Jerry Idaho @sunriverflow
Most of time naive, sometimes stupid Joined February 2008-
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$INTR is a fast-growing neobank everybody ignores. It grew its members from 5 million to 40 million in just 5 years, becoming the second-largest digital bank in Brazil. Yet, it's trading at just 8 times 2027 earnings. Here is why $INTR is an easy 2x opportunity:🧵
It is extraordinarily difficult to induce a daily habit when offering an incomplete solution
What are the market share percentages going to be one year from now? "🗓️ Today: ChatGPT: 78.1% Google: 9.1% DeepSeek: 4.0% Grok: 2.3% Claude: 1.9% Perplexity: 1.8% Copilot: 1.2%"
What are the market share percentages going to be one year from now? "🗓️ Today: ChatGPT: 78.1% Google: 9.1% DeepSeek: 4.0% Grok: 2.3% Claude: 1.9% Perplexity: 1.8% Copilot: 1.2%"
every once in a while, I study European companies and almost have to double check whether the numbers I'm seeing are correct. $ASML, which is perhaps one of the most important companies in the world, pays $5-6 mn to its C-suites which is like ~30% of what US C-suites get paid for…
$KLAR Klarna (IPO next week): a timeline. Dec '24: "AI can do all the jobs. We stopped hiring a year ago " Aug '25: "We need more people in customer service. Engineers, you'll be amazing at that."
$KLAR Klarna (IPO next week): a timeline. Dec '24: "AI can do all the jobs. We stopped hiring a year ago " Aug '25: "We need more people in customer service. Engineers, you'll be amazing at that." https://t.co/HFdsif2vcZ
No sector more immune to productivity than healthcare. It’s just a huge jobs program and a cascade of various captured interests When AI can change misaligned incentives then I will become full maxi
No sector more immune to productivity than healthcare. It’s just a huge jobs program and a cascade of various captured interests When AI can change misaligned incentives then I will become full maxi
@anthonylecocq Here's what I literally asked Grok yesterday about $TGEN... :) x.com/i/grok/share/r…
GPU market share, according to Jon Peddie Research Nvidia 94% AMD 6%
a senior engineer at google just dropped a 400-page free book on docs for review: agentic design patterns. the table of contents looks like everything you need to know about agents + code: > advanced prompt techniques > multi-agent patterns > tool use and MCP > you name it
RAY DALIO WARNS OF AN 'ECONOMIC HEART ATTACK'—KEY SIGNALS TO WATCH Ray Dalio, founder of Bridgewater Associates, warns that rising government debt could trigger an economic crisis within three years. On X, he wrote that the U.S. is late in the “big debt cycle,” and without…
"Mitsubishi Heavy Industries aims to double its gas turbine capacity in the next two years as demand for the equipment rises globally due to replacement and data center needs." Long lead times up and down the supply chain (e.g., forging, castings, labor) so it's not like the…
By August 2025, Nvidia’s valuation remains above $4 trillion, surpassing Meta, Alphabet, and Microsoft combined - a clear signal of Wall Street’s massive AI bets.
$APP Sometimes you just need a simple thesis to invest in a company. If Applovin can make a billion dollars serving just 600 small E-com customers, why can’t they expand to 6000 out of 160,000 with automation within a year. That’s $10B, plus 5B gaming revenue. 3x in one year.
$GOOGL is the biggest cash machine of the Mag 7. (TTM)💰 One more add to the list of reasons it’s undervalued. 👊🏻
The real AI play is energy. Cutting edge GPU racks consume 80-130 kW as apposed to 25-30 kW for a CPU rack. Result? Emergy demand skyrockets. Renewable capacity is far from meeting this demand. The cheapest way is coal and natural gas. $ET is the leading midstream natural gas…
Rumour that $TSM is raising prices by 5-10% for next year, to offset US tariffs, exchange rate fluctuations, etc., just shows you that despite having a monopoly, they really care about their clients doing well. $TSM could easily raise double that and the clients would accept it.
📢 Fannie Mae & Freddie Mac Market Update!! The process for $FNMA and $FMCC has been finalized and is ready for execution. The long anticipated path forward for $FNMA and $FMCC is finally taking shape. With the process finalized and execution led at the highest level, both…
Just finished the $PPIH Thesis: drive.google.com/file/d/1SgugJE…
Looks like Weichai still has ~90k $PSIX shares to sell and paused for the past two days. They don't seem to like selling in the low $80's.
Looks like Weichai still has ~90k $PSIX shares to sell and paused for the past two days. They don't seem to like selling in the low $80's.
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