Offshore
Photo
Investing visuals
Breaking down my portfolio!
Time to share more about my portfolio and investment journey. Covering:
• My focus on tech
• From 25 to 13 positions
• Why I shifted away from mega caps
• How my performance improved over time
A thread 🧵👇
tweet
Breaking down my portfolio!
Time to share more about my portfolio and investment journey. Covering:
• My focus on tech
• From 25 to 13 positions
• Why I shifted away from mega caps
• How my performance improved over time
A thread 🧵👇
tweet
Yellowbrick Investing
$MOB
tweet
$MOB
We are long Mobilicom, $MOB. "Unleashing American Drone Dominance" was signed June 6th. The future of warfare is clear; end to end cyber security for drones has never been more critical. That's what $MOB does - validated by an elite spot on the Blue UAS list. 5x upside pt. tweet
X (formerly Twitter)
Blue Duck Capital Partners (@BlueDuckCap) on X
We are long Mobilicom, $MOB. "Unleashing American Drone Dominance" was signed June 6th. The future of warfare is clear; end to end cyber security for drones has never been more critical. That's what $MOB does - validated by an elite spot on the Blue UAS list.…
Offshore
Photo
App Economy Insights
$MU Micron just reorganized its business.
Why? AI is rewriting the playbook for memory.
• What is HBM?
• How it's powering a margin super-cycle.
• Bull vs. bear case for what's next. 📈📉
https://t.co/KKOytC7lvk
tweet
$MU Micron just reorganized its business.
Why? AI is rewriting the playbook for memory.
• What is HBM?
• How it's powering a margin super-cycle.
• Bull vs. bear case for what's next. 📈📉
https://t.co/KKOytC7lvk
tweet
Offshore
Video
Umesh
Presenting my surrealistic version of “The Unfinished Film.”
It is an innovative experiment in storytelling by director Sam Finn in collaboration with Adobe. The Unfinished Film puts human creativity first for a story that never truly finishes.
Sponsored by #AdobeFirefly in partnership with @Adobe as a Firefly Brand Ambassador.
#AdobeFireflyAmbassadors #Ad #FireflyUnfinishedFilm
tweet
Presenting my surrealistic version of “The Unfinished Film.”
It is an innovative experiment in storytelling by director Sam Finn in collaboration with Adobe. The Unfinished Film puts human creativity first for a story that never truly finishes.
Sponsored by #AdobeFirefly in partnership with @Adobe as a Firefly Brand Ambassador.
#AdobeFireflyAmbassadors #Ad #FireflyUnfinishedFilm
tweet
AkhenOsiris
$TSLA $GOOGL $AMZN $UBER $LYFT
Pedestrians are beginning to notice. Villi Iltchev, founder and managing partner of VC firm Category Ventures, has learned to trust the technology. He was quoted in Forbes as saying, “As a cyclist, when I ride my bike and I get next to a Waymo, I know it watches me, and if I try to pass it on the right, it makes room for me. I feel so much safer because it always sees me. It will never get in my way. It will never cut me off. It will always prioritize my safety over itself.” A recent study by J.D. Powers showed that confidence in robotaxis soared from roughly one third of their survey sample to two thirds after taking a ride.
Most studies suggest that the driver takes home roughly 50% of the fare after expenses. And that’s only the beginning. Fully autonomous taxis don’t need space for the driver and controls, and don’t have to haul around the associated extra weight. Ark, an investment research and management firm, estimates that the cost of operating a purpose-built robotaxi will eventually fall to around 25 cents a mile, compared to about 80 cents today for a personal car and $2 for a human-driven taxi.
Baidu, the robotaxi market leader in China, already charges only 55 cents per mile for its “Apollo Go” service in ten cities, where it reportedly operates more than a thousand robotaxis.
https://t.co/qrC8Ld2OUZ
tweet
$TSLA $GOOGL $AMZN $UBER $LYFT
Pedestrians are beginning to notice. Villi Iltchev, founder and managing partner of VC firm Category Ventures, has learned to trust the technology. He was quoted in Forbes as saying, “As a cyclist, when I ride my bike and I get next to a Waymo, I know it watches me, and if I try to pass it on the right, it makes room for me. I feel so much safer because it always sees me. It will never get in my way. It will never cut me off. It will always prioritize my safety over itself.” A recent study by J.D. Powers showed that confidence in robotaxis soared from roughly one third of their survey sample to two thirds after taking a ride.
Most studies suggest that the driver takes home roughly 50% of the fare after expenses. And that’s only the beginning. Fully autonomous taxis don’t need space for the driver and controls, and don’t have to haul around the associated extra weight. Ark, an investment research and management firm, estimates that the cost of operating a purpose-built robotaxi will eventually fall to around 25 cents a mile, compared to about 80 cents today for a personal car and $2 for a human-driven taxi.
Baidu, the robotaxi market leader in China, already charges only 55 cents per mile for its “Apollo Go” service in ten cities, where it reportedly operates more than a thousand robotaxis.
https://t.co/qrC8Ld2OUZ
tweet
Offshore
Video
The Startup Ideas Podcast (SIP) 🧃
RT @gregisenberg: How they made $8M in 8 weeks with AI https://t.co/8GLKIzo8Xi
tweet
RT @gregisenberg: How they made $8M in 8 weeks with AI https://t.co/8GLKIzo8Xi
tweet
Offshore
Photo
Yellowbrick Investing
Added 52 new stock write-ups to the site (pt 1):
@DividendNGrowth - $GAW.L, $FTC.L, $MELI, $GLNG, $UNH, $ZETA
@stpioc - $BETR (primer)
@CompoundingW - $COP
@felix__archive - $LMND
@EvolamTrades - $IREN
@1rabbitresearch - $RDDT (analyst u/g)
@stonkmetal - $DHR (pass) https://t.co/5tBufAZK67
tweet
Added 52 new stock write-ups to the site (pt 1):
@DividendNGrowth - $GAW.L, $FTC.L, $MELI, $GLNG, $UNH, $ZETA
@stpioc - $BETR (primer)
@CompoundingW - $COP
@felix__archive - $LMND
@EvolamTrades - $IREN
@1rabbitresearch - $RDDT (analyst u/g)
@stonkmetal - $DHR (pass) https://t.co/5tBufAZK67
tweet
Offshore
Photo
Investing visuals
$AMD - A great business at a good price.
🔹Revenue growing +32%
🔹Free cash flow up +198%
🔹Strong balance sheet
To top it off: $AMD is in a great position to benefit from ongoing AI demand. https://t.co/MrdoFwkhT0
tweet
$AMD - A great business at a good price.
🔹Revenue growing +32%
🔹Free cash flow up +198%
🔹Strong balance sheet
To top it off: $AMD is in a great position to benefit from ongoing AI demand. https://t.co/MrdoFwkhT0
tweet