FSD: Ancient Greece https://t.co/7R2Ck5rN1Y
@ramahluwalia
TSMC has a de facto monopoly on advanced chips, and SpaceX is effectively a cloud business, buying Nvidia chips and renting out compute.
Musk wants to own more of that supply chain with Terafab. Building a fab takes cleanrooms, elite engineers, and ...
10/7/2026 19:03
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@ramahluwalia
Google is now monetizing Gmail with recurring revenue thanks to AI.
Unlike other loss leader personal assistant, they are getting paid to provide value.
Google Spark will enter the Muse / Instinct race too, and I expect a Siri re-boot is coming soo...
10/7/2026 13:10
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@ramahluwalia
Remember when $NVDA was 17x earnings and 60% EPS growth?
It remains the cheapest and most efficient bet on physical AI.
Why is Spacex shelling out $40 Bn?
Because the ROIC is positive.
Why is Apollo lending.
Because the ROIC is positive.
Wh...
10/7/2026 00:54
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@ramahluwalia
FSD: Agents, Rates, and David Grusch https://t.co/ekm5hhpUvd
10/5/2026 23:36
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@ramahluwalia
1/ Long-Term Rates
Rate sensitive sectors have bottomed and are rallying despite long-term rates going higher.
Great bargains out there.
Here are Utilities $XLU which are linked to datacenters energy demands. https://t.co/20QkpWtZc6
10/5/2026 23:23
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@ramahluwalia
Physical AI is one of venture's hottest themes. RobCo just hit a $1B valuation building self-learning industrial robots for repetitive factory work.
It's too early to pick winners as Tesla and Figure chase the same use cases, but Nvidia is the pick-...
10/5/2026 20:31
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@ramahluwalia
It used to cost $0.50 cents a minute to make a long distance call.
Now it costs $0.09 cents a minute to spin up an on demand AI Avatar accessible across the world.
The future is coming fast.
10/2/2026 21:11
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@ramahluwalia
FSD: Memory https://t.co/0dcDOySycw
9/30/2026 21:21
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@ramahluwalia
"Within a 10 mile radius of here, 25% of the GDP of the U.S. pulsates through here. Pulsates every day." https://t.co/hbafmeJflJ
9/30/2026 13:55
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@ramahluwalia
FSD: Grinding https://t.co/W8keD4FnNb
9/30/2026 00:58
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@ramahluwalia
Canadian PM Mark Carney says the country is unleashing its full potential as an energy superpower, backing pipeline investment, oil and gas exploration, and accelerated depreciation to boost productivity.
It fits a global pattern of countries priori...
9/29/2026 20:31
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