Sam Badawi

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Sam Badawi

Sam Badawi

@Sam_Badawi

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Los Angeles Katılım Mart 2020
608 Takip Edilen45.7K Takipçiler
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Sam Badawi
Sam Badawi@Sam_Badawi·
I look at all markets. Sectors, asset classes, bonds, metals, energy, and sentiment. Why? Because there is a finite amount of liquidity in the system, and it all has to go somewhere. The main driver is fundamentals, but every now and then, macro comes into play. We have literally gone straight up for the last 6 weeks. Sure, it might be time for a pullback, but it was also time 2 weeks ago. However, let’s not kid ourselves, the last 6 weeks have been the most outstanding performance of my our career. You can never sell the top, and you’ll never catch the bottom consistently. My best ideas have done VERY well YTD and have had breakneck rallies in the last 6 weeks. No, I didn’t go all in on software. I also didn’t go all in on oil stocks at the worst time possible or FOMO into $NBIS or $MRVL today. I have been looking hard at leading themes every day. No breaks. That is exactly what I do. And I love it. I learn every day from everyone. There are so many people to thank, but the job is not over. The job is never done. Keep going. Whether long, short, flat… just keep going. I ALWAYS will. This is my vow to the community. God bless. 🫡
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Sam Badawi retweetledi
Sam Badawi
Sam Badawi@Sam_Badawi·
Anthropic's revenue growth continues accelerating rapidly, with reports suggesting it could reach profitability sooner than expected while maintaining one of the fastest ARR growth rates in AI. The second-order effect is that hyperscalers like $AMZN, $MSFT, $GOOGL, and $META may need to increase AI CapEx even further, benefiting infrastructure providers such as $NVDA, $AMD, $AVGO, and $TSM as training and inference demand continues to climb.
Sam Badawi tweet media
Sam Badawi@Sam_Badawi

In just 3 years, Anthropic grew its ARR from $10M to $44B. This is just the start.

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Sam Badawi
Sam Badawi@Sam_Badawi·
Hyperscaler CapEx consensus estimates imply spending grows from roughly $380B in FY2025 to about $1.03T by FY2028, a 39.5% CAGR. $NVDA CEO Jensen Huang believes AI infrastructure spending could ultimately reach $4T by 2030, implying a much steeper trajectory beyond current consensus estimates. That would require spending to accelerate dramatically from FY2028 through FY2030 as demand for compute, networking, memory, storage, cooling, and power continues to surge. Of course, much of that investment would be funded by $AMZN, $MSFT, $GOOGL, and $META. Take a wild guess who the beneficiaries might be.
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Sam Badawi
Sam Badawi@Sam_Badawi·
There is a real possibility that Anthropic reaches a $2T valuation by year-end if AI adoption and revenue growth continue at the current pace. Could Anthropic eventually surpass $SPCX SpaceX as the largest IPO in history? If that happens, it would likely beat OpenAI as one of the most valuable private AI companies ever created.
Sam Badawi tweet mediaSam Badawi tweet media
Sam Badawi@Sam_Badawi

THIS IS INSANE Anthropic expected 10x revenue. Instead, they saw 80x growth in Q1. Just look at how ecstatic Dario is… a “successful disaster.” As @benitoz said, we definitely need more compute.

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Sam Badawi
Sam Badawi@Sam_Badawi·
SK Hynix unveiled a new HBM5 packaging technology that cuts thermal resistance by 30% alongside $NVDA GPUs. Expect similar advances from $MU and Samsung as next-generation HBM competition accelerates and thermal performance becomes increasingly important. With a strong push for onshoring the supply chain, this will be a larger runway for $TSM.
Sam Badawi tweet media
Sam Badawi@Sam_Badawi

President Trump praised $MU during his New York rally, calling Micron “great” while highlighting the company’s massive semiconductor investment in Clay, New York as part of the broader push to rebuild American chip manufacturing and AI infrastructure. Think about the other capital investments in U.S. onshoring. $AMKR in Arizona. $ON onsemi in NY and Texas. $TSM in the U.S. Bullish.

