Obinna

Stock market enthusiast. Ai isn’t a bubble

[Obinna @Crypticnations]

The most underrated heroes in business? The analysts. They dig into data, spot inefficiencies, and guide decisions that boost profits—quietly turning insight into impact. One small fix they suggest can transform a company’s sales overnight.

[Obinna @Crypticnations]

Don’t liquidate your performing investment

[Obinna @Crypticnations]

@ManOfFocus_ Ever heard of the Pareto Principle, the 80:20 rule?

[Obinna @Crypticnations]

@FinPlanKaluAja1 It’s not a straightforward answer though. For me it depends on how the company is performing or if there is a better opportunity in a different company.

[amit @amitisinvesting]

oh my goodness

financial times reporting that $META is now thinking of raising "tens of billions" in new share sale

$GOOGL opened the floodgates...if all the Mag 7s think the market is willing to buy newly issued equity...

then you would imagine that $MSFT and $AMZN also participate

we are in a new paradigm in funding the ai buildout

[Obinna @Crypticnations]

$AEHR one of my biggest mistake in last one year. Took a position at ~$8 sold at $20. It had done 5x since then.

[Obinna @Crypticnations]

@FinPlanKaluAja1 Very high quality company being offered at a very demanding price. I would buy a small position and watch as the market respond especially after earning and averaging in

[Obinna @Crypticnations]

One can only imagine how many more millions votes he could amass in 2027 if the energy of the Obidient movement post 2023 had been deliberately organised into a disciplined, nationwide political machine.

Peter Obi has the movement. What he needs now is the machinery.

[Obinna @Crypticnations]

Peter Obi has electoral appeal, but appeal is not the same as political machinery.

The Obidient movement became one of the most powerful citizen-driven political awakenings in recent Nigerian history, especially among young and urban voters, but…

[Obinna @Crypticnations]

Obi will always get votes because many Nigerians genuinely believe in him. But in Nigerian politics, votes alone are not enough. You need structure, loyalists, ward-level mobilisation, polling-unit presence and people who can defend the mandate at every stage.

[Obinna @Crypticnations]

@ProfitableMan1 This stock is not liquid and was recently suspended due to delayed filings before NGX lifted the suspension in October 2025. FY2025, revenue fell 17% and profit after tax fell from ₦2.95bn to ₦868.7m. Would the PO mean a turnaround?

[UG🇵🇹 @UgwunnaEjikem]

If you get an opportunity to reinvent your life, to evolve for better, don’t fuck it up.

[Obinna @Crypticnations]

If you are looking to invest in Ai, ensure you cover these layers of Ai:

1. Compute
2. Data centre
3. Power

[Obinna @Crypticnations]

Instead of asking “is Ai a bubble?”, ask this:

“Which Ai companies will still be important after the bubble parts deflate?”

This will guide you on where to invest your money.

[Obinna @Crypticnations]

@Urchilla01 I’ve got a feeling inec will make the campaign period shorter than expected because knowing PO, he will campaign in every LG in this country if given enough time.

[Obinna @Crypticnations]

@abalu_uthman Sold some of my AMD to rebalance my portfolio, I now regret doing that

[Obinna @Crypticnations]

AI activity is not the same as AI productivity. AI Capex is rising faster than proven monetisation. Hence the fear it’s a bubble. I think the real technology: AI coding, customer service, search, data analysis, image generation, enterprise automation, will likely keep growing

[Obinna @Crypticnations]

For UK residents interested in a future SpaceX IPO, how would retail investors realistically access it? Are any UK brokers likely to offer IPO allocations.

[Obinna @Crypticnations]

I have some cash to deploy into the market next week and I’m stuck between two options:

1Add more to $NVDA
2Start a position in $NOW

$NVDA feels like the obvious compounder, but $NOW looks like a quality business after the pullback.

Thoughts?

[Obinna @Crypticnations]

@alc2022 What’s your thoughts on $NOW