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Javier Blas
Donald Trump announced plans to launch a $12 billion critical minerals stockpile to aid manufacturers and minimize reliance on Chinese rare earths.
(Project Vault it is called — and feels like a big government subsidy to miners and commodity traders)
https://t.co/ZQOqqM17pZ
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Donald Trump announced plans to launch a $12 billion critical minerals stockpile to aid manufacturers and minimize reliance on Chinese rare earths.
(Project Vault it is called — and feels like a big government subsidy to miners and commodity traders)
https://t.co/ZQOqqM17pZ
tweet
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The Transcript
AMD leads tomorrow's earnings:
Before Open: $PYPL $PEP $ETN $PFE $MRK $GLXY $HUBB $FUBO $ADM $MPLX
After Close: $AMD $SMCI $CMG $ENPH $LITE $AMGN $TTWO $PRU $DOX $CB $EA $AMCR $EMR https://t.co/SjKoxQY6Y6
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AMD leads tomorrow's earnings:
Before Open: $PYPL $PEP $ETN $PFE $MRK $GLXY $HUBB $FUBO $ADM $MPLX
After Close: $AMD $SMCI $CMG $ENPH $LITE $AMGN $TTWO $PRU $DOX $CB $EA $AMCR $EMR https://t.co/SjKoxQY6Y6
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Jukan
Teradyne here. Picked some up and it’s already +21% profit lol https://t.co/6nZTfQnFUo
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Teradyne here. Picked some up and it’s already +21% profit lol https://t.co/6nZTfQnFUo
@jukan05 What stocks did you buy? tweet
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The Few Bets That Matter
$PLTR is giving you a preview of what $PATH can become.
Software isn’t dead, only non-AI enhanced softwares will die. On the contrary, companies leveraging AI to optimize others are the future.
Demand for these services is real and Zuck confirmed they’re starting to see their value.
We're starting to see agents work. This will unlock the ability to build completely new products and transform how we work.
It's hard not to be bullish.
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$PLTR is giving you a preview of what $PATH can become.
Software isn’t dead, only non-AI enhanced softwares will die. On the contrary, companies leveraging AI to optimize others are the future.
Demand for these services is real and Zuck confirmed they’re starting to see their value.
We're starting to see agents work. This will unlock the ability to build completely new products and transform how we work.
It's hard not to be bullish.
https://t.co/BXN5Zt5Gvr tweet
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Jukan
Hmm.. So, did Nvidia beat OpenAI to the punch and acquire Groq first? https://t.co/qDdfx3GJA6
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Hmm.. So, did Nvidia beat OpenAI to the punch and acquire Groq first? https://t.co/qDdfx3GJA6
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Jukan
I don’t get why they’re blaming Nvidia for Codex being slow lol. https://t.co/X0Zv1PopGc
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I don’t get why they’re blaming Nvidia for Codex being slow lol. https://t.co/X0Zv1PopGc
Hmm.. So, did Nvidia beat OpenAI to the punch and acquire Groq first? https://t.co/qDdfx3GJA6 tweet
Dimitry Nakhla | Babylon Capital®
RT @RihardJarc: $GOOGL besides Gemini has a 10-15% stake in Anthropic and a 7% stake in SpaceX that just bought xAI.
This means that $GOOGL now has exposure in 3 of the 4 frontier AI labs.
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RT @RihardJarc: $GOOGL besides Gemini has a 10-15% stake in Anthropic and a 7% stake in SpaceX that just bought xAI.
This means that $GOOGL now has exposure in 3 of the 4 frontier AI labs.
tweet
Offshore
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Quiver Quantitative
BREAKING: SpaceX has acquired xAI.
Last month, we saw Representative Lisa McClain file a purchase of up to $250K of private stock in xAI.
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BREAKING: SpaceX has acquired xAI.
Last month, we saw Representative Lisa McClain file a purchase of up to $250K of private stock in xAI.
BREAKING: Representative Lisa McClain just filed a purchase of up to $250K of private stock in Elon Musk’s xAI.
McClain sits on the House Armed Services Subcommittee on Cyber, Information Technologies, and Innovation.
The US military is currently using xAI’s Grok. https://t.co/yz0B3XMfTE tweet
Dimitry Nakhla | Babylon Capital®
Some investors prefer to exclude investment gains when analyzing a company’s earnings, arguing that they overstate the company’s earnings.
That’s a bit like saying:
“Let’s value your net worth based on your salary… but ignore the gains in your portfolio because those might be overstating your wealth.”
Of course, I agree with the spirit of the concern:
Short-term, unsustainable, or mark-to-market gains shouldn’t be treated the same as core operating profits.
