Julian Goldie SEO
N8N FULL COURSE 5 HOURS (Build & Automate Anything) https://t.co/AyZbonQi5Y
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N8N FULL COURSE 5 HOURS (Build & Automate Anything) https://t.co/AyZbonQi5Y
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Offshore
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Aadit Sheth
This guy literally shows how to use AI in marketing so you sell more with less effort https://t.co/NZnX38axKK
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This guy literally shows how to use AI in marketing so you sell more with less effort https://t.co/NZnX38axKK
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Offshore
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naiive
panic sellers after learning that our sun will explode in 5 billion years and Bitcoin will go to zero too https://t.co/Y636yr2HPr
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panic sellers after learning that our sun will explode in 5 billion years and Bitcoin will go to zero too https://t.co/Y636yr2HPr
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Offshore
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Evan
The Magnificent 7 brought in $551.4 Billion of combined revenue during Q2 2025 up from $253.5B in Q2 2020
Magnificent 7 Revenue in Q2 2025 vs Q2 2020:
Nvidia $NVDA - $46.7B 2025 vs $3.9B in 2020
Microsoft $MSFT - $76.4B 2025 vs $38B in 2020
Apple $AAPL - $94B 2025 vs $59.7B in 2020
Google $GOOGL - $96.4B 2025 vs $38.3B in 2020
Amazon $AMZN - $167.7B 2025 vs $88.9B in 2020
$META - $47.5B 2025 vs $18.7B in 2020
Nvidia $NVDA - $22.5B 2025 vs $6B in 2020
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The Magnificent 7 brought in $551.4 Billion of combined revenue during Q2 2025 up from $253.5B in Q2 2020
Magnificent 7 Revenue in Q2 2025 vs Q2 2020:
Nvidia $NVDA - $46.7B 2025 vs $3.9B in 2020
Microsoft $MSFT - $76.4B 2025 vs $38B in 2020
Apple $AAPL - $94B 2025 vs $59.7B in 2020
Google $GOOGL - $96.4B 2025 vs $38.3B in 2020
Amazon $AMZN - $167.7B 2025 vs $88.9B in 2020
$META - $47.5B 2025 vs $18.7B in 2020
Nvidia $NVDA - $22.5B 2025 vs $6B in 2020
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Offshore
Video
Julian Goldie SEO
New Chinese AI DESTROYS Google Veo 3? (FREE!)
Want the full guide? DM me. https://t.co/yYdLLYX9tt
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New Chinese AI DESTROYS Google Veo 3? (FREE!)
Want the full guide? DM me. https://t.co/yYdLLYX9tt
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Offshore
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soken
RT @saylordocs: FUN FACT: 15 years ago today, you could buy 15 #Bitcoin for 1 cent 🤯 https://t.co/5v97yCjQRt
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RT @saylordocs: FUN FACT: 15 years ago today, you could buy 15 #Bitcoin for 1 cent 🤯 https://t.co/5v97yCjQRt
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Yellowbrick Investing
One big disconnect I regularly see is a mismatch of strategy and portfolio.
If you are a value investor with a portfolio of 10 value stocks with no imminent catalyst, don't be surprised when your entire portfolio is a value trap.
If you decide to invest in one or two random special situations here or there, don't be surprised when none of them work.
If you want net-net exposure and decide to add 5 Japanese net-nets at 2% each, don't be surprised when that 10% of your portfolio underperforms massively.
Some strategies require wide exposure across a ton of stocks, geographies, and industries. Some require very concentrated exposure. And most idiosyncratic "stock-picking" portfolios require something in between.
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One big disconnect I regularly see is a mismatch of strategy and portfolio.
If you are a value investor with a portfolio of 10 value stocks with no imminent catalyst, don't be surprised when your entire portfolio is a value trap.
If you decide to invest in one or two random special situations here or there, don't be surprised when none of them work.
If you want net-net exposure and decide to add 5 Japanese net-nets at 2% each, don't be surprised when that 10% of your portfolio underperforms massively.
Some strategies require wide exposure across a ton of stocks, geographies, and industries. Some require very concentrated exposure. And most idiosyncratic "stock-picking" portfolios require something in between.
tweet