Olufaithayo

LoverofGod|Accountant|Football|Publicspeaking|Excellence|Growth|Merciful|

[Judah MD @ThatJuDaH]

Samson Esemuede CFA, popularly known as the Oracle on the @Nairametrics drinks and mics show said Success is not just hard work and that being privileged contributes significantly to success, especially when people take advantage of that privilege to do well

Interview by @FranklyBizPod

[Tonton 🇨🇵 @DiKachii]

There's something Ycee did with that Olodo Uprising...the impact is still being felt.

Because I am not sure I have randomly seen educational excellence being celebrated in a minute.

[Channels Television @channelstv]

"I don't want to say one is easier, but IGCSE is a little bit easier to understand." — Akota-Chika Serena.

The Nigerian teenager, who achieved the highest score globally in Cambridge IGCSE English, explains how the exam structure compares to WAEC, noting that WAEC requires more memorisation of outside knowledge.

#CTVMorningBrief

[FOX Sports @FOXSports]

Zlatan gives his thoughts on Messi leading Argentina to an unforgettable comeback against Egypt 🇦🇷

@Ibra_official

[Nick | Dividend Investor & Educator @Smartnetworth1]

The 4% retirement rule is outdated. The new approach is building your cash flow, living off the cash flow from your portfolio.

[Milk Road AI @MilkRoadAI]

Goldman Sachs dropped the most precise map of where $7.6 trillion is going over the next five years and it tells you exactly which companies are standing in the middle of an unavoidable flood of capital (Save this).

The numbers are worth understanding precisely before talking about who benefits.

Goldman's baseline projects $765 billion in AI capital expenditure in 2026 alone, growing to $1.6 trillion annually by 2031.

Over the full 2026 to 2031 period, cumulative spend breaks down to $5.1 trillion in compute, $2.1 trillion in data centers and $358 billion in power.

Nvidia is assumed to command 75% of all compute spend throughout the period, using the Rubin VR200 chip at $80,500 per GPU as the baseline.

The data center specification charts reveal how dramatically physical requirements are escalating.

A standard cloud data center runs 5–15 kW per rack while a transitional Blackwell era AI data center runs 130–200 kW per rack.

The AI factory of the future, running Rubin and Feynman silicon operates at 500+ kW per rack, at greater than 1 gigawatt scale, with liquid cooling only.

Traditional hyperscale data centers cost roughly $10 million per megawatt to build while the next generation AI data centers are being discussed at $15 to $20 million per megawatt.

Goldman identifies silicon useful life as the single biggest swing factor in the entire model.

At a 3-year replacement cycle, cumulative compute depreciation hits $3.99 trillion and at 7 years, it drops to $2.23 trillion, a $1.76 trillion difference on one assumption alone.

Power is only $358 billion of the total, but Goldman is explicit, it is the only component that can prevent the other 95% of the stack from deploying.

Now here are the companies standing directly in the path of each layer of this capital.

Nvidia is still the most concentrated bet on the compute layer.

At 75% of $5.1 trillion in compute spend over six years, that is $3.8 trillion in cumulative revenue flowing through one company's products.

The 75% gross margin on data center GPUs is the reason every hyperscaler is trying to build custom silicon to escape it while simultaneously continuing to buy Nvidia because nothing else performs at the same level.

Vertiv is the direct infrastructure play on the data center upgrade cycle.

Every rack going from 40 kW to 500+ kW needs liquid cooling systems, power distribution, and thermal management infrastructure that simply did not exist at prior density levels.

Vertiv just deepened its liquid cooling capabilities through a strategic acquisition and was named a key partner on Hut 8's large AI-focused Texas data center campus.

The liquid cooling market is growing from $5.5 billion today to $15.75 billion by 2030, and Vertiv is the dominant provider in that market.

Vistra is the power thesis in its most direct form.

The $358 billion power segment is the critical path for the entire $7.6 trillion, and Vistra has spent the last 18 months locking up that critical path through long-term nuclear power purchase agreements.

Vistra secured a 20 year agreement with Meta for over 2,600 MW of nuclear energy, plus a separate deal with AWS from its Comanche nuclear facility.

Goldman Sachs and Jefferies both upgraded the stock after the Meta deal was announced.

The architecture of this trade is simple.

Goldman's model is not a prediction of whether AI spending happens but rather a model of the minimum physical capital required to deploy infrastructure that has already been contracted, already been announced, and is already under construction.

