Sublime
An inspiration engine for ideas
1) We are short AppLovin $APP, an AdTech platform for mobile games. Having peaked at $173 billion in market cap, we believe AppLovin could go down as the single largest stock promotion unraveling since at least the GFC. Our full report is now available on our website, https://t.co/RE8Wi3tuti
Culperx.comEmbracing Paradox
Exploring the balance between opposing principles in investment, such as trust versus skepticism, patience versus urgency, and transparency versus confidentiality, emphasizing the importance of harmony in decision-making.
static1.squarespace.com
It’s game over for USA!
China now has its own DUV lithography machines; and a patent has been filed for EUV.
Right now, there’s only ONE company that can make EUV — Dutch firm ASML.
Soon, China will make every chip that the US... See more
Brex
Burn: ~$200M/yr (⬇️ 23% YoY)
Net revenue: $279M/yr (⬆️ 32% YoY, ~flat for H2)
Has 2 yrs cash, said they were targeting an ipo in ‘25
Valued at $12.3B in Jan ‘22; what would it be worth today?
How does... See more
Here's Box AI doing data extraction on a financial press release. With AI, you'll be able to pull out any data you want from any piece of information in the world. Still in the early stages but it's getting better every day with each model breakthrough. https://t.co/oyUVC1NZtB
Aaron Leviex.com
Fourteen years ago, David Tepper went on Squawk Box and shared how he made $7bn in a single year and laid out his worldview and a strategy that worked for the coming decade.
Last week, almost fourteen years to the day, David returned to Squawk Box to discuss China, stimulus, AI, and more. He starts by discussing whether... See more
Bizjournal.com