@stevehou Rick is the goat. Somehow perfectly walking the line between OG FI vigilante & growth/tech analyst. And all with near zero fanfare; just simple “Here’s the thesis” presentation. The best!
@gregisenberg@zerohedge Re. #21 & “attention is scarce”
Bro booking DJs for publicity or something is so silly. Why not just onboard like 5-10 old guy SaaS execs & let them pipeline your product into the enterprise. They already have the trust & relationships w clients. Easy growth w no spend lol
@appalachian711@GerberKawasaki Why would they not be “allowed” to do this? Expand on your question.
Their margin on sales is 60%. That’s how they keep $60B/$100B. If they made $200B sales they would profit $120B.
There have been lots of companies with high margins. Not a new thing, or specific to NVDA.
In addition to Hellen Obiri and Shadrack Kipchirchir, Ashton Kutcher is also making his marathon debut today.
He has said his intention is to win the race.
Bad News: NASA is rolling back the SLS ahead of Hurricane Ian, further delaying Artemis I
Good News: NASA will let out its frustrations by slamming into an asteroid tonight