloomberg.com/news/newslette…
Chipotle Mexican Grill has a higher forward PE than Nvidia (53.7x) This stock is riding on momentum that may be at exhaustion Good time to take profits $CMG (no position, yet…this is my volunteer work ;)
When FSD Supervised is engaged, multiple cameras & a neural network are looking around your Tesla at all times, never getting distracted or tired
I wondered why FSD wasnt going on the green, then he zoomed by...
I already made $11,000 on the shares I bought the other day 😁 $TSLA
GOOGLE ALL TIME HIGH Congrats all those that observe Google earnings :) Lumida: 🍕 🍕 🍕 🍕 🍕 🍕 Also, did you buy $META at the open? Remember that was the gameplan yesterday. That lot is up 5%+ Bet with @altcap is looking good…
1/ Alphabet $GOOG Q1 2024 Results: Beats Earnings by ~25% & Beats Revenue expectations by ~2% Total Revenue: $80.5 Bn, up 15% YoY, down 7% QoQ Net income: $23.6 Bn, up 57% YoY, up 14% QoQ Shares up ~15% after results
1/ Alphabet $GOOG Q1 2024 Results: Beats Earnings by ~25% & Beats Revenue expectations by ~2% Total Revenue: $80.5 Bn, up 15% YoY, down 7% QoQ Net income: $23.6 Bn, up 57% YoY, up 14% QoQ Shares up ~15% after results
Stripe has a crypto payments rail use case Crypto is the last chapter in the evolution of Fintech Lending, Payments, Settlement… all of that should be done on a transparent, decentralized, cryptographically secure public ledgers
Crypto is back. @stripe will start supporting global stablecoin payments this summer. Transactions instantly settle on-chain and automatically convert to fiat. Join the waitlist stripe.com/use-cases/cryp… and watch the demo (h/t @solana) from Sessions.