Muneeb Naseem

7 days ago

@firstadopter It’s still pretty cheap on multiples

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Economist. Econ History, Political Economy, Macroeconomics. Visiting Prof @LifeATLUMS Carpenter @Lakkarworx Insta: lakkarworx orders(at)lakkarworx(dot)com

9 days ago

@dannycheng2022 I guess important to nail down the first part first though coz sized position in the wrong stock can cost a lot too

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MuneebNaseem retweeted

Claude

@claudeai

11 days ago

Introducing Claude Tag, a new way for teams to work with Claude. In Slack, Claude joins as a team member with access to the channels and tools you choose. Tag Claude in and delegate tasks to it while you focus on other work.

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@Sajsters

Pakistan Cricket team stan acc

11 days ago

@anni_sen Yes doesn’t seem to work

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11 days ago

@pitdesi Literally everyone in Pakistan calls it cheeni, rarely do you hear people calling it Khand

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14 days ago

@ChainChaserVN Hi

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MuneebNaseem retweeted

14 days ago

Link to the full story: https://t.co/JsbQfgwCN5

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MuneebNaseem retweeted

14 days ago

Every country on earth must hold US dollars just to buy oil. America built it that way on purpose, in a secret 1974 deal between Henry Kissinger and Saudi Arabia, right after the dollar lost all its backing in gold. This is how America turned paper into an empire

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MuneebNaseem retweeted

19 days ago

In 2008, the Fed prints $700 billion to rescue banks. That very day, the average homeowner’s equity plummets $30 000. 🧵

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MuneebNaseem retweeted

19 days ago

In 2020, the Paycheck Protection Program poured $525 billion into the economy, yet 80 % of that cash landed in firms whose CEOs already earn over $10 million a year. 🧵

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MuneebNaseem retweeted

17 days ago

The full breakdown is live on Fortune & Ruin. Video link: https://t.co/vzmSfaUtkX

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MuneebNaseem retweeted

17 days ago

At the peak of its bubble, the land under Tokyo's Imperial Palace was said to be worth more than all the land in California. Japan was the richest, most envied economy on earth. Within three years it had built a trap it would spend the next 30 years trying to escape

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MuneebNaseem retweeted

20 days ago

Link to the full video: https://t.co/Ct7wX2vyZI

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MuneebNaseem retweeted

20 days ago

"I can calculate the motions of the heavenly bodies, but not the madness of people." Isaac Newton said that in 1720, the year he lost £20,000 in a single stock. Worth more than £4 million today

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20 days ago

Link to the full article: https://t.co/62s162IAJf

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20 days ago

The most useful thing I found: The big fight, Nvidia vs custom chips, is the wrong one to bet on. TSMC makes both. The memory makers sell into both. ASML's machines are used for both. They make money on every chip, whoever wins. TSMC trades at ~19x 2028 earnings

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20 days ago

So the version I'm most comfortable with: pay less for faster growth, in the part that makes money whoever wins. Full breakdown below:

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20 days ago

Why do people do this? Power and cooling names are easy stories, easy to hold, no bubble argument attached. People pay up for that. Nvidia comes with a permanent worry: huge numbers, custom-chip threat, is the spending real. That keeps the multiple low even while earnings climb

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20 days ago

The simplest way to see it is what you pay vs how fast the company grows. Nvidia trades at about a third of its growth rate. Arm trades at more than four times its growth rate. You pay ~13x more, for the growth you actually get, to own the licensing company than Nvidia

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20 days ago

Now the "safe" way everyone reaches for instead. Vertiv ~74x. GE Vernova ~50x. Arm ~124x. $ALAB ~54x. $BE ~125x. These companies are riding the AI wave but most of them are growing slower than Nvidia, but costing three to seven times as much

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20 days ago

Start with the "expensive" ones. Nvidia trades at ~18x its 2028 earnings while growing ~54% a year. Broadcom is 16-21x while its AI revenue doubles. Paying 18x for growth that fast is not expensive. The share price is big but the multiple is still pretty cheap

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