Idan Bitan
@IdanSmartView
השקעות עם היגיון - כנסו לטלגרם שלי במידה ומעניין אותכם 🙏🏻
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Robert Vinall's Latest Stock Portfolio Visualized:
Not just Altman. Karp too. All the tech bros are getting defensive and their stocks are at ATHs. Wonder what they see coming: x.com/paulomacro/sta…
Sam Altman's recent interview totally reminds me of the Enron earnings call right before they collapsed on December 2, 2001.
$META Reels Monetization Timeline: - Q3 20': Launched in August 2020 - Q2 22': $1 billion run rate - Q3 22': $3 billion run rate - Q2 23': $10 billion run rate - Q3 25': "Reels now has an annual run rate of over $50 billion".
Understating depreciation by extending useful life of assets artificially boosts earnings -one of the more common frauds of the modern era. Massively ramping capex through purchase of Nvidia chips/servers on a 2-3 yr product cycle should not result in the extension of useful…
By age 35, you should be smart enough to realize this:
If an ILLEGAL ALIEN punched your baby, what would you do?!
$SHOP over the last 5 years. Revenue nearly quadrupled. ~30% growth. Every year. That’s what durable growth looks like.
Palantir $PLTR CEO Alex Karp just said this to retail shareholders
SAM ALTMAN’S BUSINESS MODEL: “TRUST ME, BRO” Brad Gerstner questioned OpenAI’s economics: “How can a company, with $13 billion in revenues, make $1.4 trillion of spending commitments?” Sam immediately became defensive, lashing out: “We're doing well more revenue than that.…
“No signs of GPUs oversupply whatsoever”
The BBG Hopper GPU Rental Index with a big move down in late-October. Now down 28% Y/Y.
We need more people in America to realize what’s happening to our fellow Christians in Nigeria. They are being slaughtered & the mainstream media refuses to talk about it. It’s up to the rest of us to force the conversation.
Sometimes, we see bubbles. Sometimes, there is something to do about it. Sometimes, the only winning move is not to play.
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