HT

Curious

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@citrini @MrMikeInvesting What’s the next wave in your opinion?

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@GavinSBaker Thanks a lot Gavin. Learning a lot from you. Do you think Groq could be Nvidia`s Edge AI bet?

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@vikramskr Thanks Vikram. Appreciate your work. Do you think Groq could be Nvidia`s Edge AI bet?

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@Citrini7 Why BPO positive impact? Constant pricing pressure imo

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@curious_founder Thank you. Why do you think utility scale capacity additions have stalled?

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@blueprintsmb22 Thank you

[Wolf von Rotberg @WolfvRotberg]

Uncanny similarity of the S&P’s trajectory to the Fed‘s last hiking cycle in 2018. It also gained 50% over 3 years from the first hike (Dec '15 vs Mar '22), before selling off by 19% and bouncing back exactly as it does today. Remember, 2018 was Trump‘s first trade war with China

[TMT Breakout @TMTBreakout]

🥳TMT Breakout reached 1,000 Paying subs Today🥳

In celebration, we are giving away 3 Pro Tier subs ($1.5k each) to 3 people who quote or retweet this post.

We're also removing the paywall from our weekend post: Tactical Bounce? What Tech Stocks to Buy

https://t.co/DNOmCs6762

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@101Programmatic Is this good news for TTD?

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@Berkan_Bayram @EHcars @mobilitynextgen Kaynagi paylasir misiniz? Tesekkurler

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@MRatable Why?

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@product_xyz @MRatable Do you use Elastic Cloud?

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@fabknowledge @dnystedt Thanks a lot

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@JonahLupton Dont you invest in small caps only?

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@PlaceboCapital What's the source? Thanks

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@eajene Great! What is the source? Thanks

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@Yield_Fanatic Thanks a lot.

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@Yield_Fanatic will you provide an update on Upstart? Any change in your views? Thanks