Growth investors -> Altimeter Activist investor -> Ackman Value investor -> Buffett Berkshire All buying $GOOGL

Worlds biggest oil producers are ramping up supply Majors are still drilling, building, expanding. This isn’t optimism. It’s a market-share grab. #XOM #CVX #SHELL #BP

Jeff Bezos is stepping back into a formal CEO role to co-lead Project Prometheus, an AI startup targeting engineering & manufacturing across compute, autos & space. It’s already raised $6.2B & hired nearly 100 people from $META, OpenAI & DeepMind.

Shit will hit the fan now!

Alphabet stock, $GOOGL, surges over +5% and hits $300/share for the first time in history after announcing Gemini 3. +80% in last 6 months - what a journey!

Nvidia CEO Jensen Huang says sales of their Blackwell chips are "off the charts" and cloud GPUs are "sold out." Nvidia is now guiding revenue of up to $66 BILLION next quarter. Haven’t seen anything like this!

$NVDA Q3’25 Rev $57B 🆙 22% QoQ 🆙 62% YoY EPS $1.30 vs exp $1.26 Blackwell sales are off the charts, and cloud GPUs are sold out Compute demand keeps accelerating and compounding across training and inference each growing exponentially. We’ve entered the virtuous cycle of AI!

Poor Mr Burry!

Based on growth and expected earnings you decide what is expensive or not! $NVDA $META $MSFT $GOOGL $AMZN source Steven Fiorillo

$100m to $200m in 4 months Ameya

$SNDK to the added to S&P500

Michael Dell, founder and CEO of Dell Technologies, has committed $6.25 billion to President Donald Trump's new accounts for babies. The contribution will go towards the federal program that allows parents to open tax-advantaged investment accounts for American children.

$MDB MongoDB is seeing a resurgence as a code writer platform. The company reported a huge quarterly beat and FY guidance raise last night. The stock surged >25% today.

What happened to de-dollarisation? #askingforafriend

0.5% inflation in India is a joke (difference between real and nominal GDP) …. When people like Anurag Singh and other tried to bring this issue to frome, people ran with sticks after him and called him traitor and hid know what. Introspection is a virtue!