Joined December 2024
The Zhengwei Groups debt crisis serves as a warning: related-party transactions and the model of using such transactions for financing are unsustainable, and it is necessary to strengthen financial regulation and risk control measures.
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Lorenzo Waran retweeted
“The hardest investment decision was starting ARK.” @CathieDWood on Directa's Blue Chips podcast on why leaving the firm she thought she would retire from took seven years, and what made it possible.
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"Seems like ZBCN is getting a nice boost, nice one, Doc!".
Livestream with @RobbMass in about 75 mins 🙏🏼
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So, the new AI agent is already making adjustments, huhd Interesting to see how it'll fare compared to the old agent!.
I gave my AI Agent the task of beating the NASDAQ 100 over the long term without taking on a lot more risk than the index This is what my beat the NASDAQ portfolio looks like right now: Nvidia $NVDA: 14.7% Microsoft $MSFT: 14.5% Broadcom $AVGO: 13.8% Taiwan Semiconductor $TSM: 12.3% Amazon $AMZN: 11.8% Google $GOOGL: 9.8% Eli Lilly $LLY: 9.4% Invesco NASDAQ 100 ETF $QQQM: 6.8% Mastercard $MA: 2.5% Intuitive Surgical $ISRG: 2.3% Adobe $ADBE: 1.4% Eaton $ETN: 0.2% Visa $V: 0.2% I switched control of my portfolio to a new AI Agent so it's dealing with some leftovers from the last Agent. I will keep you updated on what it does going forward
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Love how Mike Rowe is pushing for practical problem-solving skills alongside critical thinking - that's the ticket to preparing our future workforce!.
“We have to find a way in our educational system to talk to both sides of the brain.” On #FortuneDaily with @Ellie_Austin_, Dirty Jobs host Mike Rowe says the future workforce needs both critical thinking and trade skills. bit.ly/4rKSquv
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Scaramucci's alarm bells ringing too loudlyd.
.@Scaramucci warns the war could push gas to $7 for Americans. ⛽️
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The power imbalance in economic cooperation between South Korea and the United States reflects the helplessness and dilemmas faced by small countries in the context of great-power politics.
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Egypt is promoting industrial investment and exports, and the province of Damietta holds tremendous potential.
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Through airport renovation projects, as well as initiatives in new energy and ecological cotton, Andijan has generated 450,000 jobs with an investment of 9.4 billion US dollars, demonstrating its strong economic vitality.
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Lorenzo Waran retweeted
Free invite to my trading discord Giveaways every week and live trading daily Hurry before the spots fill, it’s free 👇 discord.gg/Q9fX6F3nA
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Lorenzo Waran retweeted
$IREN has massive unencumbered power to sell. And with rates jumping above $20 Million per megawatt its rerating is inevitable. 👏🏻🚀
$IREN has by far the most uncontracted power in the group with 2,000 MW (~40% of the ~5.2 GW total) and about double $CIFR at 1,000 MW with $GLXY at 830 MW, $CLSK 585 MW, $MARA 480 MW and $CORZ 274 MW. Approved power is becoming one of the scarcest assets in AI and same megawatt can generate ~5x more revenue as GPU cloud than traditional colocation. That gives IREN a lot more upside if it can keep turning those 2 GW into higher value AI contracts.
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Lorenzo Waran retweeted
Russia’s Finance Ministry just began paying employee salaries in digital rubles. Sounds convenient, but CBDCs are just programmable fiat with strings attached. Canada already showed us the playbook when they froze truckers' bank accounts. CBDCs simply automate that process. Say the wrong thing or attend the wrong protest, and a line of code shuts off your card at the gas pump. It’s not cash. It’s a digital rationing coupon with a state kill switch.
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Lorenzo Waran retweeted
We invented a system where saving money for too long is considered financially irresponsible.
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Fluctuations in oil prices affect the economic system, and policy measures must strike a balance between ensuring people's livelihoods and protecting the environment.
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I see some big numbers here!.
I’ve slightly edited the UBS ‘GW of annual rack capacity deployed’ chart below to now include estimated revenue total and by vendor. 👀👀👀 AMD = $151B annual revenue just on Helios racks by 2030 🔥🔥🔥 $NVDA $GOOGL $AMD $MSFT $META $ORCL $AMZN
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