Offshore
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App Economy Insights
📊 This Week in Visuals:
🌐 $ACN Accenture: AI Builds, Bookings Shrink
🫒 $DRI Darden: Olive Garden Delivers
https://t.co/XRcOwCxKA9
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📊 This Week in Visuals:
🌐 $ACN Accenture: AI Builds, Bookings Shrink
🫒 $DRI Darden: Olive Garden Delivers
https://t.co/XRcOwCxKA9
tweet
Offshore
Photo
App Economy Insights
What are you watching this week?
• Tuesday: $CCL $FDX
• Wednesday: $GIS $MU
• Thursday: $NKE
All visualized in our PRO coverage on Saturday. https://t.co/Kq8vyetr9D
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What are you watching this week?
• Tuesday: $CCL $FDX
• Wednesday: $GIS $MU
• Thursday: $NKE
All visualized in our PRO coverage on Saturday. https://t.co/Kq8vyetr9D
tweet
Offshore
Video
The All-In Podcast
How AI Can Supercharge GDP and Bring Down Costs in the Medical Field
On E232, Thomas Laffont explained how at a recent event he hosted, there was a lot of talk about AI having a more positive impact on GDP than previously thought.
"There was a lot of talk on the GDP side, what if AI can increase productivity and regrow GDP faster than expectations?"
He gave an example of doctors using an AI tool to 10x productivity:
"Even taking doctors as an example, this new company comes in and develops kind of a diagnosis engine."
"And already a third of US physicians are on the platform using it 10x a day to help diagnoses."
"You multiply that by the legal profession, coding I think we're already seeing."
"What if we just see an explosion of productivity gains across both the physical and the digital economy?"
Friedberg broke down how this could also increase patient access and reduce costs while growing GDP:
"The doctor one is a good example. If someone had the opportunity to go get more regular preventative checkups, they would."
"The problem is, it's very expensive, it's hard to get an appointment, or insurance won't cover it."
"But if the cost to a doctor goes down because they can leverage AI, the throughput goes up by 10x."
"They can see 10x as many patients per day. Then suddenly diagnostic care becomes more available."
"They can charge for that. They don't need to charge the same amount."
"The price will come down per checkup, more people will be able to get a checkup per day."
"So that grows GDP in diagnostic care."
tweet
How AI Can Supercharge GDP and Bring Down Costs in the Medical Field
On E232, Thomas Laffont explained how at a recent event he hosted, there was a lot of talk about AI having a more positive impact on GDP than previously thought.
"There was a lot of talk on the GDP side, what if AI can increase productivity and regrow GDP faster than expectations?"
He gave an example of doctors using an AI tool to 10x productivity:
"Even taking doctors as an example, this new company comes in and develops kind of a diagnosis engine."
"And already a third of US physicians are on the platform using it 10x a day to help diagnoses."
"You multiply that by the legal profession, coding I think we're already seeing."
"What if we just see an explosion of productivity gains across both the physical and the digital economy?"
Friedberg broke down how this could also increase patient access and reduce costs while growing GDP:
"The doctor one is a good example. If someone had the opportunity to go get more regular preventative checkups, they would."
"The problem is, it's very expensive, it's hard to get an appointment, or insurance won't cover it."
"But if the cost to a doctor goes down because they can leverage AI, the throughput goes up by 10x."
"They can see 10x as many patients per day. Then suddenly diagnostic care becomes more available."
"They can charge for that. They don't need to charge the same amount."
"The price will come down per checkup, more people will be able to get a checkup per day."
"So that grows GDP in diagnostic care."
tweet
Offshore
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Investing visuals
I won’t be surprised if $AMD data center revenue surpasses $10B in 2030. https://t.co/R3Ar6mVJIQ
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I won’t be surprised if $AMD data center revenue surpasses $10B in 2030. https://t.co/R3Ar6mVJIQ
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Offshore
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Quiver Quantitative
We spent the last two weeks sounding the alarm on purchases of defense stocks by politicians on armed services committees.
The US just carried out strikes on Iran.
Regardless of opinions on the attack, I think most would agree that Congress should not be trading defense stocks. https://t.co/cXFXZStzRT
tweet
We spent the last two weeks sounding the alarm on purchases of defense stocks by politicians on armed services committees.
The US just carried out strikes on Iran.
Regardless of opinions on the attack, I think most would agree that Congress should not be trading defense stocks. https://t.co/cXFXZStzRT
tweet
Offshore
Photo
Hidden Value Gems
Tel-Aviv stock exchange share price is sky rocketing: +53% YTD.
Probably lots of AI related companies with exposure to the US.
Still would not have expected such strong performance 👇🏼 https://t.co/yHrzFPGLzc
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Tel-Aviv stock exchange share price is sky rocketing: +53% YTD.
Probably lots of AI related companies with exposure to the US.
Still would not have expected such strong performance 👇🏼 https://t.co/yHrzFPGLzc
tweet
Offshore
Photo
Investing visuals
How the Magnificent 7 make money, ranked from most to least profitable.
A thread 🧵👇
1 – $GOOGL generated $34.4B net income in Q1, boosted by unrealized gains on non-marketable equity securities.
Around $8B came from their SpaceX stake. https://t.co/hCED7hf0bm
tweet
How the Magnificent 7 make money, ranked from most to least profitable.
A thread 🧵👇
1 – $GOOGL generated $34.4B net income in Q1, boosted by unrealized gains on non-marketable equity securities.
Around $8B came from their SpaceX stake. https://t.co/hCED7hf0bm
tweet
Offshore
Photo
Hidden Value Gems
Good call!
tweet
Good call!
🚨 This 'trade war' will be over soon!
Why? Simple. Just follow the money.
A substantial percentage of most US retailers' products, especially on the more affordable end, are sourced in China.
Walmart is a great example, being the largest of them all and also sourcing a disproportionate amount from China.
Both sides will ultimately settle and settle soon. Not at zero but at a reasonable tariff which, from the perspective of the US, is also justified considering the various trade obstacles China has put in place.
In return, China will help with Russia and avoid domestic tensions from weaker manufacturing. Never forget: the one thing a 'communist' government cannot afford is social unrest.
So, don't get too obsessed with the current trade skirmish and focus on the bigger picture.
And enjoy the sunshine... tweet