Alejandro Jimenez Rico
Alejandro Jimenez Rico@MrKnoot
็ƒญ้—จ
MrKnoot
่‹ฑๅ›ฝ
22ๅคฉๅ‰
ๅทฒไฟฎๆ”น
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... ๆ˜พ็คบๆ›ดๅคš ็ฟป่ฏ‘
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8็š„2
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MrKnoot
่‹ฑๅ›ฝ
29ๅคฉๅ‰
$MSFT (Microsoft) is abandoning big chunks of their data center projects. This contradicts the loud claims they were making last quarter. Boasting about a never ending surge in AI demand and that they could not build data centers fast enough to meet it. Demand for AI is simply not has high in an environment... ๆ˜พ็คบๆ›ดๅคš ็ฟป่ฏ‘
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MSFT
Microsoft
386.60
12.91 (3.45%)
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1 ๅ›žๅค
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MrKnoot
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2ไธชๆœˆๅ‰
Itโ€™s interesting hearing Steve Huffman ($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. ็ฟป่ฏ‘
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GOOG
Alphabet
161.17
3.75 (2.38%)
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MrKnoot
่‹ฑๅ›ฝ
2ไธชๆœˆๅ‰
ๅทฒไฟฎๆ”น
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... ๆ˜พ็คบๆ›ดๅคš ็ฟป่ฏ‘
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MrKnoot
่‹ฑๅ›ฝ
2ไธชๆœˆๅ‰
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... ๆ˜พ็คบๆ›ดๅคš ็ฟป่ฏ‘
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4็š„2
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MrKnoot
่‹ฑๅ›ฝ
2ไธชๆœˆๅ‰
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... ๆ˜พ็คบๆ›ดๅคš ็ฟป่ฏ‘
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MrKnoot
@MrKnoot ๅทฒๅ…ณ้—ญ $AIR.PA ไนฐๅ‡บๅคดๅฏธ
่‹ฑๅ›ฝ
2ไธชๆœˆๅ‰
I just closed the trade at a profit of 0.58% ็ฟป่ฏ‘
AIR.PA
AIRBUS SE
0.58%
ไบคๆ˜“ๅŽ†ๅฒ
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MrKnoot
@MrKnoot ๅทฒไนฐๅ…ฅ $RDDT @224.2
่‹ฑๅ›ฝ
3ไธชๆœˆๅ‰
I've just opened a position using 0.02% of my equity. ็ฟป่ฏ‘
RDDT
Reddit Inc
111.96
5.08 (4.74%)
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MrKnoot
่‹ฑๅ›ฝ
3ไธชๆœˆๅ‰
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.... ๆ˜พ็คบๆ›ดๅคš ็ฟป่ฏ‘
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MrKnoot
่‹ฑๅ›ฝ
3ไธชๆœˆๅ‰
$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... ๆ˜พ็คบๆ›ดๅคš ็ฟป่ฏ‘
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ๅ…ณไบŽ MrKnoot
่‹ฑๅ›ฝ
็ญ–็•ฅ: ๅคš้‡็ญ–็•ฅ

Quality Value Investing. Data Scientist with a long-term oriented portfolio.
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