๐ŸŒŒ๐Ÿช๐Ÿ›ธ ๐“๐ก๐ž ๐•„๐•–๐•ฅ๐•’๐•ง๐•–๐•ฃ๐•ค๐•– ๐Ÿ›ธ๐Ÿช๐ŸŒŒ

What is it ? How will it affect us? What should we know about it ? //๐“๐ก๐ซ๐ž๐š๐ below..

Relative tickers: $ETH $FB $U $COIN $RBLX $NVDA $SOL $AAPL $MSFT $META
"Even if the Metaverse falls short of the fantastical visions captured by science fiction authors, it is likely to produce trillions in value as a new computing platform or content medium.
But in its full vision, the Metaverse becomes the gateway to most digital experiences, a key component of all physical ones, and the next great labor platform."

h/t - @ballmatthew matthewball.vc/all/themetaverโ€ฆ
"It could be a technological leap forward similar to the 1990s, when the web grew from static text and images on a page to a place to buy a book or watch a movie, and then into a way to attend college lectures and collaboratively design products. Over the
next two decades work on a metaverse will result in changes to how we perceive value and expect portability in our virtual life."

bloomberg.com/news/articles/โ€ฆ
"Companies will need to transition their marketing strategies from online ad buys to existing in a shared, virtual economy. Companies will need to do market research on their new customers in the metaverse."

bit.ly/3CE6nA2
"In May, Microsoft said it is โ€œuniquely positionedโ€ with a stack of artificial intelligence and mixed reality tools to help companies start developing โ€œmetaverse apps today.โ€ - $MSFT

washingtonpost.com/technology/202โ€ฆ
Per Marc Whitยญten of $U ...๐Ÿ‘‡

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More from @rhemrajani9

29 Aug
๐Ÿ’น๐Ÿ“Š ๐‘ซ๐’‚๐’•๐’‚ ๐’‚๐’๐’… ๐‘ฉ๐’†๐’š๐’๐’๐’… ๐Ÿ“Š๐Ÿ’น:

The amount of data that will be created over the next decade, will change the way we consume, analyze, store, visualize and receive it.

$NET $CRWD $TWLO $SNOW $PLTR $SMFR $FB $GOOGL $AMZN $MSFT $SQ ๐Ÿงต๐Ÿ‘‡...
1/ "In the coming decade, data will continue to beget data, to break boundaries, to drive innovation and profits, and create new challenges and concerns. "

Source - forbes.com/sites/gilpressโ€ฆ
1a/ cont'd: "Over the next few years, a new catalyst will be 5G networks, and by 2030, 6G networks with speeds of 1 terabyte per second."
Read 14 tweets
28 Aug
๐Ÿšจ๐Ÿ—ฃ๏ธ $PLTR - Palantirians ๐Ÿ—ฃ๏ธ๐Ÿšจ

In the midst of writing a thread around DATA. A company I wanted to revisit popped up. I wanted to hear from some I know ๐Ÿงต...

Not advice, collection of thoughts.

What do you like or think $PLTR needs to improve? Comment๐Ÿ‘‡ Image
@Invesquotes - "Xx/ Data is the new oil but oil is useless if you know where it is but youโ€™re unable to extract it
Cont'd $PLTR helps big companies make sense of vast amounts of data and helps them transition in a frictionless way. Most companies will end up needing its services."
Read 10 tweets
7 Aug
Many want to find the next $SE, $AMZN, $SQ, $SHOP, $TSLA, $NVDA, etc

To find long term winners, I believe its crucial to ๐—ฐ๐—ฟ๐—ฎ๐—ณ๐˜ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ผ๐˜„๐—ป ๐—ฝ๐—ฟ๐—ผ๐—ฐ๐—ฒ๐˜€๐˜€!

Question I asked some of the best contributors on FinTwit, here's what they said ๐Ÿ‘‡๐Ÿงต... Image
@AnthonyOhayon - "Look for what you donโ€™t see clearly at first."

@AviNMash - "Zig when others zag"

-Tony and Avi - @PoundingDaTable ๐Ÿ‘Š ImageImage
@BrianFeroldi - "Watch the business, not the stock." Image
Read 23 tweets
5 Jul
Some plausible ๐ฉ๐ซ๐ž๐๐ข๐œ๐ญ๐ข๐จ๐ง๐ฌ around emerging sectors, that I am happy to allocate towards.

โ˜๏ธ: Cloud computing
๐Ÿงฌ: Genomics
๐Ÿ’ธ: Fintech/digital banking
๐Ÿ“ฒ: Digital Ads
๐Ÿš€: Space
๐Ÿ“ฆ: E-commerce
โšก๏ธ: Electric Vehicles

๐Ÿงต...
โ˜๏ธ: By 2025, 50% of enterprises will adopt intentional multicloud where they use cloud services from multiple public cloud providers for the same purpose (up from fewer than 10% today).

Names I like - $MSFT $TWLO $NET
Source - bit.ly/36dmMwK
๐Ÿงฌ: Generating and analyzing a complete human genome sequence will be routine for any research laboratory, becoming as straightforward as carrying out a DNA purification.

Names I like - $BEAM $CMLF $GRPH
Source - bit.ly/3dNEZWa
Read 9 tweets
1 Jul
Never posted a month end portfolio update, but figured I can add more value writing a mid year ๐Ÿงต on all my 2021 ๐Ÿงต's.

Some of the names I own that are discussed: $SE $NET $PINS $TWLO $AGC $CCIV $BEAM $FVRR $ABNB $SQ $SOFI $ETH and more!
15 companies + their mission statements, that I really like for the next decade:

Read 13 tweets
27 Jun
5 powerful investing quotes, that will push you to think further and deeper, i'll start the thread with one to kick it off:

โ€œI love quotesโ€ฆ but in the end, knowledge has to be converted to action or itโ€™s worthless.โ€ โ€“ Tony Robbins

๐Ÿงต...
1/ ๐Ÿ’กโ€œCompound interest is the eighth wonder of the world. He who understands it, earns it. He who doesnโ€™t, pays it.โ€ โ€“ Albert Einstein

Compounding returns over a long duration will enable you to create wealth over time ๐Ÿ’ธ
2/ ๐Ÿ’ก"Know what you own, and know why you own it." โ€” Peter Lynch

Try finding companies that you enjoy learning more about and develop your own investment thesis. Its more fun when you are rooting for companies you are more knowledgeable on. Concentration
Read 8 tweets

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