$NVDA co-founder & CEO Jensen Huang on why he does not fire people:
"I'd rather improve you than give up on you... I don't like giving up on people because I think they could improve. And it's tongue in cheek but people know that I'd rather torture them into greatness [than give up on them]" - Jensen Huang
Unsurprisingly, Nvidia's market cap per employee is more than $111 million. No other public market company will ever be able to beat it.
Great company coupled with great leadership does wonders.
#nvda #nvidia #ai
Warren Buffett at the 2017 $BRK.B meeting, on repurchases and excess cash: "There’s no way I can come back here three years from now and tell you we hold $150 billion or more in cash, and we think we’re doing something brilliant by doing so."
@vladtenev spoke with @BillAckman about @RobinhoodApp Ventures Fund I and the broader shift underway in capital markets.
As companies build and scale differently today, access and ownership models need to evolve as well. RHV reflects that evolution.
https://t.co/orteZpiziz
The equal-weighted $SPX is having its moment. And the echoes of 2000 are hard to ignore.
For three years, the cap-weighted index dominated, powered by Big Tech eating up a third of its weight.
Global stock markets performance YTD
1) Emerging markets outperforming developed markets
2) Rest-of-the-World equities outperforming US equities
3) Value outperforming growth
4) Small caps outperforming large caps
$AMZN rattled investors with plans to spend $200 billion in 2026 on data centers and chips, stoking fears that the AI boom may not justify its soaring price tag.
$BABA launches a fresh ¥3.1B (~$431M) AI push into Lunar New Year, using red‑envelope–style promotions and Qwen chatbot “showdowns” across Taobao, Alipay, and Douyin‑like short video.
https://t.co/GgRg92UCqu
I think there are two things that happened $NVDA
1. #OpenAI bet largely on consumer. Consumers have mostly rejected AI. Anthropic on the other hand went all in on B2B and coding.
2. @sama is profoundly unlikable.
https://t.co/biwdtzf34j
$NVDA +1.1% rips as China greenlights first H200 AI chip imports — several hundred thousand units OK'd for top internet giants (Alibaba/Tencent/ByteDance?), timed w/ Jensen Huang's Beijing visit.
https://t.co/FllOzyGVMg