Wajdi Slama

@EngSam0701 check her portfolio and do the opposite.

🤔 كاثي وود اللي يصنفها البعض كخليفة للجد بافيت تخارجت من اسهم $AMD و $TSMC بقيمة 28 مليون دولار و اعادة ضخ الاستثمارات في $NVDA و $AMZN و $ACHR 🤦‍♂️ كاثي لها توقعات لعام 2026 بان التضخم سوف يكون دون الصفر و أسعار #النفط في أدنى مستوياتها 👇

@RahafStock محفظة ترتكز على نظرية أن الطاقة و البنية التحتية هي عنق الزجاجة في سلاسل تصنيع الذكاء الإصطناعي. بصراحة خيبت أملي قليلاً..

عاجل: ليوبولد أشنبرينر للتو حدّث محفظته الاستثمارية لصندوق Situational Awareness Fund الخاص به. هذه كل سهم واحد يملكه حتى نهاية الربع الأول (Q1) (هذا لا يشمل الخيارات) • 878.7 مليون دولار من Bloom Energy $BE • 724.4 مليون دولار من Sandisk $SNDK • 556.1 مليون دولار من CoreWeave $CRWV • 401 مليون دولار من Iren Limited $IREN • 389.1 مليون دولار من Core Scientific $CORZ • 320 مليون دولار من Applied Digital $APLD • 142.2 مليون دولار من Riot Platforms $RIOT • 104.5 مليون دولار من Cleanspark $CLSK • 62.5 مليون دولار من Solaris (sei-network:native) • 43.9 مليون دولار من T1 Energy $TE • 38.8 مليون دولار من Bitfarms • 29.8 مليون دولار من Bitdeer $BTDR • 26.3 مليون دولار من Power Solutions $PSIX • 21 مليون دولار من Corning $GLW • 20.9 مليون دولار من WhiteFiber $WYFI • 20.2 مليون دولار من AMD • 19.9 مليون دولار من Babcock and Wilcox $BW • 18.1 مليون دولار من SharonAI $SHAZ • 13.1 مليون دولار من Propetro $PUMP • 10.3 مليون دولار من SMH • 8.9 مليون دولار من Intel $INTC • 7.6 مليون دولار من Taiwan Semi $TSM • 6.4 مليون دولار من Hive Digital $HIVE • 6.1 مليون دولار من ASML • 5.9 مليون دولار من Micron $MU

@investseekers nevertheless the SP, P/E and yield are worth investing in NVO

Citi says growth in $NVO 's oral Wegovy prescriptions has slowed in the U.S. According to IQVIA data for the week ending May 8, total prescriptions fell 4% from the prior week to ~137,000. For reference, oral Wegovy had 38,220 prescriptions in week 5 after launch, compared with 10,248 for $LLY ’s Foundayo in week 5. Citi says this does not change its 2026 oral Wegovy sales estimate of $2.7B, as it already expected prescription growth to slow during the year. Citi also notes that both launches are still early, and that prescription data may not fully capture all channels, especially cash-pay/direct channels.

@hamids I don't like the parabolic increase neither. but market was in deny of MU profits till recently. MU still undervalued when looking at forward P/E

Takes like this drive me nuts. They ignore revenue and profits entirely and rely only on a price chart. Over the next 24 months, $MU will likely generate $200 Billion+ in profits. But to a chart-watcher, the stock is "overvalued" no matter the market cap, purely because it ran up last year. The question investors should be asking: what is a company generating $100B/year in profits worth, when that profit stream might grow OR shrink with roughly equal odds over the next 3-5 years? Nobody knows exactly when AI demand (and the memory demand that goes hand-in-hand with it) slows. But "slows" doesn't mean "crashes." It could just as easily stabilize. What we DO know: - DRAM, HBM, and NAND demand is so backlogged that all capacity for the next year is sold out - Prices of these products have gone vertical, which means margins are about to be enormous (80%+) And we're supposed to take seriously a chart account saying "this stock will crash because it went up"? Have you heard of AI? Turns out it's kind of popular!

