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The Long Investor
RT @singhcredible: Love him or hate him…
Andrew Huberman’s optimized day is a game changer.
Here are 11 tactics to help you crush your day: https://t.co/sO4HxQB7z2
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RT @singhcredible: Love him or hate him…
Andrew Huberman’s optimized day is a game changer.
Here are 11 tactics to help you crush your day: https://t.co/sO4HxQB7z2
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The Long Investor
RT @Mr_Derivatives: $NVDA is up 21% in the last 3 days.
$QQQ is up .35% in the last 3 days.
$SPY is up .05% in the last 3 days.
This is EXTREMELY telling.
And before anyone says Nvidia is not the market. Shut up.
Extrapolate how you see fit.
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RT @Mr_Derivatives: $NVDA is up 21% in the last 3 days.
$QQQ is up .35% in the last 3 days.
$SPY is up .05% in the last 3 days.
This is EXTREMELY telling.
And before anyone says Nvidia is not the market. Shut up.
Extrapolate how you see fit.
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Hidden Value Gems
Oil & Gas consolidation continues. I bought $OXY last year. My thinking was that as Buffett kept buying, the stock had little downside and potential upside from the oil price / deleveraging.
But now it is actually left out of M&A - not a target and has expensive capital to fund new deals…
Turned out to be almost dead money …
$MRO $COP
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Oil & Gas consolidation continues. I bought $OXY last year. My thinking was that as Buffett kept buying, the stock had little downside and potential upside from the oil price / deleveraging.
But now it is actually left out of M&A - not a target and has expensive capital to fund new deals…
Turned out to be almost dead money …
$MRO $COP
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Brandon Beylo
The US Military appears to be short ammunitions.
NATO Military Committee Chair, Rob Bauer recently said:
"The bottom of the barrel is now visible. We started to give away from half-full or lower warehouses in Europe."
You need A LOT of metals to replenish these stocks. https://t.co/6qkc0uM1W3
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The US Military appears to be short ammunitions.
NATO Military Committee Chair, Rob Bauer recently said:
"The bottom of the barrel is now visible. We started to give away from half-full or lower warehouses in Europe."
You need A LOT of metals to replenish these stocks. https://t.co/6qkc0uM1W3
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The Long Investor
HSI and Chinese stocks are covered in our group extensively
HSI has not put a single foot wrong since we started charting it
Correctly charting the HSI and you have access to $BABA $BIDU $KWEB $YINN $JD $FUTU
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HSI and Chinese stocks are covered in our group extensively
HSI has not put a single foot wrong since we started charting it
Correctly charting the HSI and you have access to $BABA $BIDU $KWEB $YINN $JD $FUTU
HSI Golden Cross time.
Reminder: this is not a meme stock.
This is what happens when an entire exchange is undervalued for a long period of time and finally breaks out
This is your reward for patience. https://t.co/VqUzlRNQQv tweet
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The Long Investor
RT @TheLongInvest: $BABA Chinese ADR's have run 20-30% over the last month, including the HSI.
A pull back is needed before any parabolic move takes place, which is not what I like to see.
We are starting to see this pull back now.
Wait for support to be found on the pull back and take advantage.
$BABA, $BIDU, HSI, $PDD, $JD, $YINN, $NIO.
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RT @TheLongInvest: $BABA Chinese ADR's have run 20-30% over the last month, including the HSI.
A pull back is needed before any parabolic move takes place, which is not what I like to see.
We are starting to see this pull back now.
Wait for support to be found on the pull back and take advantage.
$BABA, $BIDU, HSI, $PDD, $JD, $YINN, $NIO.
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Antonio Linares
$AMD has a new $200B business than no one is talking about 👇
Since the Xilinx acquisition, $AMD has been positioning itself to dominate what is expected to be a $200B+ market by the end of this decade: AI at the edge.
This is made possible by FPGAs (field programmable gate arrays), the key technology onboarded via the Xilinx acquisition that allows chips to reconfigure themselves on the go.
Going forward, AI will extend its reach beyond data centers and make its way into billions of devices at the edge, and running AI on devices requires unique operational functionality–namely, much higher levels of energy efficiency and overall versatility.
FPGAs excel at this function like no other kind of chip can, and Xilinx is the undisputed leader.
The acquisition has therefore set $AMD apart from traditional competitors, making it practically impossible for them to compete in this emerging space over the next five years.
