⁠Investing visuals
Which company has the potential to become the next $NVDA? 🧐

Has a growth story ever unfolded this fast at this scale?

$NVDA

2015 Revenue: $5B
2015 Net Income: $1B

2025 Revenue: $130B
2025 Net Income: $73B https://t.co/plsAHjQJzh - Carbon Finance
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⁠Alvin
Prepare to witness another e-Waste in less than a week, lol.

Well, e-Waste depending on where you live.
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: @GiuseppeSanta2 Great question Giuseppe and yes, nobody can predict these things — yet, if I was forced to guess, I would be more surprised if the stock market *did not* enter a correction this year
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “Only for short term investors and market timers is a correction not an opportunity”

— Warren Buffett 🗣️

#stocks #investing
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⁠Mads
TOTAL AMERICAN TECH DEATH https://t.co/SjJxfAwyuK
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⁠Investing visuals
Sam: “we've been growing a lot and are out of GPUs”

Checks market: $NVDA down -7%

Smells like opportunity right?👌

GPT-4.5 is ready!

good news: it is the first model that feels like talking to a thoughtful person to me. i have had several moments where i've sat back in my chair and been astonished at getting actually good advice from an AI.

bad news: it is a giant, expensive model. we really wanted to launch it to plus and pro at the same time, but we've been growing a lot and are out of GPUs. we will add tens of thousands of GPUs next week and roll it out to the plus tier then. (hundreds of thousands coming soon, and i'm pretty sure y'all will use every one we can rack up.)

this isn't how we want to operate, but it's hard to perfectly predict growth surges that lead to GPU shortages.

a heads up: this isn’t a reasoning model and won’t crush benchmarks. it’s a different kind of intelligence and there’s a magic to it i haven’t felt before. really excited for people to try it! - Sam Altman
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⁠Mads
RT @MadsCapital: https://t.co/Gf1aGKmB0K
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Echoes of 2020 - 2022 over-extended pumps followed by strong sell offs $PLTR $HIMS $MSTR https://t.co/jFl3Pj3Z2l
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⁠Stock Analysis Compilation
Ennismore European Smaller Companies Fund on Costain Group Plc $COST LN

Thesis: Costain Group Plc is a UK engineering and construction company focused on infrastructure, particularly in transportation and natural resources, with strong growth potential driven by increased capex in the water sector and carbon capture projects, targeting over 5% operating margin and a projected upside of over 45% by the end of 2025.

(Extract from their Q4 letter)
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⁠Mads
the market would've been up if Jensen dropped this line:

@45WallSt "I am a forward-looking statement."

— Steve Jobs (Pixar '00 Q2 earnings call) - Turtle Bay
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