Curious about investing and AI 📈🤖 Student of value in markets and life 🖋️ https://xitter.cf/t.co/4l2hkh0eVz
Sofia
Joined January 2011
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🙏thank you for the mention
Added 69 new stock write-ups to the site (pt final):
@KonekoResearch - $ELME
@DGenchev - $FDS
@Unclestocknotes - $SOFI
@9onecapital - $CGRAPHICS-SM.NS
@100baggerhunt - $WW (more research needed)
@NuggetCapital - $GO-U.TO
fund letters
and more...
Dimitar Genchev retweeted
Added 64 new stock write-ups to the site (pt 2):
@MrSchmidt20 - $HRBR (special sit overview)
@jupiters_string - $1433.HK
@DGenchev - $PL (overview)
@West4thCapital - $SN (trimmed)
@elpistollero_ - $VUZI
🙏
@capitalemployed is a great aggregator of quality content.
3 relatively new and underfollowed finstacks worth subbing to...
@thegresearch - asymmetric opportunities, seeking multi-baggers.
@thefinancialpen - uncovering overlooked companies.
@DGenchev - ideas from obscure markets, troubled companies, or ones with compelling stories.
How the narrative has changed. Before, it was all about saving energy. Now, deals are quoted in gigawatts.
Dimitar Genchev retweeted
I been going on a lot of podcast recently but Invest Like The Best with Patrick O'Shaughnessy is one my favorites
I was expecting it to be way more market focused which we do cover ofc
But we also drove down to the fundamental technological inflections of models + infrastructure
My conversation with @dylan522p on everything you ever wanted to know about the incredible buildout happening in AI infrastructure
This is a whirlwind tour through the companies, deals, models, chips, power sources, partnerships, and people powering AI
Dylan is some sort of genius. I wish a version of him existed for every subject. I hope you enjoy this as much as I did.
Timestamps:
0:00 Introduction
0:39 The Infinite Money Glitch
4:42 Oracle's Bet on OpenAI
6:06 Nvidia's Strategic Investment and Deal Mechanics
9:17 Why Bigger Models Aren't Always Better
15:07 The Adoption Curve Problem
19:01 The Tokenomics of AI
23:59 Over-Parameterization and Model Learning
28:10 Building Environments for AI Training
32:16 AI in Everyday Life
34:46 The Future of Reasoning and Compute Scaling
44:34 The Spectrum of AI Optimism
46:29 Timeline to AGI
49:25 Talent Wars
58:37 Power Dynamics in the AI Ecosystem
1:18:42 AI for Material Science and Hard Tech
1:22:21 Building Infrastructure
1:29:55 US vs China: Who Really Needs AI to Win?
1:37:42 Favorite AI Bears
1:48:08 Speed Round: Company Impressions
1:55:11 The Death of Traditional SaaS Business Models
2:00:24 The Kindest Thing
Time to separate hype from reality and boost your research process.
#AIinvesting in #ValueInvesting
Just 8.4% shy of Dow 50k 🫣
That's quite a journey from 40.94 on May 26, 1896, when it was first published. 1000x in 129 years ~5.5% CAGR, not counting the ~2% dividend that could have been reinvested to nearly double the CAGR.
Dimitar Genchev retweeted
Most of the finance industry is structured around coming up with unnecessarily complex & opaque solutions to create information asymmetry between principal and agent in order to “justify” fees.
Shelly $SLYG launches first co-branded IoT devices with EcoFlow, integrating smart energy management solutions for seamless solar system control. This move opens new OEM growth channels.
#IoT #solar #energytech
🚀 Shelly Group (SLYG) reports a 29% YoY sales growth for H1 2025 to €53.9M, driven by strong device & service demand!
🇺🇸 US growth picking up, tariffs impact minimal.
📈 Full H1 results drop Aug 13.
Shelly $SLYG is on track to register over 10M new devices in a single year. By comparison, by the end of 2023, the Company had registered approximately 10M devices total since launching in 2018.
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