Kaushik

My free Substack is up now! wisemanc.substack.com

$NVDA Expect Increasing Blackwell Demand and China Approvals to Drive Strong Results; Rubin Starting to Ramp - PT to $300 KeyBanc

@sv_techie For every $1 they make they loose $1.25 😂

while I get that Anthropic has the fastest rev ramp up, what is their gross profit? There are no publicly available data on their COGS as well as their capex/opex for us to see how much are they burning...

@Rainmaker1973 Poverty

What are you deleting?

Why is $NOW pumping rn?

The addiction this guy has to chart while working out at the gym 😂

My article after $FIG earnings is on Substack!

@ariaradnia Watch this one rerate way higher in the next year!

$NOW has now deployed 80% of their TTM FCF into buybacks Majority of which was deployed in Q1

@chamath They need to raise another $100B at $1T valuation to get better!

Anthropic needs to solve the computer/power problem or they will be the Friendster of the AI era. I just ran a semi-complicated stock screening prompt on all four major AIs: Grok, Gemini, ChatGPT and Claude. The first three returned comparable results. Claude refused to do the work. Not the way to win guys…

Have been trying Bootcamp and Pilates the past month. Man they are killers!

@srini @KobeissiLetter Buying more MSFT!

@KobeissiLetter @WisemanCap does this change your plan

BREAKING: The Bill and Melinda Gates Foundation has sold 100% of its Microsoft, $MSFT, position which was a total of 7.7 million shares.

@KP24 Yep 👍

If you have woken up today healthy, be thankful. There are many that aren't. 🙏🏻

@JYukariHero Garbage man.

@WisemanCap 17.66 pre-market. There's your why not.

Junk had an amazing ER, and now raising some money. Why not?

@CapexAndChill @AswathDamodaran Both GOATS not there anymore.

@WisemanCap @AswathDamodaran I’m on board. Not sure what BRK’s strategy is

$BRK out of $AMZN and $V

@pkay2402 Good man!

Week 3 with the trading agent is done. ✅ 3 weeks. 3 winning weeks. 📊 Win rates: 88.9% / 90% / 87.5% 💰 P&L: +$536 / +$660 / +$451 Small capital. Big consistency. $1,000–$2,000 is all you need to start. #Your rules. #Your stocks. #Your agent. 👉 learn2trade.net

@LogicalThesis It depends on the business. Anyone who cut Google in the $140s last year would regret!

You'd do much better if you cut weak stocks and instead hold strong/constructive stocks

@Bij_M You

Now that you focused so much on 13F which means nothing, enjoy your weekend and stick to your plan!

@saylor @Strategy We turn Bitcoin into MSTR

We turn Bitcoin into Money. $STRC

@ICC @cricketworldcup At his level of fitness for sure!

Virat Kohli has his eyes set on appearing for India in the ICC Men's @cricketworldcup 2027 😍 icc-cricket.com/news/kohli-rei…

@the_tradingdude Man it is intriguing

@WisemanCap Legends

Any must watch new movie or series that is streaming now?