🇬🇧 Serf Capital | AUM: £550k+ | Investments

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🇬🇧 Serf Capital | AUM: £550k+ | Investments banner
🇬🇧 Serf Capital | AUM: £550k+ | Investments

🇬🇧 Serf Capital | AUM: £550k+ | Investments

@SerfCapital

100% Equities | £550k+ personal portfolio

City of London, London เข้าร่วม Ağustos 2025
269 กำลังติดตาม178 ผู้ติดตาม
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🇬🇧 Serf Capital | AUM: £550k+ | Investments
🔊 I’ll be doing daily portfolio updates starting Monday 27th April 📈 Starting portfolio value: £561.5k It’s a big week with over 50% of portfolio value reporting on Wednesday April 29th Here’s what the portfolio looks like before market open:
🇬🇧 Serf Capital | AUM: £550k+ | Investments tweet media
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🇬🇧 Serf Capital | AUM: £550k+ | Investments รีทวีตแล้ว
🇬🇧 Serf Capital | AUM: £550k+ | Investments
Some of the mag 7 reporting tonight will dump, that’s ok, they’ve had a solid run up into earnings and a business is so much more than a quarter
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Aria Radnia 🇮🇷
Aria Radnia 🇮🇷@ariaradnia·
33.1% revenue growth after guiding for 30% at the mid point btw $META
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Nanalyze
Nanalyze@nanalyzetweets·
As someone who uses $UBER on a near constant basis across this entire planet, I'm not seeing how adding hotel bookings to the platform is useful in any way. When I book an $UBER, I want to go from point A to point B. Sure, 15% of $UBER ride-hailing gross bookings happen to or from an airport, but that's something the hotel booking platforms should be implementing. Nothing is better than arriving to a new place after a long trip and having someone standing right outside arrivals holding a sign with your name on it. Make that happen seamlessly and now you have a use case.
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🇬🇧 Serf Capital | AUM: £550k+ | Investments
One the best investing lessons I’ve learnt is that when you have clear conviction - make sure you place a sizeable trade $GOOG - will be trimming this shortly as it’s not my only holding
🇬🇧 Serf Capital | AUM: £550k+ | Investments tweet media
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Stock Market Nerd
Stock Market Nerd@StockMarketNerd·
Did the JP Morgan analyst who downgraded $META due to lack of clarity on CapEx returns not see the ongoing & sharp revenue acceleration? Did he not listen to mgmt tell us where that’s coming from? Did he listen to the disclosures on AI directly supporting better engagement & monetization (like they offer every single quarter)? AI is largely why the core business looks so good right now.
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🇬🇧 Serf Capital | AUM: £550k+ | Investments
Love this - gives $UBER a partner that has the capital and operational leverage to really drive market positioning I expect them to announce a number of similar European partnerships shortly also
Andrew Macdonald@andrewgordonmac

We’re teaming up with @hertz and their new affiliate Oro Mobility on two new strategic fleet partnerships that span our upcoming AV robotaxi launch in SF as well as human driver-led fleets in Atlanta, LA, SF, and New Jersey 🚗⚡️ - AVs: Oro will provide the "boots on the ground" support—charging, maintenance, and repairs—for our autonomous @LucidMotors fleet equipped with @nuro AV technology, launching in SF later this year - Driver-Led Fleets: Hertz is already one of the largest rideshare rental fleets in the world. We’re expanding our partnership to include Oro-employed drivers to help meet higher rideshare demand. After a successful Atlanta pilot, we are active in LA and SF, with Northern New Jersey launching this spring This partnership doubles down on our hybrid network strategy, where both driver-led and autonomous rideshare operations can scale and serve communities reliably and efficiently. It’s the only way to meet increasing rideshare demand and continue to deliver a seamless, high-quality rider experience

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The Few Bets That Matter
The Few Bets That Matter@WealthyReadings·
$GOOG should be the #1 company on the market. They have a $NVDA GPU like business with their TPUs, an accelerating $MSFT like cloud business, a massive $META like advertising business. They are the best positioned in AI and have the means to scale revenues indefinitely through softwares, advertising and physical AI with one of the largest user base on earth. What else is missing?
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Laurence Hulse
Laurence Hulse@laurence_hulse·
all of a sudden millions of pennies about to drop. Its just not much of an incentive to have half of everything taken out of your pocket in such quantities. US model has it right and that is why productivity and GDP per capita is growing there. Britain is now TWENTY EIGHTH in the world on GDP per person....
Cut My Tax@CutMyTaxUK

The number of Brits now paying the punitive 45% top rate of tax, which cuts in at a measly £125k, has grown by 57% in a single year to reach 900k. This group pays 38% of all income tax, despite constituting only 2% of taxpayers. By contrast in the US the top federal rate of income tax is 37% & cuts in at an income of £465k. Britain is a poor country whose tax & welfare system encourages poverty.

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Yiannis Zourmpanos
Yiannis Zourmpanos@yianisz·
Mag7 just told you everything you need to know about neoclouds.. $GOOGL Cloud +63%, $META raising capex to $145B, $AMZN AWS +28%, $MSFT Azure ~40%. so demand is running ahead of supply.. Neoclouds: $NBIS $CRWV $IREN $CIFR aren’t competing with hyperscalers they’re filling the gap hyperscalers can’t cover. The funny part? $META drops on higher capex.. while that same spend is literally the revenue pipeline for neoclouds. Only thing that changes now is speed, not direction.
Yiannis Zourmpanos tweet mediaYiannis Zourmpanos tweet media
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