Antonio Linares
RT @NameGeneric55: @alc2022 Iโm doing exactly that. Taken a break from work and embedding LLMs/GANs in different applications. Reading on architecture. Attention is all you need. Wink wink
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RT @NameGeneric55: @alc2022 Iโm doing exactly that. Taken a break from work and embedding LLMs/GANs in different applications. Reading on architecture. Attention is all you need. Wink wink
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Antonio Linares
I think $AMD's stock will climb to over $600 per share, driven by a product roadmap that is widely misunderstood.
Right now, the tech world is all about AI, mostly selling GPUs. But AMD has a special advantage because all parts of its business help spread its main AI tech.
This smart way of using its business to push AI will likely boost AMD's financial results in the coming years.
AI isn't just in GPUs anymore; it's expected to spread to different tech like smartphones, PCs, cars, and home appliances over the next decade.
AMD knows a lot about chiplet technology, which means it can add AI features across all its products.
In the long run, this strategy could work out better than just trying to beat NVDA in the GPU market, where AMD is already a strong competitor.
By developing GPUs with chiplets that perform well and improving its ROCm software, AMD might take some of $NVDA's market share.
Using this technology across its various business areas should also help AMD succeed more broadly.
The benefits of taking market share from $NVDA are big, including the chance for $AMD to become a top supplier of AI-powered PCs.
Also, $AMD can chase these opportunities without much extra cost because its chiplet design works well across different products.
With its strong presence in the PC market already, $AMD is ready to use its AI tech in personal computing, even if it doesn't surpass $NVDA in GPU sales.
This move into AI by $AMD is a clever, asymmetric strategy.
Looking ahead, personalized computing is becoming a big trend. Companies will want custom tech solutions, and $AMD is well-prepared to meet these needs.
While rivals like $INTC and $NVDA are dabbling with chiplets to compete in AI and offer personalized tech, AMD has a head start, giving it an edge.
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I think $AMD's stock will climb to over $600 per share, driven by a product roadmap that is widely misunderstood.
Right now, the tech world is all about AI, mostly selling GPUs. But AMD has a special advantage because all parts of its business help spread its main AI tech.
This smart way of using its business to push AI will likely boost AMD's financial results in the coming years.
AI isn't just in GPUs anymore; it's expected to spread to different tech like smartphones, PCs, cars, and home appliances over the next decade.
AMD knows a lot about chiplet technology, which means it can add AI features across all its products.
In the long run, this strategy could work out better than just trying to beat NVDA in the GPU market, where AMD is already a strong competitor.
By developing GPUs with chiplets that perform well and improving its ROCm software, AMD might take some of $NVDA's market share.
Using this technology across its various business areas should also help AMD succeed more broadly.
The benefits of taking market share from $NVDA are big, including the chance for $AMD to become a top supplier of AI-powered PCs.
Also, $AMD can chase these opportunities without much extra cost because its chiplet design works well across different products.
With its strong presence in the PC market already, $AMD is ready to use its AI tech in personal computing, even if it doesn't surpass $NVDA in GPU sales.
This move into AI by $AMD is a clever, asymmetric strategy.
Looking ahead, personalized computing is becoming a big trend. Companies will want custom tech solutions, and $AMD is well-prepared to meet these needs.
While rivals like $INTC and $NVDA are dabbling with chiplets to compete in AI and offer personalized tech, AMD has a head start, giving it an edge.
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Offshore
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Antonio Linares
$CRWD is one of the companies that is best positioned to benefit from the rise of AI.
As it continues harvesting more data, it will be exponentially harder for competitors to catch up.
$CRWD's moat is getting stronger every quarter, driven by the following dynamics:
1. Market-leading software efficiency: Their software boasts the lightest footprint, facilitating easy installation and operation. This accessibility attracts more customers, thereby enhancing their data pool for further analysis.
2. Consolidated data framework: They integrate all data into a singular model, simplifying the process of obtaining a comprehensive view of the security environment and enabling efficient AI training with this unified data.
3. Low incremental cost of expansion: Their efficient data architecture streamlines the training and deployment of new AI models, allowing $CRWD to introduce new features at minimal additional cost.
4. Reinforcing growth cycle: The introduction of new features not only attracts additional customers but also enriches the data reservoir, enhances AI capabilities, and leads to the development of even more advanced modules. This cycle fosters a substantial increase in cash generation over time.
5. Scale economies in cash generation: As the adoption of various modules increases, $CRWD's cash generation capability significantly escalates with minimal additional input. Each new module fortifies their strategic position, thereby amplifying cash flow.
Observe the trajectory of $CRWD's cash from operations over time ๐
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$CRWD is one of the companies that is best positioned to benefit from the rise of AI.
As it continues harvesting more data, it will be exponentially harder for competitors to catch up.
$CRWD's moat is getting stronger every quarter, driven by the following dynamics:
1. Market-leading software efficiency: Their software boasts the lightest footprint, facilitating easy installation and operation. This accessibility attracts more customers, thereby enhancing their data pool for further analysis.