@TechVoicenet it is called vocal fry

قد سمعتوا صوت سام التمان بالمقابلات ؟ هذا ليس صوته الحقيقي بل يتصنعه! هي موضة عند المراهقين يسمونها Vocal Fry يعني «الصوت المبحـــوح» حيث يغيرون أصواتهم ويعطونك وضعية اللي مايهمه شي بالحياة أو الشخص الهادئ والرزين والوقور ويعتبره استراتيجية للاقناع. والحقيقة انه مزعج ويعطي انطباع الملل ويخليني ماحب اكمل مقابلاته😁 الصوت هذا كان معروفين فيه البنات أكثر وبدأ مع بريتني سبيرز عام 2000 .. الآن دراسة حديثة تقول ان الرجال عندهم بدأوا يستخدمونه أكثر من البنات - هل فعلاً اذا شفت احد يتكلم كذا يعطيك انطباع انه واثق بنفسه ؟!

I'm German. Germany's ENTIRE AI data center capacity is less than 1/2 of just one site being built in Texas. We have 530 megawatts of AI data center capacity in the entire country. The US has 8.2 gigawatts. That's 15x more compute on a country with only 4x the people. Per German, the US has roughly 4x the AI infrastructure. One university computer at MIT is 4x faster than Germany's most important commercial AI facility. The obvious reaction here is "so what, German companies can just rent compute from AWS." But that's the same logic Germany applied to Russian gas for two decades. Roughly 70% of German enterprise AI today runs on American cloud providers like AWS, Microsoft, and Google. Which means it runs under American law. Every AI tool running in German hospitals, courts, ministries, banks, and factories sits on a foreign platform. Here's why this can actually become problematic. Imagine these scenarios: > The next GPU generation launches and American companies get access first because they own the data centers. German firms wait 12 months and pay 2-3x more for what's left. > A frontier AI model gets released and US export controls block it from being deployed in Germany. SAP and Siemens watch American competitors integrate it for a year before they can. > And in the worst case, a US president decides to use AI access as leverage in a trade dispute. German companies get cut off from the models their American competitors are still running. All of them are compounding problems that will negatively impact the German economy (and everyone's standard of living/jobs etc). None of this is hypothetical. > The US pulled Starlink as leverage with Ukraine in March 2025 > Chip exports to China have been throttled for three years > And the CLOUD Act lets the US demand any data stored by American cloud providers (even when the customer is a German company and the servers are physically in Germany). Germany doesn't have an answer for any of those scenarios today because the infrastructure that would make those answers possible isn't built yet. Now look at why this is actually happening on the ground. In the last 3 months Germany rejected 3 AI data center projects in a row: > Groß-Gerau, February: Vantage Data Centers, €2.5 billion, 174 MW. Voted down 18-14 by the local council > Maintal: EdgeConnex, €1 billion, 170 MW. Blocked over a backup gas generator the developer needed because grid connections in Germany take 7-10 years and a data center is built in 2 > Freyenstein, Brandenburg, April: 700 MW AI campus. Killed by protests before construction €3.5 billion in AI infrastructure turned away in one quarter. And the situation is more urgent than it looks because compute is getting harder to access, not easier. NVIDIA's Blackwell GPUs are already allocated through the second half of 2027. The American hyperscalers locked in the bulk of new production with forward orders placed in 2025. TSMC's advanced packaging lines (the actual bottleneck) are sold out through 2026. Germany has no hyperscaler of its own. That means German industry sits at the back of the queue, and the gap compounds every quarter that goes by. Where Germany is falling short right now comes down to three things: > Public backlash, because the case for what AI data centers actually do for a country has never been made to the people voting on them > Industrial electricity at €0.16-0.18 per kWh vs about $0.08 in Texas. For a 1 GW campus that's $700-900 million extra per year just for power > Grid connections taking 7-10 years for large facilities when the data center itself is built in 2. No serious operator runs on math where the wait is longer than the build And the first one is the biggest. Electricity policy and grid timelines are fixable. Public consent isn't, until someone makes the case that this infrastructure isn't nice-to-have. It's the foundation everything else runs on. The average person only feels the downside (noise, rising electricity cost, terror attack vector) We have a big messaging and marketing problem around data centers and why they are critical for everyone's future. Germany still has the foundation to win this if it moves now. Germany adopted its first national data center strategy in March 2026. 28 concrete measures, annual progress reports, doubling overall capacity and quadrupling AI capacity by 2030. The plan exists. The Industriestrompreis launched on January 1st of this year. It targets 5 cents per kWh for half of an industrial user's annual consumption. If data centers get cleanly pulled into that framework, the electricity cost gap with Texas gets significantly closer. Deutsche Telekom turned on 10,000 NVIDIA Blackwell GPUs in Munich in Q1. One facility increased Germany's available AI compute by roughly 50% overnight. And the demand is already domestic. SAP, Siemens, BMW, BASF. The German industrial anchors that benefit most from AI are German companies. The customers are at home, the infrastructure should be at home too. And this is the thing that most people forget. Germany won the second industrial revolution. By 1900 German chemical output had passed Britain's, Siemens was wiring the world, and BASF and Bayer were inventing industries that didn't exist before they built them. The companies that came out of those decisions are still the largest employers in Germany 130 years later. Germany sat out the third industrial revolution, the software one, and that was survivable because software didn't run factories. But AI runs factories. It runs hospitals, logistics, courts, and financial markets. This one is infrastructure in the same category as railways and chemical plants. The plan is written and the money is ready. The only question left is whether the country will let it get built. There's a lot of work left to do, but I'm staying optimistic.

