The circle is not round 🇪🇺

[The circle is not round 🇪🇺 @TendoBV]

@KatttP Кој како ќе ги изнесе парите од вториот столб? Какви виновници и како тоа е украден тој втор столб?

[In. Specter @Im_Specter]

Après Steel Partners il y a 5 mois avec une offre à 18$ (rejetée), InMode reçoit ce jour une offre de MN Business Strategy à 16.2$.

Cela serait culotté de la voir accepter. Mais on constate malheureusement bien la destruction de valeur sur ce dossier.

$INMD

[Thomas Chua @SteadyCompound]

Things that are always true:

1. Death
2. Taxes
3. Memory is cyclical

[Adam Khoo @adamkhootrader]

US markets looking to drop significantly today

Why ? Big reason is that KOSPI ( Korean index) is down 10% today. Highly leveraged Korean Investors/degenerate gamblers are getting margin called, and it’s causing them to have to force liquidate all their US stocks to cover their losses

Zero change in the fundamentals and valuations of the quality US businesses but price getting pushed down because of forced selling … wet dream for value investors with a long term time frame

[Tiho Brkan @TihoBrkan]

Investors never cease to amaze. It is the same repeating story time and again. It is just that the details are slightly different each time around. 😂

[Gabriel Osorio-Mazzilli @InvestiBrew]

@ReneSellmann A reverse DCF would show $ADBE is priced in to grow revenues at only 2.3% for the next decade

They're pushing 12% on average

I would call BS and keep buying here

[Filip ➐ @Tekinec]

Девојка ми ми раскина пошто премногу сум ги слушал Архангел. И сега сам стојам отстрана и посматрам и во ништо повеќе не верувам.

[dart @poordart]

BREAKING: Fidelity lowers the minimum age requirement for the SpaceX IPO from 18 to 5 years.

[Barry Schwartz @BarrySchwartzBW]

When the levee breaks they will come back to boring, profitable, predictable businesses.

[Drew Cohen @DrewCohenMoney]

This is from $ASML's Nov 2024 investor day...

Calls out the bottleneck in memory and need to shift to HBM.

"So we expect a major shift on the DRAM road map"

$MU was trading around $95 at the time

[Troll Football Media @TrollFootball2]

Kim Jong-un personally welcomed Naegohyang Women’s FC after they became the FIRST North Korean team to win the AFC Women’s Champions League

Why is this so funny? 😂

[Philoinvestor @philoinvestor]

A warning from George Soros on far from equilibrium conditions, like now.

"I learned the hard way that the RANGE of uncertainty is also uncertain and at times it can become practically infinite."

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

The price to rent an Nvidia H200 just collapsed from $7/hr to $4/hr in three weeks.

A -40% drop in the cost of the single most strategic asset in tech.

When the underlying commodity that powers your entire thesis loses 40% of its value in a month, that usually means one of two things: supply finally caught up, or demand was never as deep as the headlines said.

Either way, somebody is selling.

So why is the AI trade still pricing in scarcity?

[sui ☄️ @birdabo]

everybody calm down.

i got this.

[Trung Phan @TrungTPhan]

Google’s market cap has risen ~4x to $4.4T since Satya Nadella said “I want people to know we made [Google] dance” in February 2023

[Shashi (シャシ) @shashpicious_]

claude design faded out in a week like it never existed.

[Boro @BoroKitanoski]

Го слушнав ов�� дека кажала дека десетина големи западни земји ќе банкротираат, за разлика од нас, кои сме супер, ама мислев дека е претерување. Па ова е бетер и од бладањата на екипата на Вучиќ.
Госпоѓава е за греота.

[Crnogorac @Crnogor13295064]

И сега Влатко и Горан биле комуњари и предавници, а вмрана со знамиња со сонце, што немаат 4-то основно и кои пишуваат со големи букви и без точки и запирки биле патриоти.
Пу , да ви ебам семката проста , да ви ебам.

[Hated Moats Investor @HatedMoats]

Once AI companies charge people what it really costs, SaaS will experience a resurrection.