Tommy Swindali

Entrepreneur. Investor. Music producer. Building businesses and communities. Value investing on YouTube → Inveniam Viam

[Tommy Swindali @tommyswindali]

Everyone knows AI is the future. That's exactly the problem. First-level thinking: AI is big, buy chips. Second-level thinking: how much of "big" is already in the price? #AI #Investing #Semiconductors

[Tommy Swindali @tommyswindali]

SK Hynix grew profits 557% and the stock is down 45% in a month. When record numbers count as a miss, you're not paying for the business anymore. You're paying for the story.

[Tommy Swindali @tommyswindali]

I use AI on every book I work on. I also think most of what's sold as "AI publishing" is worthless. Both true. The gap between them is the whole game.

#aipublishing #publishing

[Tommy Swindali @tommyswindali]

The largest #IPO ever put less than 5% of #SpaceX into public hands. That's why it doubled in weeks. It's also why it halved.

[Tommy Swindali @tommyswindali]

SLS is up 519% over the year on a result that hasn't happened yet. The trial ends when 80 patients have died — it's at 78. Everything about this stock is currently a bet on two events nobody can see.

#SLS #biotech #stocks

[Tommy Swindali @tommyswindali]

Everyone's reading the Google selloff as the AI bubble finally popping. Odd bubble where the company has $514bn of orders on the books it can't fill fast enough.

#GOOGL #investing

[Tommy Swindali @tommyswindali]

Three futures for $SMCI: the scandal stays contained, it escalates, or it turns into a years-long drip of headlines. #investing #stocks #AI

[Tommy Swindali @tommyswindali]

$SMCI is growing like a rocket and priced like a company going nowhere. That gap has a name: the trust discount. #ValueInvesting #StockMarket

[Tommy Swindali @tommyswindali]

#Capex is out of control in ai

[Tommy Swindali @tommyswindali]

New video: The Only Investing Video You'll Ever Need. Howard Marks' rules — thinking, risk, cycles, price, temperament. One hour. Fifty years of wisdom. https://t.co/oU3oGapFBw #HowardMarks #valueinvesting

[Tommy Swindali @tommyswindali]

How do you invest when you can't predict the future? Not pretend to — actually do it. That question is Howard Marks' entire life's work. His answer, in 17 rules:
https://t.co/oU3oGapFBw
#investing #valueinvesting

[Tommy Swindali @tommyswindali]

The Moonshot scandal isn't just about AI.

It's about every company depending on Nvidia's chips.

Including SMCI.

📺 Full analysis:
https://t.co/YTXYCHoQy9
#AI #SMCI #Nvidia #Semiconductors

[Tommy Swindali @tommyswindali]

Everyone is celebrating SMCI's massive rally.

Almost nobody is talking about the investigation.

That's the bigger story.

The Moonshot scandal might be a warning every SMCI investor should understand.

https://t.co/YTXYCHoQy9

#SMCI #Nvidia #AI #Stocks #Investing

[Tommy Swindali @tommyswindali]

The "cheapest AI stock on the market" is cheap for a reason. $SMCI: ~13x earnings, 0.6x sales, revenue nearly doubling — and still half its 52-week high. That's not a gift. It's a fee. I call it the trust discount. Cheap ≠ mispriced. #Investing #StockMarket

[Tommy Swindali @tommyswindali]

Somebody turned $1,000 into $32,000 in three weeks on $CPHI.
It wasn't you. It was never going to be you.
The only people in at $0.60 were the ones who planned it. Everyone else was the exit.
#FinTwit #PumpAndDump

[Tommy Swindali @tommyswindali]

A full life will be full of pain. But the only alternative is not to live fully or not to live at all.

[Tommy Swindali @tommyswindali]

what the wise man does in the beginning, the fool does in the end.

[Tommy Swindali @tommyswindali]

what do you think about the new ACX royalty rate? #acx #audible

[Tommy Swindali @tommyswindali]

When a man can’t find a deep sense of meaning, he distracts himself with pleasure. Pleasure is a byproduct of meaningful living, not the goal itself. #searchofmeaning

[Tommy Swindali @tommyswindali]

Stability is infinitely attractive. A strong tree doesn't fall in a storm. It has roots and wisdom.