this is very important, I hope you all understand look at the previous 5-year plan it emphasized EVs, semiconductors, and AI all happened like they planned now it's time to deploy more capital to give innovators the resources they need

~0.15% yearly GDP relatively small, but could be helpful for additional momentum

zero reaction from the market on the China + USA-related events during the weekend 🤔

From Warren Buffett's Thanksgiving letter, here's the speech he refers to. __ "In 1985, when Don was president of Coke, the company launched its ill-fated New Coke. Don made a famous speech in which he apologized to the public and reinstated “Old” Coke. This change of heart took

oh noo some “bad news” about $BABA noo guys it’s a spy organization just to try to destroy the US noooo, let’s sell the stock

My man Lloyd spitting facts with a common W

my portfolio in a nutshell

thanks Reddit for the bottom signal

you probably don’t own enough $GOOG

“The same dollars circle through different companies and get counted as revenue multiple times. Nvidia books sales, but nobody actually pays. The bills age. The inventory piles up. The cash never comes.”

$BABA Earnings Release. My immediate takes: - The core business continues to fuel the company with competing and crushing it in the AI/Cloud/Infrastructure race in Asia - It bites a LOT into FCF and Earnings - Alibaba, as an investment, slightly changed from a deep-value and

x.com/r1chs0n/status… if you think my prediction is unprecedented

Barron made a quick $10 mil probably on $BABA puts

A lifelong partnership. This will be studied and remembered for time. A goal in life is to establish a partnership like this.

(My take on this viral article. I know similar responses have been shared, but I've been sitting on this draft post for some days now. I decided to post it.) I'd like to propose an alternative interpretation of the current Western world, hoping it will help people put this into

today, $BABA grew to be 80% of my portfolio (from 70% in early November) yes, I’ve been buying more sub 160

shoutout to this guy for a massive buy signal at around $100/share

👇

"only that a boat landed there hundreds of years ago" this is the funniest hypocrisy I've read today