2. Consolidated data framework: They integrate all data into a singular model, simplifying the process of obtaining a comprehensive view of the security environment and enabling efficient AI training with this unified data.
3. Low incremental cost of expansion: Their efficient data architecture streamlines the training and deployment of new AI models, allowing $CRWD to introduce new features at minimal additional cost.
4. Reinforcing growth cycle: The introduction of new features not only attracts additional customers but also enriches the data reservoir, enhances AI capabilities, and leads to the development of even more advanced modules. This cycle fosters a substantial increase in cash generation over time.
5. Scale economies in cash generation: As the adoption of various modules increases, $CRWD's cash generation capability significantly escalates with minimal additional input. Each new module fortifies their strategic position, thereby amplifying cash flow.
Observe the trajectory of $CRWD's cash from operations over time ๐
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Hidden Value Gems
A good read on the growth of Universal Park themes at $CMCSA and its challenge to $DIS
๐งต๐
โ โA common vacation itinerary includes three or four days at Disney World and one or two days at Universal. If Universal can now persuade families to spend one more day at its parks instead of at Disney, it could nab hundreds of millions of dollars in annual revenue.โ
1/5
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A good read on the growth of Universal Park themes at $CMCSA and its challenge to $DIS
๐งต๐
โ โA common vacation itinerary includes three or four days at Disney World and one or two days at Universal. If Universal can now persuade families to spend one more day at its parks instead of at Disney, it could nab hundreds of millions of dollars in annual revenue.โ
1/5
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Offshore
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Daniel
Buffett, Munger, and countless other Superinvestos consider Investor's Psychology a Top 3 factor for Success.
Here are the 7 Best Psychology Books:
1. Thinking, Fast and Slow
The most comprehensive book I've ever read on psychology by Nobel Prize winner Daniel Kahneman. https://t.co/maM2bBJGR6
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Buffett, Munger, and countless other Superinvestos consider Investor's Psychology a Top 3 factor for Success.
Here are the 7 Best Psychology Books:
1. Thinking, Fast and Slow
The most comprehensive book I've ever read on psychology by Nobel Prize winner Daniel Kahneman. https://t.co/maM2bBJGR6
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Offshore
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The Long Investor
$ETH this is the chart you bookmark. https://t.co/I8dg2pY59K
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$ETH this is the chart you bookmark. https://t.co/I8dg2pY59K
$ETH sometimes the coincidental alignments are too beautiful to ignore.
The breadth of the Cup aligns perfectly with the 1.618 Fib, which is always our Wave 3 target.
$8814 is the target of Wave 3. https://t.co/xABzwehb2r tweet
Offshore
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Hidden Value Gems
Interesting charts showing the demographic revolution in China by @FT
2/3 of the population now live in cities and more people die than are born.
Important for estimating future growth rate of consumer brands in the country. Less tailwind in the future. https://t.co/irZ8Kge4Ll
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Interesting charts showing the demographic revolution in China by @FT
2/3 of the population now live in cities and more people die than are born.
Important for estimating future growth rate of consumer brands in the country. Less tailwind in the future. https://t.co/irZ8Kge4Ll
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Offshore
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Giuliano
Of regulation, competition, and their effects on the interests of parties.
Adam Smith, 1776. https://t.co/c4gRhqHE9E
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Of regulation, competition, and their effects on the interests of parties.
Adam Smith, 1776. https://t.co/c4gRhqHE9E
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Offshore
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๎จ Q-Cap ๎จ
1/This Amazon piece in the WSJ this morning had excellent insights on the culture https://t.co/UGm8za78VG
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1/This Amazon piece in the WSJ this morning had excellent insights on the culture https://t.co/UGm8za78VG
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The Long Investor
The truth about these 4 groups:
You only need 1-3 of these individual stocks to complete their correction and you have a group that you can build your portfolio around for long term.
Every one of these stocks are perfect long term holds
Which is why most of them make up our Top 20 list.
For the last 12 months, I built my portfolio around $AMZN and it has returned 80% for me, as it accounted for nearly 50% of my portfolio.
Build your portfolio around fundamentally strong companies with excellent moats and margins.
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The truth about these 4 groups:
You only need 1-3 of these individual stocks to complete their correction and you have a group that you can build your portfolio around for long term.
Every one of these stocks are perfect long term holds
Which is why most of them make up our Top 20 list.
For the last 12 months, I built my portfolio around $AMZN and it has returned 80% for me, as it accounted for nearly 50% of my portfolio.
Build your portfolio around fundamentally strong companies with excellent moats and margins.
If the market corrects shortly, which group would you buy first when the correction completes?
Group A:
$AAPL
$V
$COST
Group B:
$AMZN
$GOOG
$AMD
Group C:
$MSFT
$LLY
$BRK-B
Group D:
$NVDA
$META
$UNH tweet