Offshore
Photo
Fiscal.ai
The Big 4 Ad Platforms now generate $530B in annual revenue.
YouTube: $40B
Amazon: $69B
Meta: $196B
Google Search: $225B
$GOOGL $META $AMZN https://t.co/qtFjjwjiWm
tweet
The Big 4 Ad Platforms now generate $530B in annual revenue.
YouTube: $40B
Amazon: $69B
Meta: $196B
Google Search: $225B
$GOOGL $META $AMZN https://t.co/qtFjjwjiWm
tweet
The Few Bets That Matter
The typical FinX “investor” buys $IONQ $IREN $HIMS & other pre-revenue/growth/speculative names while quoting Buffett.
He’s down ~70% YTD & insists “fundamentals are strong” so he keeps holding, because that’s how Buffett built his fortunes.
That's "investing".
Anyone who disagrees or does differently is to be considered a trader, a gambler, or an idiot. Often the three.
He doesn't realize he would have called Buffett himself a trader with this mentality. He doesn't realize that he isn't following his teachings, at all. He doesn’t realize he’s not holding fundamentals.
He’s holding bias & hope.
While he holds on this bias, his portfolio bleeds, his net worth shrinks, his confidence starts to crack. The damages are done.
Stock picking is personal, it's about finding what works for each of us and leveraging our situation. Not following methods from a time and a situation which has nothing to do with ours.
tweet
The typical FinX “investor” buys $IONQ $IREN $HIMS & other pre-revenue/growth/speculative names while quoting Buffett.
He’s down ~70% YTD & insists “fundamentals are strong” so he keeps holding, because that’s how Buffett built his fortunes.
That's "investing".
Anyone who disagrees or does differently is to be considered a trader, a gambler, or an idiot. Often the three.
He doesn't realize he would have called Buffett himself a trader with this mentality. He doesn't realize that he isn't following his teachings, at all. He doesn’t realize he’s not holding fundamentals.
He’s holding bias & hope.
While he holds on this bias, his portfolio bleeds, his net worth shrinks, his confidence starts to crack. The damages are done.
Stock picking is personal, it's about finding what works for each of us and leveraging our situation. Not following methods from a time and a situation which has nothing to do with ours.
https://t.co/2T2ktXKHPx tweet
X (formerly Twitter)
The Few Bets That Matter (@WealthyReadings) on X
How W. Buffett Broke Retails' Critical Thinking
The Few Bets That Matter
FinX love quoting Buffett & treat his method as the only path for "real investors"
Most don’t even understand his teachings, nor follow them. Even fewer realize his methods won't work for them.
They'll quote him while holding names like $ASTS, speculation like $IONQ, degrading fundamentals like $HIMS, "moat" narratives like $DUOL.
Nothing wrong with those companies but for the fact Buffett would have never bought any of them.
Anyone who adapts to price action, updates a thesis, or reacts to concrete data is labeled a trader, a gambler, a paper hand or simply stupid.
Ironically, Buffett did all of that. If he were young today, many would probably call him a gambler.
Investing is personal. Stock picking must fit your capital, timeframe, objectives, temperament, constraints...
Ideas can be shared. Methods can’t. That applies to Buffett too, copying his playbook simply won’t work anymore…
For very factual reasons 👇
tweet
FinX love quoting Buffett & treat his method as the only path for "real investors"
Most don’t even understand his teachings, nor follow them. Even fewer realize his methods won't work for them.
They'll quote him while holding names like $ASTS, speculation like $IONQ, degrading fundamentals like $HIMS, "moat" narratives like $DUOL.
Nothing wrong with those companies but for the fact Buffett would have never bought any of them.
Anyone who adapts to price action, updates a thesis, or reacts to concrete data is labeled a trader, a gambler, a paper hand or simply stupid.
Ironically, Buffett did all of that. If he were young today, many would probably call him a gambler.
Investing is personal. Stock picking must fit your capital, timeframe, objectives, temperament, constraints...
Ideas can be shared. Methods can’t. That applies to Buffett too, copying his playbook simply won’t work anymore…
For very factual reasons 👇
https://t.co/2T2ktXKHPx tweet
X (formerly Twitter)
The Few Bets That Matter (@WealthyReadings) on X
How W. Buffett Broke Retails' Critical Thinking
Offshore
Photo
Giuliano
Call me Ted -> The Emperor of All Maladies (need to finish)-> Scale (in process) -> Pavlov.
Maybe return to Buffett’s letters.
Left at 2002. https://t.co/YxG5TBlB23
tweet
Call me Ted -> The Emperor of All Maladies (need to finish)-> Scale (in process) -> Pavlov.
Maybe return to Buffett’s letters.
