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Wall St Engine
RT @wallstengine: JPMorgan CEO Dimon:
“There’s good volatility & bad volatility. I’d expect continued volatility. So far, this one’s been the good kind, but I wouldn’t count on it being the same next time. More volatility’s actually a plus for traders—it means wider spreads & more trading volume” https://t.co/tl74SUmZMy
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RT @wallstengine: JPMorgan CEO Dimon:
“There’s good volatility & bad volatility. I’d expect continued volatility. So far, this one’s been the good kind, but I wouldn’t count on it being the same next time. More volatility’s actually a plus for traders—it means wider spreads & more trading volume” https://t.co/tl74SUmZMy
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Dimitry Nakhla | Babylon Capital®
Yes, Burry sold all his stocks & purchased $EL
Yes, he purchased a ton of puts $NVDA $BABA $PDD $JD $EL $TCOM
This is not as “breaking news” as many make it seem
These filings snapshot past months
Burry likely cashed in on the April correction, closed shorts & flipped long Q2 https://t.co/EkDQ6GYNhS
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Yes, Burry sold all his stocks & purchased $EL
Yes, he purchased a ton of puts $NVDA $BABA $PDD $JD $EL $TCOM
This is not as “breaking news” as many make it seem
These filings snapshot past months
Burry likely cashed in on the April correction, closed shorts & flipped long Q2 https://t.co/EkDQ6GYNhS
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Capital Employed
RT @capitalemployed: 42 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇
https://t.co/pd1jpi63Tp https://t.co/TmOdie93hE
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RT @capitalemployed: 42 ‘fresh-off-the-press’ stock pitches we’ve enjoyed reading in the past two weeks 👇
https://t.co/pd1jpi63Tp https://t.co/TmOdie93hE
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The All-In Podcast
🚨 HUGE all-in interview
@friedberg sits down with google ceo @sundarpichai
sit back for an amazing conversation covering:
-- will ai kill search? is google about to disrupt itself?
-- sizing up the competition: elon, altman, zuck, satya
-- culture, coddling, and recruitment at google
-- proudest moment and biggest regret as ceo
-- which current $500B+ company google almost acquired
(0:00) david friedberg welcomes alphabet ceo sundar pichai
(2:58) will ai kill search?: google disrupting itself, evolving search to follow the user
(15:32) infrastructure advantage, foundational model differentiation
(25:08) future of human-computer interaction, hardware, competitive landscape in ai
(35:29) energy constraints in ai
(41:20) google's progress in quantum computing and robotics
(47:56) culture, coddling, and talent recruitment in the age of ai
(56:50) does he consider alphabet a holding company searching for google's next $100b business?
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🚨 HUGE all-in interview
@friedberg sits down with google ceo @sundarpichai
sit back for an amazing conversation covering:
-- will ai kill search? is google about to disrupt itself?
-- sizing up the competition: elon, altman, zuck, satya
-- culture, coddling, and recruitment at google
-- proudest moment and biggest regret as ceo
-- which current $500B+ company google almost acquired
(0:00) david friedberg welcomes alphabet ceo sundar pichai
(2:58) will ai kill search?: google disrupting itself, evolving search to follow the user
(15:32) infrastructure advantage, foundational model differentiation
(25:08) future of human-computer interaction, hardware, competitive landscape in ai
(35:29) energy constraints in ai
(41:20) google's progress in quantum computing and robotics
(47:56) culture, coddling, and talent recruitment in the age of ai
(56:50) does he consider alphabet a holding company searching for google's next $100b business?
tweet
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Offshore
Video
The All-In Podcast
Sundar Pichai's Biggest Regret as Google CEO: Not Buying Netflix When He Had the Chance!
@friedberg:
"As we wrap up, I want to ask you one last question to hopefully frame your experience of the last 10 years as CEO."
"Biggest regret? Biggest mistake?"
@sundarpichai:
"There's a lot of small regrets."
"You know, by nature I tend to look forward and I learn from mistakes we make."
"But look, there are acquisitions we debated hard, came close."
Friedberg:
"Just gimme one name."
Sundar:
"We'll get in trouble. Maybe Netflix."
"Right, like we debated Netflix at some point super intensely inside."
"So you go through these moments, right?"
"And I wouldn't call it regrets, but you always look back and in a world of butterfly effects, there were alternate paths, but maybe they are in a different part of the multiverse."
Could you imagine what Google would look like with YouTube AND Netflix?! 🤯🤯🤯
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Sundar Pichai's Biggest Regret as Google CEO: Not Buying Netflix When He Had the Chance!
@friedberg:
"As we wrap up, I want to ask you one last question to hopefully frame your experience of the last 10 years as CEO."
"Biggest regret? Biggest mistake?"
@sundarpichai:
"There's a lot of small regrets."
"You know, by nature I tend to look forward and I learn from mistakes we make."
"But look, there are acquisitions we debated hard, came close."
Friedberg:
"Just gimme one name."
Sundar:
"We'll get in trouble. Maybe Netflix."
"Right, like we debated Netflix at some point super intensely inside."
"So you go through these moments, right?"
"And I wouldn't call it regrets, but you always look back and in a world of butterfly effects, there were alternate paths, but maybe they are in a different part of the multiverse."
Could you imagine what Google would look like with YouTube AND Netflix?! 🤯🤯🤯
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Hidden Value Gems
$BRK.B major trades in Q1 2025:
✅ More than doubled $STZ and $POOL, small increases in $OXY $SIRI $DPZ $HEI.A
❌Sold $NU and $C, reduced $FWONK $TIMUS $BAC
+New undisclosed position https://t.co/HQktpJVVRa
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$BRK.B major trades in Q1 2025:
✅ More than doubled $STZ and $POOL, small increases in $OXY $SIRI $DPZ $HEI.A
❌Sold $NU and $C, reduced $FWONK $TIMUS $BAC
+New undisclosed position https://t.co/HQktpJVVRa
tweet