Nature is healing Number of candidates sitting chartered financial analyst exams falls sharply ft.com/content/56b562… via @ft

Not a good look for the snapper $SNAP bloomberg.com/features/2024-… Bloomberg

China Is Still 'Uninvestable' in 2025, Yardeni Says bloomberg.com/news/videos/20… cc Upslope Capital

We need sports without the wokeism If You Think Owning a Sports Team Is Hard, Try Naming One wsj.com/lifestyle/spor… via The Wall Street Journal

Look guys, the AI revenue needs to materialize for this GPU spend to be worth it - but can we please stop acting like it the industry needs to do $100B of revenue off the backs of GPUs this year otherwise this is all a bubble. I keep seeing charts like in the quoted post

Interesting timing Gaming chat platform Discord in early talks with banks about public listing - on.ft.com/4hiwqRa via Financial Times

Lol this is basically the $PDD business model

What am I missing with Apple? 30 P/E with earnings growth in the mid single digits? I get that people think it’s as safe as a bond but the equity earnings yield is below their own bond yield. $AAPL

Serious question. Is Terry still relevant? Feel like he checked out a while ago FUNDSMITH Annual Shareholders' Meeting February 2025 youtu.be/NaFU5F8hI6E?si… via YouTube

Nah cuz AI will have replaced all our thoughts so no need for translation when you have nothing to say, just a mindless all consuming hord

Sundar Pichai

Foxconn generally a good indicator and right now pointing to Jevons paradox holding true

People outraged why we're spending all this money on cartoons kinda forgetting the first wave of social media was basically cat videos

Pretty good... except for "The internet was a low capex free lunch" part 😬

Great piece. Reminded me of Graham Duncan the playing field and interviews with Patrick OShaughnessy nytimes.com/2025/03/27/opi…

This doesn't sound good for $GOOGL despite having some of the best models out there. Any thoughts Viggy Krishnan modest proposal Mostly Borrowed Ideas

Healthcare and AI: "50% reduction in missed colorectal polyps" means less colonoscopies 🙏🥵

$DDOG Datadog to Join the S&P 500. The Stock Is Soaring After Hours. By Adam Levine (Barron's) -- On Wednesday after the close of trading, S&P Dow Jones Indices announced that Datadog would replace Juniper Networks on the S&P 500 index beginning on July 9.