David Thomas (@djthomas) 's Twitter Profile
David Thomas

@djthomas

Founder | North Tech Capital 🚀 | Web3 Asset Manager | Tokenized Mega-Cap Tech Equities | Content Creator

ID: 558223071

linkhttps://northtechcapital.com/ calendar_today19-04-2012 23:17:34

9,9K Tweet

10,10K Followers

3,3K Following

David Thomas (@djthomas) 's Twitter Profile Photo

OpenAI’s #OpenAI revenue engine is scaling faster than anyone predicted. Latest data: - $10B in annualized revenue (up from $5.5B in Dec 2024) - $12.7B 2025 target looks very achievable - $5B loss last year → operating leverage kicking in fast $10B excludes $MSFT licensing

David Thomas (@djthomas) 's Twitter Profile Photo

Markets move on headlines — but long-term investors know how to use that to their advantage. This week’s example: US-China trade talks are back on. 1) The US may ease tech export restrictions 2) China may release more rare earth shipments 3) Chinese stocks surged into a bull

David Thomas (@djthomas) 's Twitter Profile Photo

🇬🇧 Britain is the world’s biggest AI ecosystem without its own infrastructure. Nvidia’s CEO just called it out — on stage in London. Now the UK is sprinting to catch up — and giving fintech first access to Nvidia-grade compute. Big implications for UK finance & AI. 👉 UK

🇬🇧 Britain is the world’s biggest AI ecosystem without its own infrastructure.

Nvidia’s CEO just called it out — on stage in London.

Now the UK is sprinting to catch up — and giving fintech first access to Nvidia-grade compute.

Big implications for UK finance & AI.

👉 UK
David Thomas (@djthomas) 's Twitter Profile Photo

🚨 The AI arms race is getting hotter. Meta ($META) is reportedly taking a 49% stake in Scale AI — valuing the company at nearly $15 billion. This is one of the biggest bets yet in the battle for AI dominance. Why Scale? Because data is the new oil — and Scale AI provides the

🚨 The AI arms race is getting hotter.

Meta ($META) is reportedly taking a 49% stake in Scale AI — valuing the company at nearly $15 billion.

This is one of the biggest bets yet in the battle for AI dominance.

Why Scale?

Because data is the new oil — and Scale AI provides the
David Thomas (@djthomas) 's Twitter Profile Photo

This week’s North Tech Capital Weekly just dropped — packed with insights that savvy investors can’t afford to miss. Here’s the deal: 🚀 Dinari Securities LLC (Dinari) just nailed a broker-dealer registration — a regulatory game-changer that clears the path for

This week’s North Tech Capital Weekly just dropped — packed with insights that savvy investors can’t afford to miss.

Here’s the deal:

🚀 Dinari Securities LLC (<a href="/DinariGlobal/">Dinari</a>)  just nailed a broker-dealer registration — a regulatory game-changer that clears the path for
David Thomas (@djthomas) 's Twitter Profile Photo

When it comes to the strategy of investing in stocks there’s only one clear winner. Benjamin Graham’s ‘relatively unpopular large company’ is the most inspiring, low risk way to create positive investing outcomes for people. The next phase of Graham’s brilliant framework will

When it comes to the strategy of investing in stocks there’s only one clear winner.

Benjamin Graham’s ‘relatively unpopular large company’ is the most inspiring, low risk way to create positive investing outcomes for people.

The next phase of Graham’s brilliant framework will
David Thomas (@djthomas) 's Twitter Profile Photo

The top 5 BIGGEST WINNERS since inception (Aug ‘24) of the Global Tech 15: 1. $NFLX | Netflix - ⬆️ 111% 2. $AVGO | Broadcom - ⬆️ 88% 3. $TSLA | Tesla - ⬆️ 56% 4. $CSCO | Cisco - ⬆️ 53% 5. $TSM | Taiwan Semi - ⬆️ 49%

David Thomas (@djthomas) 's Twitter Profile Photo

Strapping in for lift-off with the next wave of Web3 & AI pioneers 🚀 Big thanks to @BlockDojoUK for the invite — excited to see what Cohort XI is launching into orbit 🛰️ #Web3 #AI #Startups #Founders #PilotLaunchNight