𝘏𝘰𝘸𝘦𝘷𝘦𝘳 — 𝘸𝘩𝘦𝘯 𝘢 𝘩𝘪𝘨𝘩-𝘲𝘶𝘢𝘭𝘪𝘵𝘺 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘩𝘢𝘴 𝘢 𝘭𝘰𝘯𝘨 𝘵𝘳𝘢𝘤𝘬 𝘳𝘦𝘤𝘰𝘳𝘥 𝘰𝘧 𝘵𝘩𝘰𝘶𝘨𝘩𝘵𝘧𝘶𝘭 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘢𝘭𝘭𝘰𝘤𝘢𝘵𝘪𝘰𝘯, 𝘮𝘢𝘬𝘦𝘴 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘪𝘤 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴, 𝘢𝘯𝘥 𝘸𝘦 𝘤𝘢𝘯 𝘳𝘦𝘢𝘴𝘰𝘯𝘢𝘣𝘭𝘺 𝘢𝘴𝘴𝘦𝘴𝘴 𝘵𝘩𝘰𝘴𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴 𝘢𝘴 𝘥𝘶𝘳𝘢𝘣𝘭𝘦 𝘢𝘯𝘥 𝘷𝘢𝘭𝘶𝘦-𝘤𝘳𝘦𝘢𝘵𝘪𝘯𝘨, 𝘵𝘩𝘦 𝘳𝘦𝘴𝘶𝘭𝘵𝘪𝘯𝘨 𝘨𝘢𝘪𝘯𝘴 𝘢𝘳𝘦 𝘯𝘰𝘵 “𝘯𝘰𝘪𝘴𝘦.”
They are an extension of the business model.
Great operators don’t just run operations well — they compound capital well.
Ignoring durable investment returns risks understating the real value being created by 𝘦𝘹𝘤𝘦𝘱𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘢𝘭𝘭𝘰𝘤𝘢𝘵𝘰𝘳𝘴.
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$GOOGL $GOOG has a history of making exceptional acquisitions and investments — that foresight coupled with discipline should be recognized and appreciated.
tweet
Some investors prefer to exclude investment gains when analyzing a company’s earnings, arguing that they overstate the company’s earnings.
That’s a bit like saying:
“Let’s value your net worth based on your salary… but ignore the gains in your portfolio because those might be overstating your wealth.”
Of course, I agree with the spirit of the concern:
Short-term, unsustainable, or mark-to-market gains shouldn’t be treated the same as core operating profits.
𝘏𝘰𝘸𝘦𝘷𝘦𝘳 — 𝘸𝘩𝘦𝘯 𝘢 𝘩𝘪𝘨𝘩-𝘲𝘶𝘢𝘭𝘪𝘵𝘺 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘩𝘢𝘴 𝘢 𝘭𝘰𝘯𝘨 𝘵𝘳𝘢𝘤𝘬 𝘳𝘦𝘤𝘰𝘳𝘥 𝘰𝘧 𝘵𝘩𝘰𝘶𝘨𝘩𝘵𝘧𝘶𝘭 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘢𝘭𝘭𝘰𝘤𝘢𝘵𝘪𝘰𝘯, 𝘮𝘢𝘬𝘦𝘴 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘪𝘤 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴, 𝘢𝘯𝘥 𝘸𝘦 𝘤𝘢𝘯 𝘳𝘦𝘢𝘴𝘰𝘯𝘢𝘣𝘭𝘺 𝘢𝘴𝘴𝘦𝘴𝘴 𝘵𝘩𝘰𝘴𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴 𝘢𝘴 𝘥𝘶𝘳𝘢𝘣𝘭𝘦 𝘢𝘯𝘥 𝘷𝘢𝘭𝘶𝘦-𝘤𝘳𝘦𝘢𝘵𝘪𝘯𝘨, 𝘵𝘩𝘦 𝘳𝘦𝘴𝘶𝘭𝘵𝘪𝘯𝘨 𝘨𝘢𝘪𝘯𝘴 𝘢𝘳𝘦 𝘯𝘰𝘵 “𝘯𝘰𝘪𝘴𝘦.”
They are an extension of the business model.
Great operators don’t just run operations well — they compound capital well.
Ignoring durable investment returns risks understating the real value being created by 𝘦𝘹𝘤𝘦𝘱𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘢𝘭𝘭𝘰𝘤𝘢𝘵𝘰𝘳𝘴.
___
$GOOGL $GOOG has a history of making exceptional acquisitions and investments — that foresight coupled with discipline should be recognized and appreciated.
$GOOGL besides Gemini has a 10-15% stake in Anthropic and a 7% stake in SpaceX that just bought xAI.
This means that $GOOGL now has exposure in 3 of the 4 frontier AI labs. tweet
X (formerly Twitter)
Rihard Jarc (@RihardJarc) on X
$GOOGL besides Gemini has a 10-15% stake in Anthropic and a 7% stake in SpaceX that just bought xAI.
This means that $GOOGL now has exposure in 3 of the 4 frontier AI labs.
This means that $GOOGL now has exposure in 3 of the 4 frontier AI labs.