𝗚𝗢𝗜𝗡𝗚 𝗔𝗟𝗟-𝗜𝗡 𝗢𝗡 𝗔𝗜? 𝗧𝗛𝗘 𝗠𝗔𝗧𝗛 𝗦𝗔𝗬𝗦 "𝗡𝗢"
After my post about Leopold Aschenbrenner a few weeks ago, I was asked a fair question: If I believe strongly in AI infrastructure, why not go all-in? Why worry about volatility at all, when my time horizon is long?
It turns... Visa mer Översätt
𝗛𝗘 𝗪𝗔𝗦 𝗥𝗜𝗚𝗛𝗧 𝗔𝗕𝗢𝗨𝗧 𝗔𝗜 - 𝗔𝗡𝗗 𝗟𝗢𝗦𝗧 𝟯𝟱 𝗕𝗜𝗟𝗟𝗜𝗢𝗡 𝗗𝗢𝗟𝗟𝗔𝗥𝗦 𝗔𝗡𝗬𝗪𝗔𝗬 📉
Last week, one of the most watched funds in the AI trade nearly blew up.
Leopold Aschenbrenner’s fund, Situational Awareness, peaked at around 45 billion USD at the start of July. By Thursday,... Visa mer Översätt
Today at 2.25 pm UK time: Intelligence in Motion goes live from London 🇬🇧
Tune in as eToro CEO Yoni Assia shares how human insight is being supercharged by AI — including AI-powered tools, our growing app ecosystem, a first look at our new app, and a refreshed look and feel for eToro.
Watch the live... Visa mer Översätt
𝗪𝗛𝗬 𝗜 𝗦𝗢𝗟𝗗 𝗔𝗟𝗟 𝗠𝗬 𝗕𝗜𝗧𝗖𝗢𝗜𝗡 🔥🔥🔥
I have held bitcoin, in larger or smaller amounts, since 2017.
My thesis was simple: $BTC can function like a collectible, something people are willing to pay for because its total supply is capped. For me, it was an opportunistic bet, and a good... Visa mer Översätt
“𝗘𝘃𝗲𝗿𝘆𝗯𝗼𝗱𝘆 𝗵𝗮𝘀 𝗮 𝗽𝗹𝗮𝗻 𝘂𝗻𝘁𝗶𝗹 𝘁𝗵𝗲𝘆 𝗴𝗲𝘁 𝗽𝘂𝗻𝗰𝗵𝗲𝗱 𝗶𝗻 𝘁𝗵𝗲 𝗺𝗼𝘂𝘁𝗵” - Mike Tyson 🥊💥
Before the fight, every boxer has a strategy – a clear idea of how the next twelve rounds are going to go. Then the first real punch lands, and most of that plan disappears.
Investing... Visa mer Översätt
𝗔 𝗠𝗔𝗥𝗞𝗘𝗧 𝗧𝗛𝗔𝗧 𝗞𝗘𝗘𝗣𝗦 𝗦𝗨𝗥𝗣𝗥𝗜𝗦𝗜𝗡𝗚 📈
I joined Martin for the latest episode of Markedsbidder eariler today. I am up around 20% so far this year, and there was plenty to dig into in a market that keeps surprising.
What we covered:
- A possible correction over the summer
- The... Visa mer Översätt
𝗛𝟭 𝟮𝟬𝟮𝟲 𝗦𝗧𝗔𝗧𝗨𝗦 — 𝗔𝗡𝗗 𝗔 𝗠𝗜𝗖𝗥𝗢𝗡 𝗕𝗟𝗢𝗪𝗢𝗨𝗧 🚀
Two things today.
First, $MU (Micron Technology, Inc.) (Micron) just delivered one of the strongest earnings reports I have seen in years. Revenue came in at 𝗮𝗿𝗼𝘂𝗻𝗱 $𝟰𝟭.𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻, up 346% year over year, with a record... Visa mer Översätt
𝗜𝗴𝗻𝗼𝗿𝗲 𝘁𝗵𝗲 𝗧𝘄𝗲𝗲𝘁𝘀, 𝗪𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 📊
Right now, a lot of investors are glued to the latest headline out of Washington. Up on a tweet, down on a rumor, up again on a walk-back. The noise level in both social and traditional media is extremely high at the moment, making... Visa mer Översätt
𝗨𝗽 𝟮𝟭% 𝗬𝗧𝗗 - 𝗪𝗵𝗮𝘁’𝘀 𝗻𝗲𝘅𝘁? 𝗡𝗲𝘄 𝘃𝗶𝗱𝗲𝗼 𝘂𝗽𝗱𝗮𝘁𝗲 🎥
Around 1000 new copiers have joined me over the last month, so I recorded a longer update to walk through who I am, how the portfolio is built right now, and how I see the rest of the year.
Here's a bit of what's inside.
Five... Visa mer Översätt
𝗧𝗪𝗢 𝗣𝗢𝗗𝗖𝗔𝗦𝗧𝗦 𝗜𝗡 𝗧𝗪𝗢 𝗗𝗔𝗬𝗦 🎙️
Over the last couple of days, I had the pleasure of joining two podcasts, and the headline topic was the same in both: AI.
This morning, I was a guest on the Markedsbidder podcast, hosted by eToro's own Martin @InvestWithMartin, where we went deep... Visa mer Översätt
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