Miracle @miracleuo
Proverbs 21:17 P&F Joined July 2012-
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@Ssaasquatch I won't lie, I want to go long too. I think SaaS is going to have a rerating soon.
reminder buffettfaq.com answers every possible question including "what if I think this is boring as fuck?" doesn't get any better my man u either exit stage left, or u find urself in omaha munching peanut brittle and sperging out over insurance float vaya con dios
$MU Micron's Q3 FY26 earnings is outstanding when you draw comparisons to $NVDA Nvidia Q1 FY26 like numbers.
@a__vanita Micron Technology SK Hynix SanDisk ASML Dividend: Citigroup Siemens AG
For context, the equivalent price of crude that justifies N1300/L is $110. You don’t hate these people enough
The price of crude oil today is $71 per barrel, yet we are still buying fuel at ₦1,300 per litre. We are too wicked in this country.
just in case you don’t know, the company behind GLM 5.2 is publicly listed, and its stock has gone up 15× in the past six months
it is a very strong open model based on our testing
KAT and NYC Mayor Mamdani hit the "lean back" 😂
Warren Buffet has more than $52 billion in pure cash and about $340 billion in short term treasury bills. This is almost $400 billion liquidity Elon Musk doesn’t have that. 😊. Go and verify. 😊
Elon Musk has made more money in the last 24 hours than Warren Buffett made in his entire lifetime.
I’m a man of modest income pls
i don’t do fraud, reduce your expectations from me thanks.
How to Earn a Billion Dollars: paulgraham.com/earn.html
Nobody with sense in Africa cares what he thinks about Africa.
ELON MUSK: "I don't believe Africa's poverty is caused by colonialism."
Mark Zuckerberg wanted to cure, prevent, and manage all diseases by the end of the century. He and Priscilla then had a series of meetings where Nobel Prize-winning scientists laughed at them. Now Zuckerberg says, "I thought that by the end of the century was a stretch. Now I think it's too conservative." Full episode linked in replies.
The two principal schools of investing: Value investors, who, out of conviction, buy stocks in the belief that the current value (i.e., fair value) is high relative to the current price (e.g., Intenegins, TIP, etc.). Growth investors buy stocks even when the fair value is low relative to their current price, because they believe the value will grow fast enough in the future to produce substantial appreciation (e.g., NAHCO, Presco, Nascon, etc.). The choice really is between value today and value tomorrow. Growth investing represents a bet on a company’s performance that may or may not materialise in the future, while value investing is based on analysis of a coy’s current worth. Ultimately, both approaches still require an opinion regarding the future (assessing a coy’s worth today still means you need an opinion about the future – and you can be wrong with either).
We spent months building a stock investing product. Apparently, people liked it. 🙂↕️ Cowrywise just won Trading Platform of the Year. A huge thank you to every customer who trusted us with their first share purchase, first portfolio, and first step into investing. We're just getting started. 🥳
BREAKING: Seplat Energy appoints Tony Elumelu as Chairman, names Effiong Okon CEO nairametrics.com/2026/06/09/bre…
JENSEN HUANG ANSWERED “YES” WHEN ASKED WHETHER IT IS TIME TO BUY NVIDIA STOCK. $NVDA
This has quietly been a miracle month in medicine. In the last 5 weeks we’ve got news on: - retatrutide, the triple agonist GLP-1 from Lilly, basically melting fat and body-wide inflammation at record levels - RevMed’s new pancreatic cancer drug showing unprecedented abilities to extend life - small trial of a one-and-done PCSK9 gene editing therapy for slashing LDL cholesterol - Mayo’s AI-assisted radiology showing vastly improved cancer detection - this new therapy for metastatic solid tumors This stuff is at varying levels of evidence. Retatrutide is ~100% on its way, other stuff needs more clinical trial data. But put it together and we’re maybe on the verge of majorly reducing the mortality of heart disease and cancer, the two leading causes of death in America.
This is actually insane. 97% of people taking the standard of care for metastatic solid tumor got worse by seven years. But with lorlatinib, that number was only 45% in the same time! This is an ENORMOUS jump in the quality of cancer care.
AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030 from $NVDA Jensen Huang projections. You're not bullish enough. And it might be a good idea to stay exposed + own the keys of the AI Kingdom: -> $AXTI controls the materials buildout with photonics. -> $SOI controls the AI buildout with silicon photonics. -> $SIVE controls laser chokepoints for CPO. -> $IQE controls Western epiwafer supply chains for photonics. All these started off as tiny companies, yet the trillions of projected capex gradually upward to them. There's many more in other industries as well. -> AI Capex flows to Neoclouds like $NBIS. -> AI Capex flows to memory like $MU and $SNDK. And many of the "commodity" materials or "science projects" for the past 20 years now a sudden shift in exponential TAM expansion. We're witnessing the next industrial revolution with Artificial Intelligence + Physical AI.
Morris Monye @Morris_Monye
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