Ram Ahluwalia CFA, Lumida
@ramahluwalia
Non-Consensus Investing. Founder of @lumidawealth. ex-Wall St. Markets and philosophy. NYC & Exeter alum. Dad of 3. Disproving the EMH one day at a time.
11.3K Following 50.2K Followers
NVIDIA IS THE LENDER OF LAST RESORT
Nvidia Guaranteeing Open AI $250 Bn Financing
This is bullish for $ORCL $MSFT and $GOOGL - all of whom have counter-party risk on OpenAI.
I added to our Cloud datacenter exposures last week.
The big issue was never demand -- it was about credit risk...
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Weekends are For Philosophy:
Happy Mothers Day!
Here's my philosophy in full.
Build a family.
