SharingInvestingWisdom

Investing Wisdom in simple slides.

For informational & entertainment purposes only and do not constitute financial advice

[SharingInvestingWisdom @JCJC915661]

@EVCurveFuturist Super fast 0-100km/h time

[SharingInvestingWisdom @JCJC915661]

@FirstSquawk With poor corporate governance of SOE that prioritize market share and national state objectives over rational capital allocation, this is like squeezing water from rock.

[SharingInvestingWisdom @JCJC915661]

@oguzerkan Those capacity could be used to launch Agentic AI for consumer and business, better content generation and recommendation and AI Ads targeting (Andromeda and GEM) which is all HIGH ROI (Because $META captures the value rather than just renting out the AI data center)

[Jen Zhu @jenzhuscott]

Massive output uptick due to agentic AI. Complete flat adoption.

[Peter Gardner @PeterDGardner]

CATL launches world’s largest energy storage testbed, starts mass production of sodium-ion batteries https://t.co/Iw2rHjGtc9

[SharingInvestingWisdom @JCJC915661]

@HyperTechInvest Reminds me of scaled economic shared approach by $COST $AMZn for long term client retentions

[Daniel Romero @HyperTechInvest]

$TSM CEO recently said:

“I envy memory makers’ 80% gross margins, but I would never do that.”

The reason for this explains why memory has historically been the cyclical component

Unlike memory, if $TSM hikes prices too aggressively, it encourages clients to go to competitors, even if those competitors have higher costs because of worse yields or other inefficiencies

In memory, it is mostly a commodity. That means you care less about the competition and more about making as much as you can while the opportunity is there

And that opportunity only exists in tight market environments

[SharingInvestingWisdom @JCJC915661]

@CapexAndChill 4/ The Accounting Proof ⏳

Hyperscalers (Meta, Microsoft, Alphabet) are literally rewriting their financial statements to reflect this. They’ve extended AI server depreciation timelines from 3 years up to 5.5 or 6 years.

Why? Because the hardware isn't becoming obsolete.

[SharingInvestingWisdom @JCJC915661]

@CapexAndChill 3/ The Shift to Agentic AI 🔄

We are moving from static workloads (asking a prompt, getting an answer) to real-time agentic loops (AI agents that think, use tools, and loop continuously).

Agentic AI requires massive, non-stop inference compute, keeping legacy chips running

[Pep @pephufen]

Brand new Axon Ads account, 3 days in.

Brand: Skincare for women 50+
ROAS goal: 120%
Optimization: 7 Day
Country: US
Creative set: 1
Videos: 10 videos
Interactives: 10 images by Thumbstop
Page: Bundle page (same as Meta)

Results: 1.5x ROAS, so closer to a 1.7x backend.

[SharingInvestingWisdom @JCJC915661]

@Kongkongda5882 The "Glioma" Rumor: The rumor that Jack Ma’s eldest son, Ma Yuankun (Jerry Ma), passed away from a brain tumor (specifically a glioma) first went viral around 2014 In reality, Ma Yuankun attended UC Berkeley and has deliberately chosen to stay entirely out of the public eye.

[SharingInvestingWisdom @JCJC915661]

@MikeZaccardi Memory has gone back to their historical brutal decade long cyclical playbook?

[SharingInvestingWisdom @JCJC915661]

@jaltucher -2.63% drop is not overly rare in the real world. Over nearly 100 years of data (~25,000 trading days), a daily drop of 2.63% or worse has occurred roughly 250 to 300 times. It well short of historic anomalies like Black Monday 1987 (-20.4%) or the 2008 / 2020 liquidity crunches

[Citrini @citrini]

Google is really good at this, by acting first they’ve basically ensured that others will follow (with worse outcomes) so that they don’t risk getting outspent

[jbulltard @jbulltard1]

The uptrend broke, the market looks awful but the greatest pumper in history says we should not panic. I actually believe him.

[SharingInvestingWisdom @JCJC915661]

@BoringBiz_ Margin it!

[SharingInvestingWisdom @JCJC915661]

@ErnestWongBWM Warren Buffett "When a management with a reputation for brilliance tackles a business with a reputation for bad economics, it is the reputation of the business that remains intact"