ToffCap
RT @ToffCap: Out with a new one!

We’re looking at a company trading at <5x20% with the potential to do it for a long time.

The company has quietly (but rapidly) become a European (e-)commerce infrastructure play.

- it has proven that its flywheel generates strong organic growth.
- it has delivered operating leverage, pushing margins upwards.
- it continues to acquire at 3-5x ev/ebitda, with plenty more to come.
- and it has managed its balance sheet such that leverage is falling, even while acquisitions continue.

On the stack.
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Evan
Broadcom $AVGO said it has secured $10 billion in orders from a new client for custom chips - CNBC
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Evan
A bunch of tech CEOs are currently having dinner with 🇺🇸 President Trump including

Meta CEO Mark Zuckerberg
Microsoft CEO Satya Nadella
Google CEO Sundar Pichai
Apple CEO Tim Cook
AMD CEO Lisa Su
OpenAI CEO Sam Altman https://t.co/QQiGuxMBXU
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Aadit Sheth
RT @aaditsh: This guy reveals the fastest way to memorize anything https://t.co/dEcrHW4XWV
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Simplifying Stocks, CPA
Started taking TRT

Greatest decision of life EVER

100% recommend
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Evan
OpenAI is set to produce its own AI chips for the first time next year with a chip designed with Broadcom $AVGO

Broadcom CEO Hock Tan today referred to a mystery new customer committing to $10 Billion in orders - Financial Times https://t.co/skkWAjrewi
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Evan
RT @StockMKTNewz: $SOFI just announced a new multi year partnership with Buffalo Bills quarterback Josh Allen https://t.co/lV1mhDkUA1
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Evan
RT @StockMKTNewz: Amazon $AMZN just climbed back over a $2.5 Trillion market cap https://t.co/CRJG4C4zT0
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Aadit Sheth
RT @aaditsh: This guy literally built the fastest system to turn ideas into videos instantly
https://t.co/McpjgfIe6A
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Aadit Sheth
This person shows how to learn smarter https://t.co/cgg7w3Ec7Q
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