Cashflow Farming 👨‍🌾

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Cashflow Farming 👨‍🌾

Cashflow Farming 👨‍🌾

@Cashflowfarming

Concentrated portfolio targetting 15% CAGR. Tech Sales by day, Investing by night.

Katılım Ekim 2023
325 Takip Edilen302 Takipçiler
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Cashflow Farming 👨‍🌾
Cashflow Farming 👨‍🌾@Cashflowfarming·
Probably the most comprehensive yet digestible investment thesis on $OKTA you will find online. I included qualitative/quantitative info and a case study to deliver a well-rounded, insightful thesis. Curious to hear your thoughts in the comments!👇👇 (full PDF in the comments.)
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Cashflow Farming 👨‍🌾
Cashflow Farming 👨‍🌾@Cashflowfarming·
7/ The market has already rewarded the first AI infrastructure trade: hyperscale compute. As enterprise AI adoption continues, The next phase should reward the companies enabling enterprises to run AI themselves. HPE has already built a multi billion dollar backlog for that market, yet it is still valued like a traditional infrastructure company rather than an AI platform enabler. Conclusion: Bullish $HPE 🐂🐂
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Cashflow Farming 👨‍🌾
Cashflow Farming 👨‍🌾@Cashflowfarming·
$HPE : The Second AI Infrastructure Trade 🧵- thread below 1/ Everyone saw Dell and learned the first AI-infrastructure trade: hyperscale server volume. The second wave will be private, enterprise agentic AI. That puts $HPE in focus.
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Cashflow Farming 👨‍🌾 retweetledi
Amjad Masad
Amjad Masad@amasad·
Okay this is wild: OpenAI agent during evaluation, escaped sandboxing and hacked into HuggingFace. Because OpenAI models don’t allow advanced cyber capabilities, HuggingFace used a Chinese open model to contain the rogue OpenAI agent.
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Abyss
Abyss@Fred_Abyss·
@Cashflowfarming I completely missed the spin-off. Wow. Thanks for bringing that to my attention.
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Cashflow Farming 👨‍🌾
Cashflow Farming 👨‍🌾@Cashflowfarming·
$HON Honeywell Aerospace hit $200 per share today. At around 20x forward earnings, you're getting a business with: - A large installed base. - Sticky aftermarket revenue. - Strong exposure to commercial aerospace. - Receiver of increased defense spending for THAAD, Patriots, GPS denial and counter denial technology etc.. - A multi-year order backlog. I opened a position today. I hope it goes lower so I can average down, before taking off 🛫 😉.
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The Long AJ
The Long AJ@TheLongAJ·
@ariaradnia Still too expensive.
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Aria Radnia 🇮🇷
Aria Radnia 🇮🇷@ariaradnia·
P/E from 74x to 40x gives you flat after 5 years Despite earnings... doubling 😬 $ISRG
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Drew Cohen
Drew Cohen@DrewCohenMoney·
I'm I being silly? I currently have subscriptions for ChatGPT, Claude, Gemini, and Manus (newest one/ trying it for agentic capabilities) I usually probe multiple AI models with the same prompt. ChatGPT is the best UI and easiest to read/ use. Gemini's answers typically surface something the others miss. I think it has the best search. Claude I originally got for the excel plug-in. I find it's chat answers to be unnecessarily long and the worst UI of the three. It doesn't search as well as Gemini, but it's logic on occassion is superior. Which should I cancel? Drop a comment if you suggest using some AI tool mentioned or not mentioned differently.
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Cashflow Farming 👨‍🌾
Cashflow Farming 👨‍🌾@Cashflowfarming·
Looks cool
stdrc@istdrc

Hi, I'm RC. I built Kimi CLI at Moonshot last year, and back in 2015, bots that lived in group chats. For the past four months, I've been building Raft in public. Today I'm launching Raft 1.0. Right now, working with agents means juggling terminals, sessions, and skills. The more you run, the more you end up holding it all together yourself, and the easier it is to lose the thread. Raft puts your agents in team mode: one workspace where working with agents feels like messaging your team. The work keeps moving, and you stay at the wheel. Meet my Raft agent team👇

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Cashflow Farming 👨‍🌾
Cashflow Farming 👨‍🌾@Cashflowfarming·
Record trading activity and revenue for the big banks. Read through looks pretty bullish for $CME and the other exchanges. $ICE $CBOE $MIAX $NDAQ
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Joshvir262
Joshvir262@joshvir262·
This is the sector rotation we have all been waiting for. A beautiful green day for all but semis. $META is my top position atm
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Keşfet

@rauchg @vercel @InvestorVideos @Fred_Abyss @ariaradnia @DrewCohenMoney @beanstockdoc @elonmusk