Damir Akaza
@Damir_Akaza • 3,459 subscribers
▫️ Lessons from Wall Street & top investors ▫️ Curating the best finance & business insights | @zscdao
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4 June 1985. Three traders in London, New York, and Hong Kong moved over $1 billion in deals in a single day. In Hong Kong, 24-year-old William Wong was sitting on an open position of £21 million. He had to get out of it before the pound collapsed, but selling the whole amount at once would have given him away to the entire market. He arranged for other dealers to sell smaller amounts at the same time. Then, with one casual wave of five fingers, he gave the signal. The market never even realized what happened. Wong exited his position with his profit fully intact. "I'm here to make money. If the pound is falling, I'll profit from it" This is real archival footage from the 1986 documentary "Billion Dollar Day", one of the most cinematic moments ever captured on a trading floor. bookmark and watch this legendary trading floor footage ↓
Damir Akaza633,237 Aufrufe • vor 3 Tagen
She sold her brand to Estée Lauder at 37 and signed a 25-year ban on working. At 63 she launched a new brand on the exact day the contract ended. "I got fired from Estée Lauder. And it was the best thing that ever happened to me," says Bobbi Brown. When she sold the first company she said: "I won't want to work when I'm 60." The day after the ban ended she launched Jones Road Beauty, now a $1 BILLION empire. "Watch this 24-minute interview and you'll learn how getting fired can become the best thing in your life, and why at 63 you can start all over again, even better than at 30" ↓
Damir Akaza3,103,251 Aufrufe • vor 23 Tagen
Gavin Baker accurately predicted Micron's 10x run in 2025 Now he's making his next big call: "DRAM is probably going to be 30 to 40% of all hyperscaler CapEx next year, every hundreds of billions of dollars spent goes straight to DRAM" He calls it the single most important bottleneck in all of AI, above lasers, power chips, NAND or HDDs, Elon is even turning the TeraFab toward memory because he sees the same thing Only three firms on earth can make the memory these AI servers need "This is as close to magic as science can get" And Micron just locked in supply contracts covering half its revenue, with floor prices already above the margin peaks of past cycles, the economics of the stock are not what they were "If you still hold $MU at a commodity discount to $ASML and $LRCX, that discount is no longer earned" bookmark it, one of the strongest memory theses for 2026-2027 ↓
Damir Akaza815,657 Aufrufe • vor 14 Tagen
Gavin Baker, CIO of the $6.5 billion fund Atreides Management, revealed at Sohn 2026 how he makes money on tech and AI the man who previously managed $17 billion at Fidelity and posted one of the best returns in the industry in the interview he explains why the AI cycle is only just beginning, which chip is the most underrated right now, and why the shortage of power and chips is actually a plus for investors bookmark it if you follow tech and AI, real insights here from a man who manages billions ↓
Damir Akaza727,434 Aufrufe • vor 14 Tagen
Larry Robbins, founder of Glenview Capital with around $5.6 billion in assets under management, presented nine companies across three market categories at the Sohn 2026 conference "Forty-one stocks in the S&P doubled in a year, while almost a third fell in a rising market, we've never seen this kind of dichotomy" The man who pitched Teva and Global Payments a year ago, and both worked out, explains in ten minutes which beaten-down stocks with turnaround potential to step into and which doubled names are still cheap bookmark it and you'll learn how a manager of serious capital plays this fragmented market ↓
Damir Akaza285,868 Aufrufe • vor 13 Tagen
The co-founder of Diameter Capital Partners, which manages over $30 billion, shared his analysis of the private credit market at the Sohn 2026 conference Scott Goodwin is one of the most respected credit investors on Wall Street, the former head of High Yield Trading at Citi, who founded Diameter Capital in 2017 in 16 minutes you'll understand why so much risk has built up in the private credit market, especially in SaaS lending: high leverage, weak covenants, and money handed out against ARR instead of real cash flow bookmark it, a must watch if you invest in credit, BDCs, or private debt
Damir Akaza318,469 Aufrufe • vor 16 Tagen
Bill Gates just called AI the biggest technical thing of his entire life and said its influence is impossible to overstate. the man who built Microsoft and lived through every tech wave of the last 50 years. Bill Gates: "there will be a frenzy. some companies will burn billions on data centers whose electricity is too expensive, and won't earn it back before the next generation of chips arrives" everyone around him pushed him to stay quiet so the race wouldn't slow down, but he said it straight "this will hit the job market" bookmark it and watch him break it down ↓
damir akaza584,764 Aufrufe • vor 1 Monat
Shaquille O'Neal earned $292 million in NBA salary, blew through most of it, and admits he made a ton of financial mistakes. Today his net worth is around $500 million, and more than half of that money came NOT from basketball, but from business. He says it all came down to one lesson: "Before you succeed, you must first learn to fail. Never let anyone tell you that you can't get it done." Instead of just taking money for endorsements, he started buying equity in businesses - Five Guys, Papa John's, Krispy Kreme. Equity pays you even after everyone forgets about you. Endorsements only pay while you're relevant. In 28 minutes you'll learn how the habits of champions carry over into business and why the people around you decide everything ↓
Damir Akaza225,700 Aufrufe • vor 21 Tagen
Bill Gates was asked live on air whether AI is a bubble. he didn't soften his answer. the man who built Microsoft and lived through every tech wave of the last 50 years. "it's a bubble only in the sense that not all of these valuations will go up, some will fall. but behind it stands a deeply profound technology that will reshape the world. there's not the slightest doubt about that" he added that the competition will be brutal and a share of the overvalued companies won't be worth that much, but the technology itself is nothing anyone should doubt. bookmark it and watch the full interview ↓
damir akaza212,872 Aufrufe • vor 1 Monat
The founder of Oracle got on stage and said something that made half the AI industry wince: "it no longer matters which model you use, Claude or ChatGPT. the models have become an interchangeable commodity, and all the value has shifted somewhere else." Larry Ellison knows what he's talking about. he took Oracle from $1,200 in his pocket to becoming the second richest man on the planet, and he's now building the world's largest AI cluster for OpenAI. every model trains on the same open internet data, so they quickly become identical. the edge doesn't come from the model, it comes from the closed data nobody else has but you. in 50 minutes he shows why models become interchangeable, why the only moat is private data, how Oracle built a 1.2 billion watt cluster for OpenAI, and why AI robots will operate more precisely than surgeons. while some argue over whose chatbot is smarter, others are quietly building defensive walls out of their private data. bookmark it and watch ↓
Damir Akaza164,950 Aufrufe • vor 1 Monat
At the closed Accelerate AI event, OpenAI director Sam Altman unexpectedly said: "I used to warn that AI would quickly wipe out a lot of ordinary office jobs for young professionals. I'm glad I was wrong. So far it's going nowhere near as badly as I feared" He described the next shift. not smarter prompts, but an AI that runs all the time: it understands you and your company's goals and keeps looking for ways to help on its own instead of waiting to be asked. today you ask the system to do something and it goes off to do it. soon it just won't switch off. Knowing how to talk to AI is no longer a skill of the future, it's the baseline, like knowing how to use Google today. and the pay for it will match that, low. The one who wins is the one who sets the business goals and controls the result. either you adapt fast, or you compete with AI for pennies. there will be almost no middle ground left. bookmark it and watch the short interview ↓
Damir Akaza85,155 Aufrufe • vor 1 Monat
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