dake

[Dario Amodei @DarioAmodei]

My thoughts on China, export controls and two possible futures https://t.co/LZAANEcZJW

[luolei @luoleiorg]

之前我被网上信息给误导了，一直没尝试，没想到电信 IPTV 在局域网任意设备看直播，居然这么简单。如果你直连光猫的 ITV 口能够直接播放 rtp:// 源 ，通过直连软路由， UDPXY转发就可以了，不用抓包，虽没回放，但满足需求，走直连网络，速度快、频道也全。
🔖我看的这个帖子: https://t.co/vLG4wrgDRA

[Lin @Speculator_io]

The 3 Pillars of the AI Revolution:

1. Compute
→ Chips: $NVDA $TSM $AVGO $MRVL $MU
→ Energy: $VST $CEG $GEV $OKLO $NNE $SMR
→ Data Centers: $ANET $NBIS $INOD $VRT $SMCI $DELL $AMZN $ORCL $MSFT $GOOGL $CORZ

2. Data
→ Content: $RDDT $CRM $META $GOOGL
→ Cloud Storage: $DDOG $SNOW $NOW $GTLB

3. Algorithms
$TSLA $PLTR $META $GOOGL $MSFT $AMZN $NVDA

[Lin @Speculator_io]

The 4 Phases of the AI Revolution

Phase 1: Infrastructure
- Chips: $NVDA $AVGO $TSM $ANET $MRVL
- Data Centers: $ORCL $AMZN $GOOGL $VRT $SMCI $DELL $HPE
- Power: $VST $CEG $PEG $PWR
- Nuclear: $GEV $BWXT $NNE $SMR $OKLO
- Data: $NOW $PLTR $SNOW $GTLB $DDOG $MDB $INOD

Phase 2: Edge AI
$AAPL $QCOM $AMD $NVDA $GOOGL

Phase 3: Agentic AI
$CRM $HUBS $META $MSFT $NOW $NVDA

Phase 4: Physical AI
$TSLA $GOOGL $NVDA $AMZN $AUR $ISRG

[Just a Dude Who Invests @DudeWhoInvests]

Still plenty of opportunity in this market…

$UBER is a buy now
$GOOGL is a buy now
$PEP is a buy now
$UNH is a buy now
$CNI is a buy now
$ZTS is a buy now
$TMDX is a buy now
$CELH is a buy now
$MDLZ is a buy now
$HSY is a buy now
$HIMS is a buy now
$META is a buy now
$ELV is a buy now
$NKE is a buy now
$CP is a buy now
$AMZN is a buy now
$KDP is a buy now
$ASML is a buy now
$LVMH is a buy now
$ABNB is a buy now
$HSY is a buy now
$ULTA is a buy now
$NOC is a buy now
$JNJ is a buy now

Definitely other names I am missing but I personally all believe these offer good risk-rewards for long positions right now. 🤷‍♂️

[Just a Dude Who Invests @DudeWhoInvests]

Yes the market is hitting all-time highs but there’s still opportunity…

$GOOGL is cheap
$MDLZ is cheap
$AMZN is cheap
$MELI is cheap
$PEP is cheap
$LVMH is cheap
$HIMS is cheap
$META is cheap
$HSY is cheap
$CNI is cheap
$TMDX is cheap
$ASML is cheap
$PAYC is cheap
$LULU is cheap
$NKE is cheap
$ELV is cheap
$CROX is cheap
$TSM is cheap
$CELH is cheap
$UBER is cheap

There remain cheap stocks! 🤩

[Bourbon Capital @BourbonCap]

Plenty of opportunities:

$AMZN still undervalued
$GOOG still undervalued
$CNI still undervalued
$ASML still undervalued
$LVMH still undervalued
$MELI still undervalued
$GRAB still undervalued
$PEP still undervalued
$ZTS still undervalued

$NU is a buy below $13
$STLA is a buy below $20
$AMGN is buy below $300
$NVO is a buy below $120
$PLTR is a buy below $30
$MSFT is a buy below $400
$HOOD is a buy below $20
$PYPL is a buy below $100
$BABA is a buy below $80
$TMDX is a buy below $120
$OXY is a buy below $60
$ODFL is a buy below $195
$ULTA is a buy below $360
$HIMS is a buy below $26
$AAPL is a buy below $200
$CRWD is a buy below $300

$SMCI is a buy below $0
$MSTR is a buy below $0
$AMC is a buy below $0
$RIVN is a buy below $0
$NKLA is a buy below $0
$SAVA is a buy below $0

[amit @amitisinvesting]

NANCY PELOSI UPDATED PORTFOLIO

Top 5 positions:

$NVDA $AAPL $AVGO $GOOGL $PANW

Chips, iPhones, Search & Cybersecurity.

