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Investing visuals
$AMZN scaled its cloud business from $5 billion to $105 billion in just 10 years.
A.I. could follow a similar trajectory. https://t.co/HuyTNLzo6H
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$AMZN scaled its cloud business from $5 billion to $105 billion in just 10 years.
A.I. could follow a similar trajectory. https://t.co/HuyTNLzo6H
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Wall St Engine
SOLAR STOCKS SLIDE AS GOP TARGETS TAX CREDITS
$RUN, $FSLR, $ENPH , $SEDG, and $ARRY are trading lower after reports that Republicans may move to end key clean-energy tax credits early. Rep. Ralph Norman said, “we’re putting an end to the Green New Scam subsidies.” Investors are now weighing the hit to solar profitability and growth if ITC/PTC incentives get pulled ahead of schedule.
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SOLAR STOCKS SLIDE AS GOP TARGETS TAX CREDITS
$RUN, $FSLR, $ENPH , $SEDG, and $ARRY are trading lower after reports that Republicans may move to end key clean-energy tax credits early. Rep. Ralph Norman said, “we’re putting an end to the Green New Scam subsidies.” Investors are now weighing the hit to solar profitability and growth if ITC/PTC incentives get pulled ahead of schedule.
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Quiver Quantitative
Just in: Our Congress Buys strategy opened a new position for the month of May ✍️
It bought Micron $MU based on increased buying activity by politicians
Since its inclusion, the stock is already +13%
Invest alongside the strategy on Autopilot https://t.co/BGYY4x00c4
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Just in: Our Congress Buys strategy opened a new position for the month of May ✍️
It bought Micron $MU based on increased buying activity by politicians
Since its inclusion, the stock is already +13%
Invest alongside the strategy on Autopilot https://t.co/BGYY4x00c4
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Offshore
Video
The All-In Podcast
Steve Jobs Golden Advice to Marc Benioff: "One product, one focus." 📈
@Benioff:
"Steve Jobs had a huge impact on my life."
"I worked at Apple in 1984 and I was an assembly language programmer, I wrote the first native assembly language."
"After I started Salesforce, (Steve Jobs) gave me really key advice."
"Anyway, it was 2010 and he calls me, 'Come down here, I need to talk to you.'"
"I'm like, 'Sh*t, what did I do this time?'"
"So I go down there to his office and he brings out the iPad and he's got two of them. He's got the big one and the small one."
"And he's like, 'I don't like this small one. I'm only gonna have one size. You know that?' I'm like, 'Yes sir.'"
"And he's like, 'Listen, I've been working on this concept for a long time and you know, in 2007, I introduced the iPhone.'"
"'But do you know why now we're doing the iPad? We only have one A Team here. One A Team. So we're only focused on one thing at a time.'"
"And then he lays out like five or six products on his coffee table and he goes, 'And we will never have more products than can fit on my coffee table.'"
"And I'm like, 'Wow, that's really awesome.'"
"'One focus at a time. Remember that, Marc. That's the way you need to run Salesforce.'"
Recorded at the 2024 All-In Summit
tweet
Steve Jobs Golden Advice to Marc Benioff: "One product, one focus." 📈
@Benioff:
"Steve Jobs had a huge impact on my life."
"I worked at Apple in 1984 and I was an assembly language programmer, I wrote the first native assembly language."
"After I started Salesforce, (Steve Jobs) gave me really key advice."
"Anyway, it was 2010 and he calls me, 'Come down here, I need to talk to you.'"
"I'm like, 'Sh*t, what did I do this time?'"
"So I go down there to his office and he brings out the iPad and he's got two of them. He's got the big one and the small one."
"And he's like, 'I don't like this small one. I'm only gonna have one size. You know that?' I'm like, 'Yes sir.'"
"And he's like, 'Listen, I've been working on this concept for a long time and you know, in 2007, I introduced the iPhone.'"
"'But do you know why now we're doing the iPad? We only have one A Team here. One A Team. So we're only focused on one thing at a time.'"
"And then he lays out like five or six products on his coffee table and he goes, 'And we will never have more products than can fit on my coffee table.'"
"And I'm like, 'Wow, that's really awesome.'"
"'One focus at a time. Remember that, Marc. That's the way you need to run Salesforce.'"
Recorded at the 2024 All-In Summit
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