$AMD chips are in such high demand, they had to give away 10% of the companyto sell them?
rubicon59
33.8K posts
rubicon59
@rubicon59
Equities. Sharing sometimes flawed ideas. Looking for low-bars to step over. I prefer no-brainers. Think for yourself. I am not your adviser.
Joined December 2008
- To my high-IQ fintwit AI-capex doomers: $GOOG is running ~35% cash ROI on last year's capex. It is easy to see from the latest 10Q, and other public hyperscalers are, I am sure, similar. Maybe will be lower next year, but clearly this ain't the dot-com overspend.
- Replying to @MurrayHillGuy1“I am a 9 out of 10” self acessment is your one clue right there.
- The power and influence of the US Gov is aligning behind Intel as a matter of national security. That alone probably makes $INTC a no-brainer investment here. Prove me wrong?
Who makes the data center $BAC- Third law of investing: “True bargains will appear right after you run out of money.”
- Gonna pause tweeting about stock iseas a bit though I have a few. Need to get over this vile scum that inhibits this earth, spreads hatred that mascarades as DEI, slits people throats on trains, murders political oponents in cold blood, and then tries to blame the victims.
- ~21% of his portfolio is $INTC, purchased earlier this year. Also David Tepper’s fund purchased a large stake recently.Leopold Aschenbrenner's fund has outperformed basically every mainstream hedge fund YTD and he's running 1bn+ of capital btw the gulf billionaires & pension funds are watching this capital management will soon become an activity exclusively done by chronically online zoomers
- Gas turbines lead times are 5-7yrs and reciprocating--engine gensets, 1.5-2yrs. $PSIX
- The best stocks are where the numbers already reflect a turn for the better, but the valuation, not yet. Somehow such stocks do exist.
- How is his investment record?Aswath Damodaran has valued more companies than anyone alive. After 30+ years, he's developed a 10-step framework that cuts straight to what matters. While others get lost in complexity, he focuses on what drives value. Here's his exact financial statement reading technique:🧵
- Half of Berkshire investment portfolio is in a single stock of a company in slow decline at a silly valuation 🤷♂️ $AAPL
