Hassan Khan

Father, Husband, Entrepreneur, Capital Markets Investor Curious about the world and people

[Hassan Khan @HassKhan]

"🚨 AI Will Win. AI Investors Might Not. I think we're underestimating the risk..." via @etoro https://t.co/4KoKGfxvcg

[Hassan Khan @HassKhan]

@NameisAndrius @IBM @Kodak @nokia Shocking drop for a blue-chip giant.

[Hassan Khan @HassKhan]

"📝 Quick Update: IBM's Historic Q2 Preliminary Earnings Miss 📌..." via @etoro https://t.co/5XIco3ApBT

[Hassan Khan @HassKhan]

Organisations rushed to replace people with AI.

Many are now quietly hiring them back.

This isn't primarily a technology story.

It's a governance story.

The biggest cost isn't the redundancy package.

It's the institutional knowledge, productivity and capability that never appeared in the original business case.

Human judgment is not a line item.

— Hassan Khan | HK Strategy Advisory
#AIGovernance

[Hassan Khan @HassKhan]

@paulprenders After watching Brendan McCullum's interview yesterday, where he still is trying to say that the approach taken was the right one, he's clearly deluded and he needs to go urgently.

[Hassan Khan @HassKhan]

In a de-globalizing world dealing with sudden energy disruptions, stop betting on generic growth projections.

Bet on physical necessity.Track my live ledger allocations, watch my exact execution entries, and copy my evidence-based macro framework step-by-step:

📊 Live Portfolio: https://t.co/MEzysHhjwa

𝙀𝙫𝙞𝙙𝙚𝙣𝙘𝙚. 𝘿𝙞𝙨𝙘𝙞𝙥𝙡𝙞𝙣𝒆. 𝙋𝙖𝙩𝙞𝒆𝙣𝙘���. Copy my framework. (5/5)

#CopyTrading #PortfolioManagement

𝙁𝙤𝙡𝙡𝙤𝙬 𝙛𝙤𝙧 𝙚𝙫𝙞𝙙𝙚𝙣𝙘𝙚-𝙡𝙚𝙙 𝙬𝙚𝙚𝙠𝙡𝙮 𝙪𝙥𝙙𝙖𝙩𝙚𝙨; 𝙘𝙤𝙥𝙮 𝙞𝙛 𝙮𝙤𝙪 𝙬𝙖𝙣𝙩 𝙩𝙝𝙚 𝙨𝙖𝙢𝙚 𝙡𝙤𝙣𝙜-𝙩𝙚𝙧𝙢 𝙛𝙧𝙖𝙢𝙚𝙬𝙤𝙧𝙠.

𝙀𝙫𝙞𝙙𝙚𝙣𝙘𝙚. 𝘿𝙞𝙨𝙘𝙞𝙥𝙡𝙞𝙣𝒆. 𝙋𝙖𝙩𝙞𝒆𝙣𝙘𝒆.

[Hassan Khan @HassKhan]

The headline media is hyper-focused on the Strait of Hormuz closure and the global energy shock. They are tracking oil prices.

They are completely missing the more important structural collision: The Silicon Power Bottleneck.

The global energy crisis is colliding directly with a $765 Billion AI computing boom. Here is how I'm positioning my portfolio to survive it. 👇 (1/5)

#Macroeconomics #EnergyCrisis

[Hassan Khan @HassKhan]

Inside my live portfolio, I am deliberately overweighted in the physical gatekeepers of this supercycle:

🚀 Advanced Lithography: Holding a heavy foundation in ASML.

🚀 Foundries & Packaging: Stacking Taiwan Semiconductor ($TSM).

🚀 Power Efficiency: Running Navitas ($NVTS) on a risk-free "Free Ride" to capture the massive shift to high-efficiency GaN server power chips. (4/5)
$ASML $TSM

[Hassan Khan @HassKhan]

The Gazprom experience taught me humility. Great growth stories always come with massive geopolitical premiums. Manage your size, use safer vehicles, and always look for structural armor.Stop managing emotions. Start managing architecture. Track my live allocations and copy my framework step-by-step:📊 Live Portfolio: https://t.co/MEzysHhjwa𝙀𝙫𝙞𝙙𝙚𝙣𝙘𝙚. 𝘿𝙞𝙨𝙘𝙞𝙥𝙡𝙞𝙣𝒆. 𝙋𝙖𝙩𝙞𝒆𝙣𝙘𝒆. Copy my framework. (5/5)#CopyTrading #PortfolioManagement

[Hassan Khan @HassKhan]

A few years ago, I bought Gazprom. It looked like a classic value play. Then geopolitics hit, sanctions landed, and my position was frozen. The shares became worthless internationally.Lesson learned: Never mistake a great business for a safe regulatory https://t.co/Xa66Rc3Q3o, I see similar structural risks building in China. Here is how I’m re-architecting my portfolio to survive it. 👇 (1/5)#Geopolitics #ValueInvesting

[Hassan Khan @HassKhan]

Size It Properly: China belongs in your satellite tier (5–15%), never a core holding.

Prefer Broad ETFs: Vehicles like MCHI provide diversified exposure without individual stock delisting nightmares.

Defensive Hardening: Keep a robust cash "war chest" while evaluating inflation-hedged Consumer Staples ($PG, $KO). (4/5)

[Hassan Khan @HassKhan]

"🧭 𝙏𝙝𝙚 𝙋𝙞𝙫𝙤𝙩: 𝙒𝙝𝙮 "𝙄𝙣𝙣𝙤𝙫𝙖𝙩𝙞𝙤𝙣 𝙗𝙮 𝙉𝙚𝙘𝙚𝙨𝙨𝙞𝙩𝙮" 𝙞𝙨 𝙍𝙚𝙨𝙝𝙖𝙥𝙞𝙣𝙜..." via @eToro https://t.co/TxAQeUhluD

[Hassan Khan @HassKhan]

"🧭 𝙏𝙝𝙚 $𝟭𝟲 𝙏𝙧𝙞𝙡𝙡𝙞𝙤𝙣 𝙎𝙪𝙥𝙚𝙧𝙘𝙮𝙘𝙡𝙚: 𝙒𝙝𝙮 𝙄’𝙢 𝙋𝙞𝙫𝙤𝙩𝙞𝙣𝙜..." via @eToro https://t.co/wxGjM4Cv6T
#Investing #China #Japan #AI $TSM $ASML

[James Hogg @JamesAHogg2]

The great Paul Whitehouse is 68 years old today, which means I am obliged to post this (again!) - arguably the most majestically random but brilliant comedy sketch committed to celluloid for at least the last, what, forty, forty five years?

Yes, forty, forty five years.

Happy birthday Paul 🤘