LibCapital @Lib_Capital

G10 FX, UK, US and European equities. Re-tweets/likes not always endorsements. Entirely opinion. No financial advice. London Joined January 2017

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Reuters @Reuters

4 days ago

Nvidia CEO Jensen Huang met former Sega CEO Shoichiro Irimajiri and game designer Yu Suzuki in Tokyo to thank them for a $5 million investment in 1995 that saved Nvidia from bankruptcy after the company failed to deliver a chip Sega had ordered

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Owen Brake @OwenBrakes

5 days ago

Rip every radio out of your phone. It will still leak your inputs. Capacitive touchscreens scan sequentially. Your finger touching the screen affects the local impedance and modulates the emissions. Able to extract keystrokes and pin inputs from 15cm away with ~90% accuracy.

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LibCapital @Lib_Capital

5 days ago

@joedab12 @blankeymonkey It's all good, they keep bumping up your VICR research 😂

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Sammy @sammy_capital

6 days ago

One Chicago trader made $2.5 million in five days. Another explained how a five-tick move could put you up $1 million or wipe out the same amount before lunch. That was the world a young Chicago worker walked into for the first time. Paper was flying. Thousands of traders were screaming prices, throwing hand signals, and risking their own money in a room that looked more like a riot than a workplace. He went back to his job that same day and gave two weeks’ notice He just knew: “This was where I needed to be.” At its peak, Chicago had roughly 9,000 pit traders across its exchanges. Some were making $20,000 to $30,000 a day. But the most revealing line had nothing to do with getting rich: “It’s not what you make. It’s what you don’t lose.” Because the same aggression that made traders fortunes could keep them trapped inside a losing position while a car, then a house, disappeared in real time. Bookmark it and watch this piece of market history Before the next generation forgets what trading looked like when every emotion was visible.

Sammy @sammy_capital

7 days ago

x.com/i/article/2076…

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Adu Subramanian @plainyogurt21

a week ago

Slightly late, but here's some 2H catalysts with some notes. See images for Sell side catalyst trackers

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LibCapital @Lib_Capital

6 days ago

Bounce time

John @market_sleuth

6 days ago

Let this sink in. Over 300,000 accounts liquidated. Those are likely people who will lose everything. When an index goes up 90% in 6 months that’s not normal, that’s euphoria. Guess who loses? The exit liquidity latecomers.

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LibCapital @Lib_Capital

6 days ago

$VICR

The Trend Sage @JonkooTrades

6 days ago

Semis just got smoked, and the smart money’s response was to buy the dip with size. Goldman’s prime book data out this week. The red box tells the story. Net exposure to US semis & semi equipment fell off a cliff, from a 3-year high near 14% down to ~9.5% of total US net

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LibCapital @Lib_Capital

6 days ago

@joedab112 @joedab12 looks like you have an impersonator

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LibCapital @Lib_Capital

a week ago

@jrxcket A simpler and more cost effective solution than the chopsticks

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LibCapital @Lib_Capital

a week ago

@themathpulse Reminds me of

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Ammanichanda @Arkasiraee

a week ago

This is the eye of a missile built before GPS and artificial intelligence. This is the laser seeker head from an AGM-65C/E Maverick, a precision air-to-ground missile that entered service in the early 1970s. Behind this small optical window is a complete guidance system designed to find and track a target using nothing but reflected laser energy. The missile itself does not know where the target is even when fired. A laser designator illuminates the target, the seeker detects the reflected laser signal, and Hidden inside the seeker is a precision gyro spinning at 24,000+ RPM, stabilising the optics so the missile could keep tracking a tiny reflected laser spot through vibration, acceleration, and supersonic flight. Built in an era of analog electronics, the seeker had to process signals, maintain optical alignment, and guide a missile travelling around Mach 1.2 without modern processors, GPS, or digital imaging systems. An AGM-65 Maverick cost an incredible $20,000-40,000 in 1970s production and became one of the most widely used precision strike weapons in aviation history. What looks like a small optical assembly is actually a mechanical and electronic eye that gave aircraft the ability to hit targets from kilometres away with unprecedented accuracy decades before today’s smart beyond visual range missiles. 🎥tonyturi

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Jeff Geerling @geerlingguy

a week ago

QuadRF is a phased array antenna that can see WiFi through walls, spot drones in the sky... and it's powered by a Pi 5 and FPGA board. Very neat device, we have a full video up on Geerling Engineering...

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Goshawk Trades @GoshawkTrades

a week ago

the CIO of Bridgewater, one of the largest hedge funds in the world at $130B AUM, was asked what the Holy Grail of investing looks like. his answer had nothing to do with finding better entries or exits: "the Holy Grail of investing is to have something like 15 to 20 uncorrelated return streams." "you never actually get there because things are too correlated to quite get to that level. but you're seeking ways to make money in markets that are unrelated." "most of the investments that you're all invested in are reasonably highly correlated. you can buy a whole bunch of them, you're not actually getting much diversification." "if you're able to select strategies that are uncorrelated, you can improve your reliability 3 to 5x with equally good ideas." 3 to 5x improvement in reliability just from diversification. the CIO of Bridgewater saying the single biggest lever isn't finding better entires, it's making sure the ones you have don't all fail at the same time.

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Invest In Assets 📈 @InvestInAssets

a week ago

The best business models according to Morgan Stanley:

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shaurya @shauseth

a week ago

they figured out full autonomy in the f117 nighthawk using cassettes in 1984

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LibCapital @Lib_Capital

a week ago

@JonkooTrades FoxConn also subject to C&D and is also a Nvidia supplier.

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LibCapital @Lib_Capital

a week ago

@JonkooTrades Would be really interesting to know the identity of the new licensee mentioned on the shareholder call.

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LibCapital @Lib_Capital

a week ago

@joedab12 x.com/Lib_Capital/st…

LibCapital @Lib_Capital

2 weeks ago

Added $VICR sub $250. Bounced off the 100D.

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LibCapital @Lib_Capital

2 weeks ago

@joedab12 Yes, Vicor benefits as more efficient power generation

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LibCapital @Lib_Capital

2 weeks ago

On days like this it's important to remember the fundamentals. $VICR. Add to that, Citi this morning saying power is their preferred bottleneck.

LibCapital @Lib_Capital

2 months ago

Some interesting snippets from $VICR's recent earnings call. The co is really head and shoulders above the competition. Appears to be a true leader in its field with the IP to prove it. Shout out to @joedab12 for his great research on the name.