@Bearlovesbull but the are these clients' stocks or owned by blackrock?

🚨BREAKING: BlackRock Significantly Boosts Exposure to Palantir Technologies $PLTR. BlackRock, the world’s largest asset manager, has disclosed a substantial position in Palantir Technologies in its latest 13F filing. As of the end of Q1 2026, BlackRock holds 188,990,971 shares of $PLTR. The filing also reflects activity in call options, indicating additional bullish exposure to the stock. This institutional endorsement underscores continued confidence from major investors in Palantir’s AI and data analytics platform amid its strong commercial and government sector momentum. Source: SEC 13F filing (filed May 13, 2026)

@goldseek fck them. rude arrogant stuff. treated us badly for just simple questions. then we never flew with them again.

Lufthansa, like Germany, is falling apart. They have been my favorite airline for decades. I have flown at least 50 times with them and will pay more to be with a competent company... with competent pilots and good services. But after more issues last years, now I am absolutely disgusted by the way @lufthansa in Frankfurt treated my parents yesterday. After missing their flight due to a horrible 3 1/2 hour line, they spent the day in Frankfurt waiting for their later re-booked flight exhausted from an overseas trip. So finally, while boarding their plane to Prague, they red-flagged my Father, separated from my Mother who boarded, treating him in an aggressive manner because they claimed that they did not pay enough for their bags (they paid over $250 for 3 bags!!). They claimed he never even paid for it and treated him like like a guilty criminal. Instead of treating them well after a horrible flight experience, you pull an elderly couple from one another accusing him of not paying enough for his bags? He couldn't believe how aggressive and nasty these people were acting towards him. After this, I am not sure I will fly with Lufthansa again. I am at a limit with their issues. My brother-in-law had to spend days more in Germany last month because of the strike, cost him $$$, they lost my bag from Frankfurt last time I was there, I have had long delays last flights. This is not the same company I used to admire. Especially after the nastiness towards my parents in Frankfurt yesterday. That is my red line. You just lost a loyal customer and supporter.

@HumanAjs @DrAhmadAlsabban Fractyl Health Inc

@DrAhmadAlsabban دكتور ليش ما تذكر اسم السهم وتخلينا في حيره

نتكلم على سهم عالي الخطورة؟ تشتريه وتنساه وممكن يصعد 1000% وممكن يفلس سعره الان اقل من 1 دولار هي شركة طبية ومؤخرا حصل لها خبر مهم ويعتبر يوم تاريخي في عالم الطب مؤسس الشركة طبيب قلب يحب يجمع شهادات من جامعات مشهورة حاصل على شهادة بالكيمياء من جامعة ستانفورد و الطب من جون هوبكنز وتخصص طب القلب جامعة هارفارد هل من ذئاب هنا؟

@WarMonitorClips that was just for the show. Camera man was standing right in front of the door while borh taking a hide. Also a lot ot tactical mistakes ..

Battle for the town of Teslic - 1995 Here , a Bosnian soldier pulls out the pin of a grenade with his teeth

@notyassine900 13T dollars riding that plane

Total net worth inside Air Force One is more than Europe 😂

@SawyerMerritt they saved 33T from Raptor shrouds but doubled the size of the transfert tube...

