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The Transcript
RT @TheTranscript_: $LVMH CEO: "So revenue, just over EUR 80 billion. Let's state that it's twice what it was 10 years ago. Organic growth, slightly negative on the year, but positive in the second half...Cash flow was up 8%, even though profit itself was down" https://t.co/5FWDgChJuJ
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RT @TheTranscript_: $LVMH CEO: "So revenue, just over EUR 80 billion. Let's state that it's twice what it was 10 years ago. Organic growth, slightly negative on the year, but positive in the second half...Cash flow was up 8%, even though profit itself was down" https://t.co/5FWDgChJuJ
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memenodes
RT @naiivememe: https://t.co/YaPobFNrYT
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RT @naiivememe: https://t.co/YaPobFNrYT
finally made it to .1 BTC
thank you for this dip https://t.co/jfcyFRcy6w tweet
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memenodes
Enough staring at crypto charts, this is what your soul needs today.
https://t.co/GsKz04PD2G
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Enough staring at crypto charts, this is what your soul needs today.
https://t.co/GsKz04PD2G
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Michael Fritzell (Asian Century Stocks)
RT @DMichaelTripi: NEW: Probability that Donald Trump is out as President before the end of his term in 2029 has nearly doubled in last month according to Kalshi. https://t.co/iEVBIkTHRh
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RT @DMichaelTripi: NEW: Probability that Donald Trump is out as President before the end of his term in 2029 has nearly doubled in last month according to Kalshi. https://t.co/iEVBIkTHRh
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Illiquid
Seikoh Giken hikes FY '25 forecasts for optical products. Sales +39%. Operating Profit +50%.
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Seikoh Giken hikes FY '25 forecasts for optical products. Sales +39%. Operating Profit +50%.
Enjoy. We have a new top pick for Japan levered to HBM production. Its on the orange site.
In particular, you'll want to note $mu's comments yesterday about HBM production being in full swing, shipping one quarter early and demand being "significantly higher" than the industry's ability to supply. tweet
The Transcript
RT @TheTranscript_: Stratechery's @benthompson on AI agents:
"Actually, one thing that Mark Zuckerberg said on a couple earnings calls ago that I thought was very astute, is we get hung up on technological definitions like, 'What is an agent?' and he’s like, 'Actually the largest and most successful agent in the world today is Facebook advertising', which is exactly right. Facebook advertising, people have it in their head that you go and you put in like demographics and you’re targeting and stuff"
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RT @TheTranscript_: Stratechery's @benthompson on AI agents:
"Actually, one thing that Mark Zuckerberg said on a couple earnings calls ago that I thought was very astute, is we get hung up on technological definitions like, 'What is an agent?' and he’s like, 'Actually the largest and most successful agent in the world today is Facebook advertising', which is exactly right. Facebook advertising, people have it in their head that you go and you put in like demographics and you’re targeting and stuff"
Stratechery's @benthompson: "I think the ideal outcome for Google is they never put ads in Gemini, but they understand so much about you because of what you do in Gemini that they can then manifest that through ads on YouTube, through ads on Google, through ads on their other properties, and the challenge for OpenAI is they only have one place to put inventory, which is in ChatGPT." tweet
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The Transcript (@TheTranscript_) on X
Stratechery's @benthompson: "I think the ideal outcome for Google is they never put ads in Gemini, but they understand so much about you because of what you do in Gemini that they can then manifest that through ads on YouTube, through ads on Google, through…