Kmona

[Kmona @ItsKmona]

لمن تكون صورتك في كل الصرفات في السودان و ما تلقى كاش !!!

[Serenity @aleabitoreddit]

It think it's stupid that "AI Bubble" gets used over and over. In infra names you have:

- 1-3x fwd P/E memory companies from Samsung to $ESMT. With HBM players now having hyperscaler multi-year price floor LTAs.

- Optical companies like $POET traded -$97M under net cash. Valuing the operating business very negatively, not even at $0.

- While AI companies with larger premiums continue to record demand over the next 3-5 years. Such as the new $20B LTAs signed w/ $COHR to $5B LTAs signed w/ $LITE.

Can someone in the media honestly see negative EV high-beta optical companies, where 2 years of burnrate would still value the company below $0.

or single digit memory companies with contracted demand + price floors years out and say that's a bubble?

Many of these names are extremely profitable today...

But obviously there's other elements inside the theme, such as:

- Certain startups like Instinct that look like a private valuation bubble.
- Leveraged Neoclouds that didn't finance properly
- and AI lab valuations and commitments, which should be viewed cautiously.

But everything gets grouped into one with the boogyman of "leverage" or "debt".

Yes, valuations can compress or correct from macro, potential regulatory uncertainty, or potential capex reductions.

But for the companies physically powering the AI buildout, it looks more like the Great AI Deleveraging of 2026...

Than anything like fundamental demand destruction.

As more earnings come out and free cash flow accumulates over time.

I'm confident in a recovery, especially in bottlenecks, and for markets to eventually discern durability + growth over frothy valuations tied to AI.

[Kmona @ItsKmona]

@KforKoty Ammmen 🙏🙏

[Kmona @ItsKmona]

I just earned the ability to create kata on @codewars! Check it out! https://t.co/IaiGFGmpP1
#100daysofcoding

[Kmona @ItsKmona]

I'm now a 6 kyū yellow belt on @codewars! Come join me #codewarriors!. https://t.co/IaiGFG5mN1

[Kmona @ItsKmona]

@Mayada_Adil Congratulations Mayada 🎉🎉 we are so proud of you 👌
Keep going 🙌

[Kmona @ItsKmona]

@KforKoty حصل 😂

[JustHatim @GoHatim]

Bro was smiling to the last second Alhumdulilah🤍

[Kmona @ItsKmona]

@ahmed8nouman بظبط كدا الناس بقا بتتلذذ بالردم لي الاسف
واي زول ناجح بشوفو فيو ثغرة عشان يردمو

[Koty. @KforKoty]

السودان ليس الخرطوم!

[شخصيه ☮️ @ahmeeeed249]

رتووووويت

لوجه الله تعالي عندي شقتيين جديدات في جبره كل شقه فيها غرفتين وحمامين ومطبخ وهول وبلكونه، دور تالت غير مفروشات.
لأي أسره متضررة من فيضان النيل وبدون مأوي الان. وياحبذا لو ايتام . 3 شهور حتي انحسار النيل وترتيب اوضاعهم وبعدها يتدبروا من امرهم بعون الله .

[Kmona @ItsKmona]

@ramah_adawi واعي 👌

[Kmona @ItsKmona]

@kamilrooney الف الف مبروك يا كيمو عقبالك يا رب 🙏

[Kmona @ItsKmona]

Stay low key.
Not everyone needs to know
Everything about you.

[Kmona @ItsKmona]

@ahmed8nouman 😂😂 أسطورة الأساطير

[Kmona @ItsKmona]

@mrex290 ركس 😓 اقسم بي لله كميات

[Kmona @ItsKmona]

كيف تقدر تجمع مليون دولار في سنة ؟؟

الفكرة بسيطة جدا

- قدم خدمة تستهدف بيها ٥٠٠٠ شخص
- كل شخص يدفع مقابل الخدمة دي ١٧ دولار شهريا

و بي كدا تقدر تجمع المليون دولار و تفكر بعدها في المليار
فكر صاااح
فكر عكس الصندوق

[كَبكَب 💃🏼 @maab_alsroor]

#مطبخ_سينامون_ري
#مطبخ_سينامون_ري
* فاهيتا لحم مع الأرز .
* لازانيا .
*تارت التفاح .
الوصفات تحت 👇🏻👇🏻
لايككك ❤️👏🏻

[Kmona @ItsKmona]

@msboz99 انت قاصدني صاح 😂

[Kmona @ItsKmona]

#NewProfilePic