Voltairr

[Voltairr @MusingInvestor]

@triggerpod Penny for Mr Butterfield’s thoughts on the Jason Arday scandal @KonstantinKisin

[Voltairr @MusingInvestor]

@shome_rajarshi Terrible take 😂

[Voltairr @MusingInvestor]

Turkeys don't vote for Christmas

[Shanu Mathew @ShanuMathew93]

SemiAnalysis puts cumulative AI capex (IT plus datacenter) at roughly $11.1 trillion from 2024 to 2029, with annual capex exceeding $2 trillion by 2028, and expects outstanding AI-related debt to reach about $7 trillion by 2029, second only to the US mortgage market

[Voltairr @MusingInvestor]

@ShadowOW3 @degentradingLSD good luck🤣

[Voltairr @MusingInvestor]

@degentradingLSD you get excess compute because you have already overbuilt

[Voltairr @MusingInvestor]

@ShadowOW3 @degentradingLSD that is not what the last paragraph of the first image means. sorry to disappoint

[Voltairr @MusingInvestor]

@ContrarianCurse ASMPT. Bonding equipment leader - leading pos potions in logic, memory & photonics. Watch the move once they announce SMT division spin off

[Voltairr @MusingInvestor]

@amritwt it's called Kimi and you can thank China open source

[Voltairr @MusingInvestor]

@lokoyacap This is how it works - it’s the marginal producer in a commodity market. Swing producers the most operationally leveraged

[Voltairr @MusingInvestor]

SEA $SE down because AI gonna invent a more efficient logistics network and then AI gonna build hypersonic boats to ship goods across Southeast Asia's thousands of islands. Mannnn Shopee is toast

[Voltairr @MusingInvestor]

@soicfinance Source, please?

[Voltairr @MusingInvestor]

@ikuznetsov_com @Jukanlosreve Are consultants really the biggest token users of OpenAI? Have you got this data?

[Voltairr @MusingInvestor]

@Tyler44037085 JPM initiation not long after GS (both lead IBs from 2021) add to your view that HK listing is coming?

[Voltairr @MusingInvestor]

@WaterworldCapi1 WEG and Raia Dragosil generally go-to
Vivara- good 4wall econ, fcked governance getting better
VTEX- big chunk of LatAm’s retailers run eCom on VTEX… slammed on decel fears
Odontoprev- dental plan leader reversing market share losses
Smartfit - LatAm’s BasicFit/Planet Fit

[Voltairr @MusingInvestor]

@Samikshka @EquityInsightss Where is this chart from?

[Voltairr @MusingInvestor]

@Tyler44037085 All checks out. So you think they use buyback program to bid shares to desired HK list price… you think $12 - is that based on 2021 list at $14 and fact that fundamentals have improved considerably since?

[Voltairr @MusingInvestor]

@GabGrowth $MMYT

$DIDIY

$YMM

[Voltairr @MusingInvestor]

@FoolAllTheTime MMYT
GRAB
VTEX