Left at 2002. https://t.co/YxG5TBlB23
tweet
Offshore
Photo
The Transcript
$KKR Co-CEO stresses that not all software face disruption from AI:
"the market right now, and as you know, this happens when there's this much emotion all at once, is painting everything with one brush. We would just caution that not all software investments are the same" https://t.co/UtRlORvbFH
tweet
$KKR Co-CEO stresses that not all software face disruption from AI:
"the market right now, and as you know, this happens when there's this much emotion all at once, is painting everything with one brush. We would just caution that not all software investments are the same" https://t.co/UtRlORvbFH
$ARES CEO: AI will disrupt some software, not all.
"It is interesting to see how the markets are thinking about software companies as all being equal and not really understanding the difference between companies that could get disrupted by AI in places like digital content creation or data analytics and visualization versus like real entrenched enterprise systems." tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Below is a comparison of 20 stocks & their lowest weekly RSI over the past 10 years versus their current RSI:
Stock | Lowest RSI (10Y) | Current RSI
1. $CRWD 31 | 34
2. $FICO 27 | 34
3. $SPGI 30 | 33
4. $AXON 30 | 31
5. $BMI 28 | 31
6. $QCOM 34 | 30
7. $RACE 30 | 30
8. $CRM 29 | 31
9. $MSFT 29 | 29
10. $ORCL 29 | 29
11. $ADSK 28 | 29
12. $ADBE 28 | 28
13. $VEEV 27 | 27
14. $INTU 26 | 26
15. $NFLX 15 | 26
16. $NOW 21 | 21
17. $CSU 20 | 20
18. $VRSK 19 | 19
19. $TYL 17 | 17
20. $ROP 14 | 14
___
*RSI (Relative Strength Index) measures how overbought or oversold a stock is based on recent price momentum.
**Photo below is the $IGV Software ETF
tweet
RT @DimitryNakhla: Below is a comparison of 20 stocks & their lowest weekly RSI over the past 10 years versus their current RSI:
Stock | Lowest RSI (10Y) | Current RSI
1. $CRWD 31 | 34
2. $FICO 27 | 34
3. $SPGI 30 | 33
4. $AXON 30 | 31
5. $BMI 28 | 31
6. $QCOM 34 | 30
7. $RACE 30 | 30
8. $CRM 29 | 31
9. $MSFT 29 | 29
10. $ORCL 29 | 29
11. $ADSK 28 | 29
12. $ADBE 28 | 28
13. $VEEV 27 | 27
14. $INTU 26 | 26
15. $NFLX 15 | 26
16. $NOW 21 | 21
17. $CSU 20 | 20
18. $VRSK 19 | 19
19. $TYL 17 | 17
20. $ROP 14 | 14
___
*RSI (Relative Strength Index) measures how overbought or oversold a stock is based on recent price momentum.
**Photo below is the $IGV Software ETF
tweet
Offshore
Photo
God of Prompt
RT @godofprompt: How to prompt Claude Opus 4.6 to get shockingly good outputs while cutting your API costs by 60%: https://t.co/3ddCvGqFZe
tweet
RT @godofprompt: How to prompt Claude Opus 4.6 to get shockingly good outputs while cutting your API costs by 60%: https://t.co/3ddCvGqFZe
tweet
Offshore
Photo
Michael Fritzell (Asian Century Stocks)
RT @TheStalwart: The rise of Chinese running shoe brands on r/runningshoegeeks https://t.co/ASYhpwaVJs
tweet
RT @TheStalwart: The rise of Chinese running shoe brands on r/runningshoegeeks https://t.co/ASYhpwaVJs
tweet
Moon Dev
this is actually a billion dollar use case of clawdbot
cant believe im dropping it
the guy who inspired this ran up a net worth of $40m off $20,000
this replaces his manual strategy https://t.co/5ASDwqwfFZ
tweet
this is actually a billion dollar use case of clawdbot
cant believe im dropping it
the guy who inspired this ran up a net worth of $40m off $20,000
this replaces his manual strategy https://t.co/5ASDwqwfFZ
tweet
God of Prompt
if you outsource everything to AI, including your thinking, there will be no need for anyone to have you use that very AI
You will become obsolete
Your taste, skills, uniqueness, original thought will be lost unless you practice it
And the only way to practice it is not to outsource it to AI
tweet
if you outsource everything to AI, including your thinking, there will be no need for anyone to have you use that very AI
You will become obsolete
Your taste, skills, uniqueness, original thought will be lost unless you practice it
And the only way to practice it is not to outsource it to AI
You’re cooked if you over rely on AI for everything tweet
X (formerly Twitter)
God of Prompt (@godofprompt) on X
You’re cooked if you over rely on AI for everything