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Notes (20)

A Conversation with Nvidia $NVDA CEO Jensen Huang | Global Conference 2025 New interview with Jensen. 30 mins. Not the most interesting interview. I watched it so you don't have to. Lets wait for Computex. https://www.youtube.com/watch?v=HT8-KPAjpiA
2025-05-07 19:18:39 from 1 relay(s) View Thread →
Gucci desperate? $KER.PA Gucci and Kering not doing very well. Stock price is one indicator, this is another one. Almost a desperate move. image Lets see if newly appointed creative director Demna Gvasalia can turn things around. I'm not a fan of Demna's clothes by any means, but there's no denying his massive impact on fashion the last 10 years. More so than any other designer during this period. His work at Vetements and Balenciaga will written about in books. Starting Vetements and taking it from nothing to the biggest hype in fashion in such a short period of time was an amazing feat. I don't think I've witnessed anything similar before nor after. And then taking Balenciaga from a sleeping brand no one was paying attention to to the most hyped one, surpassing even Vetements. The Kering group consists of more brands than Gucci of course, but Gucci's share of the revenues is above 40%. If Demna is successful here, Kering will probably be out of the woods. Not buying the clothes and not buying the stock. Speaking of, the only Gucci I care about, Gucci Mane! Legend! ❤️🙌 https://www.youtube.com/watch?v=bTvLDYbs89E
2025-05-04 08:41:10 from 1 relay(s) View Thread →
Strategy $MSTR - Q1 2025 Earnings Call This was interesting. Watched the whole thing yesterday. Yes, the complete two hours. Not only that, I think I'll have to rewatch it because it was packed with so much info it was a lot to take in. Especially if you were doing something else at the same time. The company is doing exactly what it should be doing: finding fiat money wherever it can in order to buy bitcoin. All fine and dandy. I don't really care if they show a profit or loss in the short term, new FASB accounting standards.or not. Even though the software part of Strategy is more or less a side business these days. I would have liked the software revenues to not decline 3.6% year over year as they did. No biggie though. I say this as a shareholder of Strategy. Where it gets a little more worrying is the concentration of bitcoin within one entity and with such a fierce pace. From an ideological perspective I'd prefer less concentration. How are they even able to buy such large amounts pf bitcoin outside of the open market (I'm guessing here), who are these people selling it to them and why? I sure ain't. When I bought the stock for the first time I could never have imagined the company would have acquired over 550 000 bitcoin some years later. It's truly astonishing how many they have now. During the last quarter Strategy have mostly been diluting shares in order to raise funds, taking on debt not so much. All things being equal I'd prefer more of a balance between the two. I'm guessing raising debt to buy more bitcoin is harder than anticipated. All in all I'm very happy with the company's performance. It has grown to become my largest stock holding by far. It passed Hermès $RMS.PA October last year. Hats of to Saylor and the rest of the company. Source: https://www.youtube.com/watch?v=dXk6H1efCsM
2025-05-03 19:59:13 from 1 relay(s) View Thread →
How the tides have turned. A beautiful sight indeed. One brand versus seventy five. Wasn't that long ago, early 10s, when Bernard Arnault and $LVMH tried to do a hostile takeover of $RMS.PA Everyone, including Arnault, knows Hermès is the crown jewel. 🙌 image
2025-04-19 08:53:54 from 1 relay(s) View Thread →
$META release their first Llama 4 models! Focus is on multimodality. A great day for open source no doubt. image
2025-04-05 21:23:57 from 1 relay(s) View Thread →
Another company doing the the right thing! image
2025-04-05 07:45:24 from 1 relay(s) View Thread →
Wall Street Journal: "Trump, Chip Maker TSMC Announce $100 Billion Investment in U.S." One of the more important paragraphs in the article. It kind of sets the stage. “If they did [the chips] in Taiwan to send them here they’ll have 25% or $30% or 50% or whatever the number may be” in tariffs, Trump said. “It’ll go only up. By doing it here, there’s no tariffs.” Stocks like $ASML.AS $NVDA $TSM and $BTC still had a rough day today. Source: https://www.wsj.com/tech/trump-chip-maker-tsmc-expected-to-announce-100-billion-investment-in-u-s-02a44399
2025-03-03 22:36:53 from 1 relay(s) View Thread →