Offshore
Photo
The Long Investor
Silver and $ETH looking very similar here
Silver has the same set up as $ETH before it broke out in December. https://t.co/y8U7sy5CVP
tweet
Silver and $ETH looking very similar here
Silver has the same set up as $ETH before it broke out in December. https://t.co/y8U7sy5CVP
tweet
Offshore
Photo
Daniel
This is Michael Burry.
He made $800,000,000 from calling the 2008 Crash.
He's the protagonist of the movie "The Big Short."
Here are the 5 Investing Principles that make him controversial but successful👇 https://t.co/ZWucGVucmK
tweet
This is Michael Burry.
He made $800,000,000 from calling the 2008 Crash.
He's the protagonist of the movie "The Big Short."
Here are the 5 Investing Principles that make him controversial but successful👇 https://t.co/ZWucGVucmK
tweet
Antonio Linares
AI is going to be huge. These are the companies that I think will benefit most from AI and why:
( $NVDA, $AMD, $CRWD, $PLTR, $AMZN, $SPOT, $RBLX, $PATH)
1. $NVDA: with a thus far unrivaled lineup of GPUs, combined with a strong software ecosystem, $NVDA is currently the world's #1 provider of AI compute. Even if $AMD takes marketshare, it's likely to continue doing very well.
2. $AMD: by leveraging its chiplet strategy to break into the AI GPU market, $AMD is gearing up to disrupt $NVDA's dominance in the AI space. Currently priced as a distant #2, it's a highly assymetric scenario.
3. $CRWD: emerging as a potential winner-takes-all in the XDR space, $CRWD's key competitive advantage is its unified data model. This allows it to deploy new cybersecurity features, by training AI models really fast and relatively easily. As AI gets better, $CRWD will be more indispensable for clients and exponentially more competitive than other players with less and lower quality data.
4. $PLTR: as the world's top provider of digital twins, $PLTR is the key enabler of AI adoption in the West. As it continues to productize its offerings fast, it's evolving into a platform and is starting to brew network effects that will be hard to replicate.
5. $AMZN: everyone knows $AMZN is an ecommerce behemoth, but few understand that it's gearing up to produce some of the world's most valuable AI assistants. I believe these assistants will bring in tens of billions of $ of revenue for the company with 90%+ gross margins.
6. $SPOT: the internet has left voice behind, with respect to video, images and text but it's the basis for spoken language. Far ahead of $AAPL and $AMZN, $SPOT knows who wants to listen to what and when. This sets $SPOT up to create AI models that solve problems for creators and consumes alike, which should meaningfully increase FCF yield over the long term.
7. $RBLX: although most think of this platform as a silly children's game, it's actually evolving into a social media platform with the potential to rival many of today's top social media apps (stay tuned for my $RBLX update!). AI will benefit this company tremendously by allowing creators to make new worlds at a much higher speed: content will boom and this will be felt in the bottom line.
8. $PATH: apparently simply watches screen via computer vision and scrapes data, but this vantage point is enabling $PATH to move towards semantic automation: in other words, $PATH is becoming a key automation player. As AI gets better, $PATH will have access to more and better data and is likely to be indispensable for its customers.
tweet
AI is going to be huge. These are the companies that I think will benefit most from AI and why:
( $NVDA, $AMD, $CRWD, $PLTR, $AMZN, $SPOT, $RBLX, $PATH)
1. $NVDA: with a thus far unrivaled lineup of GPUs, combined with a strong software ecosystem, $NVDA is currently the world's #1 provider of AI compute. Even if $AMD takes marketshare, it's likely to continue doing very well.
2. $AMD: by leveraging its chiplet strategy to break into the AI GPU market, $AMD is gearing up to disrupt $NVDA's dominance in the AI space. Currently priced as a distant #2, it's a highly assymetric scenario.
3. $CRWD: emerging as a potential winner-takes-all in the XDR space, $CRWD's key competitive advantage is its unified data model. This allows it to deploy new cybersecurity features, by training AI models really fast and relatively easily. As AI gets better, $CRWD will be more indispensable for clients and exponentially more competitive than other players with less and lower quality data.
4. $PLTR: as the world's top provider of digital twins, $PLTR is the key enabler of AI adoption in the West. As it continues to productize its offerings fast, it's evolving into a platform and is starting to brew network effects that will be hard to replicate.
