Rihrad Jrac
56 posts


$MSFT Satya becoming more and more vocal about hyperscalers being the enterprise “defense layer” from AI model providers.
I do agree with him that the hyperscalers are the natural orchestration layer, at the same time it seems every big tech CEO has become more vocal.
The AI race has become a capital race and stock price matters now.

Satya Nadella@satyanadella
English

𝙋𝙊𝙍𝙏𝙁𝙊𝙇𝙄𝙊 𝙐𝙋𝘿𝘼𝙏𝙀
Natan YTD: -14.0%
S&P500 YTD: +10.7%
TOTAL RETURNS (Jan 2022)
Natan's portfolio: +91.6%
*Benchmark: +43.0%
S&P500: +68.2%
MY POSITIONS:
23.1% | Transmedics $TMDX
13.9% | Pinduoduo $PDD
13.1% | Robinhood $HOOD
12.3% | Procept BioRobotics $PRCT
11.9% | Meta Platforms $META
6.6% | Wizz Air $WIZZ
6.5% | Alibaba $BABA
5.5% | Paypal $PYPL
3.9% | Monday $MNDY
3.2% | Regeneron $REGN
Follow me: @nataninvesting
- - - - - - - - - - - - - - - - - - -
* 𝘉𝘦𝘯𝘤𝘩𝘮𝘢𝘳𝘬 𝘪𝘴 𝘤𝘢𝘭𝘤𝘶𝘭𝘢𝘵𝘦𝘥 𝘢𝘴 𝘢 𝘸𝘦𝘪𝘨𝘩𝘵𝘦𝘥 𝘢𝘷𝘦𝘳𝘢𝘨𝘦 𝘰𝘧 𝘵𝘩𝘦 𝘧𝘰𝘭𝘭𝘰𝘸𝘪𝘯𝘨 𝘳𝘦𝘵𝘶𝘳𝘯𝘴:
- 70% 𝘕𝘢𝘴𝘥𝘢𝘲 𝘊𝘰𝘮𝘱𝘰𝘴𝘪𝘵𝘦 𝘌𝘛𝘍
- 30% 𝘊𝘩𝘪𝘯𝘢 𝘐𝘯𝘵𝘦𝘳𝘯𝘦𝘵 𝘒𝘞𝘌𝘉 𝘌𝘛𝘍
** 𝘛𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘪𝘴 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘢𝘯𝘥 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺.
𝘐'𝘮 𝘯𝘰𝘵 𝘢 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘴𝘰𝘳 and all the 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘤𝘰𝘯𝘵𝘢𝘪𝘯𝘦𝘥 𝘪𝘯 𝘵𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘪𝘴 𝘯𝘰𝘵 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦.
English

I will share my detailed trading plans (including entry and exit points, investment analysis, etc.) on WhatsApp. This might be helpful to you. Get it for free!
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My WhatsApp link: wa.me/19132060912/?t…
English
Rihrad Jrac retweetledi
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The tassel is swapped, the caps come off, and our story from college days just got a brand new chapter to write. #Graduation2024

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Just wrapped a fantastic 2-hour digital marketing lecture at the local community college! Met eager students curious about SEO and social media strategy. Love sharing hands-on tips that actually work. #MarketingLecture #CareerGrowth

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Level up your English speaking skill with 10 mins daily practice! Small steps lead to big progress. #EnglishLearning #SkillGrowth,

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