Moon Dev
You weren’t even supposed to see me do this on openclaw

But it’s the finale so why not https://t.co/nVJgODodT3
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Moon Dev
the end

If you saw what I saw with my five Mac Minis and openclaw, you would leave too

I'm continuing to chase Jim Simons but now I'm also chasing Amazon

For obvious reasons I got to keep this private so I'm closing everything. If you want access to all access lifetime, you have till Thursday to get it

join here: https://t.co/EHUr5aAxhF

moon dev
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Dimitry Nakhla | Babylon Capital®
RT @The_AI_Investor: Michael Burry asked the wrong question.

"The real question is what the buildout is for and how much money it will generate.

Also, if they do not invest, how much will they lose?

Asking the right question is the first step, and that is what you missed. Instead, you draw your audience into the so called sensible answers to the wrong question.

I work in tech and AI, so I understand what this is about."

A question I have for $ORCL, $GOOG, $META, $MSFT, $AMZN, $NVDA, $CAT, and all the rest, “When does the spending for AI data center buildout actually end?”
It is consuming all your cash flow, you are borrowing, you are financing in ways you never have, apparently because it is so urgent, because it scales?
But if it scales, when does it end?
Now you are engaging in accounting tricks to hide expense, to protect earnings, as the impact is so severe. You will be tortuously adjusting your earnings in a new and sinister ways.
When does it end? - Cassandra Unchained
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Dimitry Nakhla | Babylon Capital®
25 Quality Stocks With Estimated 2-Year Forward EPS GROWTH ≥ 15% 💵

1. $GOOG 15%
2. $MA 16%
3. $MSFT 16%
4. $TDG 16%
5. $FER 17%
6. $FTAI 18%
7. $HWM 18%
8. $SNPS 18%
9. $LLY 19%
10. $KLAC 20%
11. $NFLX 20%
12. $NOW 20%
13. $NVDA 20%
14. $CAT 21%
15. $ASML 22%
16. $AMZN 23%
17. $FICO 23%
18. $LRCX 23%
19. $TSM 23%
20. $APP 28%
21. $SNDK 35%
22. $PLTR 38%
23. $ALAB 39%
24. $MELI 39%
25. $GEV 51%
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Moon Dev
This is the video that gets my account deleted

So I’m just going to leave before that https://t.co/ZDZcZh7Bm2
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The Transcript
$GM CFO: GM restored 8–10% North America margins 12–18 months earlier than investors expected

“Fast forward a year, we've obviously been impacted pretty heavily by tariffs. Over $3 billion last year, we've signaled $3-$4 billion of tariffs this year… and then we just came out last week and talked about restoring back to our 8 to 10% margins in North America, probably about 12 to 18 months ahead of when most investors would have thought we were going to get back there.”
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