与「growth」相关的搜索结果

Since 2021, @ddisparte and Mandeep Walia have helped shape Circle. As regulation expands in every market we serve, they take on broader executive roles to turn trust into global growth.

In December 2015, during my first year at Stanford GSB, I chose to intern at a top hedge fund. Researching advanced driver assistance systems (ADAS) and autonomous driving, I saw a new growth opportunity for GPUs beyond gaming. The only stock I pitched during my internship was NVDA—then worth roughly $18 billion, trading around $0.80 a share, split-adjusted. The fund took a large position (and still hold today), and I bought some too. I didn’t hold it all the way to its peak, but I’m grateful of the returns from the investment. @JensenHuang has created tremendous value for shareholders. Pushing him out is a mistake. After 33 years building NVIDIA, his leadership is still central to its future. NVIDIA and the broader AI developer community still need his leadership and spirit of innovation. (Back then no AI to help on stock research, have to learn those terminologies in this old fashion…😂) Look at the impact Jensen has created to the world, unbelievable. Still can’t believe what just happened. We need a prediction market on this: when will Jensen be back?

Breaking: Michael Burry says to “get out” of Nvidia $NVDA before it’s too late Burry's reasonings: 1. Without Huang, customers are free to “slow down deals, push back, renegotiate terms, or simply walk to a competitor” 2. Nvidia financed customer purchases through special vehicles and hidden debt, creating “tremendous leverage in the system” 3. Huang pushed customers to buy chips they didn’t need yet by threatening to cut their future allocations 4. Its growth may slow and “critically, its margins may fall” With Jensen Huang out, Burry says “Nvidia bulls will have another fluffy big chance to get out. Get out.”

CM Devendra Fadnavis is accelerating Maharashtra’s infrastructure growth! With 67% work completed on the 7.35 km, six-lane connector, Atal Setu will soon offer seamless, direct connectivity to the Mumbai-Pune Expressway significantly easing traffic congestion in Panvel and transforming daily commutes across the region.

Given NYT article, I think Jensen is gone at $NVDA, potentially by tomorrow morning with my guess the CFO as interim-CEO. But I think the stock bottoms on a RELATIVE basis compared to the semi index post earnings next week at the latest. The new interim CEO will probably want to set a low bar and the stock could trade at a single digit PE vs 11x currently on CY26. There are 40K employees at Nvidia and Jensen was a generational CEO but the pipeline of products I believe will sustain the company for ~2 years. There is a deep bench of direct reports. The analogy I would give is Steve Jobs took his medical leave in Jan-2011 and sadly died in October. $AAPL stock however rose 26%/26% in 2011/12 vs S&P 0/+12% Nasdaq -2/+14% on blistering revenue growth of 66%/45% in FY11/12. It took till year 3 for Apple revenue growth to slow dramatically to <10% in FY13 and then the stock massively underperformed that year. For the AI trade and Nvidia’s stock, the bigger question for me remains the same. Was June 22nd the top in the AI trade overall? I do not think so given Agentic AI just started this year. OpenClaw came out in January for the tech savvy and Muse from Meta for the rest of us in September with others introduced since then. Agentic requires 10-100x more tokens. But time will tell if that was THE TOP. From a technical standpoint, it does not matter if that was THE TOP. There has been forced selling in AI stocks and this Nvidia news is likely to clean out the rest. Why does it not matter? Even if it is March of 2000 and Nasdaq declines 78% from peak to trough over 2 ½ years, there were still 7 rallies that averaged 25% along the way back then. I think another one started on 11/5 but time will tell. Stay nimble and best of luck.

The tech job market is in its best shape in years. But almost none of the growth is coming from software jobs. There are 281,000+ open roles at tech companies, up 17% from a year ago and 73% from the March 2023 low. But open PM, eng, and design roles grew just 2%. Design (−28%) and UX research (−45%) actually shrank. So where’s the growth coming from? Hardware engineering openings doubled. Business ops added ~4,200 openings. Supply chain is up 63%. Many of the fastest-growing jobs are physical: data center technicians, installers, field service engineers. The AI boom is creating jobs, but mostly in building and running the physical infrastructure (chips, data centers, hardware), not building software. Times, they are a-changin’. Full report:

Big ideas. Built for the future. 🏎️ At @redbullracing HQ, Gate Founder & CEO @Han_Gate and Gate Europe CEO @GateGiovanni took the stage to share Gate’s vision and growth across Europe. From compliance and security milestones to expanding our footprint, the momentum is real.

.@BNBCHAIN is leading stablecoin holder growth in Q3! BNB Chain added a massive +13M stablecoin holders, far ahead of: Celo: +2.6M TRON: +2.2M Solana: +2.1M Ethereum: +1.9M The numbers speak for themselves. BNB Chain is becoming a major hub for stablecoin adoption. #BNB # #BNBChain# #Stablecoins# #Crypto# #Web3#

Attention $MICRODUCK Family! YOUR vote matters! Less than 100 votes are needed to list $MICRODUCK on the Robinhood Top 100 Leaderboard. - Listing ID: 3428 Every vote counts - Robinhood would be huge for community growth ⇩

🚀 SMBs & STARTUPS: Your next growth experiment could start with $100. ROSEN is opening applications for the ROSEN Mini-Grant Drop. Whether you run a small business, startup, creative studio, or you’re a solo entrepreneur, you can apply for $100 to launch micro-tasks on @go_rosen. Use it to: 🟣 Gather customer feedback 🟣 Find potential customers 🟣 Test your product or idea 🟣 Boost brand awareness 🟣 Get real people to help you complete specific business tasks Turn a small budget into meaningful results. 💰 $100 from ROSEN. Your business. Your next growth experiment. Apply now and show us what you can build. Visit to apply. #ROSEN# #MiniGrant# #Startups# #SMBs# #Entrepreneurs# #Web3# #Startups#