neilb

Interested in business, VC & Healthcare sector , Views are my own, Retweets not an endorsment

[Patrick Bet-David @patrickbetdavid]

Father who transfer wisdom create families that compound for generations.

[Alec Hogg @alechogg]

Markus Jooste had a ghost. His name was Malcolm King — British, Cotswolds-based, invisible by design. He moved R1.6bn through offshore structures for Steinhoff. He died poisoned by a woman young enough to be his granddaughter, whom he was paying for sex. No conviction. No sentencing. Today's BizNews Edge tells the full story. https://t.co/r8Y2Lp9Bax #Steinhoff #JSE

[Ashish Kacholia @LuckyInvest_ARK]

This is a fantastic investment master class by a really great practitioner. Spare some time and you will definitely be richer

[Bill Ackman @BillAckman]

An important read on the hyperscalers and why we are bullish.

[Rohit @heyrohitai]

🚨 Anthropic just showed a 24-minute workshop on how to actually do prompts for Claude.

Taught by the people who built it.

Free. No registration. No paywall.

I've seen $300 courses that don't cover what they teach in the first 8 minutes.

Watch it and bookmark it now.

[neilb @neilb01]

@GarethCliff Crazy mobile networks and insurance !!

[MyBroadband @mybroadband]

Cloudflare has confirmed that bots outnumber humans online for the first time ever, but not in South Africa. https://t.co/XlNTde4YVe

[Shay Boloor @StockSavvyShay]

SOFTWARE GROWTH LEADERS

3-year growth CAGR breakdown:
• Best-in-class (40%+) | $PLTR
• Elite (25–29%) | $NET, $SNOW
• Strong (20–24%) | $DDOG, $APP, $RBRK, $CRWD, $SHOP
• Solid (10–19%) | $NOW, $FIG, $MDB, $ZS, $MNDY, $ZETA, $TEAM, $HUBS, $PANW
• Slow (<10%) | $CRM, $ADBE, $PATH

[Mteto Nyati @mteton]

South Africans are deeply frustrated and with good reason about illegal immigration and the pressure it places on already scarce opportunities.

But the real crisis is not the immigrants themselves. The root cause is our failure, over the past fifteen years, to deliver inclusive economic growth that creates enough jobs, dignity and hope for our own people.

This failure has been driven by three systemic issues we can no longer ignore:

• A collapse in the rule of law that has enabled corruption, criminality, land invasions, illegal migration, and the brazen theft of electricity and water.
• Bureaucracy and red tape that continue to strangle enterprise, deter investment and kill job creation.
• Incompetent and, in too many cases, corrupt leadership in key positions across government, state-owned enterprises and parts of the private sector.

As leaders, we must have the courage to look in the mirror and ask a difficult but necessary question: How have we allowed these conditions to take root and persist?

This question is not about blame. It is about responsibility and that is precisely why it is empowering. It places the power to change things back where it belongs: with us. We are not helpless. We are not victims of forces beyond our control. By focusing on what lies within our sphere of influence our decisions, our standards, our willingness to confront uncomfortable truths and act decisively, we can begin to reverse the damage we have helped create.

The time for self-criticism and honest reflection is now. The time for excuses has long passed. South Africa’s future will be determined by leaders who are prepared to own their part in the mess and do the hard, disciplined work required to fix it.

[Simon Brown @SimonPB]

May was another strong month for local vehicle sales, here's the top 15

[The Market Mind @Market_Mind_]

Top 25 Most Valuable European Companies

[Shay Boloor @StockSavvyShay]

BIG TECH ESTIMATED 2026 PROFITS

1. $NVDA ~$258B
2. $GOOGL ~$169B
3. $MSFT ~$165B
4. $AAPL ~$159B
5. $AMZN ~$104B
6. $MU ~$102B
7. $TSM ~$95B
8. $META ~$91B
9. $AVGO ~$91B
10. $ORCL ~$34B

[ARK Invest @ARKInvest]

A 10% slowdown in biological aging could be worth ~$930 billion per year, more than double what the US spends on all prescription drugs. ARK's new research blog from @Shea_ARK details the science, the economics, and what comes next. Read ⬇️

[Investing visuals @InvestingVisual]

MAG7 ranked by YTD performance:

1 | $GOOGL +24%
2 | $AVGO +22%
3 | $NVDA +20%
4 | $AMZN +16%
5 | $AAPL +10%
6 | $META -6%
7 | $MSFT -11%

[neilb @neilb01]

@mybroadband Top job Shameel 👍👍

[MyBroadband @mybroadband]

Vodacom CEO Shameel Joosub is one of South Africa’s most successful business leaders, having significantly grown the telecoms giant since taking the reins. https://t.co/R76xF3WVyL

[Patient Investor @patientinvestor]

Magnificent 7 Net Cash Positions:

NVIDIA $NVDA: +$54 Billion
Alphabet $GOOGL: +$49 Billion
Microsoft $MSFT: +$38 Billion
Tesla $TSLA: +$35 Billion
Amazon $AMZN: +$24 Billion
Meta $META: +$22 Billion
Apple $AAPL: –$16.2 Billion

[Evan @StockMKTNewz]

All these stocks hit new ALL TIME HIGHS at some point today

Nvidia $NVDA
Micron $MU
Sandisk $SNDK
Intel $INTC
Advanced Micro Devices $AMD
Lumentum Holdings $LITE
Qualcomm $QCOM
Rocket Lab $RKLB
Seagate Technology $STX
Western Digital $WDC
Corning $GLW
Coherent $COHR
Vertiv Holdings $VRT
Applied Materials $AMAT
Cisco Systems $CSCO
Texas Instruments $TXN
Lam Research $LRCX
Axt Inc $AXTI
Datadog $DDOG
Applied Digital $APLD
Flextronics $FLEX
Analog Devices $ADI
Comfort Systems $FIX
Vicor Corp $VICR
Fortinet $FTNT
Semtech Corp $SMTC
Sitime Corp $SITM
Planet Labs $PL
Macom Technology $MTSI
Silicon Motion Tech $SIMO
Maxlinear $MXL
Keysight Technologies $KEYS
CBOE Global Markets $CBOE
Qnity Electronics $Q
Hewlett Packard $HPE
Solstice $SOLS
Casey's General Stores $CASY
Lattice Semiconductor $LSCC
Ventas $VTR
Nvent Electric $NVT
United Microelectronics $UMC
Teck Resources $TECK
Davita Healthcare $DVA
Camtek $CAMT
F5 Inc $FFIV
Arrow Electronics $ARW
Powell Industries $POWL
Synnex $SNX
Krystal Biotech $KRYS
Enersys $ENS

[Charlie Bilello @charliebilello]

The 16% gain in the S&amp;P 500 over the last 6 weeks is the 11th biggest 6-week gain for the index since 1950.

What's unique about this rally?

It's the only example in the top 20 that did not occur either during a bear market or soon after a bear market low.

[Charlie Bilello @charliebilello]

Last 10 Years
NVIDIA $NVDA: +22,875%
Bitcoin $BTC: +17,205%
$AMD: +10,030%
Tesla $TSLA: +2,362%
Apple $AAPL: +1,233%
Google $GOOGL: +999%
Netflix $NFLX: +932%
Microsoft $MSFT: +844%
Amazon $AMZN: +717%
Meta: $META: +425%
S&amp;P 500 $SPY: +312%
Gold $GLD: +245%
US Inflation: +39%