Fahad Najam

[Trita Parsi @tparsi]

This is one of the most heart-wrenching videos I have ever seen. It shows the immediate aftermath of an Israeli soldier shooting a 7-month old Palesinian baby in the head, stealing his life.

It shows that the car with the Palestinian family had stopped. Yet the Israelis shot.

The father is holding his infant son in his arms as he bleeds to death from the shot to his head. It tears you apart.

This is the daily life of Palestinians under Israel's US-supported occupation.

You never know when you will be shot in the head. It can happen any time, for any reason.

And the world approves.

[Fahad Najam @najfah]

@tparsi You assume there will be elections in the US this year?

[Fahad Najam @najfah]

@vali_nasr Pakistan, Egypt and Turkey become the Guarantor and China provides Pakistan with a defense pact. That’s how it’s done

[Fahad Najam @najfah]

@georgegalloway They pics of @elonmusk with little boys at PedoIsland with master Epstein.

[Fahad Najam @najfah]

@akramsrazor @insane_analyst Oddly I agree with @akramsrazor

[Sen. Bernie Sanders @SenSanders]

Tony Aguilar is a retired Special Forces Green Beret who won a Purple Heart for his service to this country.

He took a contract helping to distribute aid in Gaza.

There, he witnessed atrocities committed using American taxpayer dollars.

Please watch this important video.

[Fahad Najam @najfah]

@kakashiii111 Depends on how the customer contracts are structured.. MSFT/OAI may take a 4 -6 year lease on a particular generation of NVDA GPUs.

[Fahad Najam @najfah]

@bucketshopcap This just means the PM knows his space well and wants to hear what is the emerging consensus view .. the PM knows his space well that he doesn’t need an analyst enlighten him with her/his views.

[Fahad Najam @najfah]

@bucketshopcap It’s musical chairs .. as a frmr sell side I got to see how many of these PMs and Analysts kept jumping from one platform to other.. it’s the same guy .. same IQ horsepower , same ideas, what could be different this time ?

[Fahad Najam @najfah]

@TBU12345678 You are ignoring the knock on affect or butterfly affect

[Fahad Najam @najfah]

@mcinnes_danny @eenLien We are shareholders, not cheerleaders.. we need to view mgmt with a diligent eye and uphold them to their words! Raj is able to get customers but we have execution delays .. Ajay is capable ..
Just a matter of time. Critical here that $ENVX maintain competitive differentiation

[Fahad Najam @najfah]

@TBU12345678 Also Boardman Bay is very good .. especially in optical ..

[Fahad Najam @najfah]

@TBU12345678 @bucketshopcap Shout out to Peter!

[Fahad Najam @najfah]

@nntaleb lol 😂

[Fahad Najam @najfah]

@techfund1 Too far out into the future to be useful for investors today ..

[Fahad Najam @najfah]

@bleacherbum @mcinnes_danny CY25 numbers are too high.. they will need to guide them down and for CY26 as well.. things are late ..

[Fahad Najam @najfah]

@bleacherbum @mcinnes_danny The only material news is that the new CFO will take the opportunity to lower numbers and give himself room to beat and raise expectations

[Fahad Najam @najfah]

@bleacherbum @mcinnes_danny That’s the reality as I see it .. it goes lower before going higher

[Fahad Najam @najfah]

@TBU12345678 One can argue the current book value is not Aa fully depreciated as it was when it traded 1x