Nurudeen

#Airforce #DayByDay

[Jon Erlichman @JonErlichman]

Lisa Su became AMD CEO in 2014.

AMD was worth $2 billion.

Today, it’s worth $1 trillion.

[Wale Banks 📊 @iamwalebanks]

Stop waiting for analysts to tell you what to buy.

By the time it’s on a research note, the institutional money is already in.

By the time it’s on social media, the smart money is already looking for the exit.

Do the work early. Profit later.

[Deven @devenbhooshan]

My relationship advice to everybody:

Find a partner in life that admires such small gestures from you much more than the grand ones.

[Gary Al-Smith @garyalsmith]

"I want our wealth to stay with us. The profits should benefit our people."

— 🇸🇳 Sadio Mané speaks at the launch of his ambitious $20m mango agro processing initiative in hometown of Bambali.

[Nurudeen @ON_Smith_SMD]

@GallantDaletian Dalet steps 💯

[Josh OB Wan Kanobi @YeshuaBrilliant]

Chai! Covered up in threes giving dem timing and pace...
No lousy no dropping..
See as the other cadets are doubling like say na force dem force dem...

God bless the NDA

Aca of Wonders!!!

[• @aliyuyahas]

At the N525 IPO price, a N2m investment in Dangote Refinery gets you about 3,810 shares out of roughly 124billion shares outstanding.

If the company distributes N1trn in dividends yearly, that works out to about N8.06 per share, giving a N2m investor roughly N30,700 in gross dividends.

A N2 trillion distribution works out to N16.13 per share, or about N61,400 for the investor.

But dividends are only one part of the investment case. At N525, Dangote Refinery is already being valued at about $47.8 billion. So what exactly are investors paying for, and where does the next leg of growth come from?

The prospectus points to a major expansion: refining capacity is targeted to increase from about 700kbpd to 1.4m bpd by 2029, as part of a roughly $14.3b expansion programme.

Now consider what it would take for the N525 share price to become N1,050, just a 2× return. With the current share count, that would put the company’s equity valuation at roughly N130trn or about $95.6b at the same exchange rate.

These numbers are useful for understanding what investors are actually buying into.

[Bourbon Insider Research @BourbonInsider]

A $CELH director bought 36,000 shares for $1 million.

This is the second insider buy of CELH in less than a week, after the CEO bought about $500k worth of shares.

[Nurudeen @ON_Smith_SMD]

@alc2022 Good content Antonio 💯

[Antonio Linares @alc2022]

$hims and $duol have nearly doubled from the lows

here's my Q2 2026 earnings review and what I think is next for them

tl;dr we will marvel at today's prices in a few years

[Wow, He’s Tsonga! @_aboihasnoname]

I need y’all to stop normalising this behaviour.

[Johnmark Obiefuna @jayhemz]

There's no scenario where an oil producing nation should give out loans to her young citizens for education -- a basic human right.

For you to consider this an achievement means you might just be an undiagnosed mad person.

[David Sacks @DavidSacks]

Dario has written that we need to “pace the frontier,” and Sam has agreed. People may be surprised by my response: go ahead.

You guys are the frontier. By any reasonable metric — market share, revenue growth, model capability — the two of you have a duopoly on frontier intelligence. You’ve also claimed the lead is widening because of recursive self-improvement.

I don’t see what you see in the lab. If the unreleased models are scary enough that you think you should slow down, I support your decision to be responsible.

But stop pretending you need anyone else’s permission. Stop pretending antitrust law has to be suspended so you can form a cartel. Stop pretending you need a regulatory approval process that supersedes product liability. Stop pretending METR is independent when it is intertwined with Anthropic’s investors and staff. Stop pretending you need those same evaluators to police competitors who aren’t even at the frontier.

Most of all, stop pretending the motivation to slow down is purely altruistic. You face massive product-liability exposure if your products enable a truly damaging cyberattack. The market already punishes models that behave in unpredictable or unauthorized ways. After the Hugging Face episode, it is simply good business for OpenAI and Anthropic to trade some raw power for reliability and predictability. Call it alignment if you want. It is also just giving customers what they want.

