MONELOGICS
@monelogics.com
On a mission to find the best tech stocks in the world. #AI, #Semiconductor, #Software & more. No investment advice.
The greatest risk in life is not taking one. - Peter L. Bernstein
The greatest risk in life is not taking one. - Peter L. Bernstein
Nubank Hits 110M Customers, Adding 55K Daily! Leading Latin America’s Fintech Revolution 🌎💳 #Nubank #Fintech #Investing #stock
December 27, 2024 at 9:13 AM
Nubank Hits 110M Customers, Adding 55K Daily! Leading Latin America’s Fintech Revolution 🌎💳 #Nubank #Fintech #Investing #stock
"Our current financial infrastructure is not set up to be completely accessible to people. Roughly 2B people globally and ~25% of Americans are unbanked or underbanked."
December 27, 2024 at 8:30 AM
"Our current financial infrastructure is not set up to be completely accessible to people. Roughly 2B people globally and ~25% of Americans are unbanked or underbanked."
Warren Buffet praising Charlie Munger: The Architect of Berkshire Hathaway berkshirehathaway.com/letters/2023...
February 25, 2024 at 10:58 AM
Warren Buffet praising Charlie Munger: The Architect of Berkshire Hathaway berkshirehathaway.com/letters/2023...
Follow us on Threads: www.threads.net/@monelogics
monelogics (@monelogics) on Threads
On a mission to find the best tech stocks in the world. No investment advice.
„The greatest risk in life is not taking one“ - Peter L. Bernstein. 1 Follower.
www.threads.net
January 20, 2024 at 11:36 AM
Follow us on Threads: www.threads.net/@monelogics
💡 "The Incredible January Effect" study suggests January is historically the best month for returns. A perfect time for financial resolutions, like starting an ETF retirement plan or savings plan.
searchworks.stanford.edu/view/10025446
searchworks.stanford.edu/view/10025446
January 14, 2024 at 2:32 PM
💡 "The Incredible January Effect" study suggests January is historically the best month for returns. A perfect time for financial resolutions, like starting an ETF retirement plan or savings plan.
searchworks.stanford.edu/view/10025446
searchworks.stanford.edu/view/10025446
🔍 Perplexity AI, now a semi-unicorn with a $520M valuation after a $74M boost, backed by big names like Databricks Ventures, Elad Gil, Shopify's Tobi Lütke, and Jeff Bezos. A promising challenger to Google's search dominance - worth checking out!
techcrunch.com/2024/01/04/a...
techcrunch.com/2024/01/04/a...
AI-powered search engine Perplexity AI, now valued at $520M, raises $73.6M | TechCrunch
Perplexity AI, a search engine heavily leveraging generative AI, has raised a new tranche of funding -- in part from Jeff Bezos.
techcrunch.com
January 14, 2024 at 2:25 PM
🔍 Perplexity AI, now a semi-unicorn with a $520M valuation after a $74M boost, backed by big names like Databricks Ventures, Elad Gil, Shopify's Tobi Lütke, and Jeff Bezos. A promising challenger to Google's search dominance - worth checking out!
techcrunch.com/2024/01/04/a...
techcrunch.com/2024/01/04/a...
Game Over for SEO and Affiliate businesses?
Publishers are facing difficult times. Their existence is threatened by both Google's cookie ban and artificial intelligences.
Here's what's going on.
www.threads.net/@monelogics/...
Publishers are facing difficult times. Their existence is threatened by both Google's cookie ban and artificial intelligences.
Here's what's going on.
www.threads.net/@monelogics/...
monelogics (@monelogics) on Threads
Game Over for #SEO and Affiliate businesses?
Publishers are facing difficult times. Their existence is threatened by both Google's cookie ban and artificial intelligences.
Here's what's going on.
www.threads.net
January 14, 2024 at 1:43 PM
Game Over for SEO and Affiliate businesses?
Publishers are facing difficult times. Their existence is threatened by both Google's cookie ban and artificial intelligences.
Here's what's going on.
www.threads.net/@monelogics/...
Publishers are facing difficult times. Their existence is threatened by both Google's cookie ban and artificial intelligences.
Here's what's going on.
www.threads.net/@monelogics/...
Google Is Finally Killing Cookies. Advertisers Still Aren’t Ready.
www.wsj.com/tech/google-...
www.wsj.com/tech/google-...
Google Is Finally Killing Cookies. Advertisers Still Aren’t Ready.
Search giant plans to remove a technology seen as critical to the digital-ad industry
www.wsj.com
January 4, 2024 at 10:55 PM
Google Is Finally Killing Cookies. Advertisers Still Aren’t Ready.
www.wsj.com/tech/google-...
www.wsj.com/tech/google-...
Poor Charlie’s Almanack www.stripe.press/poor-charlie...
