Dieud◎

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Dieud◎

Dieud◎

@zonou2d

Engineering the escape from the Rat Race. 80% Boring Compounders 20% Asymmetric Chaos. ASML SPGI FICO PLTR SOL. Systems not Hope.

La Tronche, France 가입일 Ekim 2013
320 팔로잉127 팔로워
고정된 트윗
Dieud◎
Dieud◎@zonou2d·
Nice comeback after tariffs dip, ended the year with 2025 with +30% May 2026 be nice to everyone
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Dieud◎
Dieud◎@zonou2d·
@adamkhootrader So one bad «secondary » product release is what it takes to kill a company ?
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From Growth To Value
From Growth To Value@FromValue·
Over the long term, the stock price and the fundamentals will follow the same trajectory.
From Growth To Value tweet media
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Dieud◎
Dieud◎@zonou2d·
Beyond their own hardware pipeline Google is also giving Anthropic access to a staggering 3.5 gigawatts of TPU capacity. This cements Alphabet as a dominant force in cloud computing and advanced AI infrastructure. It is a brilliant long term strategy that looks far beyond search.
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Dieud◎
Dieud◎@zonou2d·
Quietly securing its future as the backbone of artificial intelligence. They just locked in a massive agreement with $AVGO to supply custom TPU’s through 2031. ensuring $Googl has the critical hardware needed for next generation infrastructure over the long haul.
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Dieud◎
Dieud◎@zonou2d·
@zhao_dashuai Champions of the world of theories, China may have all it takes to win a great war but we will never know, at least Iran is fighting real one, 1 vs 2. China can’t even take a small island near by it shores. You can theorize all you want it’s still like barking without biting
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Megatron
Megatron@Megatron_ron·
Second A-10 was downed and possibly another F-16
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Megatron
Megatron@Megatron_ron·
BREAKING: 🇺🇸🇮🇷 Within 48 hours of Trump's claims about destroying Iranian air defenses, the following happened: - Downed F-15 plane - Downed A-10 plane - Damaged F-16 plane - Damaged Two Black Hawk helicopters
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Dieud◎ 리트윗함
WELCOME TO BLACK TWlTTER 
WELCOME TO BLACK TWlTTER @blacktwiterthrd·
In 1994, Sega president Stan Thomas launched “Sega Channel” allowing users to download 20 Sega Genesis games every month through the cable company's "On Demand" being the first platform to offer a streaming service similar to Xbox’s Game Pass 🎮📺
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Dieud◎
Dieud◎@zonou2d·
@mdisseq @heygurisingh Oui mais la différence n’est pas significative, la conclusion est qu’on est loin de l’AGI
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Dieud◎
Dieud◎@zonou2d·
@fan_fintwit The sad thing is Trump is not even smart enough to have such reasoning 🤣
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Fintwit Capital
Fintwit Capital@fan_fintwit·
Trump's Iran Downfall
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Dieud◎
Dieud◎@zonou2d·
@nicrypto Following Trump’s garbage is a waste of time.
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Dieud◎
Dieud◎@zonou2d·
Wall street downgraded the stock pointing out the 13.5 billion dollars in Ansys related debt. The stock has faced pressure as hyperscalers shift their focus toward new AI chips rather than legacy intellectual property. It is definitely a situation worth monitoring closely.
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Dieud◎
Dieud◎@zonou2d·
$SNPS holds a ~40% share in the electronic design automation market. They are printing gross margins > 80% and have huge exposure to the surging AI infrastructure demand. The recent integration with Ansys adds even more weight to their powerhouse status in complex chip design.
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Dieud◎
Dieud◎@zonou2d·
Zooming out reveals a picture much different from the recent dip. Over the last five years, $MEDP has delivered a 182% return for investors. With a market cap of 12.9 billion and robust free cash flow, their financial foundation remains very strong.
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Dieud◎
Dieud◎@zonou2d·
Medpace shows strong fundamentals despite recent price volatility. The stock is down 18% this year, but the business is solid. They boast a 17.8% profit margin and a 70.2% ROE. The forward P/E currently sits at 26.8
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Fabrizio Romano
Fabrizio Romano@FabrizioRomano·
🚨 Álvaro Arbeloa: “Kylian Mbappé will play for sure tomorrow”. ✅🔙
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Dieud◎
Dieud◎@zonou2d·
Analysts are taking notice after the company raised its 2026 AI revenue outlook and beat Q4 estimates. With recent upgrades and rising price targets, expectations are set for incredibly strong revenue growth in the coming quarters. I have some shares & want more sub 30 P/FCF
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Dieud◎
Dieud◎@zonou2d·
$ANET is catching serious attention with its new 2.0 strategy. The demand for AI driven networking solutions is booming. Arista is perfectly positioned to capitalize on this massive shift in the tech sector.
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Dieud◎
Dieud◎@zonou2d·
@Nath_Yamb lol y’a probablement un nouvel investisseur dans l’équation. La question c’est : que va faire les clowns des Federations africaines pour laver cet affront si y’a plus besoin de marquer plus de buts pour gagner.
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