Thales

@VisualFidelity The lighting models of GT games has always been better than Forza. After 16 years they still havent caught up youtube.com/watch?v=4mZMCl…

DF briefly compared Forza Horizon 6 vs Gran Turismo 7 While its not an apples to apples comparison given the open world vs closed circuit design, 5 year old GT7 holds up favorably in this example.

@MoodyWriter13 Meta's forward PE for 2028 is 15 which is lower than pretty much every other US big tech company except for MU and AVGO. They will have both ad revenue and compute in 2028.

I cannot recall a time when the stock market was as distorted as it is today. The valuations of many high-quality companies have fallen to bargain levels, while semiconductor and AI Infrastructure stocks are trading at multiples that price in earnings far into the future. Many read these low valuations as a sign of structural weakness. From my perspective, the clearer cause lies elsewhere. Capital is not unlimited. The enormous sums being invested in AI infrastructure are not available for other investments. By now, even the hyperscalers are investing more than they earn, they are tapping the capital markets. The concentration is not just visible in listed markets; it runs through the entire capital stack. The same pattern shows up in startup funding. venture capital is flowing overwhelmingly into AI, while founders in other sectors, even with strong businesses, struggle to raise at reasonable terms. When I look at the returns that sectors outside the AI universe currently offer, I doubt that the capital flowing into AI is being deployed wisely and will pay off in the end. What strikes me most is the resulting mispricing on both sides. The market is currently offering, at bargain prices, companies that will most likely still be successful ten years from now, proven business models, durable competitive positions, reliable cash flows. At the same time, it is paying premium prices for companies that might, in ten years, become what the unglamorous names already are today. The asymmetry is striking, and it is rarely been this clear-cut. Asset classes always compete with each other, and in a rational market, capital flows to wherever investors can achieve higher returns with a better risk-reward profile. The problem is that right now nobody really knows what the future return on each dollar invested in AI infrastructure will be. As a result, imagination runs free, and meaningful comparisons become impossible. At this point, I like to turn to the analogy of the market’s eye, in reference to the Eye of Sauron. When the eye is fixed on a single point, and it is fixed more intensely right now than at almost any time before, everything else falls into uncovered shadow. As an investor, you can choose between two paths. You can march, like everyone else, up to the gates of Mordor, into the place the eye is watching, and try your luck there. Or you can take the long way around and walk to Mount Doom unobserved. We all know which is the smarter choice. And yet, most prefer right now to go where everyone else is, drawn by quick gains and compelling stories.​​​​​​​​​​​​​​​​ You’ll probably ask which sectors I mean. I’ve written about several companies lately already. I don’t own Mercado Libre, but it’s the perfect example. At these prices, it’s a no-brainer over the long term.

@degentradingLSD The machines that have been sold out for many years and will otherwise be bought up by Samsung, Intel, TSMC, and SK Hynix?

cracking another short on $SNDK at 1400 - seems like China may have a chance at those ASML machines to expand capacity for NAND

@thekitze Also teleoperated according to the comments.

yeah this is doing nothing lmao

@royjossfolk @kimmonismus I did this kind of work as a teen, drove me insane. Everytime I would spend money it made me think of how many hours I had to work for it

@kimmonismus Imagine sorting mail for 20 years. No one should be doing this job. It’s humiliating and disrespectful to humanity. Humans deserve to do work that is meaningful and helps you reach your potential.

“If AI takes your white-collar job, just move into blue-collar work.” 🤦‍♂️ Meanwhile, blue-collar work:

@RichardWedekin1 DUOL, PYPL, ADBE and HIMS owners will love this one

If you ever wanted to own shares of Wolters Kluwer over the last decade, here is your chance! $WKL 🇳🇱

@NicoInberg @BeuvingJordy @ProBeleggen finance.yahoo.com/quote/SMH/

Tech is hot maar je moet wel weten welke je moet hebben. Uitstekend gedaan van @Beuvingjordy bij @Probeleggen die een nieuwe high neerzet in zijn Techportefeuille: +44%. Wil je meekijken en beleggen met Jordy? En tien andere Pro's? Kijk dan op probeleggen.nl

@aleabitoreddit Mike Alfred real quiet RN

$NBIS earnings were stellar and it’s now trading $200+ premarket. Reiterated $7-9B ARR in 2026. 40% adj. EBITDA margin projections, which is vastly outperforming expectations. 4 GW contracted capacity. $6.3B capital secured by $NVDA off solid financial offering structures. Glad my high conviction Neocloud pick is performing wonders and happy management is executing so well. In the words of Jensen: “Nebius will take care of you”

@ArendJanKamp Door SK Hynix en Sive heb ik mijn verlies van gisteren vandaag alweer goedgemaakt voordat de amerikaanse markt open is.

Wie zware overweging chippers en/of tech heeft, kreeg gisteren een waarschuwing De #SOX componenten:

@InvertirconlaIA get fucked lil bro

$SIVE se va a hundir. Buena suerte con los calentamientos que os dieron

@hubertmeijles Aangezien de totale koers op lange termijn bepaald wordt door de omzet van bedrijven hebben we dan een veel groter probleem. In dat geval is het concept van een economie ineens foetsie.

Wat als de koersen niet 'altijd' zullen stijgen? De aanname van dat het altijd maar hoger zal gaan, is ook maar gebaseerd op historie....

@EsajasLeroy @telegraaf De beurs is geen zero-sum spel: bedrijven creëren echte waarde (winst, groei, dividend), waardoor het totaal groter wordt. Als Apple van $1B naar $3T groeit, hebben aandeelhouders samen biljoenen verdiend zonder dat er iemand aan de andere kant evenveel heeft verloren

@telegraaf Als er iemand geld verdient, op de beurs betekent dat er iemand anders geld verliest.

Twijfelende Nederlanders blijven sparen en niet beleggen: ’Vooral vrouwen weten niet hoe hun geld op de beurs kan groeien’ #Echobox=1778646813" target="_blank" rel="nofollow noopener">telegraaf.nl/financieel/gel…

@telegraaf Nederlanders klagen graag en werken blijkbaar liever door tot hun 70ste. Inmiddels leveren aandelen mij een stuk meer op dan mijn loon

@otium33 Going from Iren to Hims to a Quantum stock lol. The 3 worst stocks to own right now basically

really hope no one is blindly following this guy lol

@LongGameEquity That's a 49% dip in Trump math though.

POV: Memory investors seeing a 7% dip after a 700% year. $MU $SNDK $DRAM

@DeepValueBagger Personally I would not skip on SK Hynix. 50/50 on Hynix and MU is ideal imo

I told you guys to buy US companies right? Don't overcomplicate it 😂 $mu

@WheelieInvestor +0.00% eod

$MU just had a red day This wasn’t supposed to happen

@DoopieCash Bedoel je fotonica aandelen?

Zijn er nog mensen die iets met altcoins doen...?

@hsdvries Ik zou ze nu absoluut niet verkopen. Zoveel vluchten die geannuleerd gaan worden deze zomer. Gewoon verhuren aan mensen die last minute ermee op vakantie willen en dan volgend jaar verkopen

Verschrikkelijk. Kon je zien aankomen. En er staan nog meer verhogingen op stapel voor de camperbezitter in 2028 en 2030. Ik noem het jaloezie belasting.