Bjorn Ng (@bjornng) 's Twitter Profile
Bjorn Ng

@bjornng

Long term fundamentals + options investor. Documenting my journey, lessons, and thought process through a decade of investing.

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linkhttps://linktr.ee/bjornng calendar_today01-06-2009 12:40:15

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Am I the only one wondering how is OpenAI going to buy $300B worth of computing power from $ORCL at this revenue run rate? Plus they are expecting to burn $115B through 2029.

Am I the only one wondering how is OpenAI going to buy $300B worth of computing power from $ORCL at this revenue run rate?

Plus they are expecting to burn $115B through 2029.
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Wanna know where the markets are heading after the FOMC meeting today? This cheat sheet is your answer Powell better not say 'good afternoon'

Wanna know where the markets are heading after the FOMC meeting today? 

This cheat sheet is your answer

 Powell better not say 'good afternoon'
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With today being exceptionally red, here's a little reminder for you: Nothing goes up in a straight line In fact, this kind of pullbacks are perfectly normal and what you want to see More often than not it paves the way for greater heights And no, IT'S NOT DOOMSDAY (unless

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Markets today: Strong jobs = good news = bad news Same data that had us celebrating this morning now has traders panicking about slower Fed cuts Classic market logic: "Economy too healthy, must sell everything"

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CPI 2.4% VS PREVIOUS MONTH 2.7% Decent print for the economy The fear that the Fed has to choose between crushing inflation or saving the economy is reduced (for now) Now can we see a rally?

CPI 2.4% VS PREVIOUS MONTH 2.7%

Decent print for the economy

The fear that the Fed has to choose between crushing inflation or saving the economy is reduced (for now)

Now can we see a rally?
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Everyone is a genius in a bull market. But the red days are where you see who is swimming naked Times like this are when you want to grab CONFIDENCE + CONVICTION BY THE THROAT Double down on high quality businesses with real moats and real cash flow Ignore the noise

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Impressive earnings from $TMDX, expected nothing less from Waheed! - Multiple pipeline catalysts inc. ENHANCE heart programs, de-novo lung initiatives, OCS Kidney development - Lung transplant is gonna be a banger, in Waleed's words (see picture below) - NOP model launched

Impressive earnings from $TMDX, expected nothing less from Waheed!

- Multiple pipeline catalysts inc. ENHANCE heart programs, de-novo lung initiatives, OCS Kidney development
- Lung transplant is gonna be a banger, in Waleed's words (see picture below)
- NOP model launched
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So wild that after all the bullish news from $NVDA that demand is only going to scale with Agentic AI's inflection point, we got a massive sell down from names like $ASML $TSM 😅 Markets do really need a breather