Nick’s Vital Few

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12/16/24-Either Uber Or🤔, N Peltz, Orin O’Brien🎻, Winners🏆of Time
This is “either or” thinking and it is classic lazy thinking.
12/3/24-LAND & Expand🤔,Scott Bessent🏦, BG2🎧, Investing Music🎶
Because of (financial analysis and) math, I may not know what will happen tomorrow, but I know what will happen over time.
11/18/24-Uber+Waymo?🤔,Druckenmiller ✊🏼, Nvidia Demand, One Bookie💵
"..if we could fulfill everybody’s needs then the emotion would go away, but it’s very emotional." 😨😬
2
11/4/24- LLM is not Search🚫,Unreal Engine CGI🍿, Homebuilder Land Banks🤨
David is here to kick ass and chew gum…and he’s all out of gum.
10/21/24-Big Bank🏦Revenue, GOOG Sundar P 🗣️, Be less Wrong🔥🧨
"Always take the position that you are to some degree wrong..."
10/7/24-Stock Price Hope🤞🏽, 5 Min⏲️ w B Gates, OpenAI Soap🧼Opera
Cue cartoon villain laugh. " mWahahaha, mUahahaha. "😅😂🦹🏻😈
9/23/24-AMAT and LRCX🗣️, Sergey Brin, AVGO's Hock Tan🤘🏽
"Every percent of energy-efficient computing improvement is worth a lot."⚡
Nick’s Vital Few
Nick’s Vital Few
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