[Lawrence McDonald @Convertbond]

"When Markets Speak" - Best Seller on Amazon.

The Epilogue -- Chapter #1.

I was sitting there in Omaha, across the table from Charlie Munger, one of the all-time greats. I'll never forget this line. He said,

"Larry - if all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time. The problem is, few human beings have that kind of discipline."

[Just a Dude Who Invests @DudeWhoInvests]

10 Cheap Quality Stocks 👇

1) Celsius $CELH
2) Google $GOOGL
3) Uber $UBER
4) Louis Vuitton $LVMH
5) Airbnb $ABNB
6) PepsiCo $PEP
7) Crocs $CROX
8) ASML Holding $ASML
9) Meta Platforms $META
10) Hershey's $HSY

How many are you buying? 🤔

[背包健客 @bbjk666]

美国一项由顶级神经科学家历时5年的研究发现，通过一套饮食方案，坚持三周，能够降低35%罹患阿尔茨海默病的风险，长期坚持可以使大脑年轻7.5岁！

这个饮食方案，就是MIND饮食法！MIND饮食的原则主要分为两点：鼓励多吃8类食物，控制少吃5类食物。

[Naval @naval]

It’s not a zero-sum game for resources, it’s a positive-sum game for knowledge.

[Marc Randolph @marcrandolph]

For many years, Bill Gates used to fly Economy, not because he couldn’t afford First Class, but because he didn’t consider it good value. It’s five or six times more expensive, but only marginally better (and you all get to your destination at the same time).

In the same vein, I could afford a really nice car at this point, but I’ve never been a car guy, and I don’t need a Lamborghini or a Mazerati (which I can’t even spell). A Volvo station wagon does the job just fine, and I wouldn’t value the difference. I don’t need to drop $1000 on a bottle of wine at dinner either, since I know I’ll get the same enjoyment from a $35 bottle.

So what is wealth good for, in the end? Besides providing security, it also gives flexibility. After all of the experiences I’ve had, the most important thing I’ve learned about money is that, once you have enough (by the previous definition), you can choose to have less of it in exchange for choosing how to spend your time. And spending your time doing something meaningful to you…that’s worth way more than a Mazerati.

[Wall St Engine @wallstengine]

The AI Value Chain

[Evan @StockMKTNewz]

$SPY vs $QQQ

Here's how the largest holdings and weightings compare for the S&P 500 vs the NASDAQ 100

[Lin @Speculator_io]

Focus on what you can control:
- entry & exit points
- risk management
- stock selection
- position size
- timing

Ignore what you can't:
- other people's behavior
- market sentiment
- price movements
- earnings surprise
- macro events
- news

[Eric @EricFlaningam]

The inference market is one of the more interesting ones in AI right now.

With OpenAI’s o1 release (more compute at inference) and increasingly complex AI applications on the market (Anthropic’s Computer Use for example), we’re starting to see the potential for the inference market.

Jensen’s said things like inference will be a billion times larger than training.

Landscape mapped out below (not an exhaustive list of companies, just a mental model for the industry):

[Lin @Speculator_io]

The best IPOs of 2024

1. $PACS PACS Group +67.17%
2. $LOAR Loar Holdings +45.49%
3. $ULS UL Solutions +42.70%
4. $VIK Viking Holdings +36.13%
5. $BTSG BrightSpring Health +33.82%
6. $RDDT Reddit +33.76%

[Lin @Speculator_io]

Portfolio Update (29 September 2024)

2024 YTD: +52.3%

📈FinTech (18%): $PYPL $HOOD $NU $AFRM
💻Software (12%): $APP $TTD $NOW $WIX
📀Semiconductors (9%): $NVDA $MU
🔐Crypto (8%): $TSLA $COIN
🏥Healthcare (5%): $UTHR $LTH
⚡️Energy (5%): $BWXT
🚗E-Mobility (5%): $TSLA
🏠Home Builders (4%): $TOL
🛒Retail (4%): $CPNG
🤖AI Infrastructure (4%): $EXLS
🚀Aerospace (3%): $FTAI
$CASH (22%)

━━━━━✺━━━━━

This is my actively managed growth portfolio. Holdings may change at any time.

Not financial advice.

[Lin @Speculator_io]

Here are my go-to investing apps.