Zaapino @zaapino

Joined December 2017

Tweets

64
Followers

86
Following

746
Likes

103

Arvind Srinivas @glocalinvestor

2 months ago

BIS 2026 report: AI investments has supported world economy. You'll wish you bookmarked this to share when AI naysayers asks you for data points. AI has the potential to transform human productivity as we know today. This post may not have a single stock name, but on a day like this where many AI names lost its floor, it is important to have big picture > AI optimism provided an important tailwind to global growth through capex in semiconductor purchases, data centre construction and expansion in power infrastructure surged in the United States. Hyperscalers spending provided impetus of growth surprises in the United States. The rest of the world, notably Asia, also benefited from demand spillovers Investment rotated from the property sector to advanced manufacturing in China > AI has the potential to raise productivity significantly over the coming decade. Tasklevel studies consistently report large efficiency gains, often to the tune of between 20 and 50% in time savings. > AI has the potential to differ fundamentally from earlier waves of technological progress. Previous general purpose technologies, such as the steam engine, electrification and information technology, raised workers’ productivity by providing them with better tools. AI could go further by augmenting the production of knowledge itself. > Under the business as usual scenario in which labour remains the binding input, output continues to grow at its historical trend rate of 2% annually. A bounded productivity boost would shift trend growth permanently by a constant margin – which has not occurred since the Industrial Revolution. Under the transformative AI scenario, in which AI becomes a self-reinforcing growth engine, output growth expands exponentially and the labour share falls towards zero. > In the near term, the ongoing AI investment boom raises questions about the sustainability of the current economic expansion. The five largest hyperscalers are set to spend over a trillion US dollars on AI-related capital expenditure from 2025 through 2026. These commitments are outpacing earnings and the free cash flow of these firms, leading some to issue debt to raise additional financing. This investment race may be partly driven by the perception that only a small number of players with superior technology will ultimately dominate the market shares Short-term pain and the risks are well documented. But if AI succeeds, the potential effect on humanity could be transformational. Repost this for your followers to keep going despite the obvious setback today. What do you think are the success chances for AI?

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Zaapino @zaapino

9 months ago

@mxdondevivo @newwrlds @YH_12_ Any takes on China or HK areas

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Zaapino @zaapino

a year ago

@mxdondevivo Thank you very much for your work. Have recently followed you. Would you have any expectations on what could possibly happen to Philippines as well?

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Zaapino @zaapino

a year ago

@onechancefreedm Thank you for your generous contributions to this platform, I'm learning so much each day. In the new world order, I would expect impact to stock valuations and whether people continue to perceive stocks as an asset class within their portfolio. Any thoughts appreciated

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Zaapino @zaapino

2 years ago

@AdithiaKusno Hi Adithia, considering the above scenario, what are the steps you have taken or will be taking in planning ahead? Noting this shouldnt serve as any advice but rather a reference if youll be kind enough to share

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Zaapino @zaapino

3 years ago

@kiddowstuff

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Zaapino @zaapino

3 years ago

@kiddowstuff

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Zaapino @zaapino

3 years ago

@kiddowstuff Hi Kiddow, appreciate your Updates. Any takes on dax

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Zaapino @zaapino

3 years ago

@kiddowstuff Thank you

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Zaapino @zaapino

3 years ago

@kiddowstuff Hi any takes on Dax?

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Zaapino @zaapino

3 years ago

@airlovsky hi would you be able to share on the updated view for dax?

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Andy West @HedgeQuartersHQ

4 years ago

WHATS HAPPENING WITH US EMPLOYMENT / PAYROLLS and implications a thread: 1/x After a +517k Jan 23 payrolls & resilient employment mth after mth despite a year of rate hikes, whats really happening & does it mean soft landing? read on #macro #unemployment #stocks $SPY $QQQ