AI Agent for Financial Services
San Francisco
Joined April 2022
- Tweets262
- Following1
- Followers5.5K
- Likes138
Fintool.com retweeted
Hate it when this happens. Texted the following to a friend a week ago after doing screens I did on @fintool, asking if a few names that hit my screens are on his radar, including $CVLT…. Today -30%. (Digging deeper into those screens!)
Fintool.com retweeted
Broadcom Q4 FY2025 Earnings: AI revenue hit $6.5B (+74% YoY) as custom XPU demand accelerates.
Key highlights:
- Total revenue: $18.0B (+28% YoY)
- FY2025 AI revenue: $20B (+65% YoY)
- AI backlog: $73B for next 18 months
- Q1 FY26 AI guidance: $8.2B (+100% YoY)
Fifth XPU customer acquired. OpenAI partnership for 10GW through 2029 announced.
With hyperscalers increasingly building custom silicon to compete with NVIDIA, how do you see the AI chip landscape evolving over the next 2-3 years?
ALT Broadcom Q4 FY2025 Earnings Infographic showing AI revenue growth
Fintool.com retweeted
Things are heating up!!
December 4, 2025: Netflix and Warner Bros. Discovery announced a definitive merger agreement valued at $82.7 billion enterprise value ($72 billion equity). The deal would give Netflix control of HBO, HBO Max, DC Studios, Harry Potter, Game of Thrones, and Lord of the Rings—while spinning off WBD's cable networks (including CNN) into a separate company
December 8, 2025: Paramount Skydance went hostile. CEO David Ellison launched an all-cash tender offer directly to WBD shareholders at $30 per share ($18 billion more in cash value than Netflix's offer!!)
ALSO Trump is involved: President Trump has publicly "raised questions" about the Netflix deal and said he would "be involved" in the review process. He stated neither bidding party "are friends of mine" and that he wanted "to do what's right." and... Jared Kushner's Affinity Partners is part of the Paramount's financing consortium.
What's not discussed:
- If WBD accepts Paramount's offer, it owes Netflix a $2.8 billion breakup fee
- If Netflix's deal falls through, Netflix owes $5.8 billion
To be continued... on @fintool
Fintool.com retweeted
How Manchester United makes money.
Commercial revenue (sponsorships, adidas deal) now drives 50% of the business at £333M.
But with £734M in costs against £667M revenue, the club posted a £33M loss. No European football next season adds pressure.
ALT Infographic showing how Manchester United makes money - revenue breakdown and cost structure
Fintool.com retweeted
A big Thank You to @fintoolx and @InSyncAnalytics for sponsoring our Webinar yesterday.
** $NVDA: Understanding the Bear Debate - What's Priced-in Now?**
🙌 Fintool saved us MANY hours when doing the research, and found data points we would not have seen otherwise.
We asked Fintool " $GOOGL Who uses Google TPU's?"
- It pulled up data from the earnings transcript that indicated LG AI reduced inference processing time by 50% and saved 72% in operating costs.
- It also pulled up data from InstaDeep's Investor Day that I would not have otherwise thought to search through (a BioNTech Subsidiary) that indicated it uses cloud TPU's for reinforcement learning achieving a 13x cost reduction and a 240x faster training for AI agents. With a link to the source dock for more context.
- And found comments from another press release indicating google is ramping up shipments of TPU's at a fast enough pace to take share from Nvidia for the first time.
Fintool also has an enhanced mode called, "think" that can be enabled for even deeper searching (if you wait a few moments), and is launching deep learning soon- which we are stoked for.
@fintoolx has already cut our research time down substantially and helped us find more quality sources of information. Worth a trial for sure!!
Please ping us if you do a trial and let us know your thoughts!
👉Sign up for a free Fintool trial here:
fintool.com/?utm_source=pitc…
📄Link to Entire 54 page presentation:
pitchthepm.beehiiv.com/p/nvd…
#Nvidia #Google #TPU #NVDA $NVDA $GOOG #Fintool #AIEquityResearch
Fintool.com retweeted
(1/10) A huge part of the role of CIO or head PM is communicating your process and the results of that process to LPs and prospects.
Nicolás Dujovne, CIO of Tenac Asset Management, tells @opmpod about their communication process and how it evolved.
🧵👇
Fintool.com retweeted
Must-watch interview with Argentina's former Treasury minister turned macro hedge fund manager
Brought to you by @fintoolx
Interviewed by my partner @maxwiethe @opmpod
Apple shorturl.at/dOXED
Spotify shorturl.at/lQ5kN
Fintool.com retweeted
No need @fintoolx has Deep Research capabilities on top of trusted accurate proprietary data verified by a multi-Agent verification system.
It includes all SEC filings, earnings call + all my private docs.
Fintool.com retweeted
I'm hosting The Future of Nvidia : Examining Growth, Competition, and Market Dynamics. Make sure to attend it on March 28
go.alpha-sense.com/wb-imp-ge…[
$NVDA #Investing #Nvidia #AlphaSense #PitchThePM #AI #ValueInvesting
Fintool.com retweeted
OUT NOW - my interview with @BowmanJohnL of @CAIAAssociation on:
- Geopolitics freezing private capital
- PE fundraising slowdown
- Private credit shoe to drop?!
- The return of hedge funds
Apple shorturl.at/qgE7F
Spotify shorturl.at/boKOp
Fintool.com retweeted
YouTube rb.gy/i6kmve
This episode is sponsored by @fintoolx, learn more about how you can add AI to your investment process:
fintool.com/?utm_source=the_…
James also shares his views on:
- Chinese & European stocks
- Situation in "pod shops" & private credit
- Federal Reserve reaction function to tariffs
- "Democratization of Finance" = "Democratization of Gambling"
James' core thesis is that the environment of 5%+ nominal GDP growth in the U.S., which has been so good for stocks and credit, is giving way to a world where the U.S. economy is growing at ~3%. Doesn't have to be a recession at all but James says he has confidence that the "delta is downwards" and that in this new environment, the "market-clearing price for equities is probably (not definitely) lower, the market-clearing price for credit spreads is probably wider."
James reminds that he is constantly re-evaluating and re-underwriting his view and that, while this^ view is something he is confident in as of the time of this recording (March 14 2025), as the facts change he is ready to change his mind at a moment's notice.
As James said in the beginning, I've been chasing him for three years to do an interview. I'm really glad I got the chance... he is a great investment mind and advises some of the biggest & most sophisticated investment firms in the world. And what a time to do it!
Three things you can do to help the show:
- like and subscribe to our YouTube channel
- leave a review & rating on Apple podcast / Spotify
- check out today's sponsor, Fintool
Thank you all for listening!
