Ahmad
it’s been 56 hours since the SF elevator incident

here’s 11 things that taught me about managing risks at a B2B SaaS

🧵 https://t.co/xfst6xaLIW
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RT @escvel0city11: Bringing back this old gem that was my lock screen for a while as a reminder to self https://t.co/IZkcgLE6VS

It once again appears the key to outperformance is buying names with growing revenue and ignoring everything else https://t.co/EygfxZzXCK - Cluseau Investments
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Yellowbrick Investing
In the last couple of months we’ve had a prominent CEO and prominent VC both patting themselves on the back for stock calls that have massively underperformed the market lol

Called it. https://t.co/ReQWyKiHXp - Matthew Prince 🌥
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Ahmad
a thunderstorm mid-training job that forces you to shutdown everything to keep your GPUs safe

Apart from breakup, what else can make a man be like this? https://t.co/IAs9Vz9JOh - Yem🌹
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RT @HelixCapital_: Thesis playing out very well! $MU SK Hynix continue to deliver stellar numbers, still puzzling to me how they trade at high single / low double digit PEs at a time when other AI infra plays trade at insane multiples with similar growth.

Memory looks to be an excellent theme for 2025. $MU and SK Hynix already + 25% and +30% YTD respectively; still trading at very reasonable valuations IMO. - Helix Capital
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Yellowbrick Investing
Added 59 new stock write-ups to the site (pt 1):
@LuxOpesResearch (quick overviews) - $KER.PA, $ICAD.PA, $FTK.DE, $RIEN.SW, $HEIA.AS, $4X0.DE, $DSY.PA, $ADS.DE, $OR.PA, $SAP.DE, $MTX.DE, $TMV.DE, $STMPA.PA, $ROVI.MC
@LogicalThesis - $DCTH
@TheParadoxIntel - $RBLX https://t.co/t58SEghbhp
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Ahmad
yup

many such cases https://t.co/yBEzIrAiAF
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Quiver Quantitative
JUST IN: The Trump Ballroom Tracker is here 🇺🇸

Last week 15+ companies 'donated' $300M to fund Trump’s new White House ballroom

So we turned it into a portfolio to see if it outperforms

Find it under our 'Trump Donor Portfolio' on Autopilot https://t.co/1Is5cNw7ev
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