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More investors should try activism, that would help hard sloggers like @DanielSLoeb1 who pioneered this idea. If more were to join, the world could actually become a better place. Instead we have funds managing trillions sleepwalking their clients' money to the grave. 🪦
Worth noting that Supermicro are sitting downstream of this local automation SI tidal wave and have already struck a number of deals in 2026. This is higher margin stuff where their innovation has a good chance of paying off in 2027/28. Smart shorts are leaving quietly. $SMCI
Was super cheap...now even secondhand is higher priced than 2025's prices. Thanks Elon!
Interesting chatter about cloud risk, what if your Google account becomes comprised etc. This might start a boom in boosting local defences which will require more compute at the local level to run agents etc without the cloud risk. More RAM anyone? @BrianRoemmele
Ties in with $BRK turning bullish after 2 years of so so performance. If it can continue that trend, it's generally positive for the markets overall and a weakening in the AI trade (a ST clearing out the trash phase) will likely help MT to LT. Also, note $RELX MTD. Good omens.
Ric₿ezos retweeted
- YIELD ON 10-YEAR TREASURY NOTE FALLS BELOW 5% FOR FIRST TIME SINCE SEPTEMBER 23, LAST DOWN 14.97 BASIS POINTS AT 4.996%
Another good reason for this is that it would shatter the bear case, mainly centred around dodgy press articles, to smithereens. Supermicro's business is obviously worth multiples of its current market cap. It's doing the work, AI/SI is bringing the demand. $SMCI
Ric₿ezos retweeted
Guilty too, I can't go one day without thinking of another use case.
I literally can't go one day without AI.
Let's ignore my investment research use case.
1. I'm doing research to build my house, building codes, material selection, interior design, architecture styles.
2. I'm using to improve health, diet, etc.
3. I ask for recipes exactly proportion i need, well researched synthesized from the best. No more comparing 10 different recipes and figure out based on my ingredients.
4. Random things I'm curious about.
What are you guys using it for?
$WSHP can they do it? Revolution is coming, small and nano caps might be winners. They need to get their asses in gear for sure but land grabs are possible as the agentic bots take over.
@WeShopSocial $WSHP's new chief product officer had better be on top of agentic shopping bot integration to challenge Amazon etc. What an opportunity. It's probably the only way they can succeed. US launch November 16. 🤞
globenewswire.com/news-relea…
Ric₿ezos retweeted
Seems looney to say but $BRK.B looks to be heading for a big breakout, after underperforming the AI/SI super train over the past two years. @markminervini
