Jeff Richards

https://t.co/DnJ2MQdguo

👀 “We raise our FY26 CapEx (PP&E + Finance Leases) estimate to $79bn ($69bn prior) and $82bn in FY27 ($71bn prior) as we gain increasing confidence in the long term demand potential for AI” GS on MSFT… https://t.co/QoKAcnhFyA

SMBTech 🔥 “Permira completes Squarespace acquisition after upping bid to $7.2B” https://t.co/KgW8QNGMkE

RT @IlirSela: Small shop owners deserve as much of the glory as that of big business. It was an honor to share the stage with local heros…

💪🏼 $BX https://t.co/nFVTFwWAJe

Husband / wife text conversations 😂 https://t.co/5iU8EpDc29

November historically a big month for $ flows into ETFs and mutual funds (chart via GSIR, part of overall report called "Year End Melt-Up") https://t.co/kBOeEBkkI6

@nvca @PitchBook Total deal activity https://t.co/UR9R9xBYim

VC investment activity by region for Q3'24 via @nvca @pitchbook Bay Area: $12.1B NY: $5.6B Boston: $3.6B LA: $3.4B https://t.co/JtPJbijKQf

RT @NasdaqExchange: 🍕 Making the democratic process more enjoyable, one slice at a time. 💪 @Slice and @pizzatothepolls are partnering to f…

RT @saastr: @klaviyo @slice @Rippling @jasonlk #3.   The Secrets to Selling and Scaling in Vertical SaaS with Slice’s CRO @LorenPadelford…

(“now” = “not”)

“Swift played 15 dates in June and August that reportedly boosted UK spending by almost $1.3 billion.”

PSA: very long lines at SFO today. TSA Pre Clear line is very long; no wait at non-TSA Pre Clear line… 🤞

👀 https://t.co/95B4WH7SO1

One of the coolest things about Altimeter is how open @altcap encourages us to be with our research process. In this interview w/ Jensen we asked him the questions we (as analysts) wanted to know - and sharing it with the community Some of my takeaways: 1/ Nvidia is a full

$AMD increases/extends estimation on AI accelerator TAM to $500B in 2028 - growing upwards of 60% CAGR https://t.co/yNE37aVoB8

“More people should be passively investing in index funds, now fewer.” Good 🎧

One of the most misunderstood concepts of capitalism is that the net earnings of individual citizens simply go into things like luxury homes and handbags. Some does, but thankfully the majority of those earnings are “recycled” and invested into innovation that betters mankind. 🤞

RT @_clarktang: One of the coolest things about Altimeter is how open @altcap encourages us to be with our research process. In this inter…

RT @elonmusk: Starship rocket booster caught by tower https://t.co/aOQmSkt6YE

“Why go to a tournament if you’re not going to try and win.” Tiger was focused from Day 1. 🐅 💪🏼 https://t.co/UqfnVQs4i5

RT @awong_SF: Public school enrollment is declining throughout the Bay Area but not in Dublin. Why? Because they built a lot of housing. 🧵…

The Strauss logo on the MLB helmets is lame. MLB that desperate for revenue? https://t.co/VS3fZAyMCj

Good listen 🎧. @JTLonsdale cofounded Palantir at age 21. Many hits since. thx @Ritholtz https://t.co/n5LJAJxq5K

related https://t.co/MyuBUmwNe0

related https://t.co/dddNWkk4Xl

So frustrating. For all the reasons discussed (increased tax rates, anti-business mindset, bureaucracy, public safety, etc.), SF tax revenue declines and guess what gets hit - education. 🤮https://t.co/1swP9QQtzO

RT @PGATOUR: Robot agronomy?! The future is now 🤖 Four self-driven mowers are deployed from 2 a.m. to 6 a.m. to mow 51 acres of land @BDCh…

RT @glennsolomon: Congrats @sarikagarg , @zotter and the entire @getcacheflow team on joining forces with @HubSpot - @YungerOren, our enti…

No surprise: the red circle was an amazing time to invest in the market (chart via GS, red line my add 😊) https://t.co/Id5R7acSzY

OG https://t.co/Svgi06yxRA

RT @nikitabase: Happy 10/10 - We 10x’ed the number of Projects available on the @neondatabase free plan. That’s 10 projects, each with 10 b…

“And above all, know the motivation of everyone speaking, and decide if that motivation works in your favor or against it.” Love this from ⁦@Downtown⁩ 💪🏼 https://t.co/nuf22Sk6Fn

Unless you send your kids to private schools 😉 https://t.co/tErvjoyT51

Pretty frustrating stats…

Had a fun conv w/a friend the other night who spent 30 mins extolling the virtues of Prop 13. He then proceeded to explain why we need to “raise taxes on the rich.” He also wasn’t aware CA + NY had created workarounds for SALT deduction. Sent him some reading material. Looking

42% of US GDP / 55% of employment 👀

“I’d also argue that over-investment in the semiconductor and foundation model layer actually should accrue to application companies over time in the form of more, better AI capabilities that we can infuse at lower costs.” 🎯

RT @hamm130: Exploring the impact of code refactoring on developer workflows⬇️ I would love to chat with anyone building or working on solu…

Good listen. “How NAFTA Broke American Politics” https://t.co/Jfc8muOY6l

"The future of refactoring may not be as painful as its past." The Road to a Cleaner Code Base via @hamm130 @notablecap https://t.co/Hvzyne2jmj

Jets haven’t made the playoffs since 2010. It’s probably the coaches 🧐

Also worth noting many investors own all three. Different focus/strategies. This was based on a conversation with a friend (as many tweets are) 😊

I love $SCHD and $VIG for the long term dividend income (reinvested), but it's always worth understanding "what you're missing out on." Value of $10K invested in each vs $QQQ 10 years ago: SCHD: $30,293 VIG: $31,388 QQQ: $53,602 (past performance no guarantee of future...🤞)

RT @PhilBeckner: “If consistency was a place, it wouldn’t be very crowded.” - Nick Saban

Wow

for those who have never lived in SF, this beach is typically foggy and 55-60 degrees 😂

"Estimates project this year’s SaaS market to be approximately $247.2 billion, compared to $102.1 billion in 2019 ($125.2 billion after adjusting for inflation)" https://t.co/WXWeLnZJdI