Swashbuckler

DIY INVESTOR...TRADER+ SCUTTLEBUTT INVESTING+ MULTIPLE COUNTRY INVESTOR

[Kirttan Shah @KirtanShahCFP]

Here’s a compilation of Personal Finance threads I have written so far. Thank you for motivating me to do it.

Hit the 're-tweet' and help us educated more investors

[ImNotHarsh | 📈💸 @imnotharsh]

The Intel disrespect continues. Now in the Physical AI space.

I have seen the image here circulating quite a bit, yet almost no one questions why Intel $INTC is missing. Every Semiconductor player is listed, except the aforementioned.

It is a clear tell they do not understand the supply chain and ultimately, we are SO early.

The Robotics / Humanoid theme has yet to engulf market sentiment.

- The diagram categorizes companies into chips/software, motors/actuators, and sensors, with Nvidia dominating the chips/software section. But, there are other players here

Intel, however, is a major player in semiconductor technology, producing CPUs, GPUs, FPGAs, and VPUs that are critical for AI processing and robotics. For instance, the Intel AI: In Production portfolio includes hardware tailored for OEMs and ODMs, supporting vision systems and autonomous mobile robots (AMRs) like those developed with Geek+ using Intel RealSense cameras.

- In humanoid robotics, Intel’s processors (e.g., the 1.4 GHz Pentium-M used in dynamic simulators) provide the computational backbone for control and sensory feedback, aligning with the diagram’s focus on physical AI components.

- Intel’s collaboration with the PyTorch Foundation and Hugging Face, along with its OpenVINO toolkit, enhances AI model optimization for robotics applications. This positions Intel as a key enabler of the software layer, which the diagram partially addresses under "Software" (e.g., Nvidia, $TSLA Tesla, Palladyne AI).

- Intel also does work with Microsoft Azure and its role in smart logistics and humanoid research, suggesting a gap in the visualization that could be intentional or oversight-related.

- With the physical AI market growing due to labor shortages, Intel’s infrastructure supports the scalable hardware needed for widespread adoption. Its absence contrasts with competitors like Nvidia, which is prominently featured, possibly reflecting market perception or the diagram’s focus on high-visibility players.

Intel’s CPUs and vision-enabled chips (e.g., RealSense) directly compete with Nvidia offerings, making it a natural fit alongside TSMC, $QCOM Qualcomm, and others.

AI toolkits (e.g., OpenVINO) could justify inclusion here, alone.

- Sensors: Intel’s RealSense cameras, used in vision-only robots, could stretch its placement into the sensors category, though this is a secondary role.

Under "Chips" given its semiconductor leadership and robotics applications.

Intel’s ongoing innovations in AI hardware (e.g., partnerships with Geek+ and Microsoft) further support its place in this evolving ecosystem.

Alongside $NVDA Nvidia and $TSM TSMC, is where Intel belongs - reflecting its foundational role in the physical AI supply chain.

[Bill Ackman @BillAckman]

I think this is superb advice. Worth a careful read:

Michael Milken – Lessons on Money, Family, and Success

(Forum for Family Asset Management, Milken Conference, Mexico City –
paraphrased notes)

Spend time with your kids — you’ll pay for it (for better or worse) either now or
later.

Think about how you measure meaning and success in your children and
grandchildren. Give them purpose.

For children raised in very successful households, it’s often hard to emulate
success — especially financial success.

Most successful people are too busy to see their kids and grandkids. That
absence shows up later in life.

The center of success is the ability to dream.

Real success is the freedom to live your life.

The financial media is obsessed with lists. Forbes today is mostly about
ranking wealth by dollars.

There are countless stories of wealthy people who never had a good day with
their kids.

You’re only as happy as your least happy child — think about that often.
He shared a story about a wealthy Chicago family whose fortune was divided into 1/13th shares after one heir demanded his part. That decision ended up dividing the entire family.

Be careful not to do something that provides financially but destroys the
family.

The most important thing to teach children is financial literacy.

The greatest failure among wealthy families is not providing financial literacy to their members.
Example: an extremely wealthy Latin American family where the
great-grandfather is still alive — his mindset is completely different from that of his great-grandchildren.

In Asia, inheritance traditionally went only to men — that has changed in
recent decades.

Recommended reading: Economic Mobility Program – Invest in America.

Example: Apollo bought the Venetian Hotel and gave all 7,000 employees
stock. They paid a dividend the first year through a recap — everyone saw it as a “Christmas bonus.” The next year, when there was no dividend,
employees were upset. No one had explained the difference between a
dividend and a bonus.

The biggest mistake over the last 50 years has been financial illiteracy — not understanding the business or the source of wealth. Families and employees both need to learn this.

Best example of a united family: an Austrian family that’s 11 generations old. They own a resort used only by the five branches of the family. Ownership
rotates every three years. To be invited when your branch isn’t in charge, you
must get along with the others.

No matter how much you build or earn, what truly matters in the long run is
your relationship with your kids and grandkids.

Define what success means to you — it’s what makes you happy.
Entrepreneurs don’t just build companies; they can build nations or religions.

One of the most successful entrepreneurs in history is Lee Kuan Yew.

It’s not about how many things you own.

If you’ve never been responsible for making payroll, your view of the world is very different.

Hug your kids and grandkids. Let everyone find their own path.

Children growing up around success feel enormous pressure. Remind them
how valuable they are.

Let kids make mistakes when the stakes are low — not high.

[Umesh Kumar Sidana @Umesh_Sidana]

@thekaipullai Wrong presentation
Actual growth comes after Covid lockdown

2016- 245 lacs
2019- 407 lacs
In three years only 1.6 Cr Demat a/c added