Tõnis
243 posts

Tõnis
@TSinvests_
Investor and kpop enjoyer #f9
Finland Tham gia Mart 2026
120 Đang theo dõi46 Người theo dõi

Great listen for neocloud investors for podcast fans out there.
They discuss financing structure, chip lifespan and older chips, their clients and circular financing stuff.
youtu.be/m1uh7Ka6868?is…

YouTube
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@antibearthesis What do you think of companies making their own asics?
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@TSinvests_ Which is fair - i think both are huge winners going forward
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$NVDA vs $AMD is THE largest debate on FinX
Here are the facts:
Nvidia has a $4.3 trillion market cap
Revenue ~ $216 billion
Net income margin ~ 63%
Forward revenue growth ~ 80%
Forward P/E ~ 20x
AMD has a $316 billion market cap
Revenue ~ $34.6 billion
Net income margin: 14%
Forward revenue growth ~ 32%
Forward P/E ~ 30x
Which do you choose?


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@CarsonTalkMoney @BorsPaddan @anectdotey @IshfaaqPeerally True and idk how well monster grew would like it 🤣
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@TSinvests_ @BorsPaddan @anectdotey @IshfaaqPeerally Yeah they can, but they would have to change the taste or receipt dramatically
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@1BigCountryO I guess although datacenter TAM is expected to grow to some big numbers at 2030
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@TSinvests_ Nothing is wrong with either per say.
There’s a chance they would work out well. Maybe even a decent chance.
They should be small positions in a portfolio if at all.
They haven’t yet made a profit, and spend a lot of money. You’re paying for speculation.
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Good morning X.
Why are so many people gambling in the stock market?
I don’t mean with options, futures, or crypto.
CNN Fear and Greed is flashing extreme fear.
Profitable companies including the Mag 7 are down big.
Yet all over X people rave about $NBIS, $CRWV, $OKLO, $SOUN, and $IONQ and claim it’s the future.
This is riskier than people realize. individual stocks don’t always go up.
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@TSinvests_ @anectdotey @CarsonTalkMoney @IshfaaqPeerally Yes, I’d say that Nocco is 1st then it’s Celsius 2nd and Red Bull 3rd - I very rarely see anyone drink monster
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@CarsonTalkMoney @BorsPaddan @anectdotey @IshfaaqPeerally Monster could also pivot to slightly healthier drinks if needed probably
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@BorsPaddan @anectdotey @IshfaaqPeerally @TSinvests_ It honestly should do better internationally then monster
A feel like there is more health cautious individuals and government worldwide. Monster is the worst drink on earth for your health, so I see it getting more regulated in the future
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@BorsPaddan @anectdotey @CarsonTalkMoney @IshfaaqPeerally Isn’t nocco also pretty big? I see both of them pretty commonly here in Finland too
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@anectdotey @CarsonTalkMoney @IshfaaqPeerally @TSinvests_ As a Swede, I can tell you that I see Celsius everywhere and most of us young adults drinks them everyday
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@RJScaringe @Uber Hopefully there will be rivians on the road here in EU soon
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I’m excited to announce a partnership with @Uber. As part of this, Uber plans to invest up to $1.25 billion in Rivian and deploy up to 50,000 R2 robotaxis.
This partnership accelerates our path to Level 4 autonomy and supports our goal of building one of the safest autonomous platforms in the world—across both shared and personally owned vehicles.
The combination of Rivian’s rapidly growing data flywheel, our in-house RAP1 inference platform (800 TOPS), and our multi-modal perception stack provides a powerful foundation to scale autonomy quickly and responsibly over the next couple of years.
Rivian@Rivian
A fleet of R2 Robotaxis is coming exclusively to @Uber. ⚡🌿 Today, we announced a partnership to help both companies accelerate their autonomous vehicle plans across 25 cities in the US, Canada and Europe by the end of 2031. rivn.co/uber
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A fleet of R2 Robotaxis is coming exclusively to @Uber. ⚡🌿
Today, we announced a partnership to help both companies accelerate their autonomous vehicle plans across 25 cities in the US, Canada and Europe by the end of 2031.
rivn.co/uber

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@TheFinPitch A good quote from him: ”The biggest risk is not taking any risk. In a world that’s changing really quickly, the only strategy that is guaranteed to fail is not taking risks.” Also meta shares are up 600% since 2022 so idk
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@TSinvests_ This is way beyond being wrong. How can a CEO be wrong and continue being wrong since 2022 ?
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@ant_trading1 Yea 25€/month sounds better than 55 or whatever we have now and I don’t necessarily want to use grok if I already have a workflow going with another service
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