BNRCapital

Equity Research Fundi

[BNRCapital @BeatNRaise]

@Rainmaker1973 🤔

[BNRCapital @BeatNRaise]

@Marioxjumper @wholemars $AMZN was unprofitable for the first 20 years

[BNRCapital @BeatNRaise]

Almost 20 years ago

[Trung Phan @TrungTPhan]

My fave part of Steve Jobs iPhone keynote in January 2007 is 4 minutes he spends counterpositioning iPhone to Blackberry.

Masterclass:

◽️pulls up greatest 2x2 market map ever (smart vs. not so smart, hard vs. easy to use)
◽️takes a swig of water
◽️unveils touch gesture on iPhone (no stylus, just fingers
◽️caps if off by saying “and boy have we patented it” (the Apple nerds lose their minds)

[BNRCapital @BeatNRaise]

@VisualCap 350k followers and almost no replies to any of the posts 🤔

[BNRCapital @BeatNRaise]

@VisualCap Test

[BNRCapital @BeatNRaise]

@TripleNetInvest The real genius is picking the right time to leave

[BNRCapital @BeatNRaise]

@MattWalshBlog Sorry, not just as good.. but decent

[BNRCapital @BeatNRaise]

@MattWalshBlog Yellowstone
1923
1883
Landman

all just as good

[BNRCapital @BeatNRaise]

@StealthQE4 Bigly

[tae kim @firstadopter]

The Wall Street Journal says DeepSeek's related quant hedge fund had more than 10,000 Nvidia GPUs THREE YEARS ago.

"In 2019, Liang’s team started building computing systems with Nvidia graphics-processing units. By late 2022 when OpenAI released ChatGPT, only a few Chinese companies had more than 10,000 Nvidia’s high-end chips in hand, and High-Flyer was among them."

[BNRCapital @BeatNRaise]

@tekbog People like saying “banger”

[BNRCapital @BeatNRaise]

DeepSeek - TikTok 2.0
Confronting digital Trojan horses.

[BNRCapital @BeatNRaise]

😂

[Disclose.tv @disclosetv]

JUST IN - U.S. Border Patrol agents and suspected cartel gunmen exchange fire at the southern border with Mexico.

[BNRCapital @BeatNRaise]

Deepseek

[Streetinsider.com @Street_Insider]

bloodbath in AI-related energy and semi names $VST $CEG $GEV $ANT $PWR $NVDA $MRVL

[Christine Guerrero @SheDrills]

Skill of the Week for investors = Gird Up Your Loins #tariff #sanctions #DEEPSEEK

[BNRCapital @BeatNRaise]

@scheplick It looks like thinkorswim only

[BNRCapital @BeatNRaise]

@scheplick Schwab does it also