AkhenOsiris
You tell @dalibali2 Elon 😂
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You tell @dalibali2 Elon 😂
I have been against a TikTok ban for a long time, because it goes against freedom of speech.
That said, the current situation where TikTok is allowed to operate in America, but 𝕏 is not allowed to operate in China is unbalanced.
Something needs to change. - Elon Musktweet
AkhenOsiris
$AVGO
FT:
As businesses scramble to assess and deploy the new wave of AI tools that have emerged in the wake of ChatGPT’s breakout success in the past two years, that element of control has become more important, Hock Tan argues. “The key thing in AI is you use your [own] data, you train your data . . . so you keep your data on [your own] premises,” he said.
Chief among Broadcom’s agitators in Europe was the trade group Cloud Infrastructure Services Providers in Europe, which counts Amazon among its members alongside several smaller players. In April, CISPE accused the company of “massive and unjustifiable hikes in prices” that “ threatens the economic viability of many cloud services used by customers in Europe”.
Despite estimates from IT consultancy Forrester that 20 per cent of VMware customers would leave in the wake of the changes, Tan insisted its customer churn rate had “not dramatically” changed: “The people who are complaining are the minority — who knows what agenda they may have.”
“So when initial anger cooled off and customers have a chance to understand the value that is being delivered . . . after a while, they come back,” Tan added. “We are actually quite pleased with the outcome of what we’ve seen so far.”
Broadcom’s origins are in semiconductors and networking equipment, and investor excitement about its business making AI custom chips for the likes of Google and Meta propelled its valuation to more than $1T for the first time last month.
Tan said he would consider more deals in either chips or software, despite Broadcom’s $142bn hostile takeover attempt of rival chipmaker Qualcomm in 2017 being blocked by then-US president Donald Trump. Tan later announced he would relocate the company’s headquarters from Singapore back to the US while standing beside Trump in the Oval Office.
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$AVGO
FT:
As businesses scramble to assess and deploy the new wave of AI tools that have emerged in the wake of ChatGPT’s breakout success in the past two years, that element of control has become more important, Hock Tan argues. “The key thing in AI is you use your [own] data, you train your data . . . so you keep your data on [your own] premises,” he said.
Chief among Broadcom’s agitators in Europe was the trade group Cloud Infrastructure Services Providers in Europe, which counts Amazon among its members alongside several smaller players. In April, CISPE accused the company of “massive and unjustifiable hikes in prices” that “ threatens the economic viability of many cloud services used by customers in Europe”.
Despite estimates from IT consultancy Forrester that 20 per cent of VMware customers would leave in the wake of the changes, Tan insisted its customer churn rate had “not dramatically” changed: “The people who are complaining are the minority — who knows what agenda they may have.”
“So when initial anger cooled off and customers have a chance to understand the value that is being delivered . . . after a while, they come back,” Tan added. “We are actually quite pleased with the outcome of what we’ve seen so far.”
Broadcom’s origins are in semiconductors and networking equipment, and investor excitement about its business making AI custom chips for the likes of Google and Meta propelled its valuation to more than $1T for the first time last month.
Tan said he would consider more deals in either chips or software, despite Broadcom’s $142bn hostile takeover attempt of rival chipmaker Qualcomm in 2017 being blocked by then-US president Donald Trump. Tan later announced he would relocate the company’s headquarters from Singapore back to the US while standing beside Trump in the Oval Office.
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AkhenOsiris
Axios on AI:
Our sources in the U.S. government and leading AI companies tell us that in recent months, the leading companies have been exceeding projections in AI advancement.
AI investors have reason to hype small advancements as epic ones to juice valuations to help fund their ambitions.
But sources say this coming advancement is significant. Several OpenAI staff have been telling friends they are both jazzed and spooked by recent progress.
These tools are growing smarter, sharper, and more integrated every day. "This will have huge applications for health, science and education," an AI insider tells us, "because of the ability to do deep research at a scale and scope we haven't seen — then the compounding effects translate into real productivity growth."
