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Melodie Watson retweeted
🚨 HOLY CRAP! Trump Interior Sec. Doug Burgum has found NGOs getting taxpayer dollars who paid their CEOs nearly $500K and the ENTIRE REVENUE MODEL was the government "Then they'd LOBBY US or hire lawyers to SUE US to stop the administration's priorities!" 🤯 Now the funds are being SLASHED! 🔥 Keep DOGEing! @kayleighmcenany @SatAmericaFNC
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Ken retweeted
$MU $DRAM The most powerful CEOs on earth are telling you memory is in a structural transformation. 12 most important quotes. "The future of artificial intelligence will be shaped as much by memory as by computing power." -Jensen Huang "Go ahead and build memory fabs; however much capacity you add, NVIDIA will consume it." -Jensen Huang "The whole industry supply chain, everything from wafers to packaging to silicon photonics... everything's in short supply because the demand is so high. It is going to persist for several years." -Jensen Huang "The entire supply chain is challenging this year because demand is so much more. Supply has been growing 100% every year, but demand is going faster than that." -Jensen Huang "I think it will be for quite a few years to come... Demand is so massive." -Jensen Huang "I would say memory in advanced silicon, it's kind of the 25 times 25... From 80 gig to 2 terabytes is 25 times more memory per accelerator. And in that timeframe, you'll have about 25 times more accelerators. So 25 times 25 is 625 times." -Michael Dell (Dell CEO) "Demand is in excess of the supply by quite a lot... So we have a severe shortage in memory silicon and also in some other areas." -Michael Dell (Dell CEO) "As memory per accelerator and system scale expand simultaneously in AI infrastructure, a structure is forming where total memory demand increases by approximately 625 times. We are still in the early stages of technology adoption." -Michael Dell (Dell CEO) "[US Expansion] is a tiny fraction of the memory that's needed, and in fact, even if you take the best case assumptions of the memory makers... it is not enough to meet the demand that is anticipated." -Elon Musk "We see that tightness continuing into 2027, so we see durable industry fundamentals over the foreseeable future, driven by AI demand." -Sanjay Mehrotra (Micron CEO) "AI actually wants to have a lot of HBM, and once you make the HBM...we have to use a lot of wafers... The current shortage could continue until 2030, so we expect more than a 20% shortage of the wafers." -Chey Tae-won (SK Group Chairman) "Without the HBM memory, there is no AI supercomputer." -Jensen Huang I've been calling the Context Trade since $62. It was never just my opinion. What exactly are you waiting for?
$MU Bargain of the Century PE Ratio: 15.5 Sales Ratio: 2.33 50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging.
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Himangshu Sarma retweeted
Great conversations with leading global CEOs and industry leaders in Nice, France, on India’s growing role as a trusted partner for investment, innovation and technology-led growth. Discussions centred on advancing economic partnerships, enhancing investment flows and exploring new opportunities across the India-France and India-Europe economic corridors, reinforcing our position as a key driver of global growth and competitiveness.
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Replying to @TheDegenWeekly
Very weird. No actual MMA fans there - politicians, CEOs, etc. Service members saluting UFC fighters. Little heavy on the propaganda but people like that I guess
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@maljefairi @noumanmh @BigDott_Sidra our community can't contribute almost projects expired community contributed sda target 🎯 not 100% Solution Solubilities please @maljefairi look over your community CEOs ,team contributors single solution and results we are looking
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Replying to @MacroAnalystX
I’m shocked, not really, that a huge majority of these billion dollar companies that have hired Indian CEOS, who then hire H-1b managers from India and bringing in other H-1B visas from India and the managers receive kickbacks monthly from each one. CEOs probably are also.
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Sarah “Cassandra” Marie. 🌛🌝🌜 retweeted
"Can't turn a hoe into a housewife." Yeah, because it's 2026, George. Women are becoming surgeons, judges, CEOs, and business owners. Some of them have ambitions that don't revolve around being cast as a supporting character in your life story.
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More and more tech company CEOs are showing clear signs of mental illness. "AI psychosis" is clearly a real thing. See @levie for a even clearer example. The world, and the "economy", don't revolve around horribly inefficient guessing software (what's marketed as "AI").
$APP in 2026… 50-55% revenue growth 84% ebitda margins 55-60% ebitda growth 72% net income margins 60-65% net income growth trading at 25x NTM EPS trading at 19x 2027 EPS trading at 14x 2028 EPS NFA. DYOR. $APP is one of our largest positions at @FirstWaveFund because… 1) Adam is one of the best CEOs on the planet and 2) fundamentals are incredible and valuation is ridiculously cheap relative to those fundamentals 3) launching AXON to general availability in the next 2-3 weeks which could accelerate growth over the next 12-18 months 4) company is extremely efficient, on track to do $10M of ebitda per employee in 2027 which is simply unheard of.
Mr. Market ladies and gents. $APP Thinking of exploring $APP more. Any interest?
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The founders the CEOs mostly the richest people in the world possess multimillion dollars companies based on sustainability, recycling and slow fashion concepts! But if you look close, they themselves won’t wear a cloth worn before by someone else or buy from a thrift store.
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O benchmark que vai bloquear seu deploy em 2027 não mede hallucination nem latência. Mede se o modelo foi treinado num país com tratado vigente com o seu. Processo Hiroshima: 12 meses do comunicado G7 ao requisito nacional em múltiplos países. Esta semana, pela primeira vez, os CEOs de OpenAI, Anthropic e Google DeepMind estão numa mesa diplomática com Macron, Trump e Modi, com IA explicitamente na pauta ao lado de guerra e comércio. O calendário desta semana: declaração 2026, compliance obrigatório 2027, cláusula de contrato 2028. Já vejo nas últimas rodadas de RFP enterprise: "AI origin disclosure" como requisito contratual em setores regulados, não como sugestão técnica. Eu implemento sistemas de IA em contextos enterprise e o diagnóstico que dou agora é esse: a próxima restrição ao seu stack não virá de paper de segurança, virá de tratado. Quem não está modelando o risco geopolítico do stack de IA agora vai chegar atrasado para o próximo ciclo de procurement. Via AP "What to know about the G7 summit" (jun/2026) clickorlando.com/news/world/…
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Yael retweeted
You need to understand that CEOs are imbeciles. They don't make products, provide services, or keep workplaces running. They make decisions for the people who do the labor even though workers are fully capable of collectively deciding what to do with the fruits of their own work.
CEO of OpenAI btw
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DrChange retweeted
Replying to @t_is_for_ton
I am committed to delivering an obscene amount of value for our shareholders. But the best CEOs in the world, the ones that have built world defining companies and have delivered shareholder value, didn't do it by looking at the ticker everyday.
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I’d be okay with the UFC fight at the White House if it was oligarchs, billionaires, CEOs and politicians fighting against professional MMA fighters
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Landon Shelton retweeted
Dear CEOs, No one asked for a company mug. We asked for better pay. Sincerely, Everyone
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Replying to @marceelias
So women can't vote but can be ceos?
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You said multiple people can be CEOs. "God" is not a position or title.
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