Jojo Maverick Cavalieri

Currently in Korea

[FIRED Up Wealth @FIREDUpWealth]

Your brain 🧠 in a nutshell:
• Market up → “Let’s FOMO buy”
• Market down → “I’m scared to buy”

Most people underperform because they listen to it.

Do the opposite of what your brain tells you.

[Jojo Maverick Cavalieri @knights_jojo]

@GadSaad I remember Oriana Fallaci

[Jojo Maverick Cavalieri @knights_jojo]

@elonmusk Ban the bots and spam too, please

[Jojo Maverick Cavalieri @knights_jojo]

@NotA_Bull $TSM

[Jojo Maverick Cavalieri @knights_jojo]

@Spybef0rey0ubuy $MU

[Jojo Maverick Cavalieri @knights_jojo]

@haivri That’s absolutely one of your most important skills

[Jojo Maverick Cavalieri @knights_jojo]

@FIREDUpWealth Agree

[Jojo Maverick Cavalieri @knights_jojo]

@LeifInvests Agree

[Investing Crow @InvestingCrow]

$EOSE perfect bounce off the Buy order block on the monthly !

[Jojo Maverick Cavalieri @knights_jojo]

@joshdnelson2 Never say never

[Jojo Maverick Cavalieri @knights_jojo]

@haivri Stay safe and keep being strong

[P Equity Research 📰 @pequityresearch]

Dan Ives on memory demand:

"I just landed from Korea and we're seeing memory chip demand/supply 13 to 1."

For every 1 unit of memory capacity available, buyers are requesting for 13 units.

Via @CNBC

$MU $DRAM $EWY $SKHY

[Jojo Maverick Cavalieri @knights_jojo]

@commonsenseplay Congratulations

[Jojo Maverick Cavalieri @knights_jojo]

@TCommodity Impressionante. Ma la prenderei come una medaglia al valore

[Dan Ives @DivesTech]

Upcoming hyperscaler earnings should provide the next read on capex intentions, and we expect those numbers to reinforce the upward trajectory rather than challenge it. We believe CoreWeave driven fears are way overdone-remind us of the Saas apocalypse fears earlier this year 🎯

[Elon Musk @elonmusk]

@firesidealpha Sometimes I wonder how many dollars there are in the world, because super intelligence seems to want them all

[Porsche @Porsche]

Mission S.

Everything a sports car needs. Nothing more.

[Jojo Maverick Cavalieri @knights_jojo]

@StonkChris Jensen is like our master Jedi Yoda

[Jojo Maverick Cavalieri @knights_jojo]

@xenomecha your time and efforts are really appreciated. Have a nice weekend

[dnap @dnapway]

Jensen reveals he first met the Founder of TSMC by cold calling their number off Yellow Pages

"I heard about this company in Taiwan, TSMC and UMC at the time. They were of course quite poor companies themselves, and they were barely making it."

"TSMC was probably about $300 million, something like that. It's a tiny little company. I heard about Morris Chang. And so I tried to call their US office."

"Back in the old days there were yellow pages. I looked it up, TSMC. There's a number there. I called their number and it's a recording. I left my name and my number and said a few things about NVIDIA: we're a new startup company building computer graphics chips. I called several times. Nobody called me back."

"And so I finally wrote a letter to Morris Chang. Didn't hear anything for a long time, and then one day it was 6 o'clock or something, this person called and said 'this is Morris Chang from TSMC.'"

"And meanwhile, everybody outside my office was playing video games and they're all laughing and screaming. 'Hey shut up! It's Morris!' I was so happy that the founder would actually call us back, because hey, maybe we won't have to die."

"And so we talked and he invited me to Taiwan. I came back to Taiwan, and that was the start of everything. Not just that partnership, but just the whole industry."