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Axios on AI:
Our sources in the U.S. government and leading AI companies tell us that in recent months, the leading companies have been exceeding projections in AI advancement.
AI investors have reason to hype small advancements as epic ones to juice valuations to help fund their ambitions.
But sources say this coming advancement is significant. Several OpenAI staff have been telling friends they are both jazzed and spooked by recent progress.
These tools are growing smarter, sharper, and more integrated every day. "This will have huge applications for health, science and education," an AI insider tells us, "because of the ability to do deep research at a scale and scope we haven't seen — then the compounding effects translate into real productivity growth."
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Dimitry Nakhla | Babylon Capital®
The Four Most Significant Challenges In Quality Investing 📖
1. Battling short-term thinking
2. Properly assessing quality
3. Not necessarily the most “exciting”
4. Quality stocks often appear to be expensive
___
Quality Investing by Cunningham, Eide, & Hargreaves 📝
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The Four Most Significant Challenges In Quality Investing 📖
1. Battling short-term thinking
2. Properly assessing quality
3. Not necessarily the most “exciting”
4. Quality stocks often appear to be expensive
___
Quality Investing by Cunningham, Eide, & Hargreaves 📝
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Offshore
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Quiver Quantitative
Representative Ro Khanna has said:
“Elected officials must be barred from having meme coins by law…
They are neither neutral money (controlled by insiders) not platforms for innovation.”
Khanna also supports a ban on congressional stock trading. https://t.co/kp6R1j5l3z
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Representative Ro Khanna has said:
“Elected officials must be barred from having meme coins by law…
They are neither neutral money (controlled by insiders) not platforms for innovation.”
Khanna also supports a ban on congressional stock trading. https://t.co/kp6R1j5l3z
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Offshore
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Quiver Quantitative
JUST IN: @TulsiGabbard has filed an ethics agreement, agreeing to divest from:
- Bitcoin, $BTC
- Ethereum
- Cronos
- Solana
- Tesla stock, $TSLA
- Rumble stock
- Nvidia stock
- Apple stock
We just reported on her portfolio yesterday. https://t.co/vXTk2VFLn5
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JUST IN: @TulsiGabbard has filed an ethics agreement, agreeing to divest from:
- Bitcoin, $BTC
- Ethereum
- Cronos
- Solana
- Tesla stock, $TSLA
- Rumble stock
- Nvidia stock
- Apple stock
We just reported on her portfolio yesterday. https://t.co/vXTk2VFLn5
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Offshore
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Hidden Value Gems
"Just over half of the industry’s total gross performance was eaten away by fees over the past two decades, according to LCH Investments. That compares to about 30% between 1969 and the early 2000s."
"Viewed another way, hedge funds have earned $3.72 trillion since the late 1960s—and kept nearly $1.8 trillion of that in fees."
via @WSJ
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"Just over half of the industry’s total gross performance was eaten away by fees over the past two decades, according to LCH Investments. That compares to about 30% between 1969 and the early 2000s."
"Viewed another way, hedge funds have earned $3.72 trillion since the late 1960s—and kept nearly $1.8 trillion of that in fees."
via @WSJ
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Offshore
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Hidden Value Gems
Tulip Mania in full mode...just be aware
https://t.co/1xtVueBHL5
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Tulip Mania in full mode...just be aware
https://t.co/1xtVueBHL5
The Official Melania Meme is live!
You can buy $MELANIA now.
https://t.co/8FXvlMBhVf
FUAfBo2jgks6gB4Z4LfZkqSZgzNucisEHqnNebaRxM1P https://t.co/t2vYiahRn6 tweet
Offshore
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Stock Analysis Compilation
REQ on Momentum Group $MMGRB SS
Thesis: Momentum Group’s disciplined focus on profitability and decentralized culture unlocks unparalleled growth potential
(Extract from their Q4 letter) https://t.co/a4JVty0SmU
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REQ on Momentum Group $MMGRB SS
Thesis: Momentum Group’s disciplined focus on profitability and decentralized culture unlocks unparalleled growth potential
(Extract from their Q4 letter) https://t.co/a4JVty0SmU
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