Discover and read the best of Twitter Threads about #Softbank

Most recents (17)

1-Softbank . Giant holdco trading at a discount
2-Zholdings. Building the Wechatpay+Alibaba of Japan?
Read 6 tweets
ドラミの5G予報 SoftBank
2
3
Read 4 tweets
The #sweatshop is moving online. The #4IR will usher in
21st century #digital sweatshops.

#IamtheCODE - I am the slave to & of capital.

UN #SDGs are emerging markets - marketed under guise of protecting the planet & eradicating poverty. #WEF is at helm of implementation.
"#iamtheCODE is the first #African-led global movement..." - with love from Paris, #France, #BP Ventures, #Mastercard et al.

The road to hell is paved w/ #NGOs financed by corporate profits.

#4IR #DataEconomy

iamthecode.org/our-team/
#iamtheCODE is a founding member of the World Economic Forum Reskilling platform.

Corporate partners of the platform include #PwC, #Salesforce, ManpowerGroup, Infosys, LinkedIn, Coursera Inc. &The Adecco Group.

weforum.org/press/2020/01/…

#4IR #GreatReset #DataEconomy #France
Read 7 tweets
Few major headlines recently seem to be connected;

- #Greensill #Cameron #Softbank #Wirecard #Fintech
- #Bitcoin #Coinbase #Crypto #NFTs
- #Ant #JackMa #China #BeltandRoad
- New opportunities & Race to 'be first' in the new era
🇺🇸💪🇨🇳 💰🌏🌎🌍
- #GeoPolitics
- #disruption
🙄🤔
While lockdown has been slow for some, it's certainly not been for others who have smelt the winds of change!

#SPACs are bypassing Direct Listings & IPO's in a race to market - Sucking up all that 💰 hunting for returns 📈

#Fintech joining 'Democratise & Digitalise everything'
#China seem poised to become the worlds leading power - #US are on guard! 🧐

Little bit like their former communist friends (Russia) the leadership are getting their Oligarchs/Titans in-line & on-message before their potential big push.

Everything seems to be changing around us
Read 12 tweets
Winners and losers by @JCVpartners
🇯🇵Find out what's up in #Japan 🇯🇵

....follow the thread (links to the stories on substack)👇

jcvpartners.substack.com/p/winners-and-…
1) A great read on start-up growth companies across Asia. One of our favourites #AI Inside makes number 11 of the list

2) Remember #Hitachi? It’s a software company now, writes the WSJ, following the $9.6 billion acquisition of Global Logic
3) #Nomura will have to sharpen its focus on risk management after facing up to $2 billion in losses from a single U.S client

4) #Softbank to bring #Coupang to Japan? Son’s idea to strengthen Yahoo's e-commerce business by applying Coupang’s “Rocket Delivery” model
Read 5 tweets
#MasayoshiSon says China's crackdown on #Alibaba is nothing different than antitrust regulations in US or UK

businessinsider.in/international/…

By @SanchDash
@SanchDash #MasayoshiSon, the founder and CEO of #SoftBank, and a long-time friend of #Alibaba founder #JackMa, said that the Chinese crackdown on Alibaba is the same as anti-trust regulations that have existed since a long time in the US or European countries.
@SanchDash Whereas in #China, according to Son, internet companies had a free hand, where they could do whatever they wanted.

#MasayoshiSon #Alibaba
Read 9 tweets
Good morning/afternoon wherever you're from! Looks like its time for a market update!!! ⬇️⬇️⬇️

My custom lunacy gauge has seen a significant drop thanks to a reduction in gamma. This could be as a result of option manipulation from #Softbank, but I digress... 1/
Another large contributor to this drop is the component loosely based on the @CNN fear & greed index. As you can see, its seen quite a decent drop driven by volatility... 2/
One of the biggest market disconnects recently has been the well noted divergence of breadth and price over the last couple of trading sessions. As always, this is a primary indicator of mine and it is strongly confirming the drop... 3/
Read 10 tweets
On Monday we pointed out that the large amount of call buying in a few tech stocks, thus driving them higher, was likely a large player:
Wednesday we published a deep dive into Softbank's Holdings:
Friday it's national news: wsj.com/articles/softb….
Read 5 tweets
This HIDDEN COMPANY 🤐 is helping improve their customer experience 🛍

It has historically grown by 30% QoQ 📈 and the stock is up 119% 🔥 since its April Low

It reports earnings Thurs EOD - Let’s see what this $5.3B can stomach 💪

Short & Quick Thread 👇
Medallia is a Customer Experience Management tool 👥 that IPOed 1 yr ago

In simple terms, it collects feedback 📃 and signals from customers, processes it with #AI, #ML and #NLP algos 📟

