Offshore
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Antonio Linares
$CRWD is shaping up to be a big winner in cybersecurity this decade.
The company's competitive advantage is robust and continually reinforcing, driven by the following 5 factors:
1. Ease of implementation: Their software stands out as the most user-friendly in the market, attracting a larger customer base and generating more data for analysis.
2. Unified data framework: By consolidating all data into a single model, they simplify the understanding of the threat landscape and facilitate AI model training.
3. Efficient module deployment: Their streamlined data architecture enables swift and cost-effective deployment of new AI modules, allowing for continual innovation.
4. Growth synergy: The introduction of new modules stimulates customer acquisition, increases data input, enhances AI capabilities, and catalyzes the development of even more advanced modules, creating a self-reinforcing cycle that drives sustained cash flow growth.
5. Fixed costs, escalating profits: With each new module adoption, the company experiences a significant surge in cash generation, requiring minimal additional effort. This cycle strengthens the company's competitive position, leading to further growth in cash flow.
Witness the progression of cash flow from operations for $CRWD over time 👇
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$CRWD is shaping up to be a big winner in cybersecurity this decade.
The company's competitive advantage is robust and continually reinforcing, driven by the following 5 factors:
1. Ease of implementation: Their software stands out as the most user-friendly in the market, attracting a larger customer base and generating more data for analysis.
2. Unified data framework: By consolidating all data into a single model, they simplify the understanding of the threat landscape and facilitate AI model training.
3. Efficient module deployment: Their streamlined data architecture enables swift and cost-effective deployment of new AI modules, allowing for continual innovation.
4. Growth synergy: The introduction of new modules stimulates customer acquisition, increases data input, enhances AI capabilities, and catalyzes the development of even more advanced modules, creating a self-reinforcing cycle that drives sustained cash flow growth.
5. Fixed costs, escalating profits: With each new module adoption, the company experiences a significant surge in cash generation, requiring minimal additional effort. This cycle strengthens the company's competitive position, leading to further growth in cash flow.
Witness the progression of cash flow from operations for $CRWD over time 👇
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Offshore
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Antonio Linares
In the long run, $NVDA's monolithic chip approach has an expiry date and $AMD stands to benefit greatly from that.
The stage is set for $AMD to disrupt $NVDA's AI dominance over the coming decade.
A quick explanation 👇
$AMD's chip design revolves around chiplets, which are smaller chips assembled to form a larger one. This approach not only enhances yields but also slashes production costs.
In conventional manufacturing, a single faulty component doesn't necessitate discarding the entire unit. Consequently, chiplet-based architectures typically boast superior manufacturing yields compared to monolithic designs.
Contrarily, $NVDA's chips are monolithic and intricately engineered, dominating the market with top-notch performance, allowing $NVDA to command premium prices and enjoy substantial profit margins.
However, with the introduction of the MI300 chip, $AMD is evolving its chiplet-based GPUs. While not an immediate threat to $NVDA's dominance, $AMD's chiplets promise continual improvement over time.
Chiplet designs inherently offer lower profit margins due to their inability to command premium prices based on performance.
Within $NVDA, the focus remains on maximizing profits and pursuing higher margins. Despite some experimentation with chiplet designs, enthusiasm among salespeople and engineers for a potentially less profitable chiplet division is lacking.
This reluctance stems from what's known as "The Innovator's Dilemma." Unless $NVDA shifts its strategy significantly, it's bound to face challenges ahead.
Meanwhile, $AMD will continue refining its chiplet-based GPUs, eventually:
1. Capturing significant market share.
2. Attaining performance parity, or close to it, with monolithic chips, but at more competitive prices.
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In the long run, $NVDA's monolithic chip approach has an expiry date and $AMD stands to benefit greatly from that.
The stage is set for $AMD to disrupt $NVDA's AI dominance over the coming decade.
A quick explanation 👇
$AMD's chip design revolves around chiplets, which are smaller chips assembled to form a larger one. This approach not only enhances yields but also slashes production costs.
In conventional manufacturing, a single faulty component doesn't necessitate discarding the entire unit. Consequently, chiplet-based architectures typically boast superior manufacturing yields compared to monolithic designs.
Contrarily, $NVDA's chips are monolithic and intricately engineered, dominating the market with top-notch performance, allowing $NVDA to command premium prices and enjoy substantial profit margins.
However, with the introduction of the MI300 chip, $AMD is evolving its chiplet-based GPUs. While not an immediate threat to $NVDA's dominance, $AMD's chiplets promise continual improvement over time.
Chiplet designs inherently offer lower profit margins due to their inability to command premium prices based on performance.
Within $NVDA, the focus remains on maximizing profits and pursuing higher margins. Despite some experimentation with chiplet designs, enthusiasm among salespeople and engineers for a potentially less profitable chiplet division is lacking.
This reluctance stems from what's known as "The Innovator's Dilemma." Unless $NVDA shifts its strategy significantly, it's bound to face challenges ahead.
Meanwhile, $AMD will continue refining its chiplet-based GPUs, eventually:
1. Capturing significant market share.
2. Attaining performance parity, or close to it, with monolithic chips, but at more competitive prices.
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Offshore
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Thomas | heyapollo.com
IMPRESSIVE: Fidelity ETF has now accumulated 150 Thousand #BTC
Look at that pace! 🚀 https://t.co/4lDFYegj40
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IMPRESSIVE: Fidelity ETF has now accumulated 150 Thousand #BTC
Look at that pace! 🚀 https://t.co/4lDFYegj40
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Offshore
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Daniel
Understanding Risk is Key to successful investing.
Howard Marks has done a phenomenal job at explaining what risk actually is.
Spoiler: It's not Volatility!
I believe every investor should hear Marks' ideas on risk: https://t.co/UhKxswHrYt
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Understanding Risk is Key to successful investing.
Howard Marks has done a phenomenal job at explaining what risk actually is.
Spoiler: It's not Volatility!
I believe every investor should hear Marks' ideas on risk: https://t.co/UhKxswHrYt
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Offshore
Video
Thomas | heyapollo.com
RT @Vivek4real_: "We're buying #Bitcoin to hold it 100 years. That $66K to $16K crash shook out the tourists. When it was 16K, we were all ready to ride it to zero.”
- Michael Saylor 🔥 https://t.co/iazshEtp9U
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RT @Vivek4real_: "We're buying #Bitcoin to hold it 100 years. That $66K to $16K crash shook out the tourists. When it was 16K, we were all ready to ride it to zero.”
- Michael Saylor 🔥 https://t.co/iazshEtp9U
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Offshore
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The Long Investor
Can someone tell Powell that people need to work more than one job because of inflation.
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Can someone tell Powell that people need to work more than one job because of inflation.
⚠️SUMMARY OF U.S. MARCH JOBS REPORT:
1) The economy added a whopping 303,000 jobs in March, blowing past expectations of 212,000.
2) The U.S. unemployment rate fell to 3.8% from 3.9%,
3) Wage growth decelerated in line with expectations, rising at a 4.1% pace, down from 4.3% in February.
4) Overall, the job market is looking good, perhaps even too good. tweet
Offshore
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Thomas | heyapollo.com
"I used to have 20 #BTC, now I only have 1. It's killing me on the inside"
Lesson: HODL https://t.co/PxOddjr4Ko
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"I used to have 20 #BTC, now I only have 1. It's killing me on the inside"
Lesson: HODL https://t.co/PxOddjr4Ko
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