🚨 NVIDIA AND WALL STREET ARE PREPARING UP TO $500 BILLION IN AI FINANCING
The scale of AI investment continues to move into another dimension.
Nvidia is reportedly working with several of the world's largest financial institutions to create a financing program that could reach up to $500 billion... Mehr anzeigen Übersetzen
⚡ AI HAS A NEW BOTTLENECK: ENERGY.
The AI race has largely been presented as a race for GPUs, computing power and semiconductor capacity.
But Amazon’s latest project in Texas shows that the next major bottleneck could be something much more fundamental:
Electricity.
Amazon is preparing a massive... Mehr anzeigen Übersetzen
🧠 Mindset of the day
We often want results to come quickly. ⏳
We look at other people moving forward, succeeding, reaching their goals… and sometimes we start to feel like we’re falling behind.
But what we forget is that we never see the entire journey they had to go through to get there.
Progress... Mehr anzeigen Übersetzen
💭 CONVICTION OR STUBBORNNESS?
There is an important difference between "being persistent" and "refusing to question yourself".
Whether in business or investing, I believe persistence is essential when it comes to execution:
💪 Show up every day.
📚 Keep learning.
⚙️ Keep working.
📉... Mehr anzeigen Übersetzen
🎮 TAKE-TWO INTERACTIVE — Q1 FY2027 RESULTS
$TTWO (Take Two Interactive Software Inc) has just released its first-quarter Fiscal 2027 results, and overall I would describe the report as solid, with the most important part being the outlook rather than the quarter itself.
📊 Q1 FY2027 KEY FIGURES
•... Mehr anzeigen Übersetzen
🚀 MY PORTFOLIO HAS SURPASSED $40,000!
I truly started investing at the end of 2023 with a relatively modest amount of capital.
Today, after less than three years of hard work, consistency, patience and perseverance, my portfolio has crossed the $40,000 mark for the first time.
Of course, this $40,000... Mehr anzeigen Übersetzen
🏭 SIEMENS Q3 FY2026 — RECORD ORDERS, RECORD INDUSTRIAL PROFIT AND GUIDANCE RAISED
Siemens has published an excellent third-quarter report, supported by strong demand for electrification, automation, data centers and industrial AI.
📊 KEY FIGURES
• Orders reached a record €27.9 billion, up 14% on... Mehr anzeigen Übersetzen
📊 CVS HEALTH Q2 2026: A MAJOR EARNINGS BEAT AND ANOTHER GUIDANCE UPGRADE
CVS Health has reported a very strong second quarter, with growth across all operating segments and a particularly significant improvement at Aetna.
The results were well above market expectations and management raised its full-year... Mehr anzeigen Übersetzen
📊 AMD Q2 2026 RESULTS — RECORD REVENUE, DATA CENTER SALES DOUBLE, BUT THE STOCK FALLS AFTER HOURS
AMD has released its fiscal second-quarter 2026 results, and operationally the quarter was very strong.
🔹 Revenue: $11.54B, up 50% year over year and above the roughly $11.28B expected
🔹 Adjusted EPS:... Mehr anzeigen Übersetzen
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