Investor | Tech Founder - AI Consumer App on IOS “SilverSpoon Ai” | Former Mainframe Systems Engineer @Broadcom, @Fidelity, @McMasterCarr, and more
$SPOONAI
Joined August 2021
- Tweets3.2K
- Following6.6K
- Followers1.1K
- Likes6.6K
Pinned Tweet
I'll be moving future updates on "SilverSpoon Ai" mobile app and the new $SPOONAI community token over to the official page @silverspoonai. Follow that page for updates. This one is my personal page and I post about stocks, investing, sports, and all other aspects of my life.
The app has been doing well without spamming updates on X so I haven't been posting a lot on here about it.
I'll try my best to provide more regular updates on that page. Please stop messaging me to do paid promotion. I rather it grow organically and have people who actually believe in the product and community promote it at their own will.
We have exciting updates to the mobile app coming in a few weeks that will include our spin on utility of the community token. Stay tune!
Mike Moves retweeted
Perplexity is working with IREN to power fast, trustworthy AI.
Under our multi-year agreement, @perplexity_ai will run workloads on NVIDIA Blackwell Ultra GPUs at an IREN data center campus, supporting the models and agents behind Perplexity Computer.
More than 50,000 organizations use Perplexity every day, asking more than 1.5 billion questions a month. IREN AI Cloud delivers the capacity and consistent performance to power AI workloads at scale.
Learn more: iren.com/resources/blog/perp…
If you feel like dumping your core positions, log out of your brokage account and take a break. Don’t let short-term macro noise shake you out.
Warren Buffett has pointed out that Berkshire’s stock fell roughly 50% three times, even when nothing was wrong with the business. His lesson: owning stocks takes the financial and emotional strength to sit through steep declines. You really have to be in the right psychological position.
That doesn’t mean holding blindly. Revisit why you bought. If the business has changed or your thesis no longer holds, reassess. If only the price has changed, take a breath before letting fear drive your portfolio decisions, especially if you are a long term investor.
This is a great video to watch:
youtube.com/watch?v=NeCAAAbb…
Mike Moves retweeted
Amazon $AMZN plans to begin selling its Trainium AI chips outside AWS in late 2027.
CEO Andy Jassy says the company expects to build “a very significant business selling chips externally.”
He says external sales generate revenue immediately, while using those chips inside AWS generates more total revenue and free cash flow over five to six years of use.
This is so bullish!
The slight miss and/or 12% dip after earnings doesn’t phase me. I’m still holding for the long run.
Amazon $AMZN CEO Andy Jassy just said
"There has never been a trillion dollar revenue business, and we may have two of them in the next 5-10 years."
Interesting. Looking to see what comes from this.
DOORDASH TO ACQUIRE INSTACART IN $17 BILLION DEAL
$DASH has agreed to acquire $CART for $65 per share.
Instacart shareholders can receive cash, DoorDash stock or a combination, with stock limited to 25% of the total consideration.
DoorDash plans to retain Instacart's brand, app and enterprise technology products while combining DashPass and Instacart+ into a single membership.
Instacart customers would gain access to over 50,000 additional stores, while combined membership savings are estimated at $100 million annually.
The deal is expected to close in late 2027 or H1 2028, pending shareholder and regulatory approvals.
Let’s go! $OPEN 🚀
I am excited to announce that I have joined the board of directors at Opendoor (NASDAQ: OPEN). OPEN is an important company solving a big problem in a massive market. I have already begun working with Kaz and the board. More to come. investor.opendoor.com/news-r…
Great move. Congrats @mikealfred!
Went to Sam’s Club with my wife for some mid-day shopping and randomly saw a bunch of people rushing to get this Focused Fighters Pokémon collection. I was told that it was a sneaky restock; They were limiting everyone to two per membership. I have no clue of the value as I haven’t played or followed Pokémon since I was a teenager (I wish I kept all of my Pokémon and sports cards), but I grabbed two just in case.
Am I connected to any Pokémon collectors on here? One of my close friends who is heavy into trading cards told me to keep these sealed. What yall think?
#pokemon #samsclub
Mike Moves retweeted
D.A. Davidson upgraded Broadcom $AVGO to Buy from Neutral, raising its price target to $400 from $350.
Analyst Gil Luria believes Anthropic's IPO will proceed, with OpenAI potentially following in 2027, providing fresh capital to support Broadcom's AI chip demand.
He says AVGO trades at just 16x 2027 EPS, as if the chances of both IPOs happening are “near zero,” creating significant upside if they materialize.
I built SilverSpoon AI to make discovering great restaurants and experiences easier and less time-consuming, no matter where you are in the world.
While visiting Singapore, I met a fellow engineer who was there for an internship. We got to talking about SilverSpoon AI, and I recently received this unsolicited email sharing how they used the app to discover some great spots during a trip to Bali.
As a founder building and funding this from the ground up, feedback like this means a lot.
It’s one thing to build a product you believe in. It’s another to see people using it around the world and finding genuine value in what you’ve created.
We’re still early in the journey, but moments like this remind me why I started.
Just getting started.
Check it out and leave us a review if you can 👇
apps.apple.com/us/app/silver…
From Singapore to Bali. 🌏
One of the most rewarding parts of building SilverSpoon AI is seeing people use it around the world.
During a recent trip to Singapore, our founder, @MikeMoves , used SilverSpoon AI to discover the famous Tian Tian Chicken Rice at Maxwell Hawker Centre.
While there, he met a fellow traveler who later used SilverSpoon AI on a trip to Bali.
A few days ago, that traveler sent Mike this email. Completely unsolicited.
This is exactly why we’re building SilverSpoon AI. We want to make discovering great restaurants and experiences easier, whether you’re exploring your hometown or traveling halfway around the world.
Less time searching. More time experiencing.
Plan less. Experience more.
Try SilverSpoon AI:
apps.apple.com/us/app/silver…
(Email edited to protect the identity of the user.)
At some point, we’ll see a recovery in the housing market. Seems like a great time to be positioning yourself.
Long $OPEN (both equity and leaps).
🔥
ANDURIL AND QUALCOMM $QCOM ARE STARTING A NEW LAPTOP COMPANY CALLED BLUECHIP
The laptops will be rugged and waterproof, built for the military, police, and first responders, per WSJ.
Anduril will make them at its Arsenal-1 plant in Ohio, and Qualcomm's chips will be made at TSMC's Arizona plant. Founder Palmer Luckey says 90% of each laptop already comes from the US and its allies, with a plan to go fully American-made.
Hock Tan is the GOAT.
Personally stepping in over a weekend to help get a $63B debt deal across the finish line. That’s a different level of commitment.
When I worked at Broadcom, our SVP would mention stories about Hock calling him after hours and on weekends. The man is relentless, incredibly hands-on, and laser-focused on execution. Having seen a glimpse of that firsthand, none of this surprises me.
If you scroll through my timeline, you’ll probably find a few posts where I’ve said, “Don’t fade Hock!”
I’ll say it again.
Don’t fade Hock Tan.