SpaceX has just released a massive new list of changes in Starship V3, which is now scheduled to launch on May 19th: Super Heavy V3 Changes Grid Fin Redesign: • Reduced from 4 fins to 3 • Each fin is now: 50% larger, stronger, repositioned for better catching/lifting • Lowered on booster to reduce heat exposure during hot staging • Fin hardware moved inside fuel tank for protection Integrated Hot Stage: • Removes the old disposable interstage shield • Booster dome now directly exposed to upper-stage engine ignition • Tank pressure + steel shielding protect structure • Interstage actuators retract after separation for protection New Fuel Transfer System: • Massive redesign of fuel transfer tube • Roughly the size of a Falcon 9 first stage • Allows: simultaneous startup of all 33 Raptors, faster and more reliable flip maneuvers Engine Bay / Thermal Protection Changes: • Engine shrouds removed entirely • New shielding added between engines • Propulsion + avionics more tightly integrated • CO₂ fire suppression system removed • Simpler and lighter aft section Propellant Loading Improvements: • Moved from 1 quick disconnect to 2 separate systems • Adds redundancy • Reduces complexity of pad interfaces Starship V3 Changes Completely Redesigned Propulsion System: • Clean-sheet redesign • Supports: new Raptor startup method, larger propellant volume and improved reaction control system • Reduces trapped/leaked propellant risk Aft Section Simplification: • Fluid + electrical systems rerouted • Engine shrouds deleted • Large aft cavity removed Flap Actuation Upgrade: • Changed from: 2 actuators per flap to 1 actuator with 3 motors • Improves:, redundancy, mass efficiency, cost Faster Starlink Deployment: • Upgraded PEZ dispenser • Faster satellite deployment speeds Long-Duration Spaceflight Capability: • New systems added for: long orbital coasts, orbital refueling, cryogenic fluid management, vacuum, insulated header systems and high-voltage cryogenic recirculation Ship-to-Ship Docking + Refueling: • Added 4 docking drogues • Added propellant transfer connections • Directly supports in-space refueling architecture Avionics Upgrades Massive Electrical System Upgrade: • ~60 custom avionics units • Batteries/inverters/high-voltage systems integrated together • ~9 MW peak power capability Better Navigation + Redundancy: • New multi-sensor navigation system • Designed for precision autonomous flight Propellant Monitoring in Space: • New RF sensors measure propellant levels in microgravity • Important for orbital refueling missions Camera + Connectivity Upgrades: • ~50 onboard camera views • 480 Mbps Starlink connectivity onboard • Low-latency redundant communications Raptor 3 Engine Changes Higher Thrust: • Sea-level Raptors: • Increased from: 230 tf → 250 tf 507k lbf → 551k lbf Vacuum Raptors: Increased from: 258 tf → 275 tf 568k lbf → 606k lbf Lower Mass: • Sea-level engine mass reduced: 1630 kg → 1525 kg Simpler Design: • Sensors/controllers integrated into engine body • Removes need for engine shrouds • New ignition system for all variants • Huge Vehicle-Level Weight Savings • ~1 ton saved per engine across vehicle systems Launch Pad 2 Upgrades (Starbase) Faster Propellant Loading: • Larger propellant farm • More pumps • Faster fueling operations Chopstick Improvements: • Shorter arms for faster movement • Switched from hydraulic → electromechanical actuators • Better reliability + redundancy Stronger Quick Disconnect Arm: • Reinforced and redesigned • Swings farther away during launch Launch Mount Redesign: • Better load handling • Improved launch protection • Improved throwback reliability New Flame Diverter System: • Bidirectional flame diverter • Designed to eliminate ablation/refurbishment after launch Hardened Propellant Systems: • Methane and oxygen systems separated • Valves/filters moved into protected bunker • Improves safety and reliability SpaceX: "Together, these new elements are designed to enable a step-change in Starship capabilities and aim to unlock the vehicle’s core functions, including full and rapid reuse, in-space propellant transfer, deployment of Starlink satellites and orbital data centers, and the ability to send people and cargo to the Moon and Mars." This is going to be an epic flight! 🚀

@aishaalsayed9 هناك من هم اسوأ من اامتحرشين بالقصر. مجموعة تتمعش من القضية و تبيعها عاالانترنات

