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$AMZN AWS CEO on worries around AI agents:
"We had examples internally where somebody was writing some code, and they asked the agent to go do something, and the agent was just about to go, like, delete some infrastructure because they thought that was the fastest way to do i" https://t.co/a7Tfqbe4Mz
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$AMZN AWS CEO on worries around AI agents:
"We had examples internally where somebody was writing some code, and they asked the agent to go do something, and the agent was just about to go, like, delete some infrastructure because they thought that was the fastest way to do i" https://t.co/a7Tfqbe4Mz
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The Few Bets That Matter
RT @WealthyReadings: In hindsight, $NBIS quarter’s highlight comes from its CapEx. Not just CapEx, but how it is financed.
We’re talking about a ~$23B company planning ~$18B CapEx while publicly stating they expect to finance 60% organically via FCF, cash & commitments.
They also have clients financially committing before delivery to enable buildouts; a strong proof of trust especially when those are $META and $MSFT.
Last but not least, the remaining 40% could be financed through equity-backed debt, one of the cheapest funding sources - dilution being even cheaper but paid in later.
I'd remain cautious on the sector and wouldn’t expect $NBIS to outperform if the leaders don’t but the company has a very impressive financing roadmap, healthier than many hyperscalers at this stage.
This has always been a core part of the bull case.
But remaining that healthy through end of 2026 is pretty impressive. The market probably loves this, although I still believe there are other valid concerns short term.
Still, getting out ahead CapEx wise is impressive.
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RT @WealthyReadings: In hindsight, $NBIS quarter’s highlight comes from its CapEx. Not just CapEx, but how it is financed.
We’re talking about a ~$23B company planning ~$18B CapEx while publicly stating they expect to finance 60% organically via FCF, cash & commitments.
They also have clients financially committing before delivery to enable buildouts; a strong proof of trust especially when those are $META and $MSFT.
Last but not least, the remaining 40% could be financed through equity-backed debt, one of the cheapest funding sources - dilution being even cheaper but paid in later.
I'd remain cautious on the sector and wouldn’t expect $NBIS to outperform if the leaders don’t but the company has a very impressive financing roadmap, healthier than many hyperscalers at this stage.
This has always been a core part of the bull case.
But remaining that healthy through end of 2026 is pretty impressive. The market probably loves this, although I still believe there are other valid concerns short term.
Still, getting out ahead CapEx wise is impressive.
Few $NBIS notes after this quarter.
I'll be the bear, once more.
I continue to believe the market will punish the stock - or not reward it as much as many expect.
Not because the company isn’t excellent, but because it did not reward $GOOG, so why would it reward $NBIS for the same behavior?
Fundamentally, everyone will be bullish. Demand is through the roof, compute was sold out, management is planning to build more sites, etc...
Everything FinX wants to see.
From a market perspective, Q4 CapEx slowed down, guidance talks about ~20% increase of contracted power for FY26 without news on connected power, except for the upgrade from 7 sites to 16 sites.
This means FY26 CapEx will accelerate - just like for everyone else, and won't slow down FY27 as contracted power continues to climb.
More spending. Which was punished across all hyperscalers.
Also note that ARR guidance wasn’t increased, meaning no beat expected hence nothing above expectations and no buildouts closing faster than expected.
Some will say "why would you want more? It doesn't matter, they are executing at their pace"
I disagree. Acceleration is everything, otherwise you'll miss on expectations just like they did.
That revenue miss is due to real-world constraints, as I’ve shared yesterday and for months: you cannot build faster than physics and logistics allow you to.
The issue is that growth factually slows/doesn't accelerate. Growth stocks work on acceleration not stable growth.
The why doesn’t matter, even if you’re supply constrained.
Growth slows, CapEx increases, cash generation decreases, and there are no certainties that demand won’t be fulfilled by other hyperscalers by the time infrastructure is built.
