From Growth To Value

Wake up, honey! The new Overview Of The Week is out!🎉 Will this be the worst July since the dotcom bubble? And much, much, much more.

Interesting results $GOOGL $MSFT $AMZN

@IrnestKaplan Decelerate is not the same as slowing capex, which means lower capex. That's what I didn't understand. You meant slower growth, not slowing capex. The expected deceleration is why I asked this question.

@FromValue @FromValue Hyperscaler capex is expected to decelerate significantly Already in the forecasts

Suppose the Mag7 slows down its capex spending. Do you think that it will end the hardware cycle? Or is the demand outside of the Mag7 enough to still have high demand?

@fools_gd 😂

@FromValue Man, Jude Bellingham got really old really fast. 😉

One of the things I repeat over and over again is that optimism wins. That's not naive but reality. If you look at history. Things just get better over time, with shorter periods of setbacks. Very much like the stock market, in other words. But it's also a warning signal for investors. Very often, the companies that play on defense lose. The new and better paradigm will almost certainly win and if you don't adapt, you'll be disrupted and perish. Josheph Schumpeter called this creative destruction, the idea that the economy can only stay vital when the new destroys the old. That's also how you have to look at the Mag7 capex boom. The risk of NOT investing so much is much higher than that of investing too much. Multiple Mag7 executives have already said this aloud, but many investors don't seem to realize that it's either going all-in or be disrupted.

@Couch_Investor It was fantastic!

Mathieu van der Poel! Man man man! Wow!

Our daughter will buy the best content out there, whether it is about stocks or not. 👍

@davey_juice This is an awfully stupid take. Read sth about it before you judge. Denmark, 500+ identical twins, separated at birth. Some came in families with a BMI of 35, some in families with a BMI of 22. 85% of identical twins had exactly the same weight, no matter what they ate.

Hot take If you need rely on GLP1s you are a pussy man, just stop shoving your fucking face or just shove better food in your mouth. GLP1s people are like only fans people in terms of how much I respect a person who does things that reflect their values and character.

@IrnestKaplan Huh?

@FromValue Capex is slowing significantly already

@BalsagnaHarold @jbulltard1 OMG, how did these people survive???😂

@jbulltard1 @FromValue also no avocado toast back then

Come on?

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@Jay_Zee_xyz I think this is what most people got wrong to start with. In the West, an overwhelming majority of people study a language (or anything else, like chess) just for fun, not for practical purposes. Outside the West, that's different, as English is the most popular language there.

@FromValue "Expand my reality" should be a mode on Duolingo. I think people will no more learn language because they have to (lot of ppl speak English or AI does the job 4U), but just for fun and to broaden their life experience. I'd gladly take latin to know how it shaped modern language

I studied Latin for 6 years (and I'm refreshing it on $DUOL now). That means I know the origin of the words "speculator" and "investor." They are not the same. The Latin word speculator means an observer, a spy or someone who examines something. But that's inherently short-term. Later it was used for someone who anticipates future developments and takes a short-term position based on that judgment. People who have listened to the fantastic @RBIPodcast with @DavidGFool will know the origin of the word investor. It comes from the Latin word investire, which means: to clothe. If you invest in a company, you wear the clothes of that company, as it were, as if you become a part of the team. That's totally different and inherently means you join for the long term. Words shape reality.

@jbulltard1 I start every day with an Aeropress coffee I make, take my cup to my library, and look at the books in my library, sipping my coffee. Nothing can make me feel richer than that. So, yes, underrated point. 🙂

@FromValue I think they just felt richer bc they were making coffee at home everyday

@Clownbuck @MarceloLima Have you read that article? It confirms what I wrote.

@FromValue @MarceloLima techpowerup.com/344000/chinese…

In the Economist interview, Elon said it's underappreciated how close China is to solving lithography. By this I inferred EUV... which would be an incredible achievement, but $ASML gave them the roadmap as they most certainly have stolen schematics at this point.

Early investors in $SPCX

@jvluijmans Zover was ik nog mee, haha. 😂 Geniet van 't zeitje (vanuit De Haan)

@FromValue Dit zijn geen loafers hè 😂

Het voordeel van in Nieuwpoort rond te lopen en niet in Knokke is dat ik mijn roze of gele broek en Aurélien loafers niet hoef aan te doen. En ja, dit is een stooktweet.

@jvluijmans OMG 🙈

@FromValue Ik ben dan ook een fashionista. Tijd om naar Knokke te gaan met mij 🤪😅