Investment Baba 108(Avdhoot)

Intuition driven investment. Data is just an input. Smartness is a trap. Sailing on beliefs and intuition backed by mission. No post is an investment advice.

[Investment Baba 108(Avdhoot) @Tapas_Bh]

Envy will cost you dear life!

[Investment Baba 108(Avdhoot) @Tapas_Bh]

@jenzhuscott They got to close it before the next administration comes!

[Investment Baba 108(Avdhoot) @Tapas_Bh]

@benitoz Read that 70% more than 100%

[Investment Baba 108(Avdhoot) @Tapas_Bh]

@BrokeLeopold @SemiAnalysis_ That’s how they make money!

[Investment Baba 108(Avdhoot) @Tapas_Bh]

OpenAI Jalapeño! Cerebras Sriracha! Anthropic Tobasco! Looks good as side to the main course!

[Investment Baba 108(Avdhoot) @Tapas_Bh]

@sama grow up baby

[Investment Baba 108(Avdhoot) @Tapas_Bh]

@benitoz Also there’s test time training! Training is highly underrated!

[Investment Baba 108(Avdhoot) @Tapas_Bh]

@cerebras @communidiyi @asahiXXXXXXXXX @hazlijohar @jayant99acharya Groq LPX 3

[Investment Baba 108(Avdhoot) @Tapas_Bh]

@andrewdfeldman Is very upset that Nvidia did acquire Groq instead of Cerebras. Come on kiddo!

[Investment Baba 108(Avdhoot) @Tapas_Bh]

@benitoz Next stop etched Sohu!

[Investment Baba 108(Avdhoot) @Tapas_Bh]

@gdb Now you need constant protein (expensive) supplies to maintain the muscle 🤣

[Investment Baba 108(Avdhoot) @Tapas_Bh]

@RudyHavenstein Offering them ARK Investment funds also do the job maybe!

[Investment Baba 108(Avdhoot) @Tapas_Bh]

@benitoz The more you buy the more you make!

[Investment Baba 108(Avdhoot) @Tapas_Bh]

@benitoz Where Jensen built a family with his suppliers like a caring grandfather, other CEOS have built opportunistic businesses relations!

[Investment Baba 108(Avdhoot) @Tapas_Bh]

@benitoz I guess AMD is getting played by Anthropic and OpenAI

[Investment Baba 108(Avdhoot) @Tapas_Bh]

@josenajarro Where are you @andrewdfeldman !!!

[Investment Baba 108(Avdhoot) @Tapas_Bh]

@josenajarro Those who are trying to play smart by finding Nvidia alternatives are setting up to be loser.

[Investment Baba 108(Avdhoot) @Tapas_Bh]

@TJTheWheelDeal I have stopped listening to his videos. The moment I listen, I get tempted to buy more😂 which I don’t want to LOL! Hope it’s going to go up!

[Investment Baba 108(Avdhoot) @Tapas_Bh]

@Midnight_Captl Just don’t let him sign the boobs again!

[Investment Baba 108(Avdhoot) @Tapas_Bh]

@Beth_Kindig Is OpenAI turning into a host eating virus!

[Investment Baba 108(Avdhoot) @Tapas_Bh]

@TradexWhisperer It’s a problem if the free cash flow has to be invested again to grow the free cash flow 😂