Purvil
@purvil_g
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Hereâs the math on $SMLR . Semlar Scientific is a med tech company trading at market cap of $230M and generating $20M in FCF annually . It recently announced a purchase of 898 Bitcoins i.e, around $57M. $MSTR, the pioneer of this playbookâs, Market cap/ Bitcoin holdings ratio is.
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@NischalShetty Nischal, the poll is over since Friday. When are we getting the withdrawals?.
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8/ Valuation (Conservative case) $IREN. Assuming Irisâ avg. network capacity for this cycle = 25 EH/S. Total Bitcoin network avg. network capacity for this cycle = 900 EH/S. Bitcoin issuance rate per day = 3.125 * 10 * 6 * 24 = 450 Bitcoins/ day. How much $IREN will get =.
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@alc2022 My take . Fully agree on 3, 5 and 6. Partially agree on 1, I think $PLTR Will become a dominant software company with > $T valuation. Disagree on 2 and 4. Do you think $SPOT can achieve a multi-trillion dollar valuation just on audio? $GOOG âs cash cow is search which is.
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@lexfridman @elonmusk Elon stepping down may lead to principal agent problem. but I feel Lex might be right for this role. 1. Comes from media bg (podcast).2. Has network of friends from multiple disciplines.3. Knows software.4. Loves humanity.5. Understands Elon's vision and importance of free speech.
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5/ Competitive advantage $IREN. 1. Vertical Integration. - Iris owns the real estate, power infrastructure, data centres, and the mining rigs. - This helps them in 3 waysâ 1) They can expand into other data Center based applications much faster (like they did with HPC for AI), 2)
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8/ "Bitcoin: The Future of Money" by @jordanbpeterson @dergigi @Breedlove22 @johnkvallis and Richard James.
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1/ Iris Energy business $IREN. The world is moving towards more computing power and $IREN is perfectly positioned to provide the power dense computing needs for modern day applications. It has 2 business segmentsâ Bitcoin mining and High Performance Computing (HPC) for AI. While.
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Yo @eldsjal , I have a Spotify feature idea:. When we add friend's playlist to our library, there should be a notification whenever our friend updates (adds a new song) the playlist. And on clicking that notification, it should take me to that song and start playing. - User.
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2/ Bitcoin mining. In any mining business, the revenue and profits of the company are directly tied to the price of the mined commodity . In the case of $IREN the commodity is Bitcoin. And whatâs so special about this commodity is that it is relatively more deterministic and.
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@chriscantino I'll highly recommend @DappUniversity.courses. He also has a YouTube channel where he has taught solidity programming and the roadmap to become a blockchain dev.
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3/ Why #Bitcoin can rally significantly in the coming months? $IREN. 1. Bitcoin ETFs approval leading to more inflow from the institutions . 2. Both (Republican and Democratic) parties supporting Bitcoin. 3. Bitcoin supply getting cut in half. Historically, 3-4 months post.
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6/ $IREN âs strategy to not HODL #Bitcoin . I found this quite interesting and a contrarian take from the management since most miners choose to hodl their Bitcoin. Hereâs what Dan said in an interview. âWhen we can reinvest our own earnings in a compounding nature linked to the.
đ Why $IREN is the play of the year! Let's dive in:. 1ď¸âŁ MicroStrategy $MSTR holds 215K BTC valued at $14.4B, which is currently worth $27.4B. That's a 90% premium. 2ď¸âŁ Marathon $MARA holds 17,631 BTC worth $1.18B, market cap: $5.5B. Subtracting the BTC premium using MSTR's 90%,.
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7/ Leadership. - Led by @danroberts0101 and his brother Will Roberts. - High insider ownershipâ Both Dan and Will together own around ~5.4% of the company. - The Stock-based compensation plan for both the CEOs is directly linked to long-term value creation for the shareholders.
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4/ $IREN âs Growth Plans. - Iris has set ambitious growth plans for the coming months. Its current capacity is around 10 EH/S. - It plans to reach 20EH/S in 3Q FY24, 30 EH/S in 4Q FY24 and 40 EH/S in H1 FY25. - Financing: Company has already secured the necessary capacity and.