5. $AMZN: everyone knows $AMZN is an ecommerce behemoth, but few understand that it's gearing up to produce some of the world's most valuable AI assistants. I believe these assistants will bring in tens of billions of $ of revenue for the company with 90%+ gross margins.
6. $SPOT: the internet has left voice behind, with respect to video, images and text but it's the basis for spoken language. Far ahead of $AAPL and $AMZN, $SPOT knows who wants to listen to what and when. This sets $SPOT up to create AI models that solve problems for creators and consumes alike, which should meaningfully increase FCF yield over the long term.
7. $RBLX: although most think of this platform as a silly children's game, it's actually evolving into a social media platform with the potential to rival many of today's top social media apps (stay tuned for my $RBLX update!). AI will benefit this company tremendously by allowing creators to make new worlds at a much higher speed: content will boom and this will be felt in the bottom line.
8. $PATH: apparently simply watches screen via computer vision and scrapes data, but this vantage point is enabling $PATH to move towards semantic automation: in other words, $PATH is becoming a key automation player. As AI gets better, $PATH will have access to more and better data and is likely to be indispensable for its customers.
tweet
Offshore
Photo
Antonio Linares
Tens of students have taken my 2 Hour Deep Diver course to date. https://t.co/kmZvNttNzO
tweet
Tens of students have taken my 2 Hour Deep Diver course to date. https://t.co/kmZvNttNzO
tweet
Offshore
Photo
The Long Investor
$AMZN
There was 1 single share bought of $AMZN on the 16th of May 2023 by an insider.
It was bought my Jeff Bezos
Share price was $114 that day
Share price hit $189 yesterday
76% increase from that buy signal from Jeff.
Thank you https://t.co/scCqp2QStS
tweet
$AMZN
There was 1 single share bought of $AMZN on the 16th of May 2023 by an insider.
It was bought my Jeff Bezos
Share price was $114 that day
Share price hit $189 yesterday
76% increase from that buy signal from Jeff.
Thank you https://t.co/scCqp2QStS
tweet
The Long Investor
$INTC has doubled their manufacturing capabilities in Ireland, Germany and Israel and now approved for expansion in Arizona
$INTC has also been given grants in all countries with Germany providing a 40% tax rebate to build there.
$INTC is preparing for its future
If their chips are infact faster and cheaper than $NVDA’s, the market will respond bullish
tweet
$INTC has doubled their manufacturing capabilities in Ireland, Germany and Israel and now approved for expansion in Arizona
$INTC has also been given grants in all countries with Germany providing a 40% tax rebate to build there.
$INTC is preparing for its future
If their chips are infact faster and cheaper than $NVDA’s, the market will respond bullish
tweet
Offshore
Photo
The Long Investor
One week later
There are now 15 companies in the S&P 500 with an RSI below 30.
Some big names here:
$BA
$CVS
$SBUX
$JNJ
$LULU
$MNST
$AMT
$UNH https://t.co/llnjZUmQKN
tweet
One week later
There are now 15 companies in the S&P 500 with an RSI below 30.
Some big names here:
$BA
$CVS
$SBUX
$JNJ
$LULU
$MNST
$AMT
$UNH https://t.co/llnjZUmQKN
There are only 6 companies in the S&P 500 with RSI's below 30, 3 of them should be of considerable interest to you:
$UNH
$NKE
$LULU tweet
Antonio Linares
Just because $AMZN, $AAPL or $META compete or may soon compete with a business it doesn’t automatically mean that the business in question is dead.
You have to dig a bit deeper to understand the situation. If the smaller business has an exceptional focus on its end customer, these larger companies may actually struggle quite a bit in taking it down.
tweet
Just because $AMZN, $AAPL or $META compete or may soon compete with a business it doesn’t automatically mean that the business in question is dead.
You have to dig a bit deeper to understand the situation. If the smaller business has an exceptional focus on its end customer, these larger companies may actually struggle quite a bit in taking it down.
tweet
Offshore
Video
The Long Investor
Ha the best one yet
tweet
Ha the best one yet
$JPM Jamie Dimon showing up to the conference call this morning after reporting $42.55 billion in revenue https://t.co/u9bsvxUnSc tweet