Alejandro Jimenez Rico
Alejandro Jimenez Rico@MrKnoot
Top
MrKnoot
United Kingdom
22 days ago
Edited
๐ŸŒถ๏ธ ๐—œ ๐—บ๐—ถ๐—ด๐—ต๐˜ ๐—ฟ๐—ฒ๐—ด๐—ฟ๐—ฒ๐˜ ๐˜„๐—ฟ๐—ถ๐˜๐—ถ๐—ป๐—ด ๐˜๐—ต๐—ถ๐˜€, ๐—ฏ๐˜‚๐˜ ๐—œโ€™๐—บ ๐—ด๐—ผ๐—ป๐—ป๐—ฎ ๐˜€๐—ต๐—ฎ๐—ฟ๐—ฒ ๐˜€๐—ผ๐—บ๐—ฒ ๐—ต๐—ผ๐˜ ๐˜€๐—ฝ๐—ถ๐—ฐ๐˜† ๐—ผ๐—ฝ๐—ถ๐—ป๐—ถ๐—ผ๐—ป๐˜€. ๐ŸŒถ๏ธ This is not just about Trump, but tariffs are a big mistake. Iโ€™m gonna start by playing devilโ€™s advocate and understand the reasoning behind them. This move by... Show More
Like CommentShare
2 of 8
null
.
MrKnoot
United Kingdom
29 days ago
$MSFT (Microsoft) is abandoning big chunks of their data center projects. This contradicts the loud claims they were making last quarter. Boasting about a never ending surge in AI demand and that they could not build data centers fast enough to meet it. Demand for AI is simply not has high in an environment... Show More
undefined logo
MSFT
Microsoft
386.60
12.91 (3.45%)
Like CommentShare
2 of 3
1 reply
null
.
MrKnoot
United Kingdom
2 months ago
Itโ€™s interesting hearing Steve Huffman ($RDDT (Reddit Inc) CEO) bragging about many people using $GOOG (Alphabet) to look for Reddit posts. That clearly signals an increasing number of people rely on Reddit posts to find content. But it also signals that Redditโ€™s own search engine is kind of terrible.
undefined logo
GOOG
Alphabet
161.17
3.75 (2.38%)
Like CommentShare
null
.
MrKnoot
United Kingdom
2 months ago
Edited
๐Ÿ–ฅ๏ธ ๐—ง๐—ต๐—ฒ ๐—œ๐—บ๐—ฝ๐—ผ๐—ฟ๐˜๐—ฎ๐—ป๐—ฐ๐—ฒ ๐—ผ๐—ณ ๐—ฎ ๐—–๐—ผ๐—บ๐—ฝ๐—ฎ๐—ป๐˜†'๐˜€ ๐—ฆ๐—ฒ๐—น๐—ณ-๐—–๐—ผ๐—ป๐—ณ๐—ถ๐—ฑ๐—ฒ๐—ป๐—ฐ๐—ฒ ๐—ถ๐—ป ๐—ฎ ๐—ž๐—ป๐—ผ๐˜„๐—น๐—ฒ๐—ฑ๐—ด๐—ฒ-๐—•๐—ฎ๐˜€๐—ฒ๐—ฑ ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ Knowledge work is extremely hard to quantify and measure. Despite being the most valuable and moat-building kind of work institutions can produce. When studying... Show More
Like CommentShare
null
.
MrKnoot
United Kingdom
2 months ago
๐Ÿš˜ ๐—›๐—ผ๐˜„ ๐—ถ๐˜€ ๐—ง๐—ฒ๐˜€๐—น๐—ฎ ๐˜๐—ฟ๐—ฎ๐—ฑ๐—ถ๐—ป๐—ด ๐—ฎ๐˜ ๐Ÿญ๐Ÿฒ๐Ÿฌ ๐—ฃ/๐—˜? Back in 2018, $TSLA (Tesla Motors, Inc.) was ranking as the 15th automaker with more units shipped. Despite that, it had a higher market cap than the top 5 combined. This alone was the main thesis behind the many, many shorts on Tesla. The... Show More
Like CommentShare
2 of 4
null
.
MrKnoot
United Kingdom
2 months ago
๐—”๐—ฝ๐—ฝ๐—น๐—ฒ ๐—ฅ๐—ฒ๐˜ƒ๐—ฒ๐—ฎ๐—น๐˜€ ๐—–๐Ÿญ - ๐—™๐—ถ๐—ฟ๐˜€๐˜ ๐—œ๐—ป-๐—›๐—ผ๐˜‚๐˜€๐—ฒ ๐Ÿฑ๐—š ๐— ๐—ผ๐—ฑ๐—ฒ๐—บ This here is the real headline, not the iPhone 16e. And my God, what a headline. Several billion dollar effort over the course of 7 years have culminated in this monumental technical achievement. Further vertical integration... Show More
Like CommentShare
null
.
MrKnoot
@MrKnoot closed a $AIR.PA buy position
United Kingdom
2 months ago
I just closed the trade at a profit of 0.58%
AIR.PA
AIRBUS SE
0.58%
Trade Story
Like CommentShare
MrKnoot
@MrKnoot Bought $RDDT @224.2
United Kingdom
3 months ago
I've just opened a position using 0.02% of my equity.
RDDT
Reddit Inc
111.96
5.08 (4.74%)
Like CommentShare
null
.
MrKnoot
United Kingdom
3 months ago
DeepSeek offers, for free and through an Open Source model, the same services you would pay OpenAI, a non-profit NGO, a monthly fee for services that OpenAI loses billions of dollars a year providing. Are they cheating? No they're not. They have a bunch of optimizations to reduce inference costs.... Show More
Like CommentShare
MrKnoot
United Kingdom
3 months ago
$AMZN (Amazon.com Inc), $AAPL (Apple) and $META (Meta Platforms Inc) are down big in overnight trading because DeepSeek shows AI training might actually be cheaper than expected. Makes 0 sense, and reveals the lack of understanding most people have on the economics of the AI business. These companies... Show More
Like CommentShare
null
.

About MrKnoot
United Kingdom
Strategy: Multi-Strategy

Quality Value Investing. Data Scientist with a long-term oriented portfolio.
Show Full Bio
194 Copiers
7.7K Followers

Top Traded

Similar Traders