Iovanny Pabbulus retweetledi
Iovanny Pabbulus
492 posts

Iovanny Pabbulus
@IovannyPabbulus
Stocks & Crypto Learning, analyzing and figuring it out. Football, Golf & Tennis guy ⚽️⛳🎾
Katılım Ocak 2024
97 Takip Edilen146 Takipçiler
Iovanny Pabbulus retweetledi

En el show de ayer hablamos de que estalos viendo para el $SPY y menciono una acción del sector robotica/lidar que es mi favorita. 👀
Teclaro@TeCLaro
THE TRADING SHOW - 25 de Mayo x.com/i/broadcasts/1…
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Iovanny Pabbulus retweetledi
Iovanny Pabbulus retweetledi
Iovanny Pabbulus retweetledi
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Iovanny Pabbulus retweetledi

AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030 from $NVDA Jensen Huang projections.
You're not bullish enough.
And it might be a good idea to stay exposed + own the keys of the AI Kingdom:
-> $AXTI controls the materials buildout with photonics.
-> $SOI controls the AI buildout with silicon photonics.
-> $SIVE controls laser chokepoints for CPO.
-> $IQE controls Western epiwafer supply chains for photonics.
All these started off as tiny companies, yet the trillions of projected capex gradually upward to them.
There's many more in other industries as well.
-> AI Capex flows to Neoclouds like $NBIS.
-> AI Capex flows to memory like $MU and $SNDK.
And many of the "commodity" materials or "science projects" for the past 20 years now a sudden shift in exponential TAM expansion.
We're witnessing the next industrial revolution with Artificial Intelligence + Physical AI.

English

@XFreeze I can’t find the offer.
It’s not updating for me.
Please help me 🙏🙏
English

You have to try Grok Build CLI Beta - it’s insanely good and works amazingly well
Being able to generate code, images, and even videos directly from the command line changes the entire development experience
It’s also incredibly easy to import skills and create custom workflows directly inside the CLI

English

Was watching TV listening to a group of communists talk…
and it blows my mind how twisted their incentives are:
they take more from the one who produces the most to give it to the one who produces nothing.
What incentive is left for the one who DOES produce?
None.
A system that punishes effort and rewards laziness.
#TwistedIncentives
English
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