Pacing the frontier would also create breathing room for a more intelligent conversation about regulation than Bernie Sanders’ “shut it all down.” China is very unlikely to join a global agreement, as you know, and that has to be taken into account as well.

So go ahead and pace the frontier. You are the ones setting it. The easiest way not to build superintelligence is for you to agree not to build it. Demanding your preferred regulatory framework as the price of that will look like blackmail of the public and the political system. So just do it.

If you do, you’ll buy goodwill for the next conversation. If you don’t, we’ll know this was just another bid for regulatory capture — or an election-season psyop.

[ProfitableMan @ProfitableMan1]

HALAL STOCKS ON THE NGX, THE ACTUAL SCREENED LIST

These are the constituents of the NGX Lotus Islamic Index, screened by Lotus Capital's Shari'ah Advisory Board:

1. Dangote Cement
2. BUA Cement
3. BUA Foods
4. MTN Nigeria
5. Jaiz Bank
6. Lafarge Africa
7. Nigerian Aviation Handling Company (NAHCO)
8. Nascon Allied Industries
9. Okomu Oil Palm
10. Presco
11. Aradel Holdings
12. CAP Plc

All of these are available to trade on @hisanigeria.

Not financial advice. Do your own research.

[Wale Banks 📊 @iamwalebanks]

Valid but you can’t ask people to invest what they don’t have.

When incomes are low, inflation is high, purchasing power is falling and economic uncertainty is elevated, people naturally prioritise liquidity and survival.

Government has a major role to play in creating an economy where people can earn enough to have meaningful disposable income, build wealth and eventually become long-term investors.

[adebowalemadew @AdebowaleMAdew1]

As a network infrastructure engineer, I experienced this exact backend anomaly. My 800GB @MTNNG yearly plan was wiped out in just 53 days. I monitored the granular IPDR logs there was zero local hardware output or traffic to justify a depletion of that scale.
​I currently have an unresolved petition with the @ConsumersNCC regarding this exact timeline. @MTNNG relies on blaming "background apps," but they refuse to provide forensic, server side transparency. I am ready to share my technical logs and correspondence to support this collective push for accountability.

[Ray @Ray_RMCF]

What they posted. What he said.

[Anibijuwon @PeeGeeMax]

Once, I arrived Lagos by train from Ibadan and tried to order Lagride home from the Yaba train station. I couldn't find a driver online. I tried Bolt and Indrive. The wait times were long so I stepped out, despite the light showers, to seek a danfo or bike to take me to Yaba.
Right outside the terminus, there were at least 5 Lagride cars parked with their drivers asking me if I needed a ride. They abandoned the app to do private deals using cars which had been subsidized by the Lagos taxpayer.
I left Lagos in February 2024 so maybe the situation has changed since, but I have seen this attitude with drivers in Ibadan, Ilorin, Abuja and even in Kano. Sharp practices, undercutting the apps and taking advantage of both the apps and desperate customers.
I maintain that our leaders simply reflect who we are and Nigerians are the problem of Nigeria. Until we change, nothing will change.

[Dr Joe Abah, OON @DrJoeAbah]

In the book ‘Thinking Fast and Slow’, Nobel winner Daniel Kahneman said that the human brain comes to decisions in fast ways in some cases and in slow ways in others. And that the brain prefers fast thinking to slow thinking because slow thinking needs more brain power.

Examples of fast thinking include slamming on your brakes when you are driving (or joining the dragging of someone on Twitter😂). We make those decisions quickly.

Examples of slow thinking include how to build a business, how to scale it beyond where it currently is or how to plan your life to ensure that you are not poor in your old age. He says that this one hurts the brain and we don’t like doing it.

Do you agree with him?

If you haven’t read the book, I highly recommend it.

I am Ezemmuo. I know things.

[AL-HUDA @AlHuda247]

Every Muslim Needs to learn and practice this