Chris Bywater

@Tech_Investor20 @StockSavvyShay Say you know absolutely nothing about tech without saying it

@StockSavvyShay next Mag 7 1- $PLTR 2- $TSLA 3- $CRWD 4- $AXON 5- $NET 6- $SNOW 7- $MDB I like the top 5.

Here’s a picture of me, a European, security freeloading in Afghanistan as part of a US Army special forces task force. Look! They even gave me a special “freeloader” badge to wear above my medals. 12 close friends and colleagues killed when they were there freeloading too.

How it started vs. how it's going:

@mistervvs_ @picotop Fake and ugly hands

@picotop It’s ok, I don’t do daytonas anyways

noooo babe your Datejust is perfect the Daytonas scare me.

@TheSecretAcct @FinanceTiger Respectfully, this is an outdated view. Simple measure is house price Vs wage. And this is including outside of London, in London it's a whole diff game. The 'gadget' point is moot, did iPhones exist in boomers youths?! Rate your content, though!

@FinanceTiger That’s a good observation. We had to make choices. Save up for a house or go on holiday. Also our first houses were cheap but poor and furnished cheaply. People want the best of everything too soon.

“I’m afraid I feel we have raised a generation who feel a holiday is a right not a luxury and expect their home to come fully equipped with all new gadgets rather than waiting until they can afford them. They will learn ...” #MortgageCrisis telegraph.co.uk/property/news/…

@gud2bheard @AlanJLSmith Nice, thanks!

@AlanJLSmith @Ceejay_B #IGUS hedged version

I don’t think the impact of this is fully understood or appreciated. You can invest in 500 of the biggest and best businesses in the world (including Amazon, Apple, Berkshire Hathaway) for 7 basis points. That’s 0.07% of your investment. That’s close to zero cost. #VUSA

@jaminball Missing self service layer across end users for analytic, automation and ml applications!! E.g. alteryx, dataiku etc.. good read.

4. The AI Stack. This typically consists of: 1) Compute Hardware (Nvidia / GPUs) 2) GPU Cloud (Lambda, Coreweave) 3a) Text Foundation Models (LLMs): GPT3, Anthropic, Character, Cohere, etc) 3b) Image Foundation Models (Diffusion Models): MidJourney, Stability, Dalle, Imagen...

Investing in infrastructure businesses, particularly data infrastructure, has been incredibly exciting over the last few years (and will continue to be!). A couple data infra stacks Im excited about 1) Analytics stack 2) Real time stack 3) Data Lake stack 4) AI stack More below

@JayVillas2020 @RihardJarc Lol what? Away is literally the biggest by market share and revenues in most markets

@RihardJarc Fair enough - I suppose that's a yardstick independent of $AMZN valuation that you can correlate against. Then again, it still isn't enough to say that $AMZN is undervalued today. Azure, GCP are larger; AMZN has more staffing / warehouses that are a drag now, etc

Investors undervaluing the strength, moat, & earnings power of $AMZN. $AMZN is back at 2018 levels despite: AWS rev 2022 - +$80B (up from $25.7B in 2018) Ad rev 2022 -+$35B (up from $10B in 2018) E-commerce revenue doubled from 2018 Prime members 163.5M (up from 100M in 2018)

@bethsxxxx Yes pls

@willxpalf You got this bro?

@saxena_puru Thoughts on ayx as a recovery/comeback? New management, now accelerating ARR growth 33pc and 50pc yoy..

IRR for Top25 SaaS companies (stock CAGR since IPO) - This is why I own these "unprofitable"/"bubble" stocks - they are recurring revenue compounders.

SaaS returns since IPO (multiples of invested capital) -

@BoogsUniverse @UsmaanGohar2 @Jake_ZZZZZ @gnozid @SBrownNFT @J_Cobb1

ROUND 2 WINNERS @UsmaanGohar2 @Jake_ZZZZZ @gnozid @SBrownNFT Congrats guys! Round 3 will be going live at 9PM GMT RT & Tag a friend For an OG Role 🥳

"It affects me, my friends, and my sister" 12-year-old Vienna is fighting the Texas abortion ban and told ITV News she is "fearful" for her future. I spoke to two young activists who called their state's law "a war" on women's bodies @itvnews itv.com/news/2021-11-2…

'How could the world let this happen?' With 100 days to go until #Beijing2022 Winter Olympics, I spoke to Uyghur, Tibetans, and people from Hong Kong who are calling for a boycott of the Games. My latest for @itvnews itv.com/news/2021-10-2…

@Torbo122 @SteveUrkelDude Shut your moot mate that was all England!

@SteveUrkelDude well i guess its an undeserved win for england. They didnt play fair. There where 2 potential red cards. Germany was way better in my opinion

ENGLAAAAAAAAAANDDDD!!!!!

@fennec_way Sklz nice call

What cheap prices on the bord. No one knows the buttom of any stock, don't let people lie to you. Add slowly or wait for reversal confirmations. Added more $PLTR $21s Loaded back our old friend $SKLZ at $13s.

@SteveUrkelDude Don't feel it lol. Disconnect with between growth and spy atm is savage

$SPY

@Pharmdca You holding Ocul LT like that too?

$MREO $PAVM $PDSB $ONCT $TCON some of my positions holding long term, not trimming at all. Huge potential long term