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"The Power Law", written by Sebastian Mallaby is one of the most thought provoking book on venture capital ever written. @scmallaby . Here are 15 interviews of 15 smartest VCs from the book. (A thread)
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@FreedomMaxima @MaxMcLachlan89 There is a very high chance that Solana ends up as a layer 2 (roll up) on top of Ethereum. This way Solana only has to focus on computation (which it is already good at) and inherit consensus from layer 1 i.e Ethereum main chain.
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@NischalShetty $BTC forms higher highs and higher lows every cycle. Even if it takes time, I think users would want their assets to be frozen in $BTC. Apart from volatility, it is safer than $USDT and would also compensate for the returns.
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@karpathy It's crazy how it "understands" what a poem is and that it should have a theme and contain rhyming words. Also it uses figures of speech like simile and repitition in the poem as well. Check this one out!.
I asked @OpenAI 's ChatGPT to write a funny poem in @boburnham style and this is what it came up with. Truly amazing!
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If Philip Fisher was alive today, his biggest holding would be Tesla $TSLA. I just read his book âCommon stocks and uncommon profitsâ. Here are a few excerpts from his book and how it relates to Tesla. A quick thread -
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@BahamaBen9 This infographic includes public companies, private companies and crypto, the ultimate #Metaverse list
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@TSLAFanMtl @ChadPalantard Because "The world rests on Palantir's shoulders." $PLTR.- Alex Karp. To summarise in few words: Data will grow, it took 17 years to build the product, There is no other product like that, Great + long term focused leadership . Also, this video can help .
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@TrungTPhan Great thread!. Another imp takeway: Have sense of enough. There are many thing never worth risking, no matter the potential gain. - Reputation.- Freedom and Independence.- Family and Friends.- Being loved by those who you want to love.- Happiness.
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@AndrewMaughan6 @EthereumJesus The thing is that it's not binary that either you are centralized or decentralized. It's more like a spectrum and $ETH is the most decentralized smart contract friendly blockchain. Which also makes it the most secured.
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@Francis29413576 Rocket lab is a great company and @Peter_J_Beck is a terrific founder/CEO, really passionate and long-term thinking $RKLB.
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@alc2022 Nope. When I was evaluating these companies 2 years back, my insight was that most people (including myself) prefer going to doctor in person (obv covid time was an exception) . However, $HIMS focus on taboo conditions like ED, hair-loss etc was something that people would likely.
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I asked @OpenAI 's ChatGPT to write a funny poem in @boburnham style and this is what it came up with. Truly amazing!
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@AydenMMiller The best thing about $TSLA is that itâs a $500B company and still has multiple markets (with low/no competition) far far bigger than itâs current market cap. Not many big tech companies can say this.
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@Architect9000 Am from India and hereâs how I think of investing in India. Bullish on India overall, but large caps mostly wonât give a very high return. Banks/NBFCs have given great returns historically, going forward can explore some small cap NBFC or a small finance/ micro finance bank with.
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5/ "Survival is a necessary pre condition for growth", Lux Capital Q1 2022 Letter to LPs by Josh Wolfe (@wolfejosh ).
1/ NEW. Lux Q1 2022 Letter to LPs . ââŚSURVIVAL is a necessary precondition for GROWTHâ
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Interested in learning about #Ethereum $ETH, NFTs, DeFi and DAOs? .here are few great accounts to followđ. @cdixon .@chriscantino .@punk6529 .@creigh_creigh .@BackpackerCC.@BanklessHQ .@TrustlessState .@RyanSAdams .@jackbutcher .@iamDCinvestor .@sassal0x.
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@investindigital @naval Completely agree!. But I very strongly believe that as crypto goes mainstream in the coming decade, the people and the developers will choose decentralized protocols. If Zuck wants to build the metaverse, he has to build it on top of Ethereum. $ETH.
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@amitisinvesting Crypto is gaining credibility each day with institutions coming in and countries adopting it. Coinbase has no competition. Itâs real moat has always been compliance + Brian Armstrong is a terrific leader with huge ambitions.
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@sahilypatel đđ. Btw Twitter is the only big tech that is rooting for web 3 and decentralization and will be making a decentralized standard for social media.
Twitter is funding a small independent team of up to five open source architects, engineers, and designers to develop an open and decentralized standard for social media. The goal is for Twitter to ultimately be a client of this standard. đ§ľ.
