Last call! :)

QNX PART PF $BB also building on the space Odyssey!

In a sea of overvalued names, $BB is trading at 10x the QNX revenue.. That division is growing at 15%, and satisfies the rule of 40. So every other moat is ignored.. (including the fact that during an administration that threw pretty much every useless vendor out of govt, they

$IREN $NVDA $NBIS The market is concerned about the possibility of inadequate ROI from HPC/AI infrastructure CAPEX. Many worry we might be in an AI bubble, cautious of a potential repeat of the dot-com era. Nothing could be further from the truth. The key difference between

Let's do it Antonio Linares ! 🙏

Brilliant

Yes!

What a glorious day ! #offmarkets

Frans Bakker Yup, for sure! Modelling depreciation both for GPUs & data center infrastructure is a core element of the tool (although it’s very simple). Modelling aspects such as prepayments and financing (incl amortization types & equity / debt splits) are much harder to pull off, but I

Thanks for the culture Mike Alfred !

WELLS FARGO JUST CALLED THE TOP And nobody wants to hear it. Tech sector downgraded to neutral. Not bearish. Just neutral. Wall Street’s politest way of screaming “get out while you can.” The numbers they’re too afraid to say out loud: THE VALUATION CHASM: Tech stocks: 46×

Have a good no trading day everyone !

Happy no trading day!

Fuck the markets !😅

Just trying to bring mikealfred to bring the wine next time 😂

Thank you Mike Alfred culture!

Market days like these require Mike Alfred moments like these! 😅

Um dos melhores momentos de sempre no nosso parlamento.

O Banco de Portugal acaba de declarar o óbito da sua casa eco.sapo.pt/opiniao/o-banc…

Unpopular opinion: $BB Blackberry is now more than ever an attractive target. With a market cap under $2.5 billion, strong net cash position, recurring revenue streams, and intellectual property/patents, BlackBerry could look appealing to a strategic buyer. Its enterprise value