Dickson Leung

[Evan Sidery @esidery]

Jalen Brunson at the Knicks’ championship parade:

“There's a lot of people who have their own opinions. But when you prove them wrong, you don't have to say shit to them. They don't deserve it."

[Reads with Ravi @readswithravi]

“Any damn fool can make it complex. It takes a genius to make it simple.”

— Ray Dalio

[Kevin Carpenter @kejca]

Charlie Munger: "The world is not driven by greed. It's driven by envy."

"The fact that everybody is 5x better off than they used to be, they take it for granted. All they think about is somebody else having more now when it's not fair that he should have it and they don't."

"I can't change the fact that a lot of people are very unhappy and feel very abused after everything has improved by about 600% because there's still somebody else who has more."

(Daily Journal AGM || 2022)

[Investment Wisdom @InvestingCanons]

"The stock market is the only market where things go on sale and all the customers run out of the store."

— @cullenroche

[華爾街分析猿 @WSTAnalystApe]

氣候末日論再也騙不了人，現在輪到 AI 末日論。

每個時代，
左膠都要找到一個新的恐懼。

因為恐懼能讓人停止思考，
並心甘情願交出自由、權力和金錢。

[Investment Wisdom @InvestingCanons]

"It's pretty easy to get well-to-do slowly. But it's not easy to get rich quick."

— Warren Buffett

"The desire to get rich fast is pretty dangerous."

— Charlie Munger

[Unclestocknotes @Unclestocknotes]

Elon said #MU
Trump said #MU is a great company.
https://t.co/g3uN5lra7w

[J.P. Morgan @jpmorgan]

Live from our global headquarters: Jamie Dimon and Elon Musk discuss SpaceX and more. https://t.co/WQfJ3j8atX

[YeahDave @Yeah_Dave]

Hardly anyone talks about reducing risk or taking profits. Just more and more grandiose price targets.

Many of these are now down 30% or more. Let's start valuing risk management and profit taking. Capital preservation is crucial for compounding wealth.

[Investment Wisdom @InvestingCanons]

“You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs.”

— Stanley Druckenmiller

[CK Capital @CKCapitalxx]

There is a brand new AI infrastructure company that just hit the public market and only a few people on X are talking about it.

$BRUN.

I think this is one of the most overlooked opportunities in the entire AI buildout right now.

Here is what Boost Run actually is.

They deliver scalable AI and high performance computing infrastructure. GPU compute, CPU nodes, managed Kubernetes, and storage for enterprises that need control, speed, reliability, and compliance.

They just began trading on Nasdaq in May after coming public through a SPAC. And the relationships they have already locked in are what make this so compelling.

Start with NVIDIA. $BRUN is an NVIDIA Preferred Cloud Service Provider and just achieved NVIDIA Exemplar Cloud validation.

In a supply constrained market where everyone is fighting for GPU allocation, being a preferred NVIDIA partner means you get access to next generation chips that competitors cannot easily get.

That is a massive structural advantage for a company this size.

Then look at Dell. $BRUN entered into a $1.44 billion purchase agreement with Dell Technologies for AI compute and storage infrastructure.

They also expanded their relationship with Dell Financial Services to align flexible capital with customer contracts.

Dell just posted one of the best quarters in its history with AI server revenue up 757% year over year. $BRUN is plugged directly into that supply chain.

And the contracts are already coming. They signed orders for 5,000 NVIDIA B300 GPUs across their facilities with a combined contract value of roughly $471.7 million over 36 months.

Take or pay structure. The customer pays for the full term regardless of usage. That is locked in recurring revenue.

A newly public AI infrastructure company. NVIDIA preferred partner status. A $1.44 billion Dell agreement. $471 million in contracted GPU revenue already signed.

And a market cap that almost nobody has discovered yet because it just came public.

This is exactly the kind of early stage gem that gets found before it runs.

[RonnieV @TheRonnieVShow]

I hate "I told you so" posts.

Markets humble everyone eventually.

So instead I'll just share what we've been able to accomplish together this year:

Trading Collective:
+82% YTD l +41% M
Investing Collective:
+42% YTD l +33% M

The goal has never been to predict every move.

The goal has always been:
• find opportunity
• manage risk
• protect capital
• compound over time

Blessed to have such an incredible community.

[RonnieV @TheRonnieVShow]

Very important to understand if you want to survive long-term as a trader:

Risk Management > Win Rate

Stop worrying so much about how often you'll be right.

Start focusing on risking a little to make a lot when you are right.

[Kim Seobang Investing @kimsbinvesting]

주식시장에서 단기적 성과는 대부분 운인 경우가 많다.

모두 내 실력이라 생각이 들 때 주의해야 한다.

[Lin @Speculator_io]

This is Nvidia’s list of partners for next-gen 800V power architecture.

$NVTS Navitas
Mediatek
Delta Electronics
$STM STMicroelectronics
$AOSL Alpha & Omega Semiconductors
$FLEX Flex
$POWI Power Integrations
$ON onsemi
$IFX Infineon
$VRT Vertiv
$TXN Texas Instruments
$MPWR Monolithic Power
$GEV GE Vernova
$ADI Analog Devices
LITE-ON Technology
$ABBN ABB
BizLink
$ETN Eaton
$SU Schneider Electric
$SIE Siemens
Innoscience