Manesh Fernando

2nd Gen Hotelier - Interested in the latest Tech advancements - Stock markets & Aviation. Will not comment on the Hotel industry, Race or politics.

[ᴛʀᴀᴄᴇʀ @DeFiTracer]

🚨 BREAKING:

THIS GUY MIGRATED TO THE U.S. FROM MEXICO AND WORKED AS A WELDER AT SPACEX

HE RECEIVED $10,000 IN STOCK AND WAS PAID $28/HOUR FOR 10 YEARS

AFTER IPO HIS $SPCX STAKE IS WORTH AROUND $1,000,000

HE IS ONE OF 4,400 EMPLOYEES WHO BECAME MILLIONAIRES TODAY!!

[The Rabbit Hole @TheRabbitHole]

@SenWarren Elon has enriched thousands of Americans through his companies.

Just SpaceX created many millionaires.

What have you done that has resulted in comparable betterment of your countrymen?

[Tim Denning @Tim_Denning]

I'm 40.

At 28, I spent the last $2000 I had to attend a Tony Robbins seminar.

He forced me to walk on fire.

30 days later, my life transformed. Here's the story:

[Tom Nash @iamtomnash]

I don’t think the bleeding we are seeing right now marks the end of the bull market.

Yes, stocks are getting hit. Yes, some froth is coming out. Yes, a few speculative names are getting slapped around because apparently gravity still exists.

But the big story is not changing.

The Mag 7 are locked in an AI arms race.

They are burning insane amounts of cash flow on data centers, chips, power, infrastructure, cloud capacity, models, and everything else required to dominate the next decade.

And now, for some of them, internal cash flow alone is not enough. Debt, equity issuance, creative financing, whatever it takes, the machine keeps moving.

Why?

Because with the data they have, the customer demand they see, and the real time usage trends inside their own businesses, they clearly believe the return on this AI buildout is worth it.

Are there pullbacks? Of course.

Are there shakeouts? Absolutely.

The market needs those.

Every once in a while, it has to drain the stupidity from the speculative corners before everyone starts acting like every AI press release deserves a 40% rally.

But big picture, nothing I see tells me this train is stopping.

The AI capex cycle is alive.

The biggest companies in the world are still spending like crazy.

The competition is still escalating.

And as long as that continues, I don’t see the bull case as dead.

[Elon Musk @elonmusk]

🇰🇷🇰🇷 Korea is Awesome 🇰🇷🇰🇷

[Manesh Fernando @FernandoManesh]

@the_jefferymead @SpeakerWelchIL @MeetThePress @kwelkernbc 💪🏿💪🏿💪🏿

[Elon Musk @elonmusk]

That was a short-term loan when I ran out of money in 2008. He did not receive any equity for it.

Antonio’s ownership stems from absolute support, even when it looked like SpaceX would fail, and many investments over 2 decades.

One could not ask for a better friend. He is a great man.

[Mark Sterling @MarkSterling0]

The market is crashing, panic is spreading.
At this very moment, Trump’s team suddenly announced: they may acquire U.S. shares of artificial intelligence companies!
This is not a coincidence, but a signal.
History has repeatedly proven:
Whenever you follow President Trump in buying stocks, it often marks the beginning of great wealth.

I’ll say this once. These 8 stocks are going to make generational wealth for many by year end…

1. Nvidia~ $NVDA
2. Microsoft ~ $MSFT
3. Alphabet ~ $GOOG
4. Amazon ~ $AMZN
5. Marvell Technology ~ $MRVL
6. UMeta Platforms ~ $META
7. IonQ ~ $IONQ
8. Palantir ~ $PLTR

Many people ask me: why don’t you charge?
The answer is simple: I’ve already made enough.
Sharing is my passion — that’s why I insist on publishing for free.

[Elon Musk @elonmusk]

The car that used to be in my garage is currently in an Earth-Mars elliptical orbit and will be there for at least 10 million years

[Cathie Wood @CathieDWood]

The jobs report was a barnburner. Nonfarm payrolls increased by 172,000 versus expectations for 88,000, while prior months were revised higher by 93,000. Wage growth came in at roughly 0.3%.

Yet the market sold off.

In our view, the market is misreading the signal. It is assuming that stronger than expected employment and growth will cause a an acceleration in inflation. History would suggest otherwise. 

Productivity growth is running near 3%, while unit labor costs are hovering around 0.5%. Those are not the hallmarks of an inflationary boom. They are the hallmarks of healthy, productivity-driven growth that will lower inflation.

Meanwhile, the yield curve continues to flatten despite a roughly 55% increase in oil prices year-over-year based on a three month moving average. In past cycles, an energy shock of this magnitude steepened the yield curve when the Federal Reserve was accommodating it. Instead, the bond market appears to be discounting something much more powerful: the deflationary impact of technological innovation, particularly artificial intelligence, which is beginning to increase productivity across broad swaths of the economy.

If tensions with Iran ease and oil prices retreat, we believe inflation could move into negative territory before year-end.

In our view, the Fed made a historic policy error when it raised rates aggressively into what was largely a supply-driven inflation shock in 2022. We do not believe the next generation of monetary policymakers will be eager to repeat that mistake.

Notably, gold peaked on the day Kevin Warsh was appointed. The inflation trade may already be behind us.

If our research is correct, the next phase of this cycle could be characterized by accelerating growth, declining inflation, falling interest rates, and a strengthening U.S. dollar. That combination would create a remarkably supportive backdrop for innovation-led equities and the technologies driving the next productivity boom.

I discuss this framework in greater detail in this month’s episode of In The Know.

[0x鸣人 @LuBtc888]

有人问黄仁勋：AI会取代人类的工作吗？

没想到黄仁勋的回答震惊了众人。

[Manesh Fernando @FernandoManesh]

@StockSavvyShay 👏👏👏❤️❤️❤️💪🏿💪🏿💪🏿

[Tom Nash @iamtomnash]

POV - you are a trader in today's market.

[Manesh Fernando @FernandoManesh]

@TheRicanMemes 😂😂😂

[Manesh Fernando @FernandoManesh]

@CoachDanGo ❤️❤️❤️💪🏿💪🏿💪🏿

[Dan Go @CoachDanGo]

Squats are hard...until you have to get up from a chair at 60.

Eating healthy is hard...until you realize your body is insulin resistant.

Doing cardio is hard...until you can't walk up stairs without being out of breath.

Want an easy life? Commit yourself to doing the hard stuff.

[Sadhguru @SadhguruJV]

We do not just live on this Planet – we are the Planet. If you do not understand this today, you will understand it when you are buried. #SadhguruQuotes

[Gary Vaynerchuk @garyvee]

The biggest asset in the world is your mindset.

[HENNY @hennycapital]

$TE just bought a 50-year-old battery storage company, for $32M.

That company built 1,100 projects for the US Government, National Labs and hyperscalers.

TE now will sell the entire energy system. Generate it. Store it. Control it. Operate it.

$15-20M EBITDA contribution next year on a $32M price tag.

https://t.co/aTcRT0wcNQ

[Manesh Fernando @FernandoManesh]

@gita_mathew Agree with you GRM … sure an experience at the magazine prison in Colombo will help them ..