It then delivers insights 🔥 to boost sales, cut churn, remove critical pain points
Some more technical details 👓

collects 💻 and processes insights from and many others

🎞 Its product is able to analyses voice input, messaging platforms, videos, conduct surveys and uses social listening to transform feedback into bucks 💰
Read 16 tweets
More than 3 years ago, @ScheckWSJ & I began reporting on Saudi Arabia's bold economic changes under King Salman & his son Mohammed bin Salman. Today is publication day for BLOOD AND OIL, our book about MBS's rise to power & the storm of activity during his first 5 years in power Image
MBS's ascent is important because all signs point to him becoming the king of Saudi Arabia at a young age, setting him up to be in power for decades. He is also pushing his country toward rapid, radical change with regards to social practices, religion, and the economy
He's unlike anyone in #Saudi history, a young, technology-obsessed, business-focused ruler with an obsessive work schedule and attention to detail. He's also shown himself to be thin-skinned, brutal with dissidents and ruthless with his own family.
Read 18 tweets
#Apple , $2 Trillion stock and mystery of 10:30 AM when large buying happens in #FAANG especially #Apple
#swissbank #softbank #boj #norgesbank are large buyers of these stocks

Apple hit a market cap of $2 trillion, doubling in valuation in just over two years.
Apple first reached a $1 trillion market cap on Aug. 2, 2018. It didn't take long for other tech giants Amazon, Microsoft and Alphabet to match Apple's $1 trillion market cap.
All of Apple’s second $1 trillion came in the past 21 weeks...
while the global economy shrank faster than ever before in the coronavirus pandemic.
Investors have started seeing Apple's business less like other hardware makers and more like a software company, as indicated by Apple's quickly rising price-earnings ratio, which is now over 33
Read 10 tweets
THREAD

A thread on some fascinating insights from @wolfejosh co-founder of Lux Capital collected from multiple podcasts.

Link to the podcasts at the end of the thread.
1/ On investment strategy:

The 100-0-100 strategy combining arrogance, humility and ambition

- 100% certain Lux will invest in future tech

-0% idea in what it will be

-100% certain that best investments will emerge from cutting edge of tech if one is curious and passionate
2/ On technology and morality -

Technology increases our humanity. Invent technology so that people can find their genius.

Like the PC was an instrument for Bill Gates to show his genius and make the world better.
Read 18 tweets
#5G from space: The role of satellites in 5G

"5G has arrived, and new equipment is currently being installed in densely populated cities across the globe."

#COVID19 #MagicTricks

futurithmic.com/2020/03/10/5g-…
"In many cases, the demand for 5G capacity is exceeding #infrastructure improvements, especially in sparsely populated areas that are difficult to access."
"With the next generation of satellites – built from #5G architecture – they will integrate with networks to manage connectivity to cars, vessels, airplanes and other #IoT devices in remote and rural areas."
Read 13 tweets
#SoftBank is projecting losses worth $24 billion for 2019 fiscal. The Japanese technology company attributed the losses on investments made through its #VisionFund..
(1/3)
We just can't get around our head why would #VisionFund invest in traditional Real Estate companies like
Clutter
Compass
Katerra
OpenDoor
#Wework
#OYO
(2/3)
Especially Real Estate companies with no USP in the long run. No wonder WeWork and Oyo are among the main contributors for the Funds losses. (3/3)
Read 3 tweets
Predictions are useless but predicting is invaluable (scenario planning)
@profgalloway #2020predictions
#Snap is less corrosive / damaging to teens
#Tesla trades at 3x the value of auto companies, worth more than Ford & GM combined, dramatically overvalued
#SherylSandberg 2nd best paid person who does the most damage (after Zuck)—she's erased from FB like Trotsky from photos
#HBOMax = like going to the Louvre & saying "let's scale this"—biggest brand blunder of 2018
#AWS is worth more than #Amazon—will be spun out
Choice is a bad thing, people want less choice but to be confident in the choices they're making
Read 9 tweets
OK - it's @TMobile - @Sprint trial Day 6, starting with #TMobile's Neville Ray still on the stand. Already, Judge Marrero asks about the relevant and materiality is. @SDNYLIVE Upcoming in trial: @DISH's Ergen, @Comcast patreon.com/posts/32336922 - thread
@TMobile @sprint @sdnylive @dish @comcast @MatthewLeeICP @Mergers @geekwire @FierceWireless @Cablefax @mvnoblog @5g_innovation @Benzinga @CGasparino @DigitalTrends Paula Blizzard's flurry of questions to Neville Ray didn't stick, it seems, at least not with Judge Marrero. Next he's questioned again by George Cary, about @MetroPCS / @MetroByTMobile. And now Blizzard re-raises that he's a hybrid fact / expert witness
@TMobile @sprint @sdnylive @dish @comcast @MatthewLeeICP @Mergers @geekwire @FierceWireless @Cablefax @mvnoblog @5g_innovation @Benzinga @CGasparino @DigitalTrends @MetroPCS @MetroByTMobile Judge Marrero asks if a support witness will also be testifying, "in order to avoid this taking up more time."

Coming to the the stand: @Sprint's (& @SoftBank's @marceloclaure, questioned by Steve Sunshine who estimates it will take an hour. Thread will continue
Read 30 tweets

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