BrynTalkington @BrynTalkington
https://t.co/JdfN8uCR4N.repeat. (all opinions are my own) Houston, TX Joined August 2019-
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One of the best jokes in television history
"You can have a strong economy and not have high inflation," says @BrynTalkington
Tesla falls on Q1 deliveries miss. Shareholder @BrynTalkington discusses what to do with the stock from here. $TSLA
On an all-new episode of Beyond 60/40, @AAmoroso_1 is joined by @PermiraNews’s Brian Ruder, Partner, to talk AI and by @BrynTalkington, Managing Partner, Requisite Capital Management and @CNBC contributor, to discuss how alts may help preserve wealth. video.icapital.com/detail/videos/…
Clarification from the below post. My final trade was $COWZ NOT $COWS
Just amazing. 👏🏻👏🏻👏🏻 to @neuralink team.
Nvidia’s GTC event just wrapped up and check out all the A-listers leaving the building: George Lucas, Kendrick Lamar, Nas, Trevor Noah, Ashton Kutcher and more: $NVDA #GTC24
.@nvidia CEO Jensen Huang explains to @jimcramer why $NVDA is a $2 trillion company. "$100 trillion worth of industry are here. The impact of the work that we do here is absolutely incredible."
"Not all of these companies are created equal, and multiples do matter," says @BrynTalkington on big tech
"This quarter, #Nvidia will continue to separate itself from not only the rest of the semiconductors, but also the hyperscalers and the cloud service providers are spending billions of capex of which Nvidia is capturing the majority of it," says @BrynTalkington
Judith Love Cohen was an American aerospace engineer who helped create the Abort-Guidance System that rescued the Apollo 13 astronauts. When she went into labor, she went to work. She took a printout of a problem she was working on to the hospital. She called her boss and…
Ben’s living his best life… JLo romance, unlimited free donuts & iced coffee… while hanging with his bestie Matt! Good for him!
"There's no other company in the world that has this much trust and this much loyalty," says @BrynTalkington on #Apple. I think the market will continue to give them the benefit of the doubt but...I think it's a transition year for Apple."
Missed today's #HalftimeReport? Follow the podcast! Scott Wapner and the Investment Committee discuss the looming earnings reports for the three tech giants, Apple, Amazon and Meta. link.chtbl.com/halftime_report
"It seems like everyone's trying to bring forward AI in the next year," says @BrynTalkington. "The big capex that $META, $AMZN, $GOOGL are spending...I want to know how long is the market going to allow them to spend capex without monetizing."
Daniil Medvedev shares a sweet story about Novak Djokovic & says he treats him the same way now as he did when he was ranked #400 in the world: “For sure the story was unbelievable. We practiced with Novak. That was so funny. He was even like, ‘Oh, we play Davis Cup in couple…
24 years ago, Palm was worth more than Apple, Nvidia and Amazon combined.
Stock market cycles often rhyme throughout history, shaped by monetary policy, consumer spending, and herd behavior. visualcapitalist.com/60-years-of-st… via @VisualCap
That's 6 pieces of timeless parenting advice. If you enjoyed this thread: 1. Subscribe to my free parenting newsletter at dailydad.com. 2. Follow @dailystoic for more Stoic wisdom.
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Street dance taken to a whole new level
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In a watershed moment, @elonmusk made a surprise weekend trip to Beijing to meet with a host of high ranking Chinese government officials including Chinese Premier Li Qiang with a laser focus on cutting the ribbon on the long awaited TSLA rollout of FSD software in China 🔥🍿🐂
$MSFT Q3 2024 "Microsoft Copilot and Copilot stack are orchestrating a new era of AI transformation, driving better business outcomes across every role and industry." – Satya Nadella Revenue +17% *Prod. & Business +12% *Intelligent Cloud +21% *Pers. Computing +17% *Azure +31%…
$META down 12% for two reasons. 1. Midpoint of revenue guidance for June is 1.3% below the Street. 2. They are increasing the midpoint of Capex spend by 12%. My take: 1. The 1.3% revenue guide down for June is a rounding error under normal circumstances. The problem for META is…
"This is the most anticipated earnings call in as long as I can remember," says @BrynTalkington on $TSLA. "They need to come out with a plan of...EV sales...full self-driving subscription...Optimus...let's not talk about robo taxis."
The Father Of Advertising: David Ogilvy In 1982, he penned an internal memo to his staff titled "How to Write." In just 10 bullets he put together a masterclass in effective writing. Here's a breakdown of each one:
Difference between 5 pounds (2.267Kg) of muscle and fat
The Wrexham story is wild. • Bought for $2.5 million • Produced docu-series on FX • Added 2M+ social media followers • Signed sponsorships with United, Expedia, etc. And now they've been promoted in BACK-TO-BACK seasons for the first time in the club's 159-year history.
25 Must-Read Nonfiction Book's Visual Summary: [A Thread] 🧵 1) The Psychology of Money by Morgan Housel
“Stay large cap,” says @BrynTalkington. “There will be a time” for small caps, “but it is not right now.”
The Fed trying to stop inflation
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A brilliant review of how most of a magician's trick repertoire is performed [📹 roman_magic_nn]
A must-read interview for investors investing in the AI space from a Former high-level employee at $MSFT who also worked with OpenAI from the $MSFT side. Key insights from the interview: 1. When they tested Copilot, productivity gains were average in the 60-70% range. Copilot's…
If Keynesianism worked, running up the federal debt by $3 trillion in the past 18 months should have caused an economic boom. It didn’t. This calls into question every theory (like federal spending multipliers) Keynesians have ever come up with. But no one in DC understands…
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