John R. Oliver @agilejro
Founder - Director of Asset Management/Portfolio Manager @ Agile Wealth - Multi- Family Office. Insatiably curious. #trailrunner Not Advice. ✝️ agilewealthpartners.com Michigan, USA Joined January 2011-
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We are in the beginning of the biggest technological revolution ever and people are worried about Powell?
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Google, putting their head down and grinding away as usual. Full stack AI. $GOOGL
John R. Oliver retweeted
Potential Gold Breakout 🤑🥳
Oracle to Power Texas Data Center with Gas Generators Amid AI Surge cloudwars.com/cloud-wars-min…
John R. Oliver retweeted
“We mostly just sit around reading, thinking and waiting.” – Stanley Druckenmiller
John R. Oliver retweeted
@Mountain_Troll_ @PeterMallouk Based on BLS data, average hourly earnings for private-sector workers rose from $28.44 in Jan 2020 to $36.44 in Jul 2025, a 28% increase. Official CPI shows ~25% cumulative inflation over that period, so real wages have edged up slightly overall. For the chart's items (avg 48%…
John R. Oliver retweeted
In the last 20 years, software ate the world. In the next 20 years, AI will eat software.
$APP Applovin: A profit machine. open.substack.com/pub/theagilein…
John R. Oliver retweeted
AI SPENDING IS EATING THE US ECONOMY Per @RenMacLLC’s Dutta: “So far this year, AI capex, which we define as information processing equipment plus software has added more to GDP growth than consumers’ spending” sherwood.news/markets/the-ai…
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Margin expansion is still a mega-cap story
Gold.
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cc @JC_ParetsX
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Well done boys!!! 🇺🇸
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How Oracle Is Winning the AI Compute Market Stargate, OpenAI ByteDance Unique Datacenter Strategy Investment Grade Neocloud Revenue and EBIT Forecast semianalysis.com/2025/06/30/how…
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