VT

[VT @vasjayt]

@ezefavss @MobyChe No coach can put us in TOP unless SD’s bring top talent, players who can evade pressure and make something out of nothing. Except 4 or 5 players rest of them are not elite. It’s time to behave like elite club in recruitment.

[VT @vasjayt]

@MaxFSport Instead of knee jerk reactions, let’s understand why we are here, we did not win PL title for a decade. No consistent in UCL, nowhere top 5 in the world. All because of lack of quality on the pitch. Unless our recruitment brings elite players we can’t consistently win trophies

[VT @vasjayt]

@Berserker92_ Chelsea fans don’t fall for click baits, he should have included 2 non penalty goals athleti scored, I am not saying sarr is sole responsible for these

[VT @vasjayt]

@Al_Grigor Hi Alexey, will this course makes me ready to apply for FDE roles?

[Nithya Shri @Nithya_Shrii]

If you’re lucky enough to get a 2nd chance at something, don’t show up being the same person you were the first time.

[CooperBaggs 💰🍞 @edgaralandough]

The older I get the more I realize most of life comes down to about 5 decisions. Who you marry. Where you live. What you do for work. Who you spend time with. What you do with the hours nobody sees. Get those 5 right and you can screw up almost everything else and still be fine.

[Finance Jack @FinanceJack44]

Consistent revenue growth is one of the biggest drivers of long term stock performance.

These 10 companies have been compounding revenue for DECADES, and aren't stopping any time soon.

1. $NOW

[Molly O’Shea @MollySOShea]

BREAKING: Inside Palo Alto Networks ($PANW ) w/ CEO Nikesh Arora (@nikesharora)

Rogue agents are just the start.

"This is the beginning. This is not a moment."

Nikesh joined 8 years ago at an $18 Billion market cap. Today it's grown to $300+ Billion

"For 8 years I tried to convince CEOs to pay attention to cybersecurity. You know what Mythos did? Every CEO wants to talk about Mythos."

"The average time to fix a vulnerability was 55 days.. The average time they'll find it, try & attack you is in minutes.. We launched a capability that delivers patches in 4 hours. From 55 days to 4 hours."

We cover:
› The liability question behind agent deployment
› Why he signed Jensen Huang's open weights letter
› 40+ acquisitions behind the run to $300B
› End of the 'SaaSpocalypse' ?
› Hiring AI natives out of hackathons
› Why every piece of software gets rewritten in the next 10 years

𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Nikesh Arora, Chairman & CEO at Palo Alto Networks
(00:51) The AI attack era has already started
(03:30) What happens when agents go rogue
(04:39) Why AI Labs are slowing down
(06:31) The Mythos Fallout
(17:25) Cybersecurity's secret weapon
(19:43) Buying a company is the easy part
(20:48) Where most acquisitions go wrong
(24:58) Predicting the SaaSpacolypse
(28:03) The question nobody in Tech is asking
(30:54) There's never enough Compute
(33:12) Palo Alto's bar for AI fluency
(35:37) The controversial hire
(37:12) Using LinkedIn to spot opportunities
(39:19) What a CEO's day actually looks like
(43:47) The leadership traits that matter
(47:02) Google vs. SoftBank: What was different?
(51:02) Why planning horizons are shrinking
(52:55) Lessons From Elon & Masa
(56:44) What's next for Nikesh?

[Equity investor @equitydd]

Photonics is becoming a critical layer of AI infrastructure, with these companies spanning optical components, transceivers, connectivity, silicon photonics, fiber, packaging, and testing.

$LITE $AAOI $COHR $CRDO $MRVL $POET $MXL $CIEN $GLW $FN $APH $AXTI $CAMT $FORM $SITM

[Sougat Chakraborty @sougat18]

A master thread on India's next generation of builders
on India's 80th Independence Day. Let's meet them🧵👇

[Ruben @rdominguezibar]

Sam Altman's entire success playbook in one line: compound everything

career, skills, relationships, capital. the people who win just let the right things stack for years

[Mark Manson @Markmanson]

The more you wait, the harder it gets. The more you act, the easier it feels.

[Ren @ren_stocks]

Most people think the AI buildout is just a couple of stocks – Memory, CPU, GPU, NeoClouds, Photonics..

$SNDK, $MU, $ARM $INTC, $AMD, $NBIS, $LITE, $AAOI, $TSEM, $SIVE

The reality is there’s so much more to it.. I built a complete map of the AI buildout – at least the one I’ve been trading around for the last year.. I put that map on my Substack… 12 layers deep.

Since I’ve seen it circulating on here, I’ll just post it myself.

The hard part isn’t knowing the full stack – it’s making sense of it.

Why is photonics down today but memory isn’t? Why is CPO so relevant in the AI buildout?

Bullish AF on AI infrastructure.

Go check out the full article for free on my Substack, and if you’re going to share it – please do, but link back to my article.

Here is the link: https://t.co/AqKTdxnlmJ

Let’s go find the next 1000% stock ⚡️⚡️

[Shekhar Dutt @DuttShekhar]

wakes me up every time

[CK Capital @CKCapitalxx]

Copper dies at two meters. Everything after is light.

An AI rack today has 5,184 copper cables and zero optical links between its GPUs. By 2028 it converts almost entirely.

Here are the 5 names we own for it, one per layer.

1/ $COHR — the light source

Six-inch indium phosphide running now, capacity doubling and doubling again by end of 2027. Nvidia put $2.0bn in alongside a multi-year supply agreement running into the billions through 2030.

Net leverage went from 2.1x to 0.5x in a year, funded by selling divisions instead of issuing stock. The only large name here that hasn't passed the hat during the rally.

And under 2% exposure to Chinese module makers if the transceiver ban lands.

[Ted Zhang @TedHZhang]

One of my favorite @naval quotes.

Memorize it.

Do every single thing every single day.

It is impossible to live a bad life if doing so.

[Reads with Ravi @readswithravi]

Former Navy SEAL Jocko Willink said it right:

“Other than death, all defeats are psychological. NEVER GIVE UP.”

[VT @vasjayt]

@EarningsNugget How did you overcome this

[Reads with Ravi @readswithravi]

Always remember, failure is part of success.