Like many of you, I believe there will be demand and everything will be fine. But today, you cannot know. You can bet on it, but you cannot know.
That is the issue. And that is why the market might react like it did for $GOOG.
I continue to believe the company is excellent and its future is bright. And that the stock won’t be rewarded as much as many expect in the short term.
I’d love to be wrong. tweet
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RT @WealthyReadings: Last month I shared an article about FinX darlings I wouldn't buy & why. Fast forward to today.
$NFLX -10%
$ADBE -16%
$DUOL -26%
$PYPL -28%
$UBER -16%
$HIMS -44%
Violent.
I am a big fan of some of those, but it isn't enough to be a buyer.
Investing isn't cheerleading. https://t.co/3CLgBw32Gb
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RT @WealthyReadings: Last month I shared an article about FinX darlings I wouldn't buy & why. Fast forward to today.
$NFLX -10%
$ADBE -16%
$DUOL -26%
$PYPL -28%
$UBER -16%
$HIMS -44%
Violent.
I am a big fan of some of those, but it isn't enough to be a buyer.
Investing isn't cheerleading. https://t.co/3CLgBw32Gb
https://t.co/gymKiwJpsu tweet
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RT @WealthyReadings: $TMDX, my #1 position, will report earnings on February 24, in 13 days.
I see a revenue floor of ~$157M and hope to hear more about heart & lungs clinical trials which both have received unconditional aproval from the FDA, and about European expansion and opportunity as it should have started H1-26.
$TMDX is an ignored healthcare opportunity with a monster potential, and I expect this to be shown on FY26 guidance.
From my point of view, everything is positive on this name today, and should be after earnings.
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RT @WealthyReadings: $TMDX, my #1 position, will report earnings on February 24, in 13 days.
I see a revenue floor of ~$157M and hope to hear more about heart & lungs clinical trials which both have received unconditional aproval from the FDA, and about European expansion and opportunity as it should have started H1-26.
$TMDX is an ignored healthcare opportunity with a monster potential, and I expect this to be shown on FY26 guidance.
From my point of view, everything is positive on this name today, and should be after earnings.
$TMDX closed the quarter with 2,308 flights after a very strong finish to December.
I see a revenue floor of ~$157M (+29% YoY), putting FY25 slightly above $600M (+36% YoY).
Final numbers will depend on DCD/DBD mix, services and heart/lung trials, but overall I expect $TMDX to at least meet the midpoint of guidance - raised three times this year.
This assumes ~20% use of third-party transport, consistent with previous quarters and management’s targets. Any deviation would impact the math.
I am very positive on the company and look forward to what FY26 brings. Probably going to be great.
https://t.co/FThbpSovjv
I still consider the stock a steal at today's price. tweet
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RT @WealthyReadings: Interesting acquisition by $NBIS, raising some questions on capital allocation & market reaction though.
This confirms management was serious when saying they want to build a full service and compete with Google & hyperscalers.
Raw compute won’t cut it. Google has Gemini, Microsoft has Copilot, OpenAI has ChatGPT.
You can’t deliver an end-to-end enterprise service with compute only, you need intelligence. That’s exactly what this deal is about, very logical imo and very positive for long term holders.
That said, the timing is interesting.
$NBIS didn't disclose price & the deal should close rapidly. This shows management believes spending on intelligence - and long term development, is more important right now than accelerating buildouts.
With demand is exploding, slowing deployment means slowing growth, which the market won't forgive. And the market doesn't forgive raising CapEx neither which this acquisition will require.
They have to spend to grow, or they'll be punish. They now have to spend even more as they add acquisitions to buildouts. And every other company has been punished for spending more the last two quarters.
Hmhm.
The stock is flat so far so it seems that no one cares. but I guess earnings will be damn interesting. Hoping for the best.
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RT @WealthyReadings: Interesting acquisition by $NBIS, raising some questions on capital allocation & market reaction though.