The compute layer requires the chips, data center layer requires cooling and power infrastructure and the power layer requires nuclear at scale on multi-decade contracts.

All three layers are being funded simultaneously, and all three have identifiable public companies sitting directly in the path of the capital.

Come join Milk Road Pro and get our full $7.6 trillion infrastructure breakdown which names across compute, data centers, and power we're currently positioned in and our full thesis on the AI trade.

Link below!

[Olúwatósìn Olaseinde @tosinolaseinde]

Only about 20% of Nigerian households have an air conditioner. Owning an airconditioner in Nigeria is a status marker.

[Paul Graham @paulg]

What's interesting about these questions is the ratio of how important they are to how often you think about them.

Every company probably could and should do its own version of this. In fact it would be a useful exercise just to decide what the questions are.

[fluffy💕 @fluffyakaraa]

Nigerians in a nutshell

[Ishika Rawat @Ishh_021]

STEVE JOBS GOT FIRED FROM APPLE…

Then he walked straight into MIT and dropped the most raw, unfiltered 60-minute business masterclass ever recorded.

Zero PR bullshit.

Zero image to protect.

Just pure, brutal honesty from the man who built Apple once and was about to rebuild it even bigger.

Stop scrolling.

Watch this tonight instead of Netflix.
Bookmark it. Come back to it.

This is how legends think. 🔥

[Fortune MMXM @FortuneMMXM]

For over 4days now, I haven't sleep. I've been studying this video over and over again.
Bookmark and learn from it

[AdeLeke (Branding, Marketing & Operations Mgt) @thisleke]

@Babajiide I've realised why you exit certain back and forth convos midway now.

I just read "their main concern is solving hunger issues, and 50k as a working capital would go a Long way in curbing that." and zoned out.

Ki Olorun sanu gbogbo wa

[Olumide Adesina @olumidecapital]

When you look at infrastructure and environmental risks, it makes little sense that a duplex in Lekki costs more than a comparable property just an hour outside Paris or Barcelona

[Neto @docneto]

When kids choose thuggery over intellectualism understand why. We just saw a highly capable man get grilled over tweets while politicians have been allowed to bow and go despite embezzling and enabling electoral violence and death. Culture is what we reward oh, think am.

[Chelsea FC @ChelseaFC]

Club statement.

[Ozedikus Nwanne @Ozedikus]

If two people start a company and one contributes 90% of the capital while the other contributes just 10%, when the business starts struggling, who do you think is more likely to walk away first? Exactly, Now apply that same principle to your relationships

[Fakaika🦅🇫🇷 @Faksback666]

Lmfaoo this acct is in Brazil and I can relate even as a Nigerian

We all lived the same life literally 😂😂

[Godwin Tom @GodwinTom]

The worse fights to have are with invisible enemies. You will get hit... a lot. But an experienced fighter will start seeing the traces they unknowingly leave behind.

Arguments people you trust conveniently remove themselves from... what they say when you are not there. If you wait long enough, more signs show. True intentions. Forgotten lies. Unconnected dots. The uncovered tracks... tacky! 😮‍💨

Not so invisible... it hurts when you finally see it.

It's almost always from the inside. The ones you opened the door for... the ones you fight for. The ones you trusted and believed in.

Then there is silence and everyone panics.

People hear so much from you when you are trying open them up to the game and think you gave all the secrets. They think they heard all the stories. They think they know all your friends and allies. They think they know your enemies. Then they think they know better.

They might... in the future. If they just allowed themselves learn.

So, in that period of what looks like hesitation... what looks like indecision... you identify the scent... you make peace with your next action and you strike... hard, swiftly and decisively!

Take 7 deep breaths and return to the dark and continue or restart building. No crying over spilled milk. No room for continuous self doubt. Just movement.

Then...

Keep Moving!

#DoingDifficultThings #RoadTo40Days #HarvestIsComing

[z @whoiszolo]

gbagada wey i dey always use brag don turn to ologolo right in front of my eyes.

fuck!

[Rufybaba @Rufyb]

Ultimately, you guys would have to pick one side and stick to it.

One minute, someone made it because of their father or rich background. Therefore, average or poor people should not pay attention. Focus elsewhere to find your motivation.

In the same breath, akara sellers make on a daily basis 5k ( ₦1.8mm per annum), 10k (₦3.6mm per annum), 30k ( ₦10.8mm). They earn more than salary earners and are well-to-do.

So which is which?