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$NVDA Three takeaways on Pressure Points: 1. The stock being down 1% underscores that investors’ long term growth concerns remain. 2. The fundamentals and outlook came in better than elevated whisper numbers. 3. Most importantly, the guidance reinforces just how early we are in AI.

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Gene Munster

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61,960 görüntüleme • 4 ay önce •via X (Twitter)

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The IMF has just published its annual assessment of the Chinese economy. Here are our 3 key takeaways on growth in 2024, challenges in the property sector, and long-term potential.
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The IMF has just published its annual assessment of the Chinese economy. Here are our 3 key takeaways on growth in 2024, challenges in the property sector, and long-term potential.

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Highest weekly close on the 2k to 100k challenge. Started in April. All leaps and shares. No short term stuff. Just long term charts + fundamentals and great growth. Safe + leverage = real growth. If you want to join the stock group like + share the post and I’ll dm you.

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Peter Thiel on how to think about the future “What you end up doing when you think of the future as indefinite is you pick a job that will be good on your resume because it will then lead to a different job later on.” Instead of viewing the future as indefinite, Thiel suggests that the students in the audience think of the future on three horizons: short term, medium term, and long term. And he defines them as follows: 1. Short term = Are you going to be happy and will you be learning a lot? 2. Medium term = How good is it on your resume? 3. Long term = Are you working on something important or meaningful? “I think we are in a skewed world where we overweight the medium term, and we underweight some combination of the short term and the long term.” Thiel recommends recalibrating it to: “Focus on some combination of short term and long term. And forget about the medium term.” Video source: Radical Discourse (2014)

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1. ? 2. ? 3. Dodgers Steve Phillips ranks the reported three teams that remain in the Roki Sasaki race based on where he thinks the phenom will land. #MLBNHotStove
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Nucleus 100 Growth episode of The Rise is live. Last year, Keith Rabois came on after the Early list dropped and the methodology put him at #1. For Growth, we broke the Nucleus 100 into three cuts. Early Growth, Growth, and MOIC. This week, Lucas Swisher from Coatue joins after landing #1 in Growth. The track record is absurd. OpenAI. Anthropic. OpenEvidence. Harvey. Attentive. Glean. Deel. Rippling. Scale. Grafana. Figma. 33 years old (!!), GP and co-lead of growth at Coatue, helping run one of the most meaningful growth practices at one of the best firms in the world. Crazy impressive, and just a very warm, easy-to-root-for human. Fan. I asked what got him there and he immediately turned it into a Coatue team answer: “We think about it like a basketball team. Every investment has everyone’s fingerprints on it.” ^ I like this. We got into how he built it, how Coatue invests across private and public markets, every layer of the AI stack, and some great advice for early-career investors / students trying to figure out if venture is the right path. Thanks for coming on Lucas Swisher 🙏 Go COATUE.

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Mag 7's have been weak. But I believe they are a BUY, especially for the long-term. Let's keep buying and get rich together. Strongest names: 1. $AAPL 2. $NVDA 3. $GOOGL Neutral: 1. $AMZN 2. $TSLA Weaker: 1. $MSFT 2. $META All my buy and sell signals in Discord @

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Peter Thiel on AI and jobs: "In a world without growth, everything becomes a zero-sum game." Takeaways: (1) Automation freed people to do other, more productive things. If we had enormous productivity gains and GDP growth, just about everybody would be better off. (2) The challenge is in most sectors, we don't have enough productivity gain. The economy is dominated by service sector jobs, which have stayed stagnant. (3) All trends (including AI) are overrated. Be careful about buzzwords--they are a tell that companies are bluffing and undifferentiated. Underrated companies have no buzzwords and don't fit into any pre-existing categories. Figuring out the correct way to think about things in categories for which we don't even have proper language is critical.

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Was this a really bad idea? 😱 #TheTraitors #RailReplacement #Train As the three players that got off the train in episode 1 return, there's a flashback to their journey and how they came to be elevated in cages in the forest.

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Professor Galloway on how to crash the US economy. Is he right? My own opinion is that China just chose open-source, and it's not targetting the US stock market. US investors are just making bad bets, incorrectly guessing they are ahead in AI.

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South Carolina’s Arden Conyers came into today averaging just 0.8 PPG & just 1 3PM on the season. Today against the #2 team in the country, Auburn, he has bypassed those numbers: • 13 PTS • 3 3PM • 2 REBS • 1 STL Excelling in spot up and catch & shoot opportunities today.

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Ghana’s economic recovery is firmly on track, and we will sustain the gains. The progress we are seeing is the result of deliberate policy choices and decisive reforms, reflected in declining debt vulnerabilities and stronger macroeconomic fundamentals. We remain optimistic about the sustainability of the ongoing structural and fiscal reforms, which are designed to secure long-term macroeconomic stability.
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Ghana’s economic recovery is firmly on track, and we will sustain the gains. The progress we are seeing is the result of deliberate policy choices and decisive reforms, reflected in declining debt vulnerabilities and stronger macroeconomic fundamentals. We remain optimistic about the sustainability of the ongoing structural and fiscal reforms, which are designed to secure long-term macroeconomic stability.

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