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What doesn't make sense at all is that we know they are doing it... they've always done it & we haven't done anything about it.
$185B in capex for $11M growth in operating income. So they'll break even in about 10,727 years. As long the GPUs last that long they should be fine.
most people i know gain like 20 iq when advising their friends lives and lose 20 iq when doing strategy for their own lives
Nobody cares untill you are rich. Xiaomi's founder then vs now.
George Orwell's final warning. After he wrote 1984, he never left his bed, but he did say this from there.
One of my all-time fave bits of Bitcoin gibberish was this "intergalactic" evergreen slide. I forgot her name...
Gary Lineker on winning the National TV Award, "It's not lost on me why I might have won this award" "Aside from presenting Match of the Day, the most iconic football show for 26 years" "Also, I think it demonstrates that perhaps it's ok sometimes to use our platform to speak…
Which of these portfolios will perform the best in the next 5 years? 1. $UNH, $NVO, $LLY, $OSCR 2. $CRWV, $NBIS, $IREN, $PLTR 3. $GOOGL $AMZN, $META, $MSFT 4. $BABA, $PDD, $SE, $CPNG 5. $ASML, $TSM, $NVDA, $AMD 6. $DLO, $ROOT, $MELI. $GRAB
If so much was truly invested in India-US relations in the last 25 years, the rupture would not have been this quick. The truth is that this so-called strategic partnership was always minimal and patchy. 1/4
Finally, even if there are people who care enough about India to prioritize the relationship, and if they are in a position to influence, will they use their scarce political capital for this purpose? The US does a ton of things around the world at the same time. 3/7
Amazing view of NHAI Collecting tolls from river near Manali 🤡. How they plan roads without any review is beyond my assumption
Italian photographer Ray Giubilo with a one-in-a-million shot of Jasmine Paolini at the US Open 👻 (via raygiubilo/IG)
This art is pretty lifelike...
The real reason is DT was snubbed by Modi by not acknowledging his fake "ceasefire deal" between IN-PK. And US nuclear bluff in Asia, by arming PK with nukes to contain IN, CH, IR, RU, has been called out by IN - boldly hitting US managed PK nuclear facilities in Op Sindoor.
Don't marry your stocks, but date them long enough to get to know them really, really well
Non-profitable stocks are surging: Goldman Sachs’ Non‑Profitable Tech Index has surged ~66% since its April low. This gauge tracks high-growth tech names with negative earnings. By comparison, the S&P 500 has risen +31% over the same period, or less than half as much. This…
Film poster for Soviet film White Fang (1946), based on Jack London's novel of the same name, set in Alaska and the Yukon. Director Alexandr Zguridi chose the Altai region as the most appropriate place to film because of all the available locations, ostensibly, Altai's nature…
People in India are surprised by this crisis between India and the US. Most are attributing it to President Trump. However, that would be an inaccurate reading. This crisis was long in the making and goes beyond the personality of the current US president. 1/2
Last year, with President Biden at the helm, I wrote that the strategic glue in the foundation of India-US relations was coming apart. The same factors (divergence on Russia and lack of convergence on China) continue to play a role in the Trump admin. orfonline.org/expert-speak/t… 2/2
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