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memenodes
me watching CZ cartel rape boomers by introducing gold & silver on binance https://t.co/jAVnn7cQtz
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me watching CZ cartel rape boomers by introducing gold & silver on binance https://t.co/jAVnn7cQtz
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Dimitry Nakhla | Babylon Capital®
RT @RihardJarc: When it comes to $MSFT, people are too short-sighted.
Azure grew 39% YoY, and not more (as some were expecting) because they don't have enough data centers to grow more (but let's be real, its +39% YoY!).
$MSFT has to balance the compute capacity that it has with its internal products and Azure. Because internal products like M365 Copilot and GitHub Copilot have better margins, and $MSFT doesn't just want to be Azure in 10 years, they are prioritizing the compute in those places. If they allocated all the compute that they have towards Azure, they would grow +40%, confirmed on the call:
"...if I had taken the GPUs that just came online in Q1 and Q2 in terms of GPUs and allocated them all to Azure, the KPI would have been over 40."
There is a ceiling on how much you can grow YoY based on the data centers that you have. The demand for AI is real, and $MSFT is going to be "sold out" for some time, but there is a limit on how much you can grow based on the capacity that you have.
Also, not to forget even though products like Copilot are arguably worse right now than some of the products from startups and younger companies, history has taugh us that in the end $MSFT will copy the good features and enterprise clients will choose $MSFT over the younger companies, because they trust $MSFT and because $MSFT products are already ingraved in their internal process.
Yes, other startups and smaller companies will probably choose other products, but enterprises are where $MSFT dominates and where most of the money is at.
Rarely has $MSFT traded at the multiple it is right now. I have added to $MSFT on this drop.
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RT @RihardJarc: When it comes to $MSFT, people are too short-sighted.
Azure grew 39% YoY, and not more (as some were expecting) because they don't have enough data centers to grow more (but let's be real, its +39% YoY!).
$MSFT has to balance the compute capacity that it has with its internal products and Azure. Because internal products like M365 Copilot and GitHub Copilot have better margins, and $MSFT doesn't just want to be Azure in 10 years, they are prioritizing the compute in those places. If they allocated all the compute that they have towards Azure, they would grow +40%, confirmed on the call:
"...if I had taken the GPUs that just came online in Q1 and Q2 in terms of GPUs and allocated them all to Azure, the KPI would have been over 40."
There is a ceiling on how much you can grow YoY based on the data centers that you have. The demand for AI is real, and $MSFT is going to be "sold out" for some time, but there is a limit on how much you can grow based on the capacity that you have.
Also, not to forget even though products like Copilot are arguably worse right now than some of the products from startups and younger companies, history has taugh us that in the end $MSFT will copy the good features and enterprise clients will choose $MSFT over the younger companies, because they trust $MSFT and because $MSFT products are already ingraved in their internal process.
Yes, other startups and smaller companies will probably choose other products, but enterprises are where $MSFT dominates and where most of the money is at.
Rarely has $MSFT traded at the multiple it is right now. I have added to $MSFT on this drop.
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Quiver Quantitative
BREAKING: We just caught another interesting trade.
Representative Dale Strong made a single stock purchase yesterday.
He bought stock in the data center company $IREN.
Strong sits on the appropriations committee, which sets government spending. https://t.co/5bozw0986l
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BREAKING: We just caught another interesting trade.
Representative Dale Strong made a single stock purchase yesterday.
He bought stock in the data center company $IREN.
Strong sits on the appropriations committee, which sets government spending. https://t.co/5bozw0986l
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God of Prompt
clawdbot is just a demo without this stack
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clawdbot is just a demo without this stack
https://t.co/POKe7RUmoU tweet
X (formerly Twitter)
Robert Youssef (@rryssf_) on X
moltbot (clawdbot) alone is a demo. this is the full product.
Offshore
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God of Prompt
🚨 BREAKING: Google Genie 3 is going public soon.
Text to explorable 3D worlds. 720p. 24fps. Real-time.
"A hurricane in Florida" becomes a world you can walk through.
DeepMind called it a stepping stone to AGI.
They weren't exaggerating.
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🚨 BREAKING: Google Genie 3 is going public soon.
Text to explorable 3D worlds. 720p. 24fps. Real-time.
"A hurricane in Florida" becomes a world you can walk through.
DeepMind called it a stepping stone to AGI.
They weren't exaggerating.
world builders, world explorers, world remixers
https://t.co/MktGEYzOHC tweet
Offshore
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God of Prompt
RT @prompt_copilot: Grammarly fixes your writing.
💫 https://t.co/7vzwuTo8vA fixes your prompts.
> Prompt enhancement
> Autocomplete
> Context profiles
Chrome extension for ChatGPT, Gemini, Perplexity.
Start your free trial 👉 https://t.co/TKMMCzVWj1 https://t.co/gZhh1ozINU
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RT @prompt_copilot: Grammarly fixes your writing.
💫 https://t.co/7vzwuTo8vA fixes your prompts.
> Prompt enhancement
> Autocomplete
> Context profiles
Chrome extension for ChatGPT, Gemini, Perplexity.
Start your free trial 👉 https://t.co/TKMMCzVWj1 https://t.co/gZhh1ozINU
tweet
Offshore
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The Few Bets That Matter
You should be listening to the market.
$META delivered crystal-clear earnings showing AI is making a real difference, and proved its ROI.
$ASML crushed it with clear and massive demand with ongoing infrastructure expansion.
$MSFT posted consistent growth while being supply constrained.
Even $NOW had a good quarter.
And yet… the market keeps selling tech.
This isn’t a small overreaction to bad headlines. It’s selling strong earnings and solid guidance; and for months now, most haven’t been able to reclaim key levels.
You don’t have to listen to the market.
But maybe you should.
In the meantime, all the stocks shared here and with subscribers in details are flat or green and grinding higher.
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You should be listening to the market.
$META delivered crystal-clear earnings showing AI is making a real difference, and proved its ROI.
$ASML crushed it with clear and massive demand with ongoing infrastructure expansion.
$MSFT posted consistent growth while being supply constrained.
Even $NOW had a good quarter.
And yet… the market keeps selling tech.
This isn’t a small overreaction to bad headlines. It’s selling strong earnings and solid guidance; and for months now, most haven’t been able to reclaim key levels.
You don’t have to listen to the market.
But maybe you should.
In the meantime, all the stocks shared here and with subscribers in details are flat or green and grinding higher.
https://t.co/GeThNIWDHo tweet
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Quiver Quantitative
Another wild one.
Ichor stock has now risen 113% since we posted this report a few months ago.
Up another 3% today, even with the market down. https://t.co/6tEoAFEMlY
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Another wild one.
Ichor stock has now risen 113% since we posted this report a few months ago.
Up another 3% today, even with the market down. https://t.co/6tEoAFEMlY
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