Many investors are surprised that Nvidia $NVDA has surpassed Apple $AAPL, and will pass Microsoft $MSFT any day now to become the world’s most valuable company. I want to make it abundantly clear that from a technological standpoint Nvidia has run circles around the FAANGs

With all due respect to one of the Godfathers of neural nets, who has forgotten more math than I will ever know, there is nothing wise about what he is saying here at all. 1) We're already making progress on "alignment" and/or teaching machines what we want them to understand.

10 Storytelling tips from Elon Musk to nail your next pitch: (Found it valuable? Repost ♻️ the hyper-visual to spread the word)

10 Notes/Takeaways from the Interview 1. What is a Technology Company? 5 key areas - must sell Hardware, Software, IT Services, Semiconductors, or Networking Equipment. $GOOGL would be a media company since it sells advertising as its key product. 2. The Investment Case for the

THIS IS MY CROWN JEWEL... Teducation 2.0 170 videos (30 new)📺 42 threads (7 new)🧵 2 cheat sheets (both new)📜 This document can singlehandedly teach you the trading strategy that had lead me to success🔗👇 docs.google.com/document/d/e/2…

The final tech winners in terms of maktcap are likely NVDA/TSLA/AAPL (less likely MSFT/AMZN) that can integrate its software & hardware in volumes into end-use products/systems in AI era when digital & physical worlds actually converge. Wedbush Securities Dan Ives

In 2011, Jensen Huang held this incredible 60-minute lecture at Stanford. $NVDA has returned an insane 337x since then. The lecture covers topics such as NVIDIA's early days, risk-taking, innovation, the importance of a strong corporate culture, and more. Enjoy!

Trump has chosen Vance as a successor, not really a partner complimenting himself to win the election. In a still likely very close election, if Trump loses at the end, choosing Vance would be seen one of his major campaign mistakes.Democratic Party

Change the programs that someone else put in your mind

How to Identify the Best Serial Acquirers👇 Serial acquirers have become popular with Constellation, Lifco, Lagercrantz, Addtech vastly outperforming the market over the past years and decade(s). What to look for in a great serial acquirer & what are the challenges? A thread 🧵

本次巴黎奥运会，不要忘了听一听席琳·迪翁（Celine Dion）演唱《爱之颂歌》（L'hymne à l'amour）。 席琳·迪翁与僵人综合症抗争很多年，连走路都很辛苦，甚至很好几年无法唱歌。她经历了人生中的至暗时刻。最终她走出来了，还为世界表演了琵雅芙（Édith Piaf）名曲。 《爱之颂歌》凝缩了整个巴黎。

What doesn’t kill you makes you stronger! The U.S. Wanted to Knock Down Huawei. It’s Only Getting Stronger. wsj.com/articles/huawe…

Commentary on the 1987 stock market crash

It concurs with my invest thesis that most valuable tech Co should integrate hardware with software & excel in both and that so far only a few best hardware Co managed to develop software moat, but NOT vice verse. webview.wsj.com/webview/WP-WSJ…

「2024年全球最畅销药物排行榜」 随着全球各大药企陆续公布了财报，2024年上半年最畅销的药物排行榜也随之出炉了~

Interesting story! The Palace Coup at the Magic Kingdom nytimes.com/2024/09/08/bus…

Newton's Law 3 in play? Let's wait & see. How a Cultural Shift Favors Harris nytimes.com/2024/09/12/opi…

五月 28, 2023 超凡力量 期货业内的传奇人物，曾在两年内以600万获取20亿暴利的浓汤野人曾作为天使投资进入我的公司，我当年不想讲，是不想蹭大佬的热度，不过已经过了近十年，问题不大，我就提一提这件事，主要是想引出一句话。 他在公司的饭局讲了一句话：

Here’s why managing your manager is critical: It positions you as a problem-solver, not just a doer. That’s how leaders are made. Follow me and join my free newsletter for more! Please repost to help others out there! ♻️

Whatever white knight, only US govt can & have to save Intel, and in any event, its doomed foundry business must be gone. wsj.com/business/telec…