John R. Oliver
@agilejro
Founder - Director of Asset Management/Portfolio Manager @ Agile Wealth - Multi- Family Office. Insatiably curious. #trailrunner Not Advice. ✝️
قد يعجبك
Name a business that can supply demand wherever it is, whenever it's needed with little to no additional cost to adjust to new demand or guesswork to find where that new demand may come? #stock #invest
Why AI is Underhyped and Isn't a Bubble Yet Here's why AI isn't a bubble today. I've distilled the data points and ideas from my previous columns and coverage. If you prefer facts and evidence-based reality over vibes and conflated narratives, enjoy! -Big Tech valuations are…
They said AI would destroy Google. Search & Other – 55.3% Google Cloud – 14.8% Subscriptions – 12.6% YouTube Ads – 10.0% Google Network – 7.2% Other Bets – 0.3% Diversified. Profitable. Dominant. $GOOGL $GOOG
Zuck: We need more compute for MSL, for our core family of apps ads and recommendations, and for new products. Others are even *asking to rent our excess capacity* but we don’t have any. $META
Microsoft, Amazon, and Google now have nearly $700 billion in combined backlog. Most of that backlog is related to customer cloud commitments. $AMZN $MSFT $GOOGL
Entrepreneurship doesn’t turn off. There’s no 9 to 5. No “work life” vs. “life life.” The best companies aren’t built by people chasing balance. They’re built by people who out-care everyone else. You can’t fake that. You can’t teach it. You just live it.
The GOOGLE $GOOGL ecosystem can’t be beaten…
Not true, but not having enough Mineral salts with water is true. Increase Natural mineral Salt
Strange: Tua Tagovailoa explains how his doctors are emphasizing carbs and water to prevent his constant concussions. "Your brain kinda sits in fluids. If I'm not eating carbs, when you drink water it'll kinda flush out of you, and you can't stay hydrated." Tua might already be…
Hyper focus... craft, purpose and helping others, our problems will become small #whatwecontrol
Links! Apple: podcasts.apple.com/us/podcast/dyl… Spotify: open.spotify.com/episode/7dNtor… YouTube: youtu.be/kAIVualeQjM?si…
youtube.com
YouTube
Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview
OpenAI has launched Instant Checkout for ChatGPT, allowing ChatGPT's Plus, Pro and free users to purchase items from US Etsy $ETSY sellers and soon more than 1 million Shopify $SHOP merchants directly in chats.
Not easy.
Another Pulisic goal. I wasn’t expecting him to play today. Meanwhile I have been watching about 6 Chelsea first team attackers struggle against gosh damn Lincoln.
Another Giant Leap: NVIDIA Rubin CPX Specialized Accelerator & Rack Inference Prefill Specialized GPU Disaggregated PD Higher Perf per TCO 4x Lower Chip Level Cost GDDR7 vs HBM Market Trends semianalysis.com/2025/09/10/ano…
ASML is investing €1.3 billion in France’s Mistral AI as part of a strategic partnership, an unusual move for the Dutch chipmaking equipment company bloomberg.com/news/articles/…
Gold has finally taken out its 45-year inflation adjusted record high 🚨 Congrats everyone, we did it 🥳🤑🫂
We are in the beginning of the biggest technological revolution ever and people are worried about Powell?
Google, putting their head down and grinding away as usual. Full stack AI. $GOOGL
United States الاتجاهات
- 1. Jets 66.8K posts
- 2. Colts 42.8K posts
- 3. Cheney 187K posts
- 4. AD Mitchell 4,944 posts
- 5. Garrett Wilson 1,734 posts
- 6. Shaheed 13.3K posts
- 7. Quinnen Williams 6,541 posts
- 8. Indy 15.8K posts
- 9. Breece 3,758 posts
- 10. Election Day 155K posts
- 11. Ballard 3,477 posts
- 12. Daniel Jones 3,466 posts
- 13. Joe Tryon 1,879 posts
- 14. Ryan Poles 1,275 posts
- 15. #JetUp N/A
- 16. #ForTheShoe 1,461 posts
- 17. Meyers 14.8K posts
- 18. Jerry 50.3K posts
- 19. Mougey N/A
- 20. Olave 2,564 posts
Something went wrong.
Something went wrong.