UBS predicts the AI industry's revenue will grow at a ~72% CAGR from $83B in 2024 to $420B in 2027.
The semiconductor ecosystem is complex, but here is my simplification on my 20 favorite companies within this space -- ranked from most to least expensive based on 2024 metrics👇
More than 1 Billion of you use Microsoft Excel. and
998 million of you can't navigate it without using your mouse.
As a thank you for hitting 150,000 followers across social media,
Here are 50 Excel Shortcuts that'll save you hundreds of hours of your life:
Having a finance degree did not make me a better investor.
Rather, I learned 10x more about investing from Twitter University.
🧵 Here are 5 threads from world-class Fintwitters.
1/ Wealth is a claim on other people's time
There are a lot of theories on what money is, on what wealth is.
Economists have written very long books on this. It is debt, it is the evolution of barter, it is an information system, etc, etc.
All of these are true in their way
In response to today’s CPI print which showed broad-based and accelerating inflation, short-term FF futures moved upward implying peak FF of 3.68% by 12/22 with the @federalreserve immediately thereafter cutting rates to reach 2.9% by 1/24. Implicitly the market expects a more
Morgan Stanley says S&P 500 needs to get to 3000 in order to fully price in recession risk.. that's another 20% correction. Do you agree or have we reached capitulation?