Tsachy Mishal
58K posts

Tsachy Mishal
@CapitalObserver
Tweets are not recommendations or offers of services & are for educational purposes only. I may buy or sell securities I tweet about for myself or clients.
Katılım Nisan 2009
906 Takip Edilen15.8K Takipçiler

@CapitalObserver And you’re going to bet against him? good luck.!
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@VolteFaceInvest When i bought a second refrigerator I insisted on an old fashioned one with no electronics. My grandmother's refrigerator lasted longer than her. With the electronic ones they last about 7-10 years and repairs can be in the thousands
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Any company that sells things now like this will be so swamped with orders they'll have shut off the phones.
Russell Brunson@russellbrunson
A guy in Alberta is selling tractors with zero computers. No software. No sensors. Just a diesel engine you can fix with a wrench. 400 American farmers tried to buy one after a single interview. Sometimes the moat isn't more features. It's less.
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@quantumjetpack @EmmetPeppers The problem with AI is that it's right a lot of the time but if you aren't an expert you wont know when it's wrong
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@CapitalObserver @EmmetPeppers Not sure if elon added it but there are a lot of accounts, bots posting ai generated text.
Some even seem very informative, tho they don’t clearly state they are ai.
Many people are doing this. Basically ai is making it easier for them to produce (sometimes valuable) content
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@EmmetPeppers Can’t imagine why a bot with low followers would pay for a checkmark
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@EmmetPeppers Yes actually. Do you think Elon added AIs?
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Tsachy Mishal retweetledi

@CapitalObserver Speaking of the bear case, what the heck has happened to $chkp ? Any thoughts why it has been cut in half…?
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@John_Hempton While everyone loves $INTC right now because CPU demand is off the charts,the fact that everyone and their mothers are making CPUs will be a problem when the cycle turns
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@John_Hempton The memory makers will most definitely have negative free cash flow when the cycle turns, whenever that is
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Of the current tech giants one or more will be obsolete in a decade.
In the dot-com period the giant that disappeared almost entirely was Sun computers. They made the most powerful servers, and they were obsoleted by giant racks of linked servers running mostly Linux.
So what is the Sun of this cycle? Which giant disappears?
youtu.be/njnNVV5QNaA?si…

YouTube
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@k3ithmccullough This does seem a bit crazy. 20k miss on internet subs is within the bounds of a normal quarter
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