Khal

CEO @finimize. Bringing expert investing insights to modern investors. Millions worldwide.

[Khal @the_carl_]

.@BillAckman doesn’t believe in diversification for diversification’s sake. He thinks real returns come from knowing a handful of businesses better than anyone else does.

Bill joined The Modern Investor, to discuss AI, Buffett, and more. Worth listening.

https://t.co/4xKHUd282V

[Khal @the_carl_]

“We’re taking a true page from the Buffett playbook,” says @BillAckman. Pershing Square directs the strategy at Howard Hughes Holdings, the real estate company it’s steering into insurance using its own spare cash – and Ackman thinks the $4bn business will look very different in 10 years.

[Khal @the_carl_]

@finimize @Reda_Farran Amazing, profitable call

[Khal @the_carl_]

To some investors, Big Tech’s AI spending spree looks like a red flag. @BillAckman sees it as a buying opportunity. He explains why Microsoft and Meta’s ballooning capex is growth investment, rather than balance-sheet risk, and why it made both stocks cheaper.

[Khal @the_carl_]

Bill Ackman is wary of the risks AI presents – but he worries more about the US falling behind China or Russia in the race to build it. He compares the AI arms race to the race to build the first nuclear bomb, how we understood the physics of that weapon better than we understand the human brain AI is modelled on, and why we should prevent the next frontier of AI falling into the hands of a hostile power. @BillAckman @finimize

[Reda Farran @Reda_Farran]

🎙️ New Podcast Episode: Why This AI Sell-Off Feels Different

Every week, Finimize analyst Russell Burns and I sit down for a casual chat about all things markets – from the biggest recent headlines and under-the-radar trends to what we’re watching in the week ahead.

In this week’s episode, we look at stress in the credit market, the pressure on CoreWeave, and whether the huge sums being spent on AI can ultimately be justified.

We also unpack why Treasuries are starting to look interesting again, and what the broader market is telling us beneath the headline index numbers.

For the full conversation, check out the latest episode of Market Open on Apple Podcasts, Spotify, or wherever you get your podcasts.

You can also watch the episode on YouTube.

🎧 Apple:
https://t.co/aDJpP5S9lN

🎧 Spotify:
https://t.co/7cU7GBbbvl

📺 YouTube:
https://t.co/ubMuStFkPY

[Khal @the_carl_]

@finimize The future is here

[Finimize @finimize]

New in the Finimize app: Holdings.

Exactly what’s inside each analyst idea. Just a swipe away.

[Finimize @finimize]

Thinking about getting into Trading Options? Hear from our expert guests on our Modern Investor podcast Episode with @Cboe and @CharlesSchwab

📺 Watch on YouTube: https://t.co/gQIQS37aIR

[Finimize @finimize]

Bill Ackman Has Some Big Investing Takes. Our Analysts Have Thoughts.

Bill Ackman knows how to get folks talking.

The Pershing Square founder and billionaire investor behind some of Wall Street’s boldest bets recently sat down with Finimize for an exclusive conversation, excerpts of which we shared at our Modern Investor Summit in London.

His takes on AI, market volatility, and diversification sparked plenty of debate in the room – and among our own analysts.

So we picked out three of his most interesting arguments and put them under the microscope to help you decide where Ackman’s thinking might sharpen your own approach – and where it might be worth going your own way.

That’s today’s Insight: Ackman shared his takes on three big debates – and our analysts put them to the test.

Full article here:
https://t.co/7YrmPvJQjM

@BillAckman

[Finimize @finimize]

Get ready! Our Bill Ackman Interview is almost out! https://t.co/dCIErEszy7

[Finimize @finimize]

Get ready to see it now!
Watch Finimize CEO Carl Hazeley interview @BillAckman on the AI arms race, backing Big Tech and Building a £6bn investment company
👇👇
https://t.co/jHVAzmQgO6

[Khal @the_carl_]

Put it on web so you know it's real

[Finimize @finimize]

Introducing the Finimize Idea Portfolio, now on web.

Positions tracked transparently with ongoing updates as each thesis develops.

https://t.co/KcMleA6Tnp

[Khal @the_carl_]

Can't believe they've made this free

[Finimize @finimize]

Market Open Podcast: AI Might Be Propping Up the US Economy

In this episode, Reda and Russell analyze recent earnings reports from Nebius and CoreWeave, circular financing risks, and regional investment opportunities, including why Europe is starting to look like an interesting diversification play if the tech trade turns.

https://t.co/gdPID0xuQq

https://t.co/vq8ggAHyiE

[Khal @the_carl_]

@matt_dalts This is smart. I suspect lots of people go wrong here and/or are missing this.

[Khal @the_carl_]

@anderskravis @finimize Vibes upon vibes

[Matt Dalton @matt_dalts]

I personally put a good chunk of my ISA in our Momentum Rider model portfolio. The selections are assessed monthly, and likely change a few times a year, so it’s generally 2-10mins per month to manage...

[Finimize @finimize]

Private markets are opening up – but what are you actually buying? 🤔

Our head of research @Reda_Farran will be sitting down with Ben Black (founder and CIO of Powerlaw Corp. and a 20-year private equity veteran) to map this new landscape of products – how they work, what you’re really buying, and what to watch out for.

Online registrations open ⬇️
https://t.co/qDLtHQYB9C

#privatemarkets #moderninvestors

[Khal @the_carl_]

Presented without comment

[Khal @the_carl_]

How DRAMatic

[Finimize @finimize]

The Finimize chart of the day shows an ETF focused on memory stocks has surpassed $10 billion in assets just 50 days after launch.

The Roundhill Memory ETF – ticker DRAM, naturally – has become the fastest ETF ever to hit that milestone, smashing the previous record of 81 days set by a bitcoin fund in 2024.

Since its April 2 debut, the ETF has attracted roughly $9 billion in investor inflows and seen its share price more than double.

Investors are piling in because memory chips are central to AI data centers, with Goldman Sachs estimating $7.6 trillion could be spent building those facilities over the next five years.

But DRAM is hardly diversified: 73% of its assets sit in just SK Hynix, Samsung Electronics, and Micron.

Analysts warn the fund's extreme concentration is a real risk.

What’s more, Morningstar research shows thematic ETF investors historically underperform the very trends they chase.

That’s because they often buy after the excitement has already peaked, then sell into weakness.

The Covid-era renewable energy and cannabis ETF frenzy serves as a cautionary tale…

$MU $DRAM #Memory #Samsung #SKHynix #AI