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Antonio Linares
$AMZN'S ANDY JASSY SAYS AI IS GOING TO TRANSFORM EVERY CUSTOMER EXPERIENCE https://t.co/ZzabRY2hCr
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$AMZN'S ANDY JASSY SAYS AI IS GOING TO TRANSFORM EVERY CUSTOMER EXPERIENCE https://t.co/ZzabRY2hCr
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Offshore
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The Long Investor
$TLT Bonds in terms of Risk v Reward favour the reward side here.
Monthly RSI is showing a bullish trend too.
20% jump to return to the Mean Reversion Zone
and 3.72% dividend. https://t.co/UpRnas2MDR
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$TLT Bonds in terms of Risk v Reward favour the reward side here.
Monthly RSI is showing a bullish trend too.
20% jump to return to the Mean Reversion Zone
and 3.72% dividend. https://t.co/UpRnas2MDR
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The Long Investor
Tunnel Vision is a common trait for new investors
In bull markets, they only see markets moving higher
In bear markets, they only see markets moving lower.
After strong runs and strong declines, you need to prepare for a change in trend and this cycle has been in place since the first stock has ever traded.
You can make money in both markets but you need to prepare for both scenarios.
$SPY $QQQ $SQQQ $TLT GOLD
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Tunnel Vision is a common trait for new investors
In bull markets, they only see markets moving higher
In bear markets, they only see markets moving lower.
After strong runs and strong declines, you need to prepare for a change in trend and this cycle has been in place since the first stock has ever traded.
You can make money in both markets but you need to prepare for both scenarios.
$SPY $QQQ $SQQQ $TLT GOLD
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Offshore
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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
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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
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Offshore
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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
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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
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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.
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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.
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Offshore
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Antonio Linares
Tens of students have taken my 2 Hour Deep Diver course to date. https://t.co/kmZvNttNzO
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Tens of students have taken my 2 Hour Deep Diver course to date. https://t.co/kmZvNttNzO
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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 $189 yesterday
76% increase from that buy signal from Jeff.
Thank you https://t.co/scCqp2QStS
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$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 $NVDA’s, the market will respond bullish
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$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