Poor Charlie's Almanack: The Essential Wit and Wisdom of Charles T. Munger
An interactive introduction to Charlie Munger's timeless lessons in life, learning, and decision-making.
www.stripe.press
January 4, 2024 at 10:47 PM
Poor Charlie’s Almanack www.stripe.press/poor-charlie...
Tech’s AI Hangover Might Just Be Getting Started
www.wsj.com/finance/stoc...
www.wsj.com/finance/stoc...
Tech’s AI Hangover Might Just Be Getting Started
Technology stocks open year with selloff, after the hype over artificial intelligence drove big gains ahead of actual business growth
www.wsj.com
January 3, 2024 at 12:45 PM
Tech’s AI Hangover Might Just Be Getting Started
www.wsj.com/finance/stoc...
www.wsj.com/finance/stoc...
Stuff we figured out about AI in 2023
simonwillison.net/2023/Dec/31/...
simonwillison.net/2023/Dec/31/...
Stuff we figured out about AI in 2023
2023 was the breakthrough year for Large Language Models (LLMs). I think it’s OK to call these AI—they’re the latest and (currently) most interesting development in the academic field of …
simonwillison.net
January 1, 2024 at 6:19 PM
Stuff we figured out about AI in 2023
simonwillison.net/2023/Dec/31/...
simonwillison.net/2023/Dec/31/...
Why buying Growth stocks?
Growth stocks are shares in companies that are expected to have higher-than-average market growth and do not pay dividends. They trade at high price-to-earnings ratios and may not have current earnings but are anticipated to have future earnings.
Growth stocks are shares in companies that are expected to have higher-than-average market growth and do not pay dividends. They trade at high price-to-earnings ratios and may not have current earnings but are anticipated to have future earnings.
December 29, 2023 at 10:25 AM
Why buying Growth stocks?
Growth stocks are shares in companies that are expected to have higher-than-average market growth and do not pay dividends. They trade at high price-to-earnings ratios and may not have current earnings but are anticipated to have future earnings.
Growth stocks are shares in companies that are expected to have higher-than-average market growth and do not pay dividends. They trade at high price-to-earnings ratios and may not have current earnings but are anticipated to have future earnings.
Practical quantum computing applications are still far away spectrum.ieee.org/quantum-comp...
Quantum Computing’s Hard, Cold Reality Check
Hype is everywhere, skeptics say, and practical applications are still far away
spectrum.ieee.org
December 23, 2023 at 11:37 PM
Practical quantum computing applications are still far away spectrum.ieee.org/quantum-comp...
60 years of stock market cycles
December 22, 2023 at 10:42 PM
60 years of stock market cycles
🧵 The leading quantum computing companies
December 21, 2023 at 9:50 PM
🧵 The leading quantum computing companies
The World's Highest Revenue Companies:
Rank 8: Shell.
Rank 7: Apple.
Rank 6: ExxonMobil.
Rank 5: PetroChina.
Rank 4: Sinopec.
Rank 3: Amazon.
Rank 2: Saudi Aramco.
Rank 1: Walmart.
Rank 8: Shell.
Rank 7: Apple.
Rank 6: ExxonMobil.
Rank 5: PetroChina.
Rank 4: Sinopec.
Rank 3: Amazon.
Rank 2: Saudi Aramco.
Rank 1: Walmart.
December 9, 2023 at 11:13 AM
The World's Highest Revenue Companies:
Rank 8: Shell.
Rank 7: Apple.
Rank 6: ExxonMobil.
Rank 5: PetroChina.
Rank 4: Sinopec.
Rank 3: Amazon.
Rank 2: Saudi Aramco.
Rank 1: Walmart.
Rank 8: Shell.
Rank 7: Apple.
Rank 6: ExxonMobil.
Rank 5: PetroChina.
Rank 4: Sinopec.
Rank 3: Amazon.
Rank 2: Saudi Aramco.
Rank 1: Walmart.
Recent portfolio changes: We sold American Express (AXP), bought Mastercard (MA), and Salesforce (CRM).
We believe Mastercard has a much stronger business model and Salesforce is gonna benefit from AI advances.
We believe Mastercard has a much stronger business model and Salesforce is gonna benefit from AI advances.
December 9, 2023 at 11:03 AM
Recent portfolio changes: We sold American Express (AXP), bought Mastercard (MA), and Salesforce (CRM).
We believe Mastercard has a much stronger business model and Salesforce is gonna benefit from AI advances.
We believe Mastercard has a much stronger business model and Salesforce is gonna benefit from AI advances.
"AI might be the first major technological advance since nuclear weapons where the average participant is actively worried about whether or not they are contributing to the end of the world." TheDiff
December 9, 2023 at 10:58 AM
"AI might be the first major technological advance since nuclear weapons where the average participant is actively worried about whether or not they are contributing to the end of the world." TheDiff
"Timing is everything," the GitLab shareholders must have thought. The IPO couldn't have been placed any better.
December 3, 2023 at 11:35 AM
"Timing is everything," the GitLab shareholders must have thought. The IPO couldn't have been placed any better.