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Sam Badawi
Sam Badawi@Sam_Badawi·
According to J.P. Morgan, $QCOM’s datacenter opportunity spans custom silicon, CPUs, and AI accelerators, with management expecting meaningful revenue contribution beginning in FY2027. They also highlighted Qualcomm’s advantages in low-power compute, $ARM architecture expertise, and software integration, positioning it to benefit from AI growth across datacenters, automotive, robotics, and next-generation consumer devices.
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House Tracker
House Tracker@HouseTrackers·
MLB HALL OF FAMER KEN GRIFFEY JR. JUST LISTED HIS ORLANDO MANSION FOR $27 MILLION He and his wife bought the lakefront land back in 2004. Here's what they paid: Just under $2.6 million for the 11.5-acre lot on Cypress Lake. They custom-built the Mediterranean-style estate, finished in 2008, and are now listing it 18 years later for $27 million. What you get for the price: • ~22,100 sq ft, 7 beds, 8 full baths • A 125,000-gallon grotto-style pool with a slide and waterfalls • A golf simulator, wine room, gym, and media lounge • A 10-car garage and a private boat dock Griffey hit 630 home runs and went into Cooperstown on 99.32% of the vote. Off the field, he's invested in Seattle's Sounders FC and Mariners.
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WOLF Bitcoin
WOLF Bitcoin@WOLF_Bitcoin_·
INVESTOR @ChrisCamillo GIVES HIS TIER RATING FOR STRATEGY $MSTR "Strategy? F-tier. These levered funds in something as volatile as Bitcoin.. I hate it so much." Coinbase $COIN gets a D. x.com/Fibonacci69/st… "I think Coinbase will do fine because they do a lot of institutional stuff. But there'll be a lot more competition the next ten years." The man generating 70% returns for 18 years is not a fan of levered Bitcoin plays. Agree or disagree?
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Sam Badawi
Sam Badawi@Sam_Badawi·
$GOOGL was trading at nearly half of today’s valuation just last fall before this now-iconic interview where CEO Sundar Pichai said parts of the AI boom contained “elements of irrationality” while still comparing AI’s long-term impact to the internet revolution. The important takeaway is that even many of the companies leading the AI buildout acknowledged excess speculation early on, yet hyperscaler spendingfrom $AMZN and $MSFT, inference demand, and enterprise adoption have continued accelerating far faster than most investors expected.
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Sam Badawi
Sam Badawi@Sam_Badawi·
Knicks in 4
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Sam Badawi
Sam Badawi@Sam_Badawi·
@bigbobinvests Don’t get too excited. You can easily lose that $1.37 tomorrow at open
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bigbob
bigbob@bigbobinvests·
THE MARKET IS GOING CRAZY LOOK AT THAT CANDLE
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Sam Badawi
Sam Badawi@Sam_Badawi·
$IREN is trading above $58 in overnight markets
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Sam Badawi@Sam_Badawi

$IREN co-founder Daniel Roberts said if someone wanted to build a 1GW AI factory TODAY, they likely would not get first compute online until 2030, reinforcing how severe the power bottleneck has become across AI infrastructure. That is exactly why energy and power infrastructure in $BE and $FPS continue becoming increasingly important to support the expanding compute footprint tied to the builders $NBIS, $WULF, and $APLD.

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Sam Badawi
Sam Badawi@Sam_Badawi·
European stock markets are partying right now. Just in time for bearish headlines, right? $ASTS +7.6% $IREN +5.9% $LITE +5.7% $MOD +5.3% $ONDS +5.0% $NBIS +4.6% $MU +4.6% $RKLB +3.8% $AMD +1.1%
alldaystocks | 24/7 Market News@allday_stocks

High-Beta Growth Stocks Rally in European Trading as AI, Space & Data Center Names Lead How selected U.S. stocks performed today in European trading: • $ASTS AST SpaceMobile, +7.6% • $IREN IREN, +5.9% • $LITE Lumentum, +5.7% • $MOD Modine Manufacturing, +5.3% • $ONDS Ondas Holdings, +5.0% • $NBIS Nebius Group, +4.6% • $MU Micron Technology, +4.6% • $RKLB Rocket Lab, +3.8% • $AMD Advanced Micro Devices, +1.1% • $BB BlackBerry, -2.4%

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The Great Martis
The Great Martis@great_martis·
Moment of truth has arrived.
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Say No To Trading
Say No To Trading@SayNoToTrading·
It's officially time to sell. On Friday's Basis Points podcast, @amitisinvesting busted out Fiji, which is even more bougie than the blue bottle.
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Sam Badawi
Sam Badawi@Sam_Badawi·
The drawdown across fintech continues getting brutal with $SOFI now down 43% YTD, trailing weakness seen across $KLAR, $FOUR, and $TOST as capital continues rotating away from the sector. To me, this increasingly looks less like isolated company weakness and more like a broad market rotation out of fintech, software, and emerging markets as investors buy the largest beneficiaries of the AI infrastructure buildout. That rotation continues heavily favoring semiconductors and infrastructure tied to $NVDA and $ARM for compute, $MRVL and $AVGO for networking and ASICs, memory suppliers $MU and $SNDK, and AI infrastructure buildout $NBIS, $WULF, $IREN, and $APLD.
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Sam Badawi@Sam_Badawi

Banger episode from the Basis Points podcast featuring $SOFI CEO Anthony Noto. He was very candid about the stock being down YTD, saying it absolutely bothers him, but also made it clear the company understands the high expectations investors have for the business. To me, this continues looking more like a broader fintech sentiment reset rather than isolated weakness at SoFi itself.

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Danny Naz
Danny Naz@ThePupOfWallSt·
@Sam_Badawi do the Germans like $MU? asking for a friend
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Themes ETFs
Themes ETFs@ThemesETFs·
⚠️ Export bans crushed NVIDIA’s China sales But Jensen Huang still sees a potential $50B AI market there. China + Hong Kong once made up 25% of NVIDIA revenue. Today it’s just 6%. Yet $NVDA still appears unwilling to give up on the market.
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Keşfet

@HouseTrackers @WOLF_Bitcoin_ @ChrisCamillo @bigbobinvests @Crowded_Mkt_Rpt @great_martis @twoeraserheads @elonmusk