Optimist
Joined February 2021
- Tweets9.7K
- Following439
- Followers6.3K
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Whoa - UBS Managing Director who covers Micron $MU on a podcast just released on Youtube.
Here comes the roller coaster ride:
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A deadlock in Iran has cost the @realDonaldTrump and his adminstration not only the midterms, but potentially much more -unless the Democrats fumble this opportunity. And it is telling. We will be back to this tweet in two years.
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As said. That zero-something guy is busy spreading FUD about war and all that. In the long run, optimists survive, not pessimists.
And @AbiyAhmedAli says/does nothing. The main reason so many people in the Amhara region, and in many other places, feel betrayed by this man is that they would rather die supporting or fighting alongside the rebels than continue trusting his government.
More than 60 Christians killed in Ethiopia 'massacre', church official says bbc.in/4swbUDS
.@JensenHuang knows where the real value lies: physical AI and industrial AI.
Germany knows how to build, and now it’s bringing that expertise to industrial AI. 🇩🇪
Tonight in Berlin, @JensenHuang and Chancellor @_FriedrichMerz discussed combining German engineering with NVIDIA AI to advance manufacturing and automotive.
We’re also backing Germany’s builders, with new planned investments in Agile Robots SE, @aveliosmed, @MireloAI, and @reflexaerospace, spanning robotics, healthcare, creative tools, and space.
Meet the companies and catch up on today’s news from Berlin: blogs.nvidia.com/blog/german…
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One thing every tech investor should watch:
Bond yields.
When yields rise, future earnings become less valuable in today's dollars. That can pressure high-growth stocks, even when the underlying business hasn't changed.
Sometimes the biggest threat to an AI stock isn't its competitor.
It's the cost of capital.
Be greedy when others are fearful, especially if you own common stocks.
$MU
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One thing every tech investor should watch:
Bond yields.
When yields rise, future earnings become less valuable in today's dollars. That can pressure high-growth stocks, even when the underlying business hasn't changed.
Sometimes the biggest threat to an AI stock isn't its competitor.
It's the cost of capital.
Be greedy when others are fearful, especially if you own common stocks.
$MU
🚨 Key catalysts for AI stocks this week:
🇳🇱 Wednesday — $ASML earnings, 7:00 AM CET
🇺🇸 Wednesday — US CPI, 8:30 AM ET
🇹🇼 Thursday — $TSMC earnings
I'll be watching guidance, margins, and the market reaction for clues on semiconductor demand and AI infrastructure spending.
The key isn't just the headline. It's what the numbers tell us about the AI trade.
🚨 Key catalysts for AI stocks this week:
🇳🇱 Wednesday — $ASML earnings, 7:00 AM CET
🇺🇸 Wednesday — US CPI, 8:30 AM ET
🇹🇼 Thursday — $TSMC earnings
I'll be watching guidance, margins, and the market reaction for clues on semiconductor demand and AI infrastructure spending.
The key isn't just the headline. It's what the numbers tell us about the AI trade.
I just canceled my @FT subscription and built my own app instead.
The entire AI trade took a hit over what appears to be a simple misunderstanding: gross revenue vs. net revenue.
A $20B “revenue shortfall” suddenly became the headline, triggering selling across AI stocks.
The lesson? Don’t panic when headlines hit. Take a step back, understand the numbers, and separate the facts from the noise.
$ORCL $MU
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The entire AI trade took a hit over what appears to be a simple misunderstanding: gross revenue vs. net revenue.
A $20B “revenue shortfall” suddenly became the headline, triggering selling across AI stocks.
The lesson? Don’t panic when headlines hit. Take a step back, understand the numbers, and separate the facts from the noise.
$ORCL $MU
Now that the government is in control of Mekelle, there is no need to repeat what happened in 2020/21. @AbiyAhmedAli needs to pursue a peaceful resolution now, while he is in control of the situation.
It is never too late, Ethiopia. Choose a peaceful resolution.
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Civilians are dying in the process. Here is what mostly happens:
1. The rebels force civilians (farmers) to join their ranks - and they become casualties.
2. During the conflict, the so-called “freedom fighters” hide in civilian areas. When the ENDF tries to attack them with heavy weapons, civilians become casualties.
And the so-called diaspora is busy celebrating these “victories” with የእስክስታ ሙዚቃ። ቀሽም ሁላ።
#Ethiopia
And the coalition composed of useless ሽፍታs has? Wow, you are so wise. You and your generation are the reason for this whole mess. You need to get a life. #Ethiopia
What on earth were you talking about when you claimed he had Putin‑like qualities. Is Putin some kind of model for you?
Leaders are defined by what they accomplish, how they wield power, and the institutions and society they leave behind.
Here is a practical framework for measuring leaders
1-Vision and direction
2-Results
3-Integrity and accountability
4-Respect for institutions
5-Ability to unite and manage differences
6-Decision making
7-Crisis Management
8-Protection of rights and rule of law
If you see Putin and the man in 4‑kilo — your so‑called ideal — they have no vision, no direction, no integrity, and no respect for institutions. They trample rights and the rule of law, and they manufacture crisis after crisis
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Those so-called freedom fighters (fano) are FORCING every farmer - I repeat, EVERY farmer in the countryside - to become cannon fodder.
@USEmbassyAddis @GerEmbAddis @UKinEthiopia @EUCouncil @UN @BBCBreaking @AJEnglish @Reuters