Offshore
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Offshore
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Q-Cap
This is exactly how I feel walking around some of these ghost malls. 90% of these stores are likely cash flow negative , doesn’t make any sense https://t.co/o5ojBuaSLj
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This is exactly how I feel walking around some of these ghost malls. 90% of these stores are likely cash flow negative , doesn’t make any sense https://t.co/o5ojBuaSLj
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Offshore
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Giuliano
When talking about Adam Smith, people always speak about The Invisible Hand.
It came curious to me to observe that this concept is only mentioned once, at page 399.
Even more curious is the fact that he doesn't even seem to directly relate it to supply and demand.
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When talking about Adam Smith, people always speak about The Invisible Hand.
It came curious to me to observe that this concept is only mentioned once, at page 399.
Even more curious is the fact that he doesn't even seem to directly relate it to supply and demand.
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Antonio Linares
We convoked an urgent meeting to discuss whether we should sell $PLTR, because analysts say that it is fairly valued.
We concluded that they need to snort more coke.
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We convoked an urgent meeting to discuss whether we should sell $PLTR, because analysts say that it is fairly valued.
We concluded that they need to snort more coke.
$PLTR y tapas 🔥
@alc2022 @Either_Square https://t.co/oWeEYr73sl tweet
Offshore
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Giuliano
I’m starting to find some utility in ideas from other disciplines.
I’ll finish my current reading cycle with this: https://t.co/xiCRTI5C7W
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I’m starting to find some utility in ideas from other disciplines.
I’ll finish my current reading cycle with this: https://t.co/xiCRTI5C7W
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Antonio Linares
Everything you need to know about $AMD before earnings today, in 8 bullet points:
1. Over the past decade, $AMD has transformed the chip industry by pioneering the use of chiplets—creating a single chip from multiple smaller ones rather than using a traditional monolithic approach like $NVDA. This innovation has not only shaken up $INTC but now threatens to challenge $NVDA too.
2. As we approach what many see as the limits of Moore's Law, the difficulties of developing monolithic chips are surging. Chiplets offer a clever workaround, providing equal or superior performance with better yields. $AMD has been refining this technology for nearly ten years, far ahead of its competitors.
3. At its core, $AMD is a collective of individuals dedicated to designing cutting-edge chips. The company's success stems from its strategic focus on chiplets and its robust internal culture, spearheaded by the exceptional leadership of Lisa Su, who fosters a sense of unity, accountability, and transparency within the team.
4. The acquisition of Xilinx by $AMD has puzzled many, yet it is a strategic move. Xilinx leads in FPGA technology, which permits chips to autonomously reconfigure themselves for various computational tasks. This capability is expected to be a game-changer in enhancing computing efficiency, particularly in AI acceleration.
5. With the purchase of Pensando, $AMD has significantly advanced its capabilities in managing stateful datacenters. These datacenters retain operational data that can be leveraged to train AI models, pushing the boundaries of automation. Pensando's integration not only brings valuable software expertise but also complements $AMD's existing technologies.
6. By integrating the innovations from Xilinx and Pensando, $AMD has crafted a unique strategic path. Its proprietary Infinity Fabric technology, essential for linking chiplets, now positions $AMD to seamlessly integrate diverse computing engines, providing a structural market advantage no competitor can match.
7. $AMD is leveraging its chiplet expertise to disrupt the GPU market, a sector dominated by $NVDA's increasingly large chips. As $AMD applies its successful strategy from the CPU realm to GPUs, it could potentially match or surpass $NVDA's offerings, especially if it maintains its organizational strengths.
8. Lisa Su constantly sand bags guidance and the market is expecting $AMD to comfortably beat the forecasted GPU sales. A surprise in either direction can lead to considerable volatility.
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Everything you need to know about $AMD before earnings today, in 8 bullet points:
1. Over the past decade, $AMD has transformed the chip industry by pioneering the use of chiplets—creating a single chip from multiple smaller ones rather than using a traditional monolithic approach like $NVDA. This innovation has not only shaken up $INTC but now threatens to challenge $NVDA too.
2. As we approach what many see as the limits of Moore's Law, the difficulties of developing monolithic chips are surging. Chiplets offer a clever workaround, providing equal or superior performance with better yields. $AMD has been refining this technology for nearly ten years, far ahead of its competitors.
3. At its core, $AMD is a collective of individuals dedicated to designing cutting-edge chips. The company's success stems from its strategic focus on chiplets and its robust internal culture, spearheaded by the exceptional leadership of Lisa Su, who fosters a sense of unity, accountability, and transparency within the team.
4. The acquisition of Xilinx by $AMD has puzzled many, yet it is a strategic move. Xilinx leads in FPGA technology, which permits chips to autonomously reconfigure themselves for various computational tasks. This capability is expected to be a game-changer in enhancing computing efficiency, particularly in AI acceleration.
5. With the purchase of Pensando, $AMD has significantly advanced its capabilities in managing stateful datacenters. These datacenters retain operational data that can be leveraged to train AI models, pushing the boundaries of automation. Pensando's integration not only brings valuable software expertise but also complements $AMD's existing technologies.
6. By integrating the innovations from Xilinx and Pensando, $AMD has crafted a unique strategic path. Its proprietary Infinity Fabric technology, essential for linking chiplets, now positions $AMD to seamlessly integrate diverse computing engines, providing a structural market advantage no competitor can match.
7. $AMD is leveraging its chiplet expertise to disrupt the GPU market, a sector dominated by $NVDA's increasingly large chips. As $AMD applies its successful strategy from the CPU realm to GPUs, it could potentially match or surpass $NVDA's offerings, especially if it maintains its organizational strengths.
8. Lisa Su constantly sand bags guidance and the market is expecting $AMD to comfortably beat the forecasted GPU sales. A surprise in either direction can lead to considerable volatility.
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Antonio Linares
Things $SPOT has in common with $AMZN:
1. A relentless user-centricity, seen in how many consumers choose to ignore alternatives.
2. A commitment to share economies of scale with consumers, delaying profits and compounding goodwill.
3. Relentless innovation and experimentation, while focusing on maximizing user life time value.
4. An ability to print profits and free cash flow when required.
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Things $SPOT has in common with $AMZN:
1. A relentless user-centricity, seen in how many consumers choose to ignore alternatives.
2. A commitment to share economies of scale with consumers, delaying profits and compounding goodwill.
3. Relentless innovation and experimentation, while focusing on maximizing user life time value.
4. An ability to print profits and free cash flow when required.
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Offshore
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Q-Cap
It’s like 2021 was a simulation
Lemonade down -90% since peaks https://t.co/k7G35lUqcy
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It’s like 2021 was a simulation
Lemonade down -90% since peaks https://t.co/k7G35lUqcy
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