Going forward, AMD’s FPGA business promises to evolve into something like datacenter GPUs for $NVDA at present.
In the graph below you can see how, just three years before the acquisition, Xilinx had a global FPGA market share of 52%, far ahead of Intel’s 35%.
Intel also acquired their way into this space when picking up Altera in 2015, which, at the time, was competing head to head with Xilinx. However, with Pat Gelsinger now leading Intel AMD’s dominance may be challenged.
Experts explained to me repeatedly over the years why FPGAs would not work for AI inferences.
Yet, in Q1 2024, we saw $AMD announce its second generation Versal Adaptive SOC (system-on-chip), claiming that this will now enable customers to “rapidly add highly performant and efficient AI capabilities to a broad range of products.”
As I anticipated, it seems that AMD discovered the secret sauce.
$AMD has gotten FPGAs to work for AI and is able to deploy them at a marginal cost via its chiplet architecture, which makes connecting different compute engines relatively easy.
Notably, hypothetical competitors need to not only surpass AMD’s FPGA technology but also its interconnect technology (Infinity Fabric) if they want to seamlessly connect FPGAs with any other compute engine.
AI at the edge is $AMD's big opportunity to shine.
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$AMD has a new $200B business than no one is talking about 👇
Since the Xilinx acquisition, $AMD has been positioning itself to dominate what is expected to be a $200B+ market by the end of this decade: AI at the edge.
This is made possible by FPGAs (field programmable gate arrays), the key technology onboarded via the Xilinx acquisition that allows chips to reconfigure themselves on the go.
Going forward, AI will extend its reach beyond data centers and make its way into billions of devices at the edge, and running AI on devices requires unique operational functionality–namely, much higher levels of energy efficiency and overall versatility.
FPGAs excel at this function like no other kind of chip can, and Xilinx is the undisputed leader.
The acquisition has therefore set $AMD apart from traditional competitors, making it practically impossible for them to compete in this emerging space over the next five years.
Going forward, AMD’s FPGA business promises to evolve into something like datacenter GPUs for $NVDA at present.
In the graph below you can see how, just three years before the acquisition, Xilinx had a global FPGA market share of 52%, far ahead of Intel’s 35%.
Intel also acquired their way into this space when picking up Altera in 2015, which, at the time, was competing head to head with Xilinx. However, with Pat Gelsinger now leading Intel AMD’s dominance may be challenged.
Experts explained to me repeatedly over the years why FPGAs would not work for AI inferences.
Yet, in Q1 2024, we saw $AMD announce its second generation Versal Adaptive SOC (system-on-chip), claiming that this will now enable customers to “rapidly add highly performant and efficient AI capabilities to a broad range of products.”
As I anticipated, it seems that AMD discovered the secret sauce.
$AMD has gotten FPGAs to work for AI and is able to deploy them at a marginal cost via its chiplet architecture, which makes connecting different compute engines relatively easy.
Notably, hypothetical competitors need to not only surpass AMD’s FPGA technology but also its interconnect technology (Infinity Fabric) if they want to seamlessly connect FPGAs with any other compute engine.
AI at the edge is $AMD's big opportunity to shine.
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Brandon Beylo
I don’t own enough PGMs.
#PGMs
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I don’t own enough PGMs.
#PGMs
#China State Council has issued the 2024–2025 Energy Conservation and Carbon Reduction Action Plan, which includes several significant measures:
1. Accelerating the phase-out of old vehicles.
2. Raising the energy consumption threshold standards for commercial vehicles.
3. Gradually lifting restrictions on the purchase of new energy vehicles across various regions.
4. Implementing policies that facilitate the use of NEVs.
5. Promoting the electrification of public sector vehicles and orderly introduction of new energy medium and heavy-duty trucks to develop zero-emission freight fleets.
6. Advancing the scrapping and renewal of outdated transport vessels and initiating pilot projects for the electrification of coastal and inland river vessels.
By the end of 2025, these initiatives aim to reduce carbon dioxide emission intensity in the transportation sector by 5% compared to 2020 levels. tweet
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Dimitry Nakhla | Babylon Capital®
Monster Beverage $MNST has posted ANNUAL sales GROWTH since 2003 💸
#stocks #investing https://t.co/1Is08tdXmM
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Monster Beverage $MNST has posted ANNUAL sales GROWTH since 2003 💸
#stocks #investing https://t.co/1Is08tdXmM
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