Antonio Linares
Predictions for the next 10 years:
1. $HIMS will evolve into a healthcare giant, by deflating healthcare prices worldwide.
2. $AMD will disrupt $NVDA’s dominance of the AI space.
3. $SPOT will evolve into an audio search engine will billions of MAUs.
4. $PLTR will evolve into the platform that enables AI adoption in the West and on which folks build companies on first.
5. $AMZN’s market cap will increase multiple fold as its FCF/share levels increase exponentially, driven by its proprietary AI models.
6. $TSLA will unlock material abundance by combining AI, cheap energy and hyper-efficient manufacturing.
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Predictions for the next 10 years:
1. $HIMS will evolve into a healthcare giant, by deflating healthcare prices worldwide.
2. $AMD will disrupt $NVDA’s dominance of the AI space.
3. $SPOT will evolve into an audio search engine will billions of MAUs.
4. $PLTR will evolve into the platform that enables AI adoption in the West and on which folks build companies on first.
5. $AMZN’s market cap will increase multiple fold as its FCF/share levels increase exponentially, driven by its proprietary AI models.
6. $TSLA will unlock material abundance by combining AI, cheap energy and hyper-efficient manufacturing.
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Offshore
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Giuliano
After four months deeply studying books, I returned to simply reading.
It’s unbelievable how much easier it is.
Almost done with Feynman’s. https://t.co/FdNP3IuW6R
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After four months deeply studying books, I returned to simply reading.
It’s unbelievable how much easier it is.
Almost done with Feynman’s. https://t.co/FdNP3IuW6R
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Dimitry Nakhla | Babylon Capital®
Lam Research $LRCX with a 10:1 stock split (effective after October 2, 2024) & authorization of a $10B share buyback
#stocks #investing
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Lam Research $LRCX with a 10:1 stock split (effective after October 2, 2024) & authorization of a $10B share buyback
#stocks #investing
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Hidden Value Gems
Surprised that $NVDA is only top3 performer in the S&P 500 year to date…
40% run in $CMG is also hard to understand for me 🤷🏻♂️
I can understand why people are “excited” about utilities.
h/t @charliebilello https://t.co/Z4ige2Us65
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Surprised that $NVDA is only top3 performer in the S&P 500 year to date…
40% run in $CMG is also hard to understand for me 🤷🏻♂️
I can understand why people are “excited” about utilities.
h/t @charliebilello https://t.co/Z4ige2Us65
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Antonio Linares
RT @Technimentals: $HIMS jumped over 25% yesterday after they announced they will offer compounded GLP-1 agonist weight loss drugs at a much lower price than branded versions.
@alc2022 thinks this could be a 100x stock and has written some in-depth articles on the company.
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RT @Technimentals: $HIMS jumped over 25% yesterday after they announced they will offer compounded GLP-1 agonist weight loss drugs at a much lower price than branded versions.
@alc2022 thinks this could be a 100x stock and has written some in-depth articles on the company.
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Hidden Value Gems
Utilities and insurance $ACGL are among the best performers so far this year, don’t forget that $BRK.B is one the biggest players in both segments 😉
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Utilities and insurance $ACGL are among the best performers so far this year, don’t forget that $BRK.B is one the biggest players in both segments 😉
Surprised that $NVDA is only top3 performer in the S&P 500 year to date…
40% run in $CMG is also hard to understand for me 🤷🏻♂️
I can understand why people are “excited” about utilities.
h/t @charliebilello https://t.co/Z4ige2Us65 tweet
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The Long Investor
$ETH
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$ETH
UPDATE: @Grayscale just filed an updated 19b-4 for their Ethereum Mini Trust. We should see a bunch of these come in today. https://t.co/MuuZihyw8p tweet
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The Long Investor
$ETH the move back up to the ATH line at $4875 is on. https://t.co/SzCP2OvDIL
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$ETH the move back up to the ATH line at $4875 is on. https://t.co/SzCP2OvDIL
$ETH tick tock
$ETH is looking ready to make a move https://t.co/cXEyWXlvMz tweet
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Daniel
RT @MnkeDaniel: American hedge fund billionaire Bill Ackman is a big fan of self-studying investing.
"You can learn investing by reading books."
Here is the 11-Book-List that he recommends to everyone who wants to learn about Investing👇 https://t.co/BT8hv4tutQ
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RT @MnkeDaniel: American hedge fund billionaire Bill Ackman is a big fan of self-studying investing.
"You can learn investing by reading books."
Here is the 11-Book-List that he recommends to everyone who wants to learn about Investing👇 https://t.co/BT8hv4tutQ
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