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Core Insights - The article discusses the expertise and experience of a professional in the TMT (Technology, Media, and Telecommunications) sector, highlighting over 20 years of experience in Europe and beyond [1] Group 1: Professional Background - The individual has a decade of investing experience, maintaining close contact with relevant companies and themes in the TMT sector [1] - The professional's educational background is in Corporate Finance, which supports their analytical capabilities in the industry [1] - Notable companies where the individual has worked include KPN, Chellomedia, Liberty Global, and Vodafone, indicating a strong network and understanding of the sector [1]

In hindsight, we'll be looking back at these prices and think:That was the best opportunity of my lifetime to buy #Altcoins at a massively cheap level.That's how I look at some personal purchases as $ETH at $60 in 2017.This is the time. ...

Core Thesis - Hewlett Packard Enterprise (HPE) is viewed as a compelling investment opportunity despite its stock trading near recent highs, with a current trading price of approximately $25.16 and a trailing P/E of 29.60 and forward P/E of 10.73 [1][2]. Financial Performance - HPE's stock trades at around 13 times earnings, which may seem high given recent weak performance, but the underlying fundamentals indicate significant upside potential [2]. - Recent quarters have seen lower margins, but the company is implementing operational efficiencies and targeted cost management initiatives to improve profitability [2][3]. Strategic Initiatives - A key growth catalyst is HPE's acquisition of Juniper Networks, expected to enhance revenue streams and overall profitability, strengthening HPE's position in the enterprise technology and networking space [3][4]. - HPE offers a 2% dividend, providing investors with steady income alongside potential capital appreciation [3]. Future Outlook - The combination of strategic acquisitions, operational improvements, and an improving earnings outlook positions HPE to deliver meaningful shareholder returns [4]. - Investors may benefit from stock price appreciation as earnings recover, along with the stability of dividend income, making HPE a balanced opportunity with upside potential [4].

Humanoid Robotics Industry Overview - Humanoid robots are seen as the future of labor, potentially automating roughly 50% of global GDP currently attributed to physical labor [3] - Humanoid robots are considered the "gold standard" for data collection, essential for building and maintaining digital twin models [4] - Big tech companies are actively strategizing and investing in humanoid robots to secure a piece of the data pie that will be generated over the next 20 years [5][6] - The bottleneck for humanoid robot adoption is not manufacturing, but deployment, including strategy, integration, workforce preparation, and inventory digitization [15][16][17] - A 10 to 15-year supply-demand imbalance is expected for humanoid robots in the lowest-hanging fruit use cases, with companies willing to pay $100,000 per bot annually over a four to five-year lifespan [18] Investment Strategies & Market Analysis - The speaker believes that Tesla is the only publicly traded company worth considering in the humanoid robotics space, despite acknowledging issues with the Optimus program [20][21][22] - The US is likely to ban Chinese robots due to data security concerns, creating separate markets for China and the rest of the world [23][24] - The speaker emphasizes the importance of distribution in the humanoid robotics market, believing that companies with commercially viable relationships and the ability to deploy robots at scale will control and own the data [39][40][41] Social Investing Methodology - The speaker advocates for "social investing," which involves detecting changes in the world and connecting them to companies that will be affected before the information becomes widely disseminated [47][48] - The speaker uses various data sources, including TikTok comments, web traffic data, and institutional credit card data, to identify trends and assess consumer demand [55][56][59] - The speaker exits a trade when the information that motivated the investment becomes widely known among other investors [52][53] - The speaker is a concentrated, levered investor, typically holding 5 to 15 names at a time and allocating 5% to 30% of their portfolio to high-conviction trades [68][69]

#Altcoins correct.As they always do in this time of the year.It's the final correction before the big run and that's why I'm staying fully allocated and that's why I think that accumulating them here is a great opportunity. ...

Market Outlook - The market is about to enter a parabolic phase, suggesting a period of rapid growth and significant profit potential [1] - This type of market opportunity occurs approximately once every four years, emphasizing its rarity and importance [1] Investment Strategy - Investors are advised to avoid selling prematurely to maximize potential gains during this parabolic phase [1] - Investors are cautioned against being shaken out of their positions, highlighting the need for resilience and conviction [1] - The report stresses the importance of capitalizing on this opportunity, implying significant consequences for failure [1]

When it feels easy to make money, you're likely near a top.When it feels hardest to invest, you're likely near opportunity. ...

5 projects. 1 chance. Millions of eyes.#BoostMeCMC ...

Company Initiative - Amdax initiated AMBTS B V with the intention to list a Bitcoin treasury company on Euronext Amsterdam [1] - AMBTS's long-term ambition is to become a 1% Bitcoin treasury company [1] Market Opportunity - Bitcoin has been the best performing major asset in the past 10 years [1] - Over 10% of bitcoin supply is held by corporations, governments and institutions [1] - Establishing a Bitcoin treasury company aims to provide institutional investors with new financial instruments to get exposure to Bitcoin [1]