جاي كارنيكوم، جندي سابق في الجيش الأمريكي، وجوشوا موندي، أسّسا مجموعة "آباء ضد المتحرشين" منذ عام 2020. تعمل المجموعة على حماية الأطفال وفضح المتحرشين بهم عبر الإنترنت، وذلك من خلال التحدث إليهم متقمصين شخصيات صغار في المحادثات، وعند ترتيب لقاء معهم يفاجَأ المشتبه بهم بأعضاء المجموعة حاضرين لمواجهتهم بالمحادثات ويوثقون اللقاءات بتصويرها، ثم يُسلّمونهم إلى الشرطة.

@rateb_yabroudi جارتي لديها ستة ابناء يسكنون نفس المدينة لا يزورونها ابدا و ليس لديهم اي مشكل حتى. عندما مرصت و ايامها معدودة لم تزرها الا ابنتها الصغرى دوريا. البنت الكبرى اتت مرتين فقط. الاولاد الاربعة و الا واحد فيهم. مع ان صورهم تملىء ارجاء بيتها. و لا مشاكل حتى..

- لما تشوف مغترب يقلك المانيا باردة ومافيها حياة وبتلاقي أغلب الناس مو مبسوطة وكل هاد الكلام، لازم تصدقه. - البلد مُفككة إجتماعياً بدرجة مرعبة، علاقاتها هشّة، رأسمالية وفردية لمستوى خطير ومُضر وبدأو يدفعوا ثمن هالشي، والموضوع معقد ويطول الكلام به! - بس مثال بسيط، هُنا هانزي فليك، يموت والده صباح الأحد، فيبقى في برشلونة ليقود مباراة فريقه في الليلة نفسها، ثُم يحتفل مع الفريق بشوارع المدينة في اليوم التالي. - ما بعرف كيف ممكن اشرح انو اديش هالشي مو طبيعي، بس بلخصلك حال المانيا. 🇩🇪

@Adams_Tech_AI that pad does not exist anymore.

SpaceX stacks Starship on Super Heavy in massive precision lift at Starbase.

@janthecurious1 I stockpiled NVO in the last few months when SP hit the bottom. I also do believe NVO's management are doing way better than expected

#novonordisk $nvo I still believe Novo Nordisk reaches a share price around 500 much faster than most people expect. 🚀 Something has started to change over the last few weeks. The major investment houses that almost competed to be the most negative on Novo are slowly starting to soften the narrative. Now we’re beginning to hear about: - a stronger Wegovy brand than the market expected - solid prescription trends - a weaker-than-expected launch from Eli Lilly - and that the Medicare effect may not even be fully priced in yet - starts July 1, 2026. What’s really interesting is how extreme sentiment still is. People also forget the 2023 stock split: Today’s share price of 300 equals roughly 600 pre-split A share price of 500 equals the old 1,000 level. And despite that, Novo is now trading around P/E 11-13. Historically, the market has often paid P/E 18-25 for Novo when confidence in the growth story was intact. At current earnings levels: P/E 18 implies around 450 P/E 20 implies around 500 P/E 25 implies around 625 And that’s without additional EPS growth. At the same time, Europe is still extremely early in the obesity treatment story compared to the US. Reimbursement and penetration are only just beginning in many countries. If Europe gradually opens up, the Wegovy brand continues strengthening, and the competitive narrative stabilizes even slightly, I think the rebound could happen incredibly fast.

@notyassine900 look that these shockwaves. the mechanical vibrations of the atmosphere make anyone standing within 1km from the pad bleed from his nose, eyes, and ears. His brain becomes a soup and his goggles burst out in instants.

@notyassine900 they got rid of sequential ignition. means all 33 raptors went alive at once! that is many tons of fuel saved at the pad before lift off. also V3 raptors are more powerfull with >330bars in combustion chamber totaling 24GW of energy or 2.5 the power of Saturn V. This is a beast !

Mother of thrust. Thrust that can move mountains.

@alojoh for sure, he never failed us.

Are we still on track?

@growthrapidly price will drop after earnings tomorrow. bookmark this post.

$IREN The same people selling IREN at $31 are now buying it back at $60. Why do some investors always do the opposite at the worst time?”