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The Few Bets That Matter
What do we call it when the government decides where money is spent?
China?
🍿 https://t.co/IsnsvBxMPl
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What do we call it when the government decides where money is spent?
China?
🍿 https://t.co/IsnsvBxMPl
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God of Prompt
5 AI Workflows for Personalized Learning
Enhances student engagement and meets diverse needs.
• Implement adaptive assessments
• Use interactive AI tools
• Customize lesson plans
🔗 Click below to read more:
https://t.co/kOq4hyiRju https://t.co/omj1F95zNA
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5 AI Workflows for Personalized Learning
Enhances student engagement and meets diverse needs.
• Implement adaptive assessments
• Use interactive AI tools
• Customize lesson plans
🔗 Click below to read more:
https://t.co/kOq4hyiRju https://t.co/omj1F95zNA
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The Few Bets That Matter
$BABA's been forgotten around here.
#1 AI/cloud in China
#1 e-commerce platform
~15% YoY growth & accelerating
Valuation is dirt cheap
Don't miss the breakout when it happens. https://t.co/uzRBE1zi7F
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$BABA's been forgotten around here.
#1 AI/cloud in China
#1 e-commerce platform
~15% YoY growth & accelerating
Valuation is dirt cheap
Don't miss the breakout when it happens. https://t.co/uzRBE1zi7F
tweet
The Few Bets That Matter
RT @mathlonning: $TMDX has 22 planes and they’ve been making 32+ flights/day for about 3 weeks now.
THERE’S NO LOSS OF MARKET SHARE. They’re not only EXPANDING the market, they’re also gaining share over cold storage.
Willing to make side bets on market share gain/loss if you disagree with me.
This thing is going to continue to run up into the end of the week.
Depending on what goes on at JPM it could go even higher.
I personally would prefer Waleed to not give out guidance at the healthcare conference as I see no upside in giving it out then over waiting till late February when they’ll have a much clearer picture.
But I do strongly believe he’ll give information on trials. Everyone knows there’s still a lot of addressable market on Lung/Heart and prior to trials it was unclear if the future was bright on that side. So ideally we get answers on how they’ll target those two organs specifically.
Would also love Waleed to give answer on percentage of ground/air ops, as that would make it easier to track revenue for myself. Though, I can see Waleed not answering that as he seems to prefer people not making up their own conclusions based on random data.
In conclusion,
THERE IS NO LOSS OF MARKET SHARE
tweet
RT @mathlonning: $TMDX has 22 planes and they’ve been making 32+ flights/day for about 3 weeks now.
THERE’S NO LOSS OF MARKET SHARE. They’re not only EXPANDING the market, they’re also gaining share over cold storage.
Willing to make side bets on market share gain/loss if you disagree with me.
This thing is going to continue to run up into the end of the week.
Depending on what goes on at JPM it could go even higher.
I personally would prefer Waleed to not give out guidance at the healthcare conference as I see no upside in giving it out then over waiting till late February when they’ll have a much clearer picture.
But I do strongly believe he’ll give information on trials. Everyone knows there’s still a lot of addressable market on Lung/Heart and prior to trials it was unclear if the future was bright on that side. So ideally we get answers on how they’ll target those two organs specifically.
Would also love Waleed to give answer on percentage of ground/air ops, as that would make it easier to track revenue for myself. Though, I can see Waleed not answering that as he seems to prefer people not making up their own conclusions based on random data.
In conclusion,
THERE IS NO LOSS OF MARKET SHARE
tweet
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Illiquid
On 29 October, after SK Hynix was up ~60% in a month, I dug up a Japanese FOMO basket. For the second order beneficiary and meme potential enjoyers.
https://t.co/K2jWOp82n2 https://t.co/6ipjhhxYFQ
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On 29 October, after SK Hynix was up ~60% in a month, I dug up a Japanese FOMO basket. For the second order beneficiary and meme potential enjoyers.
https://t.co/K2jWOp82n2 https://t.co/6ipjhhxYFQ
tweet
Illiquid
If you only have around $20 to invest, I think fractional SPY shares on IBKR are a thing...
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If you only have around $20 to invest, I think fractional SPY shares on IBKR are a thing...
What’s your highest conviction stock under $20 per share? tweet
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Bourbon Capital (@BourbonCap) on X
What’s your highest conviction stock under $20 per share?
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Illiquid
Largest oil find in SE Asia in the last 20 years.
U.S. producer Murphy Oil's latest estimate of recoverable oil reserves in Vietnam's Hai Su Vang potentially positions it as the largest oil find in Southeast Asia over the last two decades, according to an analysis by energy consultancy Wood Mackenzie released on Wednesday.
https://t.co/A1B8BrUihr
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Largest oil find in SE Asia in the last 20 years.
U.S. producer Murphy Oil's latest estimate of recoverable oil reserves in Vietnam's Hai Su Vang potentially positions it as the largest oil find in Southeast Asia over the last two decades, according to an analysis by energy consultancy Wood Mackenzie released on Wednesday.
https://t.co/A1B8BrUihr
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App Economy Insights
Google just overtook Apple as the world's 2nd-largest company. https://t.co/sb0fM2P28Y
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Google just overtook Apple as the world's 2nd-largest company. https://t.co/sb0fM2P28Y
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Illiquid
$ACMR
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$ACMR
> China Semiconductor Industry Association’s Statement on NVIDIA H200: “The conviction and determination to adhere to the localization path must never waver”
• Wei Shaojun, Vice Chairman of the China Semiconductor Industry Association, emphasized that the United States is displaying a capricious attitude by repeatedly alternating between “easing” and “pressure” regarding advanced semiconductors, and that China’s semiconductor industry must maintain a high degree of vigilance in response. He pointed out that it remains unclear whether the recent so-called “regulatory easing” represents a genuine signal of cooperative intent or a new strategy aimed at disrupting China’s development pace and lowering its guard. Accordingly, he stated that the industry must not be deceived by superficial changes, and that the conviction and resolve to steadfastly pursue localization in core areas such as advanced processes must never be shaken. tweet
X (formerly Twitter)
Illiquid (@illyquid) on X
$ACMR