M.B.

[M.B. @MircoBerner]

@8teAPi I must fully disagree. The learning curve due to AI is immense. If I would had these models during my studies, my understanding would be much higher (I have studied mathematics and was often clueless what the script meant). AI is now helping me a lot to learn about new topics.

[M.B. @MircoBerner]

@alexandr_wang @vasuman If the most compute & data & talent is not producing the leading model, I would be highly surprised….

[M.B. @MircoBerner]

@Wealth_WZRD Nobody said something different! Make one Google search and you will understand what the actual problem is….

[M.B. @MircoBerner]

@joecarlsonshow I am a professional analyst; I had to clean up the investments from my relatives - huge unnecessary fees were charged. When I asked the LLM, if this investment is useful for the respective goal, it always advised against this investment! Significant empowerment in these fields.

[M.B. @MircoBerner]

@joecarlsonshow Certainly, the layman always knows when the LLM hallucinates - of course not. In non-certified fields like „financial advise“ LLMs will be a huge help - they can provide useful assessments regarding deliberate intransparent prospectuses. These fields are abundant with grifters…

[M.B. @MircoBerner]

@TheLongInvest YTD performance to assess investment capabilities - are you trolling?! MA & V are NOT exactly following: In 2025 MA was 8% up, Visa 15%! Your post is a disgrace to your name! BTW, he is 2,100% up since inception, S&P 500 around 1,000 %. Is Berkshire also useless with 1.6% YTD?

[M.B. @MircoBerner]

@VJNCapital Ok, thanks for the detailed response. Were we/supinvestors and you disagree is the debt issuance amount going forward due to the capex cycle. Also significant buybacks are helping and the operating profit margin will materially increase. Let’s see how it plays out….

[M.B. @MircoBerner]

@BillAckman @X Astonishing times - a bunch of exceptional businesses are available for exceptional prices. Perception changes fast but quality endures…

[M.B. @MircoBerner]

@_balaji_km @45WallSt @Uber @dkhos @Kavehkhos Regardless if you are a shareholder or not: This Investor Relations Management is exceptional good - on the point and addressing relevant concerns. If I would have these Q&A in my job, my analysis would be of much higher insight!

[M.B. @MircoBerner]

@drapersgulld You are deliberately distorting his statement - he is insinuating, if you spend time with the business model, you will understand its value! BTW, this is totally fine from compliance perspective!

[M.B. @MircoBerner]

@qualtrim Could never understand how to doubt Satya or Sundar - but good for the „believers“.

[M.B. @MircoBerner]

@BearBull1986 @GerberKawasaki Your are right, my fault. Was South Korea/Seoul.

[M.B. @MircoBerner]

@LukeBruni17 Do not let fool yourselves by this salesman. Assume it grows with 20%, it would need a EV/Sales multiple of 33x in 2030. Do you pay this for a low profit margin company? Google trades at EV/Sales 10x and has a profit margin of 33%, ServiceNow currently has a stable 13% margin!

[M.B. @MircoBerner]

@filamentico @Aktieland Are you buying a ticker or a company? Must be hell that this ticker always going up and down without any reasonable direction. I suggest to look at the company, there you will find a lot of reasonable directions….

[M.B. @MircoBerner]

@hamids To be fair, Microsoft was down 20% since beginning of the year, trading at a significant discount to its historical multiple whereas MU still tripled YTD. Moreover, the latter one is probably cyclical - this high earnings next year is a minor share of its terminal value!

[M.B. @MircoBerner]

@joecarlsonshow I really appreciate your demeanour and fair behaviour to these destructive people/comments. That type of behaviour (is and) will translate to good portfolio performance - a clear mind is probably the most important feature in this volatile market.

[M.B. @MircoBerner]

@amitisinvesting @ChrisCamillo There should be an obligation to make clear how dangerous leverage can be; before any quarterly earnings report the risks of forward statements are stated, although probably unnecessary for this type of audience. But the audience on X is totally different - and you know this!

[M.B. @MircoBerner]

@APompliano Do not forget, that many investors have lost huge amounts of money - this figure of 80% is senseless for the vast majority of (late incoming) investors. Do you make the same argument for Cathie Woods?