Nicholas Mugalli
@RealNickMugalli • 26,324 subscribers
Institutional TMT research, made public | daily Pre market brief. Economics | Data, AI, semis & macro alpha | policy play | subscribe for full research reports
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Jensen: I'll buy everybody, let me be 1st World's No. 1 CEO Jensen Huang at a Taiwan night market, too lazy to wait in line, pays to skip ahead The female citizen involved: I originally thought, just like that, I'd say hi through his bodyguard... Didn't expect him to walk right up to me, buy fast pass with a thousand yuan bill... and then, happily score a grilled corn cob😂
Nicholas Mugalli3,693,632 görüntüleme • 4 ay önce
Treasury secretary Bessent confirms that Stan Druckenmiller lost a bunch of money like citadel securities shorting bonds… He also acknowledged his old self along with Soros and Druckenmiller would’ve bet against what he’s doing with the bond markets now…lol
Nicholas Mugalli629,429 görüntüleme • 1 ay önce
As Treasury Sec Bessent talks following the Treasury’s debt buyback announcement. Here’s a must watch rare interview of his investment philosophy. If you’re bearish, I get why you’d be but please know that Scott & Trump arent ideological they will never allow it to fail. The printer is on…you don’t want to be on the wrong side of the printer. Just a matter of time before the Fed follow suit, $8.8T of MMF is ready to be injected into the “risky” assets. Limit up
Nicholas Mugalli789,590 görüntüleme • 1 ay önce
🇺🇸🇨🇳 OMG!! Secretary Scott Bessent on China helping Iran… Reporter: Can you bring Iran to the table while China backs them financially? Bessent: You have bad framing. First of all, Iran only has 30 million of crude on the waters...somehow this narrative erupted that, well, if China is not on board?. We've had very productive, quiet conversations here with the Chinese. And the other thing too is the real problem, the Chinese pay the Iranians in RMB. The RMB comes back to the Gulf region and whether it is through neighbors shipping that supplies over or whether it is through banks such as the one we put out of business in Dubai on Friday, or whether it is the cash houses, those are being closed down.
Nicholas Mugalli430,176 görüntüleme • 1 ay önce
Peter Thiel is always three steps ahead of everyone else. It’s actually crazy!
Nicholas Mugalli57,393 görüntüleme • 5 gün önce
🇯🇵🇺🇸 The moment of the currency intervention by the US treasury on the USD/JPY Wild stuff
Nicholas Mugalli361,827 görüntüleme • 1 ay önce
Hear it from the Horse’s mouth. Jensen talking about the trillions of dollars going into compute. Whoaaa
Nicholas Mugalli280,037 görüntüleme • 1 ay önce
WOW!! If you have been following what’s going on within the AI industry over the past few days, this is a must watch interview with Anthropic’s Dario Amodei If he’s thinks AI will kill 10% of the population within this decade and on the his argument of slowing “AI progress” because of safety concerns…he thanks .Sam Altman and .Elon Musk for endorsing his proposition too…
Nicholas Mugalli93,935 görüntüleme • 19 gün önce
If you’re an AI investor, this is a must watch interview of Sam Altman today talking about the release for GPT-6 Astra, which is perhaps the most powerful model up to date. Looks like we’ve achieved AGI folks… ARGI-AGI 3, from 7.8% to 98.6%…absolutely insane!!
Nicholas Mugalli119,649 görüntüleme • 28 gün önce
If you got scared of the selloff this month. Nothing fundamental is broken, Korea will be fine. This is a must watch interview with Gavin Baker explaining the thesis for how compute constrained were and how much more we need. We're still so early. He's giving free game!! Bookmark
Nicholas Mugalli235,866 görüntüleme • 2 ay önce
If you feel bad because you lost money, just know Jane Street lost $13B with 4,032 GPUs. 56 racks. 8,000 km of fiber. liquid cooling running through every server because air cooling can't handle the heat anymore all because of the trades they make Jane Street with all their geniuses is one of us…keep trying!
Nicholas Mugalli64,973 görüntüleme • 26 gün önce