Mads Christiansen @MadsC007
CIO at NewDeal Invest. Digital transformation. Sharing my own and other peoples' thougths. Not giving advice. eToro: NDI-FutureTech. Joined February 2017-
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The $CDNS new emulation tool sounds seriously cool: "So Z3 itself, we designed this advanced TSMC chip ourselves. And this is one of the biggest chips that TSMC makes. And 1 rack will have like more than 100 of these chips and then we can connect like up to 16 racks together. So…
Live Q&A tomorrow, sunday 8 pm CET. Going to talk briefly about the market conditions at the moment, then the Q2 eToro rebalancing, and answer a lot of questions about tech, AI stocks and so on. facebook.com/share/yyuyVL65…
Not investment advice. Here is some valuation analysis on stocks within the universe of the NDI-FutureTech portfolio on eToro, managed by @InvestNewdeal. In these 3 charts, the Rule of X (adjusted for SBC or not) is on the x-axis. In a previous post we mentioned we're…
Mads er i Millionærklubben idag. Skal tale AI investeringer med @BodilGantzel 😃🎙️ Vores AI-‘ramme’ i NDI er: 1. AI-infrastruktur (soft- og hardware) Trends: Vertical integration og edge compute. 2. AI-use cases 3. DATA - Alm data - Data siloer - Proprietær data - real time data
In our @eToro portefolio #NDI-FutureTech these movements in sentinent and thus price is a part if the oppertunity we are exploiting med.etoro.com/aw.aspx?A=1214…
In our @eToro portefolio #NDI-FutureTech these movements in sentinent and thus price is a part if the oppertunity we are exploiting med.etoro.com/aw.aspx?A=1214…
Funny that both $SNOW and Databricks invested in Mistral to the LLM offering on their platforms. While $AMZN and $GOOG jointly invested in Anthropic for the same reason. $MSFT is the juggernaut that controls OpenAI and then Mistral. All major data platforms find their LLMs.
Our partners @convequity really nailed $AVGO and VWware Report is still a good and an relevant read. Vertical integration is going to big in the furture.
Our partners @convequity really nailed $AVGO and VWware Report is still a good and an relevant read. Vertical integration is going to big in the furture.
New writeup on HelloFresh $HFG: Leading Subscription Business Primed for Growth after Expectations Reset A short-term bounce, a near term upside surprise and a long-term 10x? Link in bio
$SE If you want to understand in depth what Wang Yanjun talks about here, i made a YT breakdown of SE Q3 focusing on the effects of this on the Numbers and future expectations. youtube.com/playlist?list=…
$SE 👊 My take 👇
In this video I explain the difference between arithmetic and geometric returns. Most people operate with and incorporate arithmetic returns in their analysis, but since time is irreversible what they get are the geometric returns, and investors need to understand that the…
In this video I explain the difference between arithmetic and geometric returns. Most people operate with and incorporate arithmetic returns in their analysis, but since time is irreversible what they get are the geometric returns, and investors need to understand that the…
@MadsC007 @InvestNewdeal Super @MadsC007 ! I love the 1.5x(0.67)=1 Ie 0% geometric return issue And your layer 2 solution to mitigate that
@MadsC007 og jeg går live søndag kl. 20 til Q&A og en lille snak om Unity, AppLovin, Metaverse mm. Som teaset i forrige episode af @aktieuniverset så er jeg ny mand i @InvestNewdeal og glæder mig til at være med. Lad os håber teknikken ikke driller! 😂 newdealinvest.dk/live-qa/
Here are a couple of snippets from our recent $MNDY update, discussing monday CRM and monday Dev: "Generally speaking, it seems like because MNDY has this last-mover advantage and clean slate, they can turn deep discussions with CRM users into building a better next-gen CRM that…
$PMINDI oppe med 26% (Nasdaq 17%) siden starten for 4 måneder siden. NewDeal Invest har nu nået et AUM over 100 Mio, et tal som vokser hurtigt, dels pga. nye investorer, men også pga kurstilvæksten. OG Nogle segmenter af fremtidens tech vindere er stadig meget billige.
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Well explained on @elonmusk Pay package in under 1 min. Imagine the legal fees, the idiocy, the lack of common sense by ONE $Tsla shareholder and the entire court system in Delaware. Many of you arguing about his pay just take 1 min to see this 👇 youtube.com/shorts/VX11chU…
$MSFT spent $14B on capex in FQ3, up from $11.5B in FQ2 and $7.8B a year ago. $GOOG spent $12B on capex in Q1, up from $11B in Q4 and $6.3B a year ago.
HelloFresh Q1 2024: Revenue €2074m (up 3.8% cc) vs €2046m estimated Adj Ebitda €28.9m, (up 3.4%). Beating estimates of €19.6m. Looks like we’re going to have a little rally today $HFG
- Third party FSD partnerships mentioned in less uncertain terms. Probably this year. - In-house cell production depriotized following increased availability and lower cost from partners. But still good to have in case of new boom cycle - 2024 will have better sales than 2023!
- Reuters rumor likely linked to low cost model not being built on Next gen platform (only Robotaxi will for now). Good that less risky/costly cost savings can be pushed ahead for current line - Optimus viable much earlier than what I'm expecting (even discounting Elon-time)
My key takeaways from $TSLA Q1: - Tough quarter for auto, amplified by unfortunate events - Energy business now nearing 10% of total revenue - though solar continues to disappoint - Ridehailing concepts + comments reassure me that FSD is just around the corner (couple of years)
TSMC is entering the Angstrom Age with A14 production process “TSMC started development and made good progress on 14 Angstrom (A14) technology, which aims to further improve speed, power, density and cost,” TSMC says in its 2023 Annual Report Thread 1/20 $TSM $ASML $NVDA…
FIRST TIME TRYING A SELF DRIVING CAR THE FUTURE IS HERE $GOOGL
@Sekdiew If you want to join a Gravity chatgroup on Twitter with good posters, activate your direct messages and message me. Cheers, Tom
The $CDNS new emulation tool sounds seriously cool: "So Z3 itself, we designed this advanced TSMC chip ourselves. And this is one of the biggest chips that TSMC makes. And 1 rack will have like more than 100 of these chips and then we can connect like up to 16 racks together. So…
This is admittance of failure imo. Embracer is no more. Probably the right move, but also proof that this model didn't work.
@MadsC007 Right! I think small cap or outside US is the place to be. If it’s not large cap, still many good opportunities in the US
Our previous analysis on Wiz for premium subscribers: convequity.com/pre-ipo-wiz/
Not a surprise to see Wiz acquiring Laceowkr. Wiz has been executing extremely well on all fronts incl. expansion to agent, AISPM, DSPM, dev, D&R, shift-right and more. Lacework has too much euphemism w/ fundraising but no solid execution on both product and GTM, as we…
Huawei's latest Kirin 9010 is a new chip with upgraded microarchitecture for the big core. Basically slightly higher width vs. Cortex X3. It is still evolving. Latest market statistics showed that Huawei's smartphone market share has quickly ramped up from near 0 to 8%+ which…
Despite recent market volatility, my recent solo venture has seen solid gains, outpacing the general market and NASDAQ100. YTD I'm up almost 27%, driven by companies like $NVDA, $MU, and $META. The compounding train continues 🚂
Not investment advice. Here is some valuation analysis on stocks within the universe of the NDI-FutureTech portfolio on eToro, managed by @InvestNewdeal. In these 3 charts, the Rule of X (adjusted for SBC or not) is on the x-axis. In a previous post we mentioned we're…