Equity Mates Invioxsting

Every investor needs an Equity Mate. Join the community & learn to invest from beginning to dividend. No jargon, we guarantee.

[Equity Mates Invioxsting @nefisebln]

With Equity Mates, you’ll never invest alone.

Listen to the podcasts, subscribe to our mailing lists, read our book and join us as we try and become better investors every day.

All of the links:https://t.co/f6LXnkn9t5

[Equity Mates Invioxsting @nefisebln]

Great traders understand diff between looking for a trade and seeing the trade. Remain patient, they always come. When they do it's obvious.

[Equity Mates Invioxsting @nefisebln]

Revenue for AI companies has more than tripled in the past year.

Anthropic + OpenAI alone are almost half of that, $65bn and $40bn respectively.

To put that in perspective Caterpillar, Eli Lilly, Morgan Stanley and IBM all generate around $70bn a year in revenue.

[Azeem Azhar @azeem]

LATEST: Our revenue estimate for the AI economy reached $229 billion annualized by the end of August – up 3.5x in one year.

[Equity Mates Invioxsting @nefisebln]

Ally recently caught up with Vihari Ross, a portfolio manager at Antipodes, for her tips on how to navigate what appears to be an increasingly frothy market.

[Equity Mates Invioxsting @nefisebln]

If AI is coming for our jobs - it hasn’t arrived yet.

Last week we got the August job numbers - the US economy added 162,000 jobs. 3x what economists were predicting.

In 2026, the US has added an average of 80,000 jobs a month, up from an average of 10,000 a month last year.

[Rafael Domenech | @BBVAResearch & @UV_EG @rdomenechv]

The jobs apocalypse is postponed. An AI jobs boom is here

According to @TheEconomist, AI is actually proving to be a net job creator in the US, easily generating over 1M new positions (from data center construction to AI engineering) to offset back-office layoffs.

While routine admin and customer service roles face real disruption, the overall labor market is proving resilient.

https://t.co/uVomCUvwSf

[Equity Mates Invioxsting @nefisebln]

Fascinating chart of how each $100 invested in data centres flows.
- $50 into semiconductors
- $20 into power

Goldman Sachs recently upped its estimate for hyperscaler spending on AI data centres in 2027.

In March, it was $1.2 trillion.
As of September, it is $1.7 trillion.

[harneet k @harneetk__]

how $100 of ai capex flows… from bnp paribas — pretty useful

[Equity Mates Invioxsting @nefisebln]

Australia's house price decline has started and, if history is any indication, it has further to fall.

[Equity Mates Invioxsting @nefisebln]

Does property have a tax problem?

Forza Capital's Adam Murchie certainly thinks so, arguing that 40% of the cost of bringing a new dwelling to market is tax, ultimately making property unaffordable for Australians.

[Equity Mates Invioxsting @nefisebln]

There’s an saying in economics: the solution for high prices is high prices.

The US beef industry is a case study in why efforts to control the cost of goods can often be counter productive.

See why and read a couple of stories that caught Ren's eye.

[Equity Mates Invioxsting @nefisebln]

2000 was a valuation bubble.
2026 is an earnings bubble.

While the internet promised profits in the future and measured value by web traffic, this AI boom is seeing real profits.

The question is how sustainable are these profits when Big Tech slows down building data centres?

[Puru Saxena @saxena_puru]

TMT Bubble vs. now

This time around, earnings outpacing stock prices

Chart @steve_donze

[Equity Mates Invioxsting @nefisebln]

Nvidia Q2 results:
- Revenue of $96.2bn, up 106% yoy
- Data centre revenue of $89bn, up 117% yoy
- Profit of $59.7bn, up 126% yoy

As long as Big Tech keep investing hundreds of billions into data centres, Nvidia will keep putting up incredible results.

[Equity Mates Invioxsting @nefisebln]

Each year, the US National Safety Council calculates the lifetime odds of dying doing different activities.

In 2024, the lifetime risk of dying in a car accident was 1 in 101.

The risk of dying in a plane crash was too small to calculate.

Source:https://t.co/8EtfWUUenH

[Colin McCarthy @US_Stormwatch]

Perhaps one of the greatest modern miracles of society is how safe flying has become.

[Equity Mates Invioxsting @nefisebln]

Waymo is reaching serious scale.

It has 10x'ed the number of self-driving robotaxi rides in California in 2 years - delivering 1.4 million in May 2026.

Another powerful company in Alphabet's portfolio.

[Charlie Bilello @charliebilello]

Self-driving taxi company Waymo is now doing over 1.4 million rides per month in California, a 10x increase over the past two years.

[Equity Mates Invioxsting @nefisebln]

More than half of the Australian share market’s total return since 2000 has come from dividends.

Thanks to franking credits, those dividends can be even more valuable.

We break down one of Australia’s most underrated investing advantages.

[Askıda Ne Var @askidanevar]

Askıda @iessabanci desteğiyle “Apple Watch Series 3” var! RT'leyen 1 üniversiteliye hediye! Detaylar: https://t.co/7JgQaEY8uy

[Askıda Ne Var @askidanevar]

ttec, #GençlikYaşamPuanı kampanyamıza katılarak askıya en yeni ürünlerini bıraktı! Scooter, powerbank, kulaklık ve bluetooth hoparlör ürünlerini askıdan almak için @askidanevar ve @ttectr hesaplarını takip et ve bu tweet’i RT’le!

[Askıda Ne Var @askidanevar]

.@instaxturkiye iş birliğiyle, #GençlikYaşamPuanı kampanyamız kapsamında 3 adet "Instax Mini 11" ve 3 adet "10'lu Mini Film" askıda! Bu tweet'İ RT'leyen 3 üniversite öğrencisine hediye! Detaylar: https://t.co/kZfJbPEI0v

[Equity Mates Invioxsting @nefisebln]

Happy center

[Equity Mates Invioxsting @nefisebln]

Akla ziyan endişeler, ontolojik kaygılar. @refikanadol @PilevneliG

[Equity Mates Invioxsting @nefisebln]

Kılda keramet olsaydı ayılar evli olurdu