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@amitisinvesting Itâs true. Robinhood has that Applesque aura to it. It transcends into its product. Itâs pure craftsmanship.
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@rajeshsawhney I think user experience is what matters . ChatGPT, being a chatbot was a great UX.Googleâs page rank was a great UX.Even Zomatoâs UI is really great.And similarly can be said about other companies. Ability to scale is also a big factor.
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@rajeshsawhney BYD is good however there are 2 things to consider. 1. BYDâs sales shown in the chart also accounts for hybrid vehicles whereas Teslaâs is 100% electric. 2. Tesla makes around 8x more in profit per car compare to BYD. The real competitive advantage of Tesla is its manufacturing
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Best #startup ideas often look terrible at the beginning. They are often treated as a side project b/c our conscious mind would reject them as ideas for companies.
Two entrepreneurs saw an opportunity to create the âUber of phone repairsâ which eventually became a multi-purpose installation app. Today, the company generates over $4 million in revenue fully bootstrapped. Here's their story. đ§ľ
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@vicentes @bburnworth Investment thesis for $PLTR is simple: Data will grow at an exponential rate over the next decades. Businesses will need a high quality software to extract valuable insights from that data and make decisions accordingly. Palantir provides the best, fully integrated solution.
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@maxkeiser Am a huge fan of Peter Thiel, . last year he said, âMay be Bitcoin is not just going after gold, it is going after equitiesâ, which presented almost a 100x opportunity from here. And now he is saying he doesnât see much upside. Donât know what changed.
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@The_AI_Investor Investing is just monetizing insight which comes from information which comes from being curious. So in the end, investing is just monetizing curiosity.
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@amitisinvesting Last week in All in Pod they discussed this issue in great detail. All 4 agreed Nvidia isnât next Cisco as per current valuations.
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@thesayansapui It's more like "advertising is not required. ".Elon Musk's tweets, selling Tesla Shorts, Tesla Tequila, Boring Company flamethrower, all this is in a way a marketing campaign that he does through his personal brand.
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@BrianFeroldi Yes and most of the greatest stocks grow into that valuation by having a high optionality. Eg: $TSLA $SHOP $COIN $ABNB.
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@DominicRinaldi9 Elon Musk .Steve Jobs .Alex Karp.Jack Dorsey.Max Levchin. And obviously Peter Thiel!.
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@BrianFeroldi Yes! @elonmusk in recent $TSLA said: "The time when a company offers dividends is when they have run out of things to invest internally.".
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Steve Jobs's most famous quote is also the best investing advice ever. Invest in the companies/founders that are breaking the rules, challenging the status quo and making the world a better place. $TSLA $PLTR $ABNB $SQ $LMND
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@amitisinvesting Amit I just wrote about it a few days ago. Also with this being said, I have positioned my portfolio more towards crypto as of now, but will allocate a portion to India (small caps) post the bull run some time next year.
@Architect9000 Am from India and hereâs how I think of investing in India. Bullish on India overall, but large caps mostly wonât give a very high return. Banks/NBFCs have given great returns historically, going forward can explore some small cap NBFC or a small finance/ micro finance bank with.
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@rajeshsawhney Teslaâs sales were down primarily due to higher interest rates, and partially due to factory shutdowns and arson attacks at Giga Berlin. BYDâs Q1 2024 EV sales were down 43% QoQ. Whereas BMW , Mercedes have postponed their plans to go full electric.
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The crypto market is crashing and I am getting increasingly bullish on Solana. Here's my thesis $SOL. A thread. 1. Real use case.2. Ethereum vs Solana $ETH $SOL.3. Solana over taking Ethereum.4. Decentralization.5. Ability to attract developers.6. The Solana Ecosystem.7. zk
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@Naina_2728 Just copy paste the components and adjust their size (if needed). So you will have to do it manually but it won't take much time since the design part is already done on the desktop frame.
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@jawwwn_ @JTLonsdale Thanks for finding this awesome article. Have learnt a lot from Thiel over the years.
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@WilliamGreen72 @QCompounding My top 3 all time favourites are. 1. Common stocks and uncommon profits by Philip Fischer. 2. Zero to One by Peter Thiel. 3. The most important thing by Howard Marks.
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