dipesh Bharucha

👋

[dipesh Bharucha @dipesh_btc]

Looking for a Bitcoin 2022 ticket https://t.co/5dNPAUN9od

[Tim Ferriss @tferriss]

Cool progressions. Anyone know where these were recorded?

[dipesh Bharucha @dipesh_btc]

@amitisinvesting Yeah man
U busy looking wall street

[Anthony Pompliano 🌪 @APompliano]

I believe @cfosilvia is the fastest growing finance product for multi-millionaires.

@shaincodes and I break down the product, the underlying technology, frequently asked questions, and how users can get the most out of Silvia.

Try it here: https://t.co/587F3GzJzR

[Mike Alfred @mikealfred]

If Adobe goes to $85, I’d buy it.

If Salesforce goes to $65, I’d buy it.

If ServiceNow goes to $45, I’d probably buy it.

Until then, there simply isn’t enough margin of safety.

All software is vulnerable. You have been warned repeatedly.

Buy the disruptors, not the disrupted

[Jonah Lupton @JonahLupton]

After listening to the $CRDO earnings call for a second time this morning and reading through the transcript... when you think about the second half inflection... hyper-scaler customer base... adding more hyper-scalers (talks about 6 of them)... starting to add neo-clouds (could be 20% of total revenues in near future).. and a few more breadcrumbs... there's no way $CRDO does less than triple digit revenue growth in FY2027 which means eps will also be growing triple digits because margins are expanding... perhaps eps growing above 110% which means $CRDO got down to 25x NTM EPS at the AH lows... already up +19% from those lows... just upset I didn't get a chance to do more adds below $190 because I think $CRDO is a $300-350 stock in the next 12 months.

$CRDO also mentioned they have no plans to raise additional capital through an offering because they're already sitting on $1.4B of cash.

If the 6-7 hyperscalers are going to spend $800B+ on capex this year... perhaps going to $1.2B+ of capex next year... $CRDO will continue to be a big beneficiary because they have AECs, Retimers and Optics.

[JUST KAWS @JUST_KAWS]

$NVDA CEO Jensen Huang revealed the Five Layer AI Model

These 5 layers include:

1) Chips - $AMD $AVGO $NVDA

2) Memory - $MU $SNDK $DRAM

3) Photonics - $AAOI $AXTI $AEHR

4) Compute - $CIFR $IREN $NBIS

5) Energy - $BE $FLNC $TE

[dipesh Bharucha @dipesh_btc]

@b_co_co 400k intital investment only 80000
400k index fund investment 400000
Thats different

[dipesh Bharucha @dipesh_btc]

@jyclam1967 @YahooCareSEA Their aervice sucks
I ended loosing old email

[jack @jack]

best and only https://t.co/0VFNhfP3v7

[Tim Ferriss @tferriss]

Thank you, Joe! It's truly one of the most amazing things I've ever seen.

[Ben Werkman @Werkman]

Just got off a call....Income is back!

@mikealfred sat down with @IIICapital for the inaugural episode of The Income Show.

Enjoy!

[Naval @naval]

New podcast on vibe coding - A Return to Code.

A Return to Coding 00:20

The Personal App Store 03:17

Vibe Coding Is a Video Game with Real-World Rewards 06:22

Pure Software Is Uninvestable 10:33

A Place for Each Model 14:22

AI Is Eager to Please 17:57

Why Math and Coding? 22:10

The Beginning of the End of Apple’s Dominance 24:17

Coding Agents As Customer Service Reps 27:55

[Meb Faber @MebFaber]

My conversation with Samuel Hartzmark (@SamHartzmark), who may be the most knowledgeable person on irrational investor behavior related to dividends.

We cover:

• 𝗙𝗿𝗲𝗲 𝗗𝗶𝘃𝗶𝗱𝗲𝗻𝗱𝘀 𝗙𝗮𝗹𝗹𝗮𝗰𝘆 - Dividends are 𝘯𝘰𝘵 passive income

• 𝗝𝘂𝗶𝗰𝗶𝗻𝗴 - Mutual funds purchase stocks before dividend payments to artificially increase their dividends

•  𝗗𝗶𝘃𝗶𝗱𝗲𝗻𝗱 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 - Investors are willing to pay 15-20% higher expense ratios for a fund marketed as "Income" or "Dividend Focused"

•  𝗗𝗲𝗺𝗮𝗻𝗱 𝗳𝗼𝗿 𝗗𝗶𝘃𝗶𝗱𝗲𝗻𝗱 𝗦𝘁𝗼𝗰𝗸𝘀 - Demand changes based on interest rates and recent market performance

[Ankur Nagpal @ankurnagpal]

Announcing my new thing:

I'm launching a new public venture fund

USVC is built by AngelList with @naval shaping our investment strategy in the technology companies building our future

And unlike traditional venture funds, everyone can invest along with just $500:

[AngelList @AngelList]

Announcing: USVC

AngelList exists to power the innovation economy.

To date, we have powered $125 billion in assets, 25,000+ funds, and 13,000+ startups.

Today, we’re opening it for retail access.

@usvc_ is a regulated fund that holds stakes in promising private companies.

There are no accreditation requirements and anyone can get started with as little as $500.

Early portfolio includes xAI, Anthropic, OpenAI, Sierra, Vercel, Crusoe, and Legora.

Own a stake in the companies defining the future.

Learn more: https://t.co/5zqSuqpVU8

[AI Panda @AIPandaX]

I told my therapist:

“I feel safest when I do everything alone.”

She didn’t even ask why.
She just looked at me gently and said:

[dipesh Bharucha @dipesh_btc]

@ElonMuskZAB 12

[mert @mert]

surprise episode with balaji out now

relatively short listen

we chat:

- bitcoin -> ethereum -> solana -> zcash
- east vs. west
- usa vs. china
- crypto vs. the state
- rome and christianity
- how to write bangers

enjoy!

[Brennan Schlagbaum, CPA @Budgetdog_]

🚨BREAKING🚨

AT&T leaks 73M private accounts.

Customers owed up to $7,500 each.

Here's how to get your money before it's too late:

[Donna DeMeglio @Dreams2BReality]

For Rent. $2,500
3-Car Garage
Newer Home 2020
Fully Fenced and Landscaped Yard
Large Over Back Porch Open Kitchen w/ Solid Wood Cabinets