ADE Investments @ADEreturns

growth by all means Joined July 2024

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ADE Investments @ADEreturns

4 weeks ago

@stark0xbt Yes you are seeing rising profits in memory, but a declining multiple. Means that people don't think the pricing power will last. Will be a battle between the demand, LTA's, and the lot of supply coming on in late 27

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ADE Investments @ADEreturns

8 months ago

@benitoz @stevehou Ravagh Persian grill

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ADE Investments @ADEreturns

8 months ago

Controversial opinion - Microsoft is a stock given circumstances right now, you had to own vs want to own

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ADE Investments @ADEreturns

8 months ago

@aleabitoreddit Also the way it's designed - susc. Basically will be trading at either a premium to NAV due to extreme hype or discount due to mix of winners and losers or when something goes public and you just straight buy. The play is basically wait for overvaluations then sell

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ADE Investments @ADEreturns

9 months ago

How can one be bullish on ai and bullish on software? (Hint - you can't) Both fall into tech and are long duration assets, with discounted revenue streams. If you believe in the disruption of the logic layer in software via agents, and the disruption of the per seat model..

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ADE Investments @ADEreturns

9 months ago

Is Kevin Warsh actually a hawk? Or may he just be approaching things a little differently with reducing fed balance sheet and believing ai productivity gains gives air cover to cut rates? We know that productivity gains could reduce wage inflation pressure. Just some thoughts..

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ADE Investments @ADEreturns

9 months ago

What's the strategy for the market right now now? Seeing market reward roi (META) vs pure spend (Microsoft). We see us currency debasement and a shift to metals (silver, gold) as a hedge. We also see domestic players thriving (Intel) based on a more domestic production future.

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ADE Investments @ADEreturns

9 months ago

@efekarhanli @jukan05 Way too high

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The AI Investor @The_AI_Investor

9 months ago

OpenAI’s CFO shared that over the past three years, its revenue has directly tracked available compute. This was exactly my thesis earlier, back when the AI bubble narrative was at its peak when Sam Altman refused to answer the $1.4T question. Compute grew 3× year over year, or 9.5× from 2023 to 2025: 0.2 GW in 2023, 0.6 GW in 2024, and about 1.9 GW in 2025. Revenue followed the same curve, growing 3× year over year, or 10× from 2023 to 2025: $2B ARR in 2023, $6B in 2024, and $20B+ in 2025.

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ADE Investments @ADEreturns

a year ago

@JKirkWA @buccocapital Totally agree

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ADE Investments @ADEreturns

a year ago

@mahaoo_ASI @PatrickMoorhead I don't think this is correct.

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ADE Investments @ADEreturns

2 years ago

@OfficialLoganK Please work on your inference returning information that is up to date (as close to real time as possible). I want to use Gemini but sometimes have to use grok or open ai for more up to date information