muneeb fida

#Engineer #Renewables #Microgrids #AI #GlobalFinancialMarket #MacroEconomics #Equities #travelling #food #Fitness

[muneeb fida @Muneebing]

@StockMKTNewz She is an Elong girl

[muneeb fida @Muneebing]

@NoLimitGains whats your take on LuLu at its current valuation? really curious?

[muneeb fida @Muneebing]

@kevinxu TL;DR: AI is built on cheap borrowed money. When borrowing gets expensive, the whole castle wobbles. 🏰

[muneeb fida @Muneebing]

@kevinxu 3. If debt gets too pricey, some builders delay or cancel factories → fewer chip and power orders for the whole AI supply chain.

[muneeb fida @Muneebing]

@oguzerkan I also recently did BKNG thesis and i would wait for 170ish levels where it would be exceptional

[muneeb fida @Muneebing]

@oguzerkan Already in Uber for quite some time now. Our way of analysis matches i believe!

[muneeb fida @Muneebing]

Aschenbrenner’s fund margin call carries a simple lesson: leverage does not merely magnify gains. It takes away your ability to survive the downturn. It can kill you, bury you, and that is precisely why it is haram.

[muneeb fida @Muneebing]

@NoLimitGains @NoLimitGains what is your no. 1 ? i am also quite curious :)

[muneeb fida @Muneebing]

@MalingaGalabada Everything in life is a proportion of risks and rewards. This guy mostly says the right stuff

[muneeb fida @Muneebing]

@Cobratate Amg One and Aston Martin Valkyrie, perhaps you should consider buying these beasts aswell. @Cobratate

[muneeb fida @Muneebing]

@TheIcahnist Market already feels saturated in this space by family businesses especially in B2C

[muneeb fida @Muneebing]

@oguzerkan Still a big chunck of my portfolio in AMD

[muneeb fida @Muneebing]

@unusual_whales so what, let the man eat Noodles, why is everybody talking abt it. Yes he is the greatest CEO of all time

[muneeb fida @Muneebing]

@MrBeast .

[muneeb fida @Muneebing]

@StockMKTNewz first understand the bizz and then invest

[muneeb fida @Muneebing]

@elonmusk yes you could even burn yourself if you touch

[muneeb fida @Muneebing]

@NoLimitGains Energy demand surge is crazy right now. This dosent justify that fundamentals are weak. Oil and gas bridges the gap until Renewables ramp up.

[muneeb fida @Muneebing]

@KobeissiLetter Look at the concentration of S&P500 by Mag7