Vertically integrated clouds compound ownership. Asset-lite neo-clouds compound lease exposure. Every day, the gap becomes more real.

Ahora mismo NVDIA cotiza a 23x beneficios esperados a 12 meses. Y dicen que hay una burbuja. ¿Saben ustedes a cuánto cotizaba Microsoft en marzo del 2000? A 70x. En cambio, éramos muy pocos los que a primeros de septiembre decíamos que había una burbuja en el Bitcoin y nos

Walmart now trades at ~40× forward earnings. Nvidia trades at ~23×. But sure — AI is the bubble.

Good deep dive on Asia tour and customer conversations from Morgan Stanley. "customers biggest anxiety for the next 12 months is their ability to procure enough NVIDIA product generally, and Vera Rubin specifically"

NVDA is the perfect case study of why “just hold” is one of the hardest skills in investing. The stock has 3-4x’d in two years, yet the amount of FUD thrown at it is insane. Every month there’s a new “NVDA is finished” narrative: TPU, tariffs, export bans, competition, cycle

SemiAnalysis just published a long article about TPUs, and one detail jumped out: it credits a whopping 12 authors, while also being a "guest post" by Michael Chen, who, if I found the right person, was a "Growth Lead / Head of Voice" at ScaleAI. In the article, SA claims “no

After Nvidia reported its Q3 FY26 results, there was a view that its Days Sales Outstanding (DSO) and inventory levels were abnormal and potentially indicative of fraud. In my view, the reported figures are, in fact, consistent with basic financial common sense and the underlying

Our friends at McKinsey & Company have chosen a very opportune time to join in the increasingly vocal bearish prognostications that attempt to make sense of recent market volatility. Their article published this week on “The evolution of Neoclouds and their next moves”

I have taken an initial 1M+ share stake in Strive Asset Management $ASST. Strive is one of the most promising BTC Treasury companies globally trading at an attractive level. You simply do not bet against a generational talent like ⁦@BenWerkman⁩. ⁦@jameslavish⁩ too 💪

How can you not be bullish on $OPEN? •The guy who wrote the biz plan is now Chair •The other key co-founder just rejoined the board •The new CEO left being next in line at a $188B Shopify to run a $3B OPEN (nobody does that unless they see it scaling way bigger) •Kaz, Keith,

Nvidia's $NVDA stock performance each full year since going public 2000: +39.6%🟢 2001: +308.3%🟢 2002: -82.8%🔴 2003: +101.6%🟢 2004: +1.6%🟢 2005: +55.2%🟢 2006: +102.5%🟢 2007: +37.9%🟢 2008: -76.3%🔴 2009: +131.5%🟢 2010: -17.6%🔴 2011: -10%🔴 2012: -11%🔴 2013: +33.5%🟢

Nvidia $NVDA would become the first company to ever be worth $4 Trillion at ~$164.06 per share

PRESIDENT TRUMP’S A.I. MASTERSTROKE IN THE MIDDLE EAST On top of being a historic diplomatic and economic success, President Trump’s trip to the Middle East was also a game-changer in the global AI race. With the administration’s signing of the first “AI Acceleration

No se equivoquen señores, esto no va de ideologías. Va de que siempre hay un sector de la población que manifiesta su incompetencia a través del odio y la envidia, y que desea q aquellos que aportan más valor sean expropiados y cercenados con el fin de apaciguar su resentimiento.

Ah eso es Tesla. China en general mucho peor.

Simplemente se cuidan de plazos y medidas para que no den positivo. Como el 100% de atletas que se dopan pero solo dan positivo un ínfimo porcentaje. Eso no significa que no se dopen ni que no hayan usado pesticidas. Ahora puedes hacer como que no lo has leído.

Plug CEO Andy Marsh was on-site today at Plug's Georgia #greenhydrogen production plant. Another cryo trailer is being filled for even more liquid hydrogen deliveries to Plug customers.

El valiente éste de @Gibilloarrate se dedica a escribir posts y cuando le dejas en evidencia, tras contestarte, bloquea que le puedas replicar.

En cumplimiento de la sentencia del TS, Sala de lo Civil, nº 910/2023, de 08/06/2023, publico su encabezamiento y fallo, y elimino este tweet publicado el 25 de mayo de 2022: https://t.co/deK4doh7rB