Mickey
419 posts

Mickey
@rogalskiyivan
👨👧👦 Dad | ✌️ Pacifist | 🇺🇸 USA | 📊 Stock Investor | 🎖 Veteran
Boston Katılım Kasım 2012
53 Takip Edilen50 Takipçiler

@GuyTalksFinance Buffett underperforming by 50% and suddenly everyone forgets who Warren Buffett is 🤣
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@YodaStockInvest Finally breaking $10” hits different after all the pain 🤣
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@FurtureRichKid CPI up, PPI up, yields up… traders’ stress levels also up 😭
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@Taera9999 That explanation makes it much clearer. It really sounds more like the infrastructure layer for AI data. In the future, it may not just be about the models themselves, but who can organize, transfer, and manage data the most efficiently.
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@rogalskiyivan It’s very simplified. In more detail it’s workflow system, by that you regulate data flow, data connectivity as some need fast/massive data transfer. Then there is authotisation and overview at which state. It is the data organisation that will help Ai and agentic AI massively.
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@KINGS1973 You perspective is very insightful; I've followed you and hope we can connect and exchange ideas.
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@rogalskiyivan I think to get on a list like this you need to have a 25 year track record of consistent out performance.
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@Mab0710 I can understand your point. Data center capex is getting pretty insane, and eventually the market may have to reprice the energy and water costs. But if AI demand keeps exploding, a lot of companies will probably keep expanding anyway. The next year is going to be very important
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@rogalskiyivan I don't know
I just think data centre focus is a wrong approach
The electric n water bill to maintain these facilities wil bankrupt them. Especially since they won't achieve AGI
Signs
1. Military boots on Iran for national debt collapse
2. No tangible AGI by next year June
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Mickey retweetledi
Mickey retweetledi
Mickey retweetledi
Mickey retweetledi
Mickey retweetledi

This is Trump's personal portfolio:
$AVGO Broadcom
$DELL Dell
$TXN Texas Instruments
$DVA DaVita
$JBL Jabil
$KLAC KLA
$COMT GSCI Commodity ETF
$FFIV F5
$GOOGL Alphabet
$ETN Eaton
$NVDA NVIDIA
$XLK Technology Select Sector ETF
$TT Trane Technologies
$COST Costco
$IEMG MSCI Emerging Markets ETF
$IEX IDEX
$AMZN Amazon
$XLI Industrial Select Sector SPDR ETF
$CDNS Cadence Design Systems
$AAPL Apple
$VOO Vanguard S&P 500 ETF
$VTI Vanguard Total Stock Market ETF
$WST West Pharmaceutical
$IWB Russell 1000 ETF
$XEL Xcel Energy
$EFA MSCI EAFE ETF
$SNPS Synopsys
$RSP S&P 500 Equal Weight ETF
$BA Boeing
$MSI Motorola
$NWSA News Corp
$MSTR Microstrategy
$ORCL Oracle
$WM Waste Management
$GOVT U.S. Treasury Bond ETF
$ICE Intercontinental Exchange
$MARA MARA
$NFLX Netflix
$UBER Uber
$KRMN Karman Space
$HD Home Depot
$TDG TransDigm
$MSFT Microsoft
$CVNA Carvana
$COIN Coinbase
$AXON Axon
$ADBE Adobe
$CRM Salesforce
$NOW ServiceNow
$WDAY Workday

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Mickey retweetledi

PRESIDENT TRUMP JUST SUBMITTED HIS STOCK PURCHASES/SALES TO THE WHITE HOUSE OFFICE OF ETHICS.
The document is over 100 pages and has thousands of trades.
This is one of the first times we've seen a sitting President actively trade securities and not just sit in corporate debt, index funds, or treasuries.
Here are some of the names that Trump bought:
$PLTR, $HOOD, $NVDA, $SOFI, $MSFT, $AAPL, $DIS, $V, $ULTA, $JPM, $COIN, $LYFT, $AMZN.

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Mickey retweetledi

@IRInvesting Yeah, with a reasonable earnings multiple, there could still be plenty of room to run.
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@GrindeOptions it's earnings multiple is also not that high
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@NeubyNdfb Yeah, it’s been really rough so far this year. Hopefully things will turn around soon.
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@Melvinater23 Yep, long-term, money should rotate back into SaaS patience is key
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@YodaStockInvest Think long term. Money will rotate back into sass in the next 12-24 months..
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@Taera9999 Got it—data routing + AI context, seems pretty critical
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@YodaStockInvest In simple word, it is Data routing for companies, which is critical for big corporate as it helps AI to plug in on top and know the context of each level.
To me it is SAP 2.0 which the ceo is also ex SAP CEO which will help with business connection.
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