Krokis Yuriy

Entrepreneur. Invest in great companies worldwide

[Krokis Yuriy @YKrokis]

Expected …

[Shay Boloor @StockSavvyShay]

Trump is expected to announce a $200B U.S. investment package from South Korea with 8 nuclear reactors among the projects being pursued.

Nuclear is becoming one of the biggest pieces of deal as South Korea backs more U.S. power infrastructure.

$CCJ $GEV $LEU $OKLO $SMR $BWXT

[Krokis Yuriy @YKrokis]

@wallstengine @grok analysts the odds for rate hike next time?

[Krokis Yuriy @YKrokis]

What is hidden in consciousness is somehow revealed in the future.

These machines are reality now . Just a slight technological combination needed.

[Dam Son @OhhDamnSon]

75 North can fck right off.

[Krokis Yuriy @YKrokis]

Whatever your thesis, at the end of the day, the only real test is whether it makes you money.

$ndx $spx

[Krokis Yuriy @YKrokis]

$META has and will have a best-in-class training dataset from direct access to private human data at massive scale.

Future AI performance will increasingly depend on access to high-quality private data.

[Krokis Yuriy @YKrokis]

I'm currently 10x on Nebius $nbis . Still underpriced?

[Krokis Yuriy @YKrokis]

AbCellera $abcl is 2x from where I have openly disclosed my position. and 2.5 x since I took it.

[Krokis Yuriy @YKrokis]

Nuclear fusion and fission are the future of energy.
Oil is the past.

[Krokis Yuriy @YKrokis]

On energy biotech and AI...

$meta $nbis $abcl $XLE

[Krokis Yuriy @YKrokis]

t takes god-tier conviction to keep holding high-beta names like $NBIS and $ABCL.

[Krokis Yuriy @YKrokis]

Civilisation speed will increase dramatically as soon as human communication with AI increases in speed and latency will eventually become insane

[Krokis Yuriy @YKrokis]

AI will surpass human intelligent by very simple terms - collective knowledge

Humans rarely communicate fast if somebody somewhere discovers something here may pass until someone reads the idea and contributes

AI is a collective database with instant exchange.
Therefore,

[Krokis Yuriy @YKrokis]

The problem with pessimism is that is often confused with realism .

[Krokis Yuriy @YKrokis]

@CarsonTalkMoney I don’t buy it. . Just thinking

[Krokis Yuriy @YKrokis]

@StockSavvyShay Thhis is actually true but not because he said but because of ai automation replacing labour force !

[Krokis Yuriy @YKrokis]

@LogicalThesis 🤘

[Wall St Engine @wallstengine]

AMAZON’S ZOOX CAN EXPAND BEYOND 100 ROBOTAXIS IN NEVADA STARTING SEPT. 25

A regulatory cap limiting Zoox to 100 vehicles expires next week, giving the $AMZN - owned company room to scale its paid Las Vegas service.

Zoox currently operates about 100 custom robotaxis across four U.S. cities, with most in Las Vegas and San Francisco. Las Vegas is still its only market where riders are charged.

The company already has a federal exemption allowing deployment of up to 2,500 of its steering-wheel-free vehicles per year for the next two years.

Competition is also picking up: Waymo recently launched commercially in Las Vegas, while Tesla and Uber have secured permits there.

[Krokis Yuriy @YKrokis]

Waymo $GOOG is launching in Singapore.
$TSLA next.

$GRAB margins and revenue will be under pressure.

Seems Grab management investment Into banking is a diversification move.

Would not recommend buying $GRAB into disruption even at a fair value.

[Krokis Yuriy @YKrokis]

@TheWaveCount wishful thinking