Michael Nolledo

Lakers and Dodgers fan, audio/video buff, avid vintage omega collector

[Michael Nolledo @batanguliran]

@eden_holdings To make an impact to the bottom line will have to be over $10b and up ASAP.

[Michael Nolledo @batanguliran]

@eden_holdings The existing mega companies will also be angling for more money by issuing new shares.

https://t.co/lBMVENiztP

[Michael Nolledo @batanguliran]

@eden_holdings https://t.co/7ulrblnmjB

[Michael Nolledo @batanguliran]

@eden_holdings That’s a signal to buy Telcos.

[Michael Nolledo @batanguliran]

@eden_holdings Not good enough for high end stuff yet where a 1% failure rate is disastrous.

[Michael Nolledo @batanguliran]

@eden_holdings Positive cashflow = lengthening runway.

[Michael Nolledo @batanguliran]

@eden_holdings From the $55 trillion currently in fixed income instruments in the US.

[Michael Nolledo @batanguliran]

@eden_holdings All is not well in Claude world though.

https://t.co/S47BUp3bbc

[Michael Nolledo @batanguliran]

@eden_holdings Half of Nvidia’s 36,000 employees have a net worth of at least $25 million.

[Michael Nolledo @batanguliran]

@eden_holdings Also opens the door for Microsoft to emulate this feature and roll out their version with enterprise grade security.

[Michael Nolledo @batanguliran]

@eden_holdings Similar to what FB is working on.

[Michael Nolledo @batanguliran]

@eden_holdings OpenAI needs two things this year - raise $100B or more in the next round and end the year with $40B or more in revenues plus hit the December month with a revenue run rate 50% higher.

[Michael Nolledo @batanguliran]

@gnoble79 If this is the case why is Tesla being rewarded for ambition and not execution?

[Michael Nolledo @batanguliran]

@eden_holdings Before I answer your question a word from our sponsors!

[Michael Nolledo @batanguliran]

@eden_holdings @KobeissiLetter That’s Azure’s AI revenue. Total Azure revenue is over $75B yearly.

[Michael Nolledo @batanguliran]

@eden_holdings Market research daw…

[Michael Nolledo @batanguliran]

@eden_holdings The problem with hype is eventually you’ll have to deliver.

[Michael Nolledo @batanguliran]

@eden_holdings @0xQuit Promise either a goal or a timeframe but not both.

[Michael Nolledo @batanguliran]

@DanClarkSports Ohtani because the marketing revenue he generates pays for him and a second star.

[Michael Nolledo @batanguliran]

@eden_holdings EU is clearly behind but don’t forget ASML.