Nicholas Yee

Acquisition Accounting and the Cash Flow Statement sabrientsystems.com/blog/acquisiti…

@laurenbalik I thought u quit Twitter?

AppLovin $APP is a $0.

@michaeljburry This guy now begging the DOJ to step in a save his puts. Lmao.

My post here was inexact. My post elsewhere was more complete, below. This chart shows why China will win if Nvidia’s chips are the way forward. Nvidia's development roadmap is essentially a power consumption roadmap. and innovation is just figuring out how to power and to cool bigger, hotter silicon. Power needs keep climbing because efficiency gains cannot keep up with compute install. This chart shows that is not a path to victory for the U.S. Not only is China way ahead, it will continue to press its advantage - the slope is the key. That is acceleration of power generation development. US transmission grid development is actually decelerating due to permitting issues while China is building transmission at will to match power output. In fact, to the extent this is an AI arms race, US companies are plowing capital into a race it is structurally positioned to lose. So it cannot be an AI arms race, if the US can help it. The US needs to get away from bigger and bigger power hungry chips and innovate with AI-tuned ASICs like nobody’s business. Nvidia has a death grip on development through its investments and agreements with so many important US AI companies and startups. DOJ Antitrust is investigating and should act, but Trump probably stops that. It is left to the market to figure out LLMs are not the way to AGI or ASI, and stop feeding the beast. Can our biggest companies make the pivot?

Why China will win AI in one chart. Power hungry Nvidia chips are not the way forward for the U.S. It is not just the total power advantage. It is the slope.

@_SeanDavid The point is that they shouldn’t be comparable, but yet WMT is more expensive.

People please stop comparing Walmarts PE to Nvidia.

@theinformation Crazy I thought Deepseek was made for $75 and built on Nintendo Game Cubes, no?

Exclusive: DeepSeek is developing its next major AI model using Nvidia’s Blackwell chips, which the U.S. has forbidden from being exported to China. Read more 👇 thein.fo/4aFrDJx

@NowDebates1111 @Opportunitweet @ZohranKMamdani USSR

@Opportunitweet @ZohranKMamdani Who made you so afraid of change?

New Yorkers deserve change they can measure in their own lives. Our new Affordability Calculator shows exactly how much our plans would save your family on childcare, rent, and bus fare. Check your savings → zohranfornyc.com/calculator

kjzz.org/the-show/2024-… I spoke with @laurengilger at @kjzzphoenix about an investigative story I wrote on crisis pregnancy centers for @ArizCIR . Go give it a listen!

Careful what you read on the internet. The best source of information about the SEC is the SEC.

@GaryGensler @SECGov How do we know this account wasn’t the hacked one???

The @SECGov twitter account was compromised, and an unauthorized tweet was posted. The SEC has not approved the listing and trading of spot bitcoin exchange-traded products.

@herbgreenberg RC one of the biggest scumbags out there.

Let me get this straight, GameStop is now also akin to a hedge fund but unlike a HF the PM can trade in his personal account alongside the fund. Do I have that right? There oughta be a.... oh, well, it's disclosed so all is well with the world! (Masochistically yours, Herb)

@ProTheDoge This clown literally has been wrong about everything but we should “trust” him. He said HODL dogecoin to $1. Rekt. He said HODL Grumpycat coin. Rekt. Said we won’t be in a bull market until late 2024. Rekt. Pumping Cardano and said Bitcoin/ether wouldn’t do well. Rekt.

#Bitcoin had a problem No smart contracts #Ethereum solved that #Ethereum now has a problem No scalability and true liquid staking #Cardano solves that They say the 3rd times the charm.

@sprucepointcap Damn did you just assume their genders?

I am curious how the #women who cover $ELF as stock promoters feel about ELF's marketing tactics and messages? They appear to be the most bullish on its prospects #beauty #stockpromotion #cosmetics #females #MeToo

@ActAccordingly You got scammed.

The mishandling of the communication around developments at the Medici Ventures portfolio is high on my list of 12 issues that need to be fixed to drive massive shareholder value creation for $OSTK. Imagine serving as a GP in a VC fund but not receiving any updates on the portfolio companies. It's absurd and has to change

@BreakoutPoint Do you have performance data on his reports?

We are flattered: "Thats how the pros do it @BreakoutPoint Anyhow, Dan made a very valid point, as frequent write-up publishers could easily cherry-pick and then take victory laps on Twitter

@herbgreenberg 100% bot likes on threads. No one on there.

1/ So this is what it boils down to - On Threads, where I have a fraction of my Twitter followers, this is the result of a post:

@JohnReedStark Crazy how wrong this guy is time and time again. Literally like clockwork.

@InvestRoiss Man you’re good at losing money.

@tspencer322 How about all your tweets where you said everything under $30 was a screaming buy???

Here is the video I made 6 months ago talking about $AMC potentially to $1.90. I hate that we are even close to that... I created multiple scenarios so folks could prepare and unfortunately we are in the worst case. youtube.com/watch?v=auYOwJ…

@LongShortTrader Think I could take you on the bench. Would be close!

How strong is your bench press? h/t protected acct

@LongShortTrader This is not for average person…

@blockchainchick If she only knew what a 10b5-1 plan was…

Why did Brian Armstrong sell over $5 million worth of COIN, Cathie Woods $12 million worth of COIN and 3 other Coinbase executives sell millions worth of COIN over the last week? What do they know that they aren’t saying?