siddy jobe

@Vigilante_1983 @destandaard Zeker ook een mooi resultaat. 👍

@SiddyJobe @destandaard 52%..oef dat is knap. Ik zit aan 21%..Job well done 🫡

For my English-speaking followers: 🇧🇪 Proud of this article. Not just because it is about me, but because it shows that you can build a global technology investment strategy from Belgium and generate returns that more than compete with some of the world’s largest players. A bit like Belgium’s national football team heading into next year’s World Cup in the United States: Belgium may be a small country, but with talent, discipline and ambition, you can compete on the biggest stage. In investing as well as in sports. 🇧🇪⚽🚀

The 2nd awakening.

A new era of PC. 25.0528, 121.5990

Do you understand what NVIDIA just did? They didn't announce anything. Just coordinates: 25.0528, 121.5990 That's Taipei. Computex starts June 2. And three words — "A new era of PC." Here's what I think is coming. - NVIDIA has been quietly building an ARM-based chip for Windows PCs. - Developed with MediaTek. - Designed to run AI natively on your laptop. - Not a GPU. - Not a data center chip. - A processor. For your PC. And if the leaks are right — it could match RTX 4070 performance in a thin, efficient laptop. 👀 Intel. AMD. Qualcomm. They've owned this space for decades. NVIDIA is walking in. Jensen Huang also hinted at a "surprise new product nobody knows about yet" for the second half of 2026. This tweet might be that first signal. A company that makes the world's most powerful AI chips now wants to power your everyday PC. That's not an upgrade. That's a new era...

That would reduce the share count by about 2% of total outstanding shares.

I can only imagine that Nvidia’s board truly believes the current valuation is underestimating the ongoing AI wave. That makes the $110B buyback an interesting setup. At current liquidity levels, Nvidia could theoretically absorb the entire authorization in ~2 weeks of trading volume. That would effectively turn one of the world’s largest companies into the dominant buyer of its own stock… while AI infrastructure demand is still accelerating. #Nvidia #AI #Semiconductors #ExponentialTech $NVDA

Also #TSMC is talking up photonics. #COUPE, COmpact Universal Photonic Engine, is the new buzzword.

A fitting moment at IMEC ITF: Jensen Huang receiving the Lifetime Achievement Award. #ExponentialTech #Econopolis #ITFWorld

Interesting to see Samsung pushing deeper into photonics and Co-Packaged Optics (CPO) at IMEC ITF. By bringing optics closer to the chip package, Samsung is positioning itself for a world where memory, packaging and photonics increasingly converge. #ExponentialTech #Econopolis #Photonics #CPO #ITFWorld

Meet the world’s first high-NA EUV quantum dot qubit device. Tiny structures. Big implications. AI, semis, EUV and quantum are starting to meet in very real ways. Pretty cool to see this coming out of imec. #ExponentialTech #Econopolis #ITFWorld #QuantumComputing #Semiconductors #HighNA #EUV #imec #ASML

@guylerdp @AswathDamodaran Je veronderstelling dat er een einde komt aan de climbing the wall of worry, is per definitie een visie die straalt van optimisme.

@SiddyJobe @AswathDamodaran Je bent een goede analist Siddy, maar vergeet niet dat zonder oorlog en chaos de beurs lager zal noteren. Climbing a wall of worry is wat de beurs doet opveren en nadien komt de ontnuchtering. Trust me I have been there. Good luck.

In April 2026, US equities saw light in the midst of war and chaos. The S&P 500 rose 10.43%, its best month since April 2020, coming of COVID lows, and the ERP for the index dropped to 4.37%. The market was right then in being upbeat about the future. Is it right again? Damodaran.com

You Have No Idea How Much You Still Use BlackBerry wsj.com/tech/blackberr…

@firstadopter @gdb How to decide who gets compute power and who doesn’t. Who gets access to agents and who doesn’t. That’s the question.

AI agent adoption is going to go exponential. It is going to take over everything. Hold on to your hats. OpenAI @gdb : "These agents are just so capable. And we know how to make them very useful in every single domain. So we’re spending a lot of time with enterprises, a lot of time with different verticals in order to make these tools valuable. We’re seeing it in the results."

@ShubhmMThakkar @jukan05 No worries, we are all here to learn. Enjoy the weekend.

@SiddyJobe @jukan05 Haha thanks! I’m new to researching about memory😅

LTAs : We believe that Samsung’s floor price of LTA is above 0.5! This means the LTA eSSD price is even higher than this year’s Q3 eSSD price… Are you still bearish on NAND, anon?

@ShubhmMThakkar @jukan05 😅 The unit $/GB is standard in NAND and SSD price analyses.

@jukan05 Now I understand why our Maths teachers in school would say it’s important to write the units next to the numbers. What is 0.35, 0.45 and 0.5 over here?