Finding Moat

We hopscotch countries and throw darts on companies.

[Finding Moat @FindingMoat]

@RihardJarc Hi Richard, I find your posts very insightful. Could you pls share the AS link when you post such stuff? Would be nice to go through the transcript myself. I got AS account

[Finding Moat @FindingMoat]

@CharlieZvible Thanks in advance

[Finding Moat @FindingMoat]

@CharlieZvible Interested

[Finding Moat @FindingMoat]

@damnang2 VRT, GEV?

[Finding Moat @FindingMoat]

@damnang2 WFE boys - AMAT LRCX KLAC ASML Tokyo Electron

[Finding Moat @FindingMoat]

@damnang2 In testing i know you have covered AEHR, but not sure about Teradyne or even Amphenol

[Finding Moat @FindingMoat]

@damnang2 AI Energy buildout maybe? Commodities - Copper, Uranium, Lithium, Rare Earth. Energy - Nat Gas and Nat gas producers (EQT being the largest), Nuclear Energy (CEG, VST, TLN), Renewable Energy (BEPC, CWEN), Fuel Cells (BE)

[Finding Moat @FindingMoat]

@damnang2 Compute - NVDA, AMD. AVGO I think is still missing.

[Finding Moat @FindingMoat]

@DGCAIndia @MoCA_GoI @DGCAIndia @flyspicejet @RamMNK @MoCA_GoI

[Finding Moat @FindingMoat]

@flyspicejet My JAI–BOM flight has been rescheduled from 1:40 PM to 9:55 PM — a 7-hour delay.
I need to be in Mumbai for a wedding. I’ve already checked out of my hotel here, and the new timing means I’ll only check into Mumbai at ~11 PM.

[Finding Moat @FindingMoat]

@DGCAIndia @MoCA_GoI I am supposed to check out from my hotel here in jaipur now and should check in Bombay, but everything is messed up, not to mention not been able to make it for the wedding. I tried explaining my situation to them, and the customer support just didn't seem to be bother.

[Finding Moat @FindingMoat]

@thechartist26 using max plan?

[Finding Moat @FindingMoat]

@_avichawla Looking for the configuration. Setting up my workstation for AI use cases, would help.

Was thinking of getting a mac mini - which would be used as an agent, and new Mac Air 10 Core CPU 10 Core GPU 24GB RAM. Would you recommend Pro over Air?

[Finding Moat @FindingMoat]

@_avichawla What laptop/pc are you using?

[Finding Moat @FindingMoat]

@TheValueist @verdacloud Looking to get a new mac to run agentic workflows. LSEG workspace app is always on. Using AlphaSense agentic workflows on browser. Have another 15 tabs open - mostly to read stuff but also heavy websites like visible alpha. Want to setup openclaw. Any reco on wh mac should i get?

[Finding Moat @FindingMoat]

@panicsellingxyz Hi. Looking for 1, 2 bed in JLT. Can you pls also monitor this area