Jack Deng - Tr3

The most innovative and industry leading one was PIC100, which creates a new strong revenue stream for $STM. PIC100 has recently become one of the most critical technology platforms for $STM. Recent stock price rises along with the fundamentals improvements 🥂

$STM has launched quite many competitive products in 1H 2025. Maybe the recovery is coming soon?

$STM Analysis: - OP positive even with a revenue decline in 2024. A 17% OP is a healthy number, and earnings have been positive for years. - The P/E ratio is currently at 11, while historical P/E has ranged from 10.5 to 28. The P/B is approximately 1.3 & sufficient cash. (1/3)

@BookNoteApp Great picks 👍

5 books to build the habit of thinking clearly: 1) Clear Thinking by Shane Parrish

@Rainmaker1973 Where is the offer, Massimo? 🥂

$2M or Facebook?

@mvcinvesting Wow… 👍

New all-time high, and officially an 8-bagger for me. $NBIS changed my life.

@BCValueInvestor It makes sense. Was it caused by bad intention “customers” or $LULU’s real quality issues?

$LULU changing its return policy in 2024 says a lot. Customers could previously return or exchange items that didn’t “perform as intended” (e.g., defects like pilling, stitching issues, or wear) even after years, often described as a “lifetime satisfaction guarantee” or “practical lifetime” of the product.

A 50% drawdown is not an investment thesis. I learned this the hard way. I bought $LULU in 2024. Luckily, I liquidated my portfolio to buy my first house before it fell another 50%. It is a great company on paper for the most part (no debt, high margins, high ROIC, growing like a weed in China, etc.). The only concerning metric was North America growth. However, I did not think about the qualitative factors hard enough. The biggest red flag was that management was profit-first and not product-first. You cannot raise the price of your product while simultaneously lowering the quality of your product, especially when competitors can offer cheaper substitutes. Lesson learned.

@WisemanCap Market teaches investors about humility.

$340 to $125, where are the $LULU bulls?

@BookNoteApp Thanks for sharing

@Brian_Stoffel_ Interesting

Now I'm kind of reading this as a potential... "F*** You" to the industry? Not sure $TMDX needed cold storage for trials to prove validity of TMDX's new Heart solution (Enhance trial) No cold storage companies allowed their devices to be used So they made their own -- which they're now also offering publicly to others

@pascal_bornet A great book, Pascal 👍 Just went through a few chapters. Thanks for clarifying that RPA as another evolution path towards Agentic AI alongside GenAI.

🎉 Our Book "AGENTIC ARTIFICIAL INTELLIGENCE" Is Finally Here! 🎉 Friends, today's the day! After months of hard work, I'm beyond excited to announce our new book, "Agentic Artificial Intelligence" — a practical, non-technical guide for business leaders, entrepreneurs, and curious minds. zurl.co/kbbH6 I'm incredibly proud that we brought together 27 brilliant minds from across business, academia, and programming to create this. It wasn't always easy, but we were driven by a shared goal: to bring real clarity to this field based on our hands-on experience implementing agentic AI in many companies. As Bill Gates put it, "Agents are bringing about the biggest revolution in computing since we went from typing commands to tapping on icons." But what does this really mean for you? Our book cuts through the hype to offer: 👉 Practical steps to find where AI agents can create actual value in your work 👉 Real stories of organizations cutting costs by over 25% while making customers 40% happier 👉 Honest advice on avoiding the pitfalls we've seen firsthand 👉 A clear view of how these technologies will reshape business and society Based on the content of the book, we have built the First Executive Masterclass on Agentic AI Strategy and Implementation. Join us here: zurl.co/aDVed This isn't about whether AI agents will transform your industry—it's about how you'll lead that change. I'd love to hear your thoughts once you've had a chance to read it. Your feedback will help all of us push this exciting field forward! #AgenticAI #AIBook #FutureOfWork #AITransformation #Leadership

@XFreeze Iron Man in real life 👍

Most people misunderstand Elon's ultimate goal He is trying to make our entire civilization win. To view it as anything less is just shortsighted Elon winning means humanity winning While most people are stuck in a zero-sum mentality, he operates with a "grow-the-pie" mindset You can see all the things he built till now and also his future plans He started working on things long before it was popular or considered possible: • Zip2 & payment systems • Electric vehicles & batteries • Pure vision self-driving • Humanoid robots • Starlink Internet • AI (OpenAI) • Neuralink • The Boring Company And the future is even bigger: 1TW compute clusters, space datacenters, lunar bases, mass drivers on the Moon, and making life multi-planetary... basically driving humanity toward becoming a star-faring civilization He consistently takes on the world’s hardest problems to push our civilization forward... He freakin makes sci-fi real

@readswithravi What they don’t teach you at Harvard Business School by Mark McCormack.

What are you all currently reading?

@InvestingCanons 💯

Jamie Dimon: “Bureaucracy, complacency, and arrogance will take down a company.” He says the way that you fight it is with transparency: “If [information] isn’t shared properly, I generally just cancel the meeting.”

@MohnishPabrai @GSpier 👍🥂

Great banter with @gspier and Li Lu last nite in Omaha. We reluctantly parted to get some rest before getting in line for Woodstock for Capitalists this morning.

A friend shared his missed experience with $MU at 60$ level because of 30 cents, which reminded me Fisher’s advice 👍✊ $STM’s recovery in 2026 and new pivot to PIC100 laughed at me being a fool 😅

@BookNoteApp Excellent list 👍

10 books predicting the future of humankind: 1) The Singularity Is Near by Ray Kurzweil

@GabGrowth Great writing and thanks for your generosity 👍🤝

ICYMI, I wrote about my system for researching stocks. Entirely free to read 👇 gabgrowth.com/p/my-8-step-sy…

@realroseceline To create for oneself is an art! Take care 🤝

I’ll be honest, I didn’t sleep last night and I’m a bit irritable. I shared my $NOW buy because people keep asking what I’m buying or selling, and I wanted to oblige, not because I’m looking to debate or defend it. I’m not here to justify my thinking or argue over PE, SBC, EPS, FCF, GAAP or non GAAP, or whatever angle you want to take. I’ve been doing this for almost 20 years and I’m more than comfortable making decisions on my own. Investing isn’t a group activity. If your conviction depends on consensus or justification, you don’t have conviction, you have a vote. Markets don’t pay you for agreeing with the crowd, they pay you for being right when the crowd is wrong. Everyone wants to argue about a multiple or a quarter or whatever, but very few people actually think through a business over 5 to 10 years. Look at your own behavior. How many stocks have you held for a decade? What does your transaction history in your brokerage actually look like? Nothing against discussion, it’s just not how I invest. When I share a buy or sell, it’s simply that, sharing. Not an invitation to debate, convince, or relitigate the work I’ve already done. Going forward, I won’t be sharing my trades publicly. Not because I have anything to hide, but because this experience left a sour taste in my mouth. 🌹

$GRAB finance has big room to improve. GXS PAYNOW often fails in many shops.

@GabGrowth That’s an easy one 😜

A once in a lifetime buying opportunity every year