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@PrefShares "@ShanuMathew93 Its higher. Nvidia equipment makes up $35B of $50B"
X Link @PrefShares 2025-10-13T22:07Z 15.4K followers, XXX engagements

"If we are going to create ASI why cant the ASI make a better litho machine than $ASML"
X Link @PrefShares 2025-10-15T01:18Z 15.4K followers, 3343 engagements

"If we are going to create ASI why cant the ASI make a better gas turbine than $GEV"
X Link @PrefShares 2025-10-15T01:18Z 15.4K followers, 3345 engagements

"So this $EA deal. Silverlake paying 19x FWD EBITDA vs. $ATVI bought out for 20x at announcement which trickled down to 18x by deal closure. Revenue has been growing MSD+ with the vast majority of it made up of the EA Sports franchises (it's about 66%. XX% coming from FIFA and Madden alone). Op. Margins at XX% vs. $ATVI was closer to XX% at time of takeout. $ATVI owned their IP though vs. $EA which has to pay licensing fees. However ATVI was kind of troughing on a weak CoD release and slow Blizzard release schedule. Let's say they can grow X% annually while getting margins from XX% to 40%"
X Link @PrefShares 2025-09-30T19:34Z 15.4K followers, 12.8K engagements

"@ShanuMathew93 Also $ORCL going to be getting about $16B per GW a year"
X Link @PrefShares 2025-10-13T22:09Z 15.4K followers, XXX engagements

"If we are going to create ASI why cant the ASI make a better company than OpenAI"
X Link @PrefShares 2025-10-15T01:19Z 15.4K followers, 3800 engagements

"If we are going to create ASI why cant the ASI make cheap ASICs"
X Link @PrefShares 2025-10-15T01:14Z 15.4K followers, 2797 engagements