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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Perhaps a contrarian rotation worth revisiting over the next few years: modestly trimming semiconductor exposure and reallocating toward some of the strongest, widest-moat software businesses.
Ironically, SaaS and semiconductor multiples have essentially swapped.
SaaS multiples today resemble where semis traded a few years ago — and semis now trade closer to where SaaS once did.
Of course, timing is never perfect, and semiconductors could continue to run amid strong demand and supply constraints. Still, it’s a rotation worth keeping an eye on.
$ASML $NVDA $LRCX $KLAC $NOW $CSU $CRM $SMH $IGV
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RT @DimitryNakhla: Perhaps a contrarian rotation worth revisiting over the next few years: modestly trimming semiconductor exposure and reallocating toward some of the strongest, widest-moat software businesses.
Ironically, SaaS and semiconductor multiples have essentially swapped.
SaaS multiples today resemble where semis traded a few years ago — and semis now trade closer to where SaaS once did.
Of course, timing is never perfect, and semiconductors could continue to run amid strong demand and supply constraints. Still, it’s a rotation worth keeping an eye on.
$ASML $NVDA $LRCX $KLAC $NOW $CSU $CRM $SMH $IGV
$IGV Software vs. $SMH Semiconductors - the most oversold in history.
We broke it all down in the latest CappNotes piece. Link in profile. 👆 https://t.co/zekay9AAMt tweet
Offshore
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Brady Long
RT @thisdudelikesAI: Imagine being a billionaire and still rage baiting
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RT @thisdudelikesAI: Imagine being a billionaire and still rage baiting
You can identify all the greatest countries in the world by asking a simple question:
"Is it cool to be rich there?"
Every country that has gotten the answer to this question wrong has become economically irrelevant and a vassal state of another.
We should properly take care of everyone, but you need resources and leverage that only come in success. Many countries in Europe have become examples of not getting this right. tweet
X (formerly Twitter)
Chamath Palihapitiya (@chamath) on X
You can identify all the greatest countries in the world by asking a simple question:
"Is it cool to be rich there?"
Every country that has gotten the answer to this question wrong has become economically irrelevant and a vassal state of another.
We should…
"Is it cool to be rich there?"
Every country that has gotten the answer to this question wrong has become economically irrelevant and a vassal state of another.
We should…
Illiquid
Harbin electric whisperer +7%
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Harbin electric whisperer +7%
Turns out it is nothing burger
If I am not mistaken, a profit alert should be published soon! Usually at the end of Jan / early Feb tweet
X (formerly Twitter)
Capytal Management (@capytalmgmt) on X
Turns out it is nothing burger
If I am not mistaken, a profit alert should be published soon! Usually at the end of Jan / early Feb
If I am not mistaken, a profit alert should be published soon! Usually at the end of Jan / early Feb
Offshore
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Illiquid
Announcement published today. $mu
https://t.co/M7gGuEmpy4
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Announcement published today. $mu
https://t.co/M7gGuEmpy4
Micron announced today it also expanding its F10A fab in Singapore. Sounds like news. $asml $amat $8637 tweet
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Brady Long
RT @thisguyknowsai: How to write prompts that make AI give you exactly what's in your head: https://t.co/hB97V8tMRA
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RT @thisguyknowsai: How to write prompts that make AI give you exactly what's in your head: https://t.co/hB97V8tMRA
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memenodes
Why the price action is like random coin listed on binance
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Why the price action is like random coin listed on binance
BREAKING: In one of its largest intra-day reversals in history, silver has completely erased its +14% gain and turned RED on the day.
Silver just erased -$900 BILLION of market cap in 90 minutes. https://t.co/XSRDtYzNBL tweet
memenodes
CZ cartel about to rape the boomers too hahaha...
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CZ cartel about to rape the boomers too hahaha...
Also, you can trade Gold & Silver on Binance. tweet
X (formerly Twitter)
Binance (@binance) on X
Also, you can trade Gold & Silver on Binance.
Offshore
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memenodes
Just missed your parlay by one and your girl asking “do you still love me” https://t.co/zyf2HsN8Iy
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Just missed your parlay by one and your girl asking “do you still love me” https://t.co/zyf2HsN8Iy
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