@mmmicheni After consulting at MBB(McKinsey ,Bain or BCG ) transition to Strategy &Ops in tech. Uber , Google , etc
That’s the cleanest path
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Afrovestor
1.7K posts
Afrovestor
@BullrunIO
Tech | Finance | & The LAW. | Stock picker |The money has already been printed , I intend to be at the table when it is shared
Global Katılım Şubat 2024
361 Takip Edilen5.7K Takipçiler
@mmmicheni Your best bet is not any of those.
Start here. Get into consulting. McKinsey , BCG, Bain
Two ways. If you are <2 yrs since graduation apply for McKinsey future leaders program
If more than that. Go to a good MBA school. Oxford , LSE, HEC or even UCT
Then Consulting >MBB
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If you are employed , you have to vote Ruto out for directly stealing from you -Housing levy , SHA
But here is the biggest assignment.
If you send money home -to relatives etc. You have to influence them to vote Ruto out for stealing part of what you would be sending to them
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Semi conductor stocks are dumping following Jensen letter on open models.
I believe investors are missing on something. If the model is commoditized the losers will be closed models -OpenAI, Anthropic
But infrastructure will still be needed. Memory , Power , Connectivity etc
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Jensen first ever tweet !!
Jensen Huang@JensenHuang
For my first post, I’m sharing a letter @NVIDIA signed on why open models matter. AI will transform every industry, power every company, and be built by every country. Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty. The world needs both frontier closed models and frontier open models. images.nvidia.com/pdf/Open-Weigh…
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$GOOG guided for more capex spend
Next week I expect the same trend from $META , $MSFT and $AMZN
Capex spend increases. But that spend will be selective on where it is deployed. -Memory , Data Center Connectivity etc
Afrovestor@BullrunIO
Alphabet $GOOG is reporting Q2 earnings today While I don’t own it , I am interested in hearing guidance on capex spend
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@BullrunIO A 101% jump from the same period last year, the computing and data centre business is an expensive venture. What if AI predictions fail to materialise?
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Alphabet $GOOG is reporting Q2 earnings today
While I don’t own it , I am interested in hearing guidance on capex spend
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The clean up for anyone who might tie the powerful to Epstein is one hell of a hit list
If I was one of them I would be singing like a bird
CNN Breaking News@cnnbrk
Model recruiter Daniel Siad, who introduced young women to Jeffrey Epstein, found dead at his home in France. cnn.it/4wNonne
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No matter how cheap Chinese models get , the US will not allow companies in the US and by extension western countries to use them
Just look at what they did to Huawei
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Afrovestor retweetledi
I am a single issue voter in the next election. Get rid of Ruto
I could care less if we elect a Leprechaun, A pixie , A Fairy or even an Elf
I genuinely believe 80% of our current problems will be solved once he is gone
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@I_amMukhtar If not for anything else , can we lock him up for ever for this atrocious dressing
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I keep saying this. Anyone with a payslip has no business voting for Ruto!
You have a personal reason not to. He has stolen part of your pay to enrich himself and his cronies in the pretext of building affordable houses which you and me can’t even afford to buy
Edwin H. Dande@ehdande
Random Thought... the next voting block that will be gone after Mt. Kenya will be the 3m+ salaried workers. 1. Affordable Housing has entered its 3rd year... 2. ...collected about Ksh. 200 billion from already strained salaried workers, assuming 6.5 b per month... 3. But only completed about 8,000 houses, whose beneficiaries remain largely mysterious. (Personally i am yet to meet anyone who is a beneficiary for these houses) 4. Even at a cost of say 2 m per house, that is 16 billion, its going to be hard to explain where the 200 billion went. When we argued the levy was not a good idea we were chastised, soon salaried workers will ask for reconciliation. Even audited financials can't be found on the program's website.
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A very good summary of the sociopath
Wamutahi@Son_of_Laikipia
You increase taxes abnormally You loot the country for fun You slaughter citizens daily You disregard the law You shit on human rights You abduct citizens daily You turn security organs against citizens You turn the country into a goons playground But you still want their votes
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The markets in two weeks have wiped the equivalent of 2 Cayennes off my portfolio
Worried ? No. Expected this
Doubling down on some of them? You bet yes. $CRDO , $MRVL , $ALAB
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I tore a tendon on my thigh yesterday
I was not going to embarrass my son by not winning the parents race at their school fun day
Dad points earned . We can now work on repairing the tendon
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@CENTCOM @mytradesignals Long live Iran 🇮🇷. Long live the resistance
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CENTCOM Statement on Recently Fallen, Missing U.S. Service Members
TAMPA, Fla. — On July 17, two U.S. service members in Jordan were killed in action as U.S. Central Command (CENTCOM) and partner forces defended against Iranian ballistic missile and drone attacks. Additionally, one service member is currently missing.
Four American service members were medically evacuated to Jordanian hospitals. They have since been discharged. Other personnel who were evaluated for minor injuries have returned to duty.
Out of respect for the families, CENTCOM will withhold additional information, including the identities of the fallen warriors, until 24 hours after the next of kin have been notified.
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@citizentvkenya The ICC let us down big time. He has not learnt his lesson. He will kill again
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Chaos erupts at Ol Kalou Comprehensive School as armed, hooded men assault journalists and seize their cameras, teargas fired to disperse crowds at the polling station
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Very chilling.
“ only one tribe remains in this village .All the KIKUYUS have been killed or chased away”
There are so many families who will never be the same
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