insight investers

invester

[Shruti @heyshrutimishra]

Nvidia is still undervalued.. Here is why 👇

Instead of just a billion people using computers, we're going to have 100 billion agents and billions of robots all using computers.

Jensen said that the semiconductor industry needs to be 10x larger than it is today.

Not 10% larger. Not 2x. Ten times.

The math is simple: one billion humans use computers now. Add 100 billion AI agents and billions of humanoid robots, and the entire chip supply chain collapses under demand.

He announced a $500 billion business partnership with SK Group on the spot. Not a letter of intent. A business deal covering memory, AI supercomputers, and gigawatt-scale factories.

This is not a prediction. This is a procurement plan.

[The Value Investor @valueover_hype]

@CharlieMunger00 A speculator asks, "What will the price do next?" An investor asks, "What is this business worth, and how will it look in 10 years?"

[Qualtrim @qualtrim]

It's a fact: Google just reported their largest cash balance in history.

Bank account: $242.5 billion USD

That's 61% of Berkshire Hathaways cash reserves.

$GOOGL $GOOG

[Nic Cruz Patane @niccruzpatane]

Tesla is the only one building humanoid robots and autonomous vehicles that share the same computers (brain), batteries, and cameras.

Physical AI will soon become a huge talking point imo. Tesla is already the leader in real-world AI.

Pretty obvious where things are headed.

[Akhilesh Pathak @akhileshnpathak]

Seth Klarman built a $1.5B fortune by buying what others ignored. He led Baupost Group, earned about 20% a year for decades & even Buffett trusted him. His edge- focus on rare, mispriced opportunities, not hot trends.

AI, data centers, defence, aerospace, geopolitics, next year's economy matter, but they are hard to predict.

What matters more is what you can actually measure: debt, cash flow, competitive position & capital allocation. Most investors waste time trying to answer everything.

[CapexAndChill @CapexAndChill]

Buffett mainly just cares about the downside and whether something will break the business.

"All I do is think about the downside. The upside will take care of itself."

[Eva McMillan ♥️ @EvasTeslaSPlaid]

Elon Musk: Tesla @Tesla $TSLA will build 1,000,000 unit Optimus like in Fremont and a 10,000,000 unit line at Giga Factory, Texas. If that capacity materializes it would mark the first time in history a company has materialized humanoid robotics at scale. 🔥

[The Value Investor @valueover_hype]

Buffett didn't wait for the crash to end. He wrote the check in the middle of it.

$5 billion into Goldman Sachs. Three years later: $3.7 billion richer.

Everyone else was hoarding cash. He was hoarding conviction.

That's not bravery. That's arithmetic.

[Kevin Carpenter @kejca]

Chris Hohn: "There was a spiritual teacher who said something that applies to investing. 'Very few things matter — and most things don't matter at all.'"

"Investing is actually similar. You need to get out of the noise and just focus on the handful of things that matter."

[Finding Compounders @F_Compounders]

The fewer assets required, the more the company is worth

Warren Buffett

[Dalton Brewer @daltonbrewer]

NEWS: Tesla has just posted a new video of them destroying their Model S & Model X production lines in just 46 days to prepare for Optimus production

This factory space at Fremont will have a capacity to produce 1 million bots per year

$TSLA

[CapexAndChill @CapexAndChill]

Legendary investor Li Lu on special businesses:

"Such a company [one with sustainable competitive advantage and long-term growth]... once you truly understand it and find it, my usual advice is: absolutely do not easily throw away your shares. If you throw them away, when you try to buy them back, you will face the same problem. When you sold, you felt the price was too high. But often, when you try to buy it back, you will find it is still 'overvalued.' You will continue to wait. And while you are waiting, its growth will have already far exceeded your original estimate of its value. If it is truly an outstanding company, this scenario is highly likely to occur."

I generally agree. I personally am a bit more opportunistic but have found especially in momentum driven markets that I almost always sell too early. That being said my portfolio is always positioned in value, which let's me sleep better at night. Another important point is special businesses are extremely RARE.

[CapexAndChill @CapexAndChill]

Legendary Investor Seth Klarman notes that buying something just because it is cheap at a five-year low often just means you will ride it down to a ten-year low.

Instead, Baupost underwrites the "expected go-forward return" and demands a specific catalyst. If the team cannot articulate exactly what will drive the success of the investment and unlock its value within one to two years, they pass. Seems like common sense, but this is one of the biggest traps investors fall into. Valuation always matters but you are far better off buying businesses that exceed expectations for the long-term.

[Beth Kindig @Beth_Kindig]

Inference processing power in $NVDA Rubin is 5X higher than Blackwell, but HBM bandwidth rises only 2.8X, leaving the memory wall firmly intact.

As hyperscalers move from AI buildout to AI monetization, they have to use memory more efficiently. Our latest piece breaks down why offload engines are emerging as a key solution for improving tokens per watt.
https://t.co/tb9aTVB6Q2
$GOOG

[The Value Investor @valueover_hype]

@F_Compounders Investors often obsess over volume growth. See's shows a different path: flat units, rising prices, expanding profits. The ability to charge a little more every year can be worth billions.

[The Value Investor @valueover_hype]

Graham said it in 1949.

In the short run, the market is a voting machine. In the long run, it's a weighing machine.

Most investors spend their whole career fighting the scale with a ballot box.

That's not a strategy. That's a mismatch.

[The Motley Fool @themotleyfool]

Buying during fear has outperformed buying during comfort — every time.

[Jordan McFarland, CFP®, EA @JrdnMcFarland]

@InvestingCanons Warren’s best talent is he’s willing to let pitches go right on by before swinging at one he simply cannot do without.

So much easier to do when you have a net worth the size of a country, but he started that way too.

[Stocks World @anandchokshi19]

Legendary investor Warren Buffett explains that successful investing relies far more on having the right philosophy and temperament than a high IQ.

He notes that while stock prices often fluctuate to "silly" or cheap levels, an investor must have the emotional discipline to step up and take action when those opportunities arise.

Buffett emphasizes that investors do not need to be exceptionally smart, humorously suggesting that anyone with a 160 IQ should sell 30 points of it to someone else. Instead, he highlights the importance of tuning out public opinion, focusing strictly on the facts, and independently determining whether a stock's actual value is worth more than its current market price.

[Finding Compounders @F_Compounders]

Warren Buffett on how to generate investment ideas