JD

🧘🏼‍♀️ 200 hr Yoga Teacher 🌾

[JD @jadavis3333]

@historyrock_ A 1000% yes

[JD @jadavis3333]

@Jason @ankurnagpal RKT$ will take out all commissions. incorporating AI

[Alex @ajak1033]

The Spurs know how to TAKE the lead, they just don't know how to HOLD the lead. And that's really the most important part of the lead: the holding

[JD @jadavis3333]

Next 5 Yrs is going to be interesting…

[JD @jadavis3333]

Congrats to Bryan Krug! 👏🏻

[Forbes @Forbes]

Elon Musk is the richest person in the solar system. And yet X Corporation, as the company is now styled, is paying through the nose for a loan.

Understanding this paradox is the job of Bryan C. Krug, evaluator extraordinaire of creditworthiness. Read more: https://t.co/RWKdGekwST

📸: Theo Stroomer for Forbes

[JD @jadavis3333]

@PeterSchiff @jkdeppe Exactly

[Sarah Longwell @SarahLongwell25]

Not George W. Bush. Not the vast majority of Republicans in Congress. Not the Generals. Not conservatism Inc. Not the big law firms. Not the tech oligarchs. Not the media conglomerates who need their mergers.

Jerome Powell. A man who refuses to be intimidated.

[Glenn Tunes @glenn_tunes]

Trump being allowed to run for president after J6 will forever be rememberd as the biggest mistake in American history 🤷

[Reads with Ravi @readswithravi]

The best ever advice to achieve a long term goal by Tolstoy:

[Lisa Abramowicz @lisaabramowicz1]

If you're confused about the financial connections between big tech companies, here's a chart:

[Patrick OShaughnessy @patrick_oshag]

The best growth stock of the 2010s wasn't a tech company. It was Domino's Pizza.

"There are three value equations in pizza: quality, value and convenience. When Domino's started its run, it started by making the product better.

They realized if we really invest in technology, we can make convenience a lot better. And so they invested in their app and they built a direct relationship with their customer to drive scale through that box.

All of a sudden the brand halo started getting better. You put all that together you end up with a great stock.

And often those are the best stocks because you are already in a physical world business where the technology advantage transitions into a physical mode advantage or a distribution or scale advantage.

We call that the good-to-great thesis."

[Patrick OShaughnessy @patrick_oshag]

Henry on how nearly all market returns come from 1% of companies:

"There's 4,000 public stocks. How many of them truly are great? Over a rolling 10 year period, you have about 40 stocks that compound wealth at 20% a year or go up ~6x. So about 1%.

I read the shareholder letters and tried to understand what drove the success of the New Horizon Fund. It was really only 20 stocks over 50 years that drove the performance.

Walmart first came public as a super small company. And this is definitely one of the 20 stocks that mattered. But, unfortunately, it was sold. I was managing about $8 billion, and had the stake in Walmart not been sold, it would have been greater than the sum total of everything that I was managing.

I love small cap companies because I love the people side of the job, but I also love them because 80% of these great companies actually start as small caps."

[JD @jadavis3333]

@bgurley @patrick_oshag This listen made me so happy!

[IREN @IREN_Ltd]

$IREN is pleased to announce the signing of a $9.7bn AI Cloud contract with @Microsoft

Key details of the transaction:

- $9.7bn AI Cloud contract value
- 5-year average term
- 20% prepayment
- 200MW (IT load) data centers
- NVIDIA GB300 GPU deployments

Refer to the press release and accompanying presentation below for further information

Press Release: https://t.co/3pG9N2HfkF

Presentation: https://t.co/uyysnL9ffS

[The Kobeissi Letter @KobeissiLetter]

This is BEYOND insane:

AI compute demand is now growing at over 2 TIMES the rate of Moore’s Law, creating a massive shortage.

Just to meet current demand, $500 billion must be invested in data centers PER YEAR until 2030.

What does this mean? Let us explain.

(a thread)

[JD @jadavis3333]

I love it all!!!!

[andrianaシ @BOTTEGAHOENETA]

Modern-day Carrie Bradshaw would definitely wear this Magda Butrym collection.

[fiffy ☆ @schiapearII]

Schiaparelli spring-summer 2026 by Daniel Roseberry ☆

[❦ @saintdoII]

itching to see any look from this collection out in the flesh soon

[Kea @jacquemusx]

A Schiaparelli by Daniel Roseberry staple at this point.

[linda @itgirlbackup]

These dresses are just🫦 they do something to me