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May 13,2025 will go down in the history as the day I hit $100k CAD in my portfolio… 🥳 They say first $100k is the hardest.. I hope that is true… here is to bigger and better gains 🍻
Must read. I witnessed it..
Bucks and Beyond retweeted
How do you monopolize an entire industry?
Mukesh Ambani—Asia’s richest man—did it by giving away $25 billion.
They laughed... until he bankrupted 11 rivals, built a $100B empire, and rewired India’s economy.
This is the most ruthless business takeover in modern history: 🧵
What to watch:
-Q4 earnings for Blackwell revenue ramp
-Memory pricing power (HBM margins)
-China’s response to chip restrictions
-Competitive responses from AMD/Intel
The AI infrastructure story is far from over. It’s just getting started.
#ArtificialIntelligence #TechInvesting
Key takeaway: When memory makers are sold out a year in advance, when a CEO makes quarterly pilgrimages to suppliers, when demand is called “very strong” during a period of historic AI investment. The AI infrastructure buildout is real, massive, and accelerating.
The bigger picture: We’re witnessing the infrastructure phase of the AI boom. Like the internet’s early days when Cisco dominated networking equipment, Nvidia is building the rails for the AI economy. The question isn’t IF demand is strong, but whether supply can keep up.
The geopolitical angle: “No active discussions” about selling Blackwell to China due to Trump admin restrictions. This creates a bifurcated AI economy. Western chips for Western AI, forcing China to accelerate domestic alternatives. #Geopolitics #ChinaUS
SK Hynix already sold out ALL chip production for next year. Samsung is in “close discussion” for HBM4 chips. This isn’t just strong demand, this is a supply chain running at maximum velocity trying to keep pace with AI infrastructure buildout. #SupplyChain
The memory shortage question is fascinating. Huang acknowledged there will be shortages of “different things” but praised SK Hynix, Samsung, and Micron for scaling capacity. Translation: demand is outpacing even aggressive supply buildouts. #HBM #ChipShortage
Here’s what people miss: Blackwell isn’t just a GPU. Huang emphasized they’re building GPUs, CPUs, networking, and switches a complete system architecture. This is Nvidia’s moat: integrated AI infrastructure that competitors can’t easily replicate. #Semiconductors
🧵 THREAD: Jensen Huang just dropped some major signals about AI infrastructure. Here’s what the Nvidia $NVDA CEO revealed in Taiwan—and what it means for the AI arms race:
Bottom line: $HOOD is executing on all cylinders. The transformation from zero-commission disruptor to diversified fintech platform is real. Multiple $100M+ revenue streams, 48% EBITDA margins, and ambitious 10x growth vision over 10 years 🎯
Bear case concerns addressed:
- Transaction revenue slightly missing shows reliance on trading volumes
- Credit loss provisions increasing as credit products scale
-Competition from traditional brokers
But diversification efforts are clearly working to reduce concentration risk
Valuation perspective: With Q3 EPS of $0.61 and consistent beats, $HOOD is tracking toward ~$2.00+ annual EPS. They’re executing a $1B buyback program (25%+ complete) with flat share count expected in 2025, amplifying per-share growth 💵
Strategic positioning for 2025+:
- Event contracts/prediction markets expansion
- International growth (targeting 50%+ revenue from international within a decade)
- AI and tokenization focus
- Continued wallet share capture with Gold ecosystem 🌍
The margin story is incredible: Over 80% of revenue growth dropped to the bottom line in 2024. This operational leverage is what separates $HOOD from pure growth plays - they’re proving the business model scales profitably 📉➡️📈
Key growth drivers continuing into 2025:
- Robinhood Legend (active trader platform) now at $50M annualized revenue within 2 months of launch
- Index options at $15M annualized
- Gold Card expanding from 100K cardholders with ambitious growth targets 💳
Looking back at Q4 2024 context: They closed 2024 with $1.01B in revenue (up 115% YoY), nearly 3M Gold subscribers, and $16B in net deposits. Full year 2024 revenue was ~$3B with 58% growth and 48% adjusted EBITDA margin 📊