Yellowbrick Investing
You doubted gAI?! https://t.co/JSOmJdWeqe

Apologies to $GRND, I was not familiar with your game https://t.co/58QgeuZ5sU - Yellowbrick Investing
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Dimitry Nakhla | Babylon Capital®
Perhaps this is why it’s difficult for many to wrap their heads around the hyper-growth we’re seeing in this AI boom and its benefiting sectors: the growth is truly unprecedented, and when something appears new and grows extremely fast, it often triggers a sense of fear

That said, you cannot deny the pace of change and the level of adoption in AI, as shown in the post below

It’s easy to default to: “AI is a bubble”

But you’ll serve yourself better by focusing on which companies are extremely high-quality, have sustainable growth, and trade at reasonable valuations — rather than letting fear-driven headlines determine your outlook

ChatGPT reached 800 million users in under 3 years.
It took the internet more than a decade to do the same.
This is the fastest technological adoption curve in history. https://t.co/hqMR1bWru8 - Peter Mallouk
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Investing visuals
Three names I believe are still reasonably valued in today's expensive market:

• $MELI at $2171
• $DLO at $15.60
• $RBRK at $78

I like to put my money where my mouth is: I bought each of these in the past month🙂

(Screenshot from the Savvy community, link in bio) https://t.co/rAHMZoWyEM
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Ahmad
electricity bill’s due

x payouts drop today

your engagement keeps a GPU running https://t.co/ZIurbfvpes

My house has 33 GPUs.

> 21x RTX 3090s
> 4x RTX 4090s
> 4x RTX 5090s
> 4x Tenstorrent Blackhole p150a

Before AGI arrives:

Acquire GPUs.

Go into debt if you must.

But whatever you do, secure the GPUs. https://t.co/8U89OStknt - Ahmad
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Yellowbrick Investing
Added 59 new stock write-ups to the site (pt 1):
@Jonathan_Keith2 - $RXO (short)
@SFarringtonBKC - $VIRC
@Jave_t23 - $LYGRD.ST (watchlist)
@Unclestocknotes - $ISRG (earnings)
@RaasGroup - $SHG.AX
@divfinsanalyst (earnings updates) - $CME, $NDAQ https://t.co/r4bNrqTpSH
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: At 26x Earnings & a 4.16% FCF Yield, $SPGI appears to be one of the better risk/reward long-term opportunities in today’s market

*(NTM) https://t.co/17nSo9cLlK
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