@chamath
Hello Chamath, I’m Craig from Gadsden Alabama. If you were to ask me where I would go in Alabama to find copper my answer would be Auburn University.
@peterthiel
Everyone is over caffeinated. The result is everyone is dehydrated. When you’re dehydrated, you feel fine but very lazy and you’re not sure why you’re so tired and you feel so sluggish and slow .
If everyone were properly hydrated, well, I wonder ……
AAPL $MSFT $AMZN $GOOGL $META
The AI race is entering a new phase.
Capital expenditure is becoming one of the clearest signals investors should watch.
Amazon, Microsoft, Alphabet and Meta continue investing at an unprecedented pace, while Apple is taking a far more conservative approach.
Neither strategy is guaranteed to win.
History shows that the biggest spenders don’t always produce the biggest returns, but missing a technological shift can be even more expensive.
For investors, the question isn’t who spends the most.
It’s who converts that spending into durable competitive advantage.
In markets, capital allocation often matters more than capital itself.
#AI #Stocks #Investing
@Miami
I would like to stay for a bit but
it’s been a really rough 5 days .
This was the very first thing I heard after repairing my tire heading away from Miami
https://t.co/SNE8wUV2hs