Jellycat has 30% net profit margins and is growing revenue close to 40%

Rule of 70

#Betterthansaas

Securitizing private credit to increase demand and overall system leverage

Mortgage CDOs but for private credit on the horizon

Life is a circle

$ARES $APO $OWL

The Musk ecosystem is going to print $$$

Elon can literally push whatever agenda he wants

Probably 1 of the surest things over the next 4 yrs

Not even Murdoch/Sulzberger could push their own views & interests unchecked through their own media at this scale

The Musk ecosystem will win big

A picture is worth 1000 words

Fed put becomes the Trump put

Where is the next invisible asymptote

The delta in EV sales will only get bigger after the cut in US subsidies

DGX B200 systems likely to be priced at $500k, a 40% uplift vs. DGX H100 systems
$NVDA

"Insiders are selling at $NVDA"

They've also been selling for years...

CPU and GPU roadmaps

$NVDA Grace Hopper vs. AMD MI300

H/t BAML