🤔💭Ryan Cohen says the greatest return of his life came from spending time with his dad.
His worst plus best investments have been people, rather than money.
For a billionaire CEO, the portfolio answer got real personal real quick. 🥹
His father Ted passed in 2019, yet Cohen says he is “still collecting dividends.”
Whew.
A man who speaks fluent capital allocation using dividend language for lessons from his father is cold in the warmest possible way.
$GME holders can debate charts, warrants, options, cash, Bitcoin, whatever.
Cohen just gave his favorite compounding asset: time with people you love.
Certain dividends keep paying long after the position leaves the account. ❤️
another reason why i am so bullish bitcoin here
last cycle it did not even make a new ATH against gold, if you believe in the thesis that $BTC is the best form of digital hard money then the gap between $BTC & $XAU is going to continue to close
gold is $30T, btc is $1.7T & the closer this gap gets the more it makes sense for governments to hold bitcoin on their balance sheets the same way they do with gold
thesis around buying bitcoin spot here is same as its always been
hardest form of money non-seizable by govts & transferable cross borders instantaneously w/ out hassle, not affected by persistent devaluation of dollars & long term store of value to preserve wealth
digital gold
Trenches are finally back,
So I’m starting $100 to $100k trading challenge.
I will be sending 1 $SOL to all followers who participate.
You must like, RT and drop your wallet.
$NOK just reported.
The print was solid, here's what matters.
AI & Cloud sales grew 105%. Doubled. Order intake of €2.8 billion in one quarter, with half converting to revenue over the next twelve months. The backlog is stacking faster than they can recognize it.
IP Networks accelerated to 16% growth from just 3% last quarter. That was the swing factor we were watching, and it delivered. Optical held at 20%.
The CEO said it plainly, demand remains strong, supply is the constraint, and customers are placing longer-term orders because of it. Same story as Google.
Guidance is intact and tracking above the midpoint. And the sneaky big news, Nokia is buying NXP's Arizona fab for optical component production, on top of San Jose ramping Q4 and Pennsylvania expanding 10x. They're building the US optical supply chain for demand they can already see in 2027 and 2028.
Don't get shaken by the negative reported margin, that's accelerated restructuring, cutting legacy costs faster to feed the AI side. Comparable operating profit grew 18% with margins expanding.
AI doubling, orders stacking, guidance intact. The transformation printed.
⚠️Beware of the LONESTAR TICK. This tick not only make you allergic to red meat—but also make you allergic to most mammals.
Infected people also often can no longer touch cattle, can't be near them, and many can’t be farmers anymore.
By @sarahzhangtheatlantic.com/health/archive…
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