Afrovestor

1.5K posts

Afrovestor

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
324 Takip Edilen5.4K Takipçiler
Afrovestor
Afrovestor@BullrunIO·
This is AI solving a a problem that mathematicians have battled with for 80 years. Tell me again why you are not bullish on AI use in medicine , drug research etc. I feel good about the odds of AI helping us find cure for cancer etc
OpenAI@OpenAI

Today, we share a breakthrough on the planar unit distance problem, a famous open question first posed by Paul Erdős in 1946. For nearly 80 years, mathematicians believed the best possible solutions looked roughly like square grids. An OpenAI model has now disproved that belief, discovering an entirely new family of constructions that performs better. This marks the first time AI has autonomously solved a prominent open problem central to a field of mathematics.

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Afrovestor
Afrovestor@BullrunIO·
AI will not replace these skills. CURIOSITY & GRIT I obsess daily about how to build these skills in my 2 young children in their formative years .
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Afrovestor
Afrovestor@BullrunIO·
Ruto needs an opponent after a horrible 4 years of theft , abductions , killing , corruption and taxes. The biggest threat he faces is a united and tribe-less youth. Please don’t fall for it. Please don’t forget who he is and what he did . We have the biggest chance to unite across all tribes. All people. Especially young people whose future he has robbed. He oversaw the killing of young people . Rex Masai , Ojwang, a young girl in Kiambu and hundreds of others Remember the menacing person who called young people terrorists that evening after parliament invasion ? Remember that terrifying person who ordered police to shoot demonstrators? Remember the hawker who was killed selling masks ? Remember the chilling daily abductions and tortures Never forget those. 2027 we have a chance to change our country forever and reclaim it
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Afrovestor
Afrovestor@BullrunIO·
‼️Just IN US government through the chips act is taking new positions on these companies $1B to $IBM $375M to $GFS $100M to $QBTS $100M to $RGTI I am out of money but good bets if $INTC run is anything to go by
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Afrovestor
Afrovestor@BullrunIO·
@ahmednasirlaw Quite an ignorant & socialist take. Failed trickle down economics. I prefer those dividends paid out to individual shareholders than going to a stealing , thieving government through tax
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Ahmednasir Abdullahi SC
Ahmednasir Abdullahi SC@ahmednasirlaw·
I just don't get it. Why aren't we having windfall taxes on these crazy super profits banks in Kenya are making by lazily lending depositors money to government with zero risk and supper profits? If 60% of a bank's profits are from government lending, the Minster of finance @JohnMbadiN must have powers to levy a windfall tax.
Ahmednasir Abdullahi SC tweet media
Nairobi, Kenya 🇰🇪 English
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Afrovestor
Afrovestor@BullrunIO·
@piersmorgan It is not just Ben Gavir sadly , though he is the most evil But day after day we see the Zionist settlers dish worse treatment to innocent Palestinians . Until all these criminals are charged and jailed for decades , nothing will change
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Afrovestor
Afrovestor@BullrunIO·
$NVDA beat earning estimates. This is not the news. It was expected. As always here is what got my interest. While Data Center compute grew 77% YoY, Data Center networking (InfiniBand and Spectrum-X Ethernet) surged 199% YoY to $14.8 billion, growing 35% just sequentially. I continue to be very bullish on $CRDO and $ALAB as key holdings and $ANET A bet that demand for connecting GPU clusters will continue experiencing massive demand
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Afrovestor
Afrovestor@BullrunIO·
If you bought each of these stocks when I bought , here is what you should be sitting on On $ALAB $117 to $276. That is 135% On $MRVL $81 to $188. That is 132% On $MU from $396 to $720. That is 81% $NVDA still made some money You are only sitting on paper loss on CEG All on less than 2 months Show me a more ideal place to create wealth
Afrovestor@BullrunIO

The last few day have offered good entry points to add and size up on my current holdings. Deployed $17k all on adds to what I currently hold $CEG $NVDA $MU, $ALAB and $MRVL $PSTG Why these ? Haven’t they run up already? Yes they have but there is still very good upside

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Afrovestor
Afrovestor@BullrunIO·
I sold $TLN and bought $TE after Leopold Aschenbrenner disclosed a holding a position. Already up 33% in 5 days If you have no idea who he is. Check him out
Afrovestor tweet media
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Afrovestor
Afrovestor@BullrunIO·
Here is every stock I own $TSM $AMD $NVDA $ANET $IREN $CREDO $MRVL $ALAB $NVTS $TLN $META $MU $NOW $CEG $CEVA Small position <5k $RXRX $SDGR I am betting on AI infrastructure scarcity.
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Afrovestor
Afrovestor@BullrunIO·
I love these three stocks. Even after an impressive rally over the last one month , I can’t trim at 2X $CRDO $ALAB Both a bet that as custom chips grow , interconnect (data movement ) within AI clusters become a bottleneck $NVTS Already ran and at 2X A bet that as AI moves to the edge , power delivery need to be faster and more efficient
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Afrovestor
Afrovestor@BullrunIO·
I don’t know whether I have hated a politician this much. I can’t watch him speak without my blood boiling . A charlatan , liar & a fraud . A Disgraced ICC indictee. A terrible human being . A deceiving , untrustworthy duplicitous politician It is not enough that we defeat him. Whoever comes next must send him to jail . Destined for infamy with no respect . Neither worthy of admiration or memorialization .
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David Makali
David Makali@davidmakali1·
A pilot, an experiment, being sold as a success story in international fora. Buyer beware!
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Afrovestor
Afrovestor@BullrunIO·
$NVDA reports tomorrow after markets close. We have become accustomed to it beating estimates. Important updates will be on guidance. But my biggest earning day is June 2nd when $CRDO reports.
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Afrovestor
Afrovestor@BullrunIO·
If this persists and becomes sticky expect: 👉🏾Stronger USD coupled with tighter global liquidity. 👉🏾Foreign investors reducing Emerging Markets exposure eg Kenya 👉🏾Pressure on the KES and local bonds 👉🏾Higher domestic yields
Afrovestor tweet media
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Afrovestor
Afrovestor@BullrunIO·
Stanbic Bank Kenya $SBIC forced to come out with a statement after a LinkedIn user falsely claimed to have been appointed the CEO
Afrovestor tweet mediaAfrovestor tweet media
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Afrovestor
Afrovestor@BullrunIO·
Our global hobnobbing president in private jets , Christian Louboutin shoes and Rolex watch Meanwhile for the second day our kids have not gone to school , and you did not make it to work . He is waiting for your pay to come in one week to take almost 40% and allocate himself 17B KES to throw parties at statehouse. Then the rest he will take in form of VAT and levies What remains you can use it to fix your car after it hits that pothole .
NTV Kenya@ntvkenya

Ruto splurges on jet as strike cripples transport zurl.co/TsOY7

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Afrovestor
Afrovestor@BullrunIO·
Everything that “must go” has done has been to try and “steal early” 👉🏾Sell KPC (103B KES) Safaricom (204B KES) and take future Safaricom dividends today (40B KES) . Steal that today 👉🏾securitize future fuel levy collections . Take the billions. Steal that today. Around $175B KES Plan to securitize housing levy , PAYE, VAT etc The damage he has done will take us decades to recover from .
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Keşfet

@Brainiarc7 @ahmednasirlaw @JohnMbadiN @piersmorgan @elonmusk @BarackObama @taylorswift13 @cristiano