Arjun Chandrappa
@itzarjun
Engineer by profession. Investor by Passion.
Może Ci się spodobać
Jeff Bezos applying Inversion logic on how to think about change. Thanks @GSpier for forwarding this to me.
Nvidia CFO Colette Kress at UBS this morning: Competition? “Absolutely not.” No AI bubble. Three secular shifts: • CPU to GPU accelerated computing • Recommender engines eating the internet • AI and agentic AI Market headed to $3–4T by 2030. $nvda
Nvidia CEO Jensen Huang reflects on how “surprising” and “different” Trump is when you actually meet him. “He surprised me.” “First of all, he’s an incredibly good listener. Almost everything I’ve ever said to him, he’s remembered.” “Part of his genius is he says what’s on his…
Great job by @firstadopter explaining GPU vs TPUs. @KellyCNBC @CNBC, you should start a segment called "Putting things in Perspective" and invite Tae.
I was on @CNBC yesterday to debate Nvidia GPUs vs. Google TPUs. It was a blast. Thank you @CNBC and @KellyCNBC for having me on again.
This video from 2003 proves why NVIDIA eventually became the most valuable company in the world:
These three want some presents. Do you? 🐶 Stay tuned for the 🎁 reveal of the season on Friday, Nov 28.
What kind of sick mindset it is to want a highly successful company to fail. It’s like these envious losers who can’t stand success. If you hate success you will never attract success. #mylearningsfrommarket
"Stocks are bought not in fear but in hope." - People who are long are creating companies, jobs, and doing greater good to society. on the other hand. "Shorts are put to instill fear, not to create hope." - Short People are betting against companies, killing dreams, destroying…
Charlie Munger literally revealed the secret to winning the game of life:
“Victory in investing comes from concentrating capital behind strong companies leading their sectors — where growth and momentum align to create the perfect escape velocity for the stock.” -AC #mylearningsfromthemarket
"We are lovers and not haters, when we give a keynote other companies stocks go up, when others give a keynote our stock goes down." -Jensen youtu.be/Fz4mLwW5Rx0?si…
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Nvidia CEO Jensen Huang goes one-on-one with Jim Cramer
Something’s gotta give. You pray for the rain then be ready to deal with mud.
How to Think About the Price of Higher Returns The starting point in investing is the risk free rate. Today you can lend money to the US government and get about 4%. That’s the baseline. Safe and guaranteed. But let’s say you want 10%. Now things change. You can’t get 10%…
Most investors label stocks making new highs they don’t own as “Bubble” & stocks that haven’t given any returns in the past that they own as “value”. Funny thing is, something that hasn’t delivered returns in the past isn’t value it’s a broken stock. #mylearningsfromthemarket
All of life is relative - 🙂 Portfolio being down 2% makes you happy only when you were down 4% earlier in the day 🙂
Always good to remember that in investing, It's never as bad as they fear. & It's never as good as they cheer. #mylearningsfrommarket #myobservationsinmarket #myinvestingquotes
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