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𝚃𝚛𝚞𝚗𝚐 𝙿𝚑𝚊𝚗 🇨🇦 Profile picture
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4 Feb, 4 tweets, 2 min read
Wow- The Information has seen Apple’s mixed reality headset:

• 8K display with advanced eye tracking
• A “thimble-like” device will control headset
• Ship early as 2022 and cost $3k

Artist rendering:
my rendering of the Apple VR headset thimble
If you think the AirPods are easy to misplace, wait until 2024 and we find that the Apple VR Thimble is a $10B ARR business.

Apple products every time:
iThumb

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More from @TrungTPhan

𝚃𝚛𝚞𝚗𝚐 𝙿𝚑𝚊𝚗 🇨🇦 Profile picture
5 Feb
1/ Amazon Prime is a huge business, with 150m+ subs and an annual revenue of $20B+.

It's a staple in our lives...but was a total leap of faith when it launched in February 2005. Incredibly, Jeff Bezos and his team created it over a 6-week sprint.

Here's the story 🧵
2/ In the mid-2000s, Amazon was far from the behemoth we know today.

Check these market caps on September 30th, 2004:

• Amazon = $17B
• Best Buy = $18B
• eBay = $61B
• Walmart = $226B Image
3/ The catalyst for Prime was annoyance with Amazon's existing free-shipping offer ("Super Saver Shipping").

It was too complicated:

• You had to hit a min. order of $25 (which created a complicated recommendation system)
• Then wait 8-10 days for the items (customers pissed) Image
Read 17 tweets
𝚃𝚛𝚞𝚗𝚐 𝙿𝚑𝚊𝚗 🇨🇦 Profile picture
2 Feb
Just read Ark Invest's Big Ideas 2021 report.

A tweet for each idea (big numbers coming) 📈

1/ Deep learning to create $30T of market value by 2037

• Automated code writing
• AI that "understands" language (GPT-3)
• Big Tech spends billions on AI chips, everyone benefits
2/ Data centres will be totally transformed

• Intel -- powers 90% of data centres -- has fallen behind
• Next-gen data centres/PCs will run on ARM standard
• GPUs (workhorse for AI) hits run rate of $41B in 2030
3/ Virtual world revenue hits $390B by 2025 (>2x today)

• Video game monetization shifting to in-app purchases
• Games are 3rd places (people spend 90m a day gaming in 2025)
• AR market (Snap, FB, Apple) set to explode
• Cost of VR (visual immersion) plummeting
Read 16 tweets
𝚃𝚛𝚞𝚗𝚐 𝙿𝚑𝚊𝚗 🇨🇦 Profile picture
2 Feb
The Kowloon walled city in Hong Kong.

• Lawless high rise squatter camp that was demolished in 1994.
• 500 building built into 2.7 hectares
• 50k residents at its peak

On the plus side, rent was <$10 / month.
Some of these photos are insane
With no municipal services, people used the roof as a garbage “dump”
Read 5 tweets
𝚃𝚛𝚞𝚗𝚐 𝙿𝚑𝚊𝚗 🇨🇦 Profile picture
31 Jan
If you seen #silversqueeze trending, it's because r/WallStreetBets is back with "the biggest short squeeze ever".

This time they're targeting silver (via the Silver ETF, $SLV)

Here's the Reddit thesis of how it goes $25 to $1000: ImageImage
Original source:
reddit.com/r/wallstreetbe…
As a CFA, this is not investment advice
Read 4 tweets
𝚃𝚛𝚞𝚗𝚐 𝙿𝚑𝚊𝚗 🇨🇦 Profile picture
31 Jan
1/ Marcus Bullock went to prison in the mid-90s at the age of 15.

Today, he's the CEO of Flikshop -- the "Instagram for the Incarcerated", an alternative to the outrageously expensive phone call system.

This is a truly inspirational founder story 👇👇
2/ In 1996, Bullock was living in Maryland. One night, he and a friend carried out an armed carjacking on a man sitting idle in a shopping mall parking lot.

It was the biggest mistake of this life.
3/ Several years prior to hit actions, there was the famed 1989 Central Park "Jogger Case", in which 5 minority youths were (falsely) accused of raping a jogger.

In the aftermath, nearly every state passed new laws that made it easier for courts to try youth as adults.
Read 13 tweets
𝚃𝚛𝚞𝚗𝚐 𝙿𝚑𝚊𝚗 🇨🇦 Profile picture
31 Jan
In the WSJ article about Keith Gill (aka u/DeepF——ingValue), there’s a photo of his sketch pad.

If you zoom in, you see a bunch of tickers —- some have been on a run 👀:

$JMIA
$IDEX
$SPI
$FCEL
$FSLR
$NVDA
$FCEL
$FSLR
Read 5 tweets

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