This confirms management was serious when saying they want to build a full service and compete with Google & hyperscalers.
Raw compute won’t cut it. Google has Gemini, Microsoft has Copilot, OpenAI has ChatGPT.
You can’t deliver an end-to-end enterprise service with compute only, you need intelligence. That’s exactly what this deal is about, very logical imo and very positive for long term holders.
That said, the timing is interesting.
$NBIS didn't disclose price & the deal should close rapidly. This shows management believes spending on intelligence - and long term development, is more important right now than accelerating buildouts.
With demand is exploding, slowing deployment means slowing growth, which the market won't forgive. And the market doesn't forgive raising CapEx neither which this acquisition will require.
They have to spend to grow, or they'll be punish. They now have to spend even more as they add acquisitions to buildouts. And every other company has been punished for spending more the last two quarters.
Hmhm.
The stock is flat so far so it seems that no one cares. but I guess earnings will be damn interesting. Hoping for the best.
Nebius has agreed to acquire @tavilyai to bring real-time agentic search into our AI cloud platform.
By combining high-performance inference with real-time web grounding, we are expanding the core infrastructure needed for autonomous AI agents.
Read the PR: https://t.co/pgniIkG8Y7 tweet
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RT @WealthyReadings: $TMDX received unconditional FDA approval for its heart trial a few weeks after the one for lungs.
Practically, this means both next-gen OCS for heart and lungs were approved in their current form; no upgrades required to move forward.
That’s a major green light.
The next phase consists of onboarding patients for the clinical studies. Lungs have already started, under predefined trial rules (patient count, conditions, endpoints), and hearts are about to follow.
This phase is designed to clinically prove, with real cases, that outcomes using OCS are superior to cold storage, with a clean dataset - also to be compared against other technologies even if this isn't the main objective.
Management said this approval was imminent back in January. Now we’re there.
$TMDX remains one of the most overlooked healthcare plays as the market rotates out of tech and toward safer names.
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RT @WealthyReadings: $TMDX received unconditional FDA approval for its heart trial a few weeks after the one for lungs.
Practically, this means both next-gen OCS for heart and lungs were approved in their current form; no upgrades required to move forward.
That’s a major green light.
The next phase consists of onboarding patients for the clinical studies. Lungs have already started, under predefined trial rules (patient count, conditions, endpoints), and hearts are about to follow.
This phase is designed to clinically prove, with real cases, that outcomes using OCS are superior to cold storage, with a clean dataset - also to be compared against other technologies even if this isn't the main objective.
Management said this approval was imminent back in January. Now we’re there.
$TMDX remains one of the most overlooked healthcare plays as the market rotates out of tech and toward safer names.
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The Few Bets That Matter
RT @WealthyReadings: 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 👇
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RT @WealthyReadings: 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
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The Few Bets That Matter (@WealthyReadings) on X
How W. Buffett Broke Retails' Critical Thinking
Pristine Capital
RT @realpristinecap: If you aren't organizing your folders with Cowork
And producing 5X the AI slop using Openclaw
You
Are
Not
Going
to
Make
it
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RT @realpristinecap: If you aren't organizing your folders with Cowork
And producing 5X the AI slop using Openclaw
You
Are
Not
Going
to
Make
it
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Dimitry Nakhla | Babylon Capital®
Very well written — highly recommend the read. Well worth your time.
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Very well written — highly recommend the read. Well worth your time.
https://t.co/KRlTbtnA8A tweet
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Finbarr Taylor (@finbarr) on X
In Defense of SaaS
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The Transcript
RT @ecb: Roses are red
Violets are blue
I love you as much
As I love inflation at 2
#ValentinesDay ❤️🥰 https://t.co/tQoO7Y5Jh4
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RT @ecb: Roses are red
Violets are blue
I love you as much
As I love inflation at 2
#ValentinesDay ❤️🥰 https://t.co/tQoO7Y5Jh4
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