Brainport Investor🇳🇱

searching for quality profitable companies with a strong moat

[Brainport Investor🇳🇱 @BrainportI]

Over the next decade, OpenAI's AI advancements could see investments skyrocketing to ~$874B. Starting with a yearly spend of ~$30.77B, peaking at ~$143.54B by year 10. This reflects not just the growth in AI model complexities but also the ambitious pace of innovation.

[Brainport Investor🇳🇱 @BrainportI]

Exploring AI’s future costs with ChatGPT: GPT-5 may need ~24,960 petaflop/s-days & ~$2.96B. GPT-6? ~199,680 petaflop/s-days & ~$23.67B. GPT-7 escalates to ~1,664,000 petaflop/s-days & ~$197.27B. The path of AI innovation is costly. #GPT $NVDA

[Brainport Investor🇳🇱 @BrainportI]

@fminderop 24 miljoen is wel heul veul

[Brainport Investor🇳🇱 @BrainportI]

@StockMarketNerd $EVO / $EVVTY

[Brainport Investor🇳🇱 @BrainportI]

BREAKING: new CEO for ASML in 2024

[ASML @ASMLcompany]

1/8: ASML’s Supervisory Board announces it intends to appoint Christophe Fouquet as the company’s next President and CEO. ASML’s Co-Presidents Peter Wennink and Martin van den Brink will retire on April 24, 2024.

Discover more in this thread. 🧵

[Joseph Carlson @joecarlsonshow]

Alright, I wanted to repost this with better formatting.

This is the single best summary of $ASML I have ever read. This is from one of my Discord members.

$ASML Free Cash Flow per share (ex-SBC) has been phenomenal. The growth has exploded over the past 2 years.

In the last 13F filing, Dev Kantasaria added ASML to his portfolio (albeit a very small holding). He typically buys extremely high-quality companies.

Are you interested in ASML?

[Brainport Investor🇳🇱 @BrainportI]

@InvestInAssets $ASML $MSFT $TSLA

[Brainport Investor🇳🇱 @BrainportI]

If you don’t know how much capital you need to build a profitable business a PE ratio can be deceptive

[Clay Finck @Clay_Finck]

Chris Mayer (@chriswmayer) on how P/E multiples can lead investors astray:

[Brainport Investor🇳🇱 @BrainportI]

@fminderop This AI will have eyes everywhere and will create a picture of what is going on in the world by combining all the video images

[Brainport Investor🇳🇱 @BrainportI]

@farzyness Tesla is building platforms and will be the system behind the electric vehicle :

- a charging platform

- a full self driving platform

- a production platform (will they produce the Apple car?)

[Thomas Chua @SteadyCompound]

1/ Just had a deep-dive into an enlightening podcast with Aswath Damodaran, the 'Dean of Valuation.'

Sharing some key takeaways from his insights on business valuation and personal investing strategies.

🧵

[Brainport Investor🇳🇱 @BrainportI]

@elonmusk @eldsjal Not an e-male

[pagira.skr @Lewifirst]

@OliLondonTV Lets be Email together

[Brainport Investor🇳🇱 @BrainportI]

@elonmusk @eldsjal Not an e-male

[pagira.skr @Lewifirst]

@OliLondonTV Lets be Email together

[Brainport Investor🇳🇱 @BrainportI]

@KillingSpree8 @linobottani Thanks for sharing .

[Brainport Investor🇳🇱 @BrainportI]

@elonmusk @TeslaSynopsis @Tesla Amsterdam ?

[Brainport Investor🇳🇱 @BrainportI]

@farzyness "Still driving a fossil fuel car in 2023? Awkward...Upgrade to a Tesla and join the cool kids' club. Bonus: You'll also get extra credit from Mother Nature. #Tesla #CoolKidsClub #SustainableSwag #Innovation"

[Brainport Investor🇳🇱 @BrainportI]

@farzyness According to Chatgpt 😂

[Brainport Investor🇳🇱 @BrainportI]

@farzyness "Revolutionize your drive and power up your life with Tesla. Join the electric movement and experience the future of transportation. #Tesla #ElectricRevolution #Sustainability #Innovation"