Daniel Ernst
@danielernstTMTInvestor | Trend Seeker | Separating Signal from Noise | Robeco
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Fine bit of analysis if I do say so myself
Get an in-depth overview of AI investment landscape from the Robeco Digital Innovations strategy team #artificialintelligence #equities #robeco ro-be.co/56purkx8
Tantalizing preview, its like the run up to Christmas for tech investor geeks
On a perfect California day in June 2024, I found myself at Caltech sitting across a table from Jensen Huang. It was just four days before Nvidia became the most valuable company in the world. This is the story of how the founder and CEO built Nvidia into the $3 trillion King of…
Haha. I don’t know if this image was selected intentionally, but I think it does capture part of the problem ( and the FTC should take note too)
While the Nobel prize honors breakthrough research on neural networks & computational protein design & also thinking about the Cambrian explosion of startups that have followed, regulators worry about how search ad deals thwart innovation
Really looking forward to this. Ive known Tae a long time and coincidentally we worked at the same hedge fund- but a decade apart. Following his work over the years I expect a detailed and differentiated view. Will be a must read
I'm thrilled to announce that my book, THE NVIDIA WAY, will be released on December 10 and is available for pre-order. -The book is the first comprehensive, detailed business history of Nvidia, drawn from over 100 interviews-including Jensen Huang and his two co-founders, the…
The American cable bundle creeps into Europe( Zaslav, you old fox). A day after the Tour ends, Eurosport ends. To watch cycling one must first subscribe to HBOMax+ and then purchase the sports add-on package.
Invent amazing technology, grow biz as customers buy, reinvest profits to invent more amazing technology, go to court for being too successful.
In a world of 30-second video clips, it is encouraging that live events are also flourishing. Its also not just Taylor Swift, the number 3 ranked tour by earnings in 2023 was Bruce Springsteen’s, who at 74 is 40 years older than the GDP-moving pop star. open.substack.com/pub/robeco/p/n…
Is its tick-tok for TikTok? Besides teens, what do Swifties have to say about a potential ban? open.substack.com/pub/robeco/p/t…
Lowering costs, adding selection, and delivering faster - clearly competitive markets have failed, and regulators should step in!
Expanding our collective wisdom. By 2050, there will be 1.6 billion people aged 65 and over. open.substack.com/pub/robeco/p/s…
Behold, the VW eGolf, had VW not gone with the ID design
Notwithstanding its unfortunate name and a high (lit)liquidity of ridicule here in FinTwit, Pickleball is winning open.substack.com/pub/robeco/p/p…
Project Safe Refuge is a fantastic initiative begun by recent Architecture graduates of TU Delft seeking to put their skills to work to assist the ongoing Ukrainian refugee crisis gofund.me/606dd83d
United States Trends
- 1. Dayton 5.435 posts
- 2. Chargers 57 B posts
- 3. Seth Trimble N/A
- 4. Drake 11,1 B posts
- 5. Quentin Johnston 6.061 posts
- 6. Kerr 7.933 posts
- 7. Ravens 68,6 B posts
- 8. #WWERaw 69,4 B posts
- 9. Canada 420 B posts
- 10. Lamar 184 B posts
- 11. Herbert 20 B posts
- 12. Maui 16 B posts
- 13. Jalen Washington N/A
- 14. Cadeau 9.621 posts
- 15. Kofi 16,7 B posts
- 16. Heels 22,7 B posts
- 17. RJ Davis N/A
- 18. Kings 54,6 B posts
- 19. Derrick Henry 9.385 posts
- 20. Cory Alexander N/A
Who to follow
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Barbarian Capital
@BarbarianCap -
Global Value Hunter
@stockjock84 -
Walter Piecyk
@WaltLightShed -
OswaldValue
@OswaldValue -
BasicCap
@BasicCap -
Faux Greg Maffei
@maffei_fake -
Aron Pinson
@MicroFundy -
Jay Siegel
@JSiegel88 -
Union Square Research Group
@UnionSquareGrp -
Great Quarter
@greatquarter -
Glenn Chan
@glennchanWordpr -
Keyser Soze
@KeyserSozeCFA -
marginal idea
@marginalidea -
EventLongShort
@EventLongShort -
Act II
@Act_tw0
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