William Ntim
@purepathwill
Futurist | Investor | Builder
All roads lead to $TSM.
Marvell $MRVL is adopting TSMC’s $TSM 2nm process and silicon photonics tech to advance development of its next-gen custom AI accelerators and boost signal processing speeds. $AVGO $AMD $NVDA
One of my favourite mantras to come out of the current era is "You can just do things". You really can just do things. Never forget.
Do you think status games will continue in a world of abundance? What could those status games look like?
Added to my positions in $TSM, $GEV, $RXRX, and $PRME this week.
As the sentiment begins to shift around $GOOGL, let us not forget how bearish everyone was as recently as February this year.
Fascinating how $GOOGL is suddenly the underdog in the AI race. When it’s all said and done it’s likely they come out on top.
Stock picking instead of investing in the overall market is a bet that you can be more efficient than the market.
Who’s more efficient, you or the markets?
Do you believe me now?
2024 was the last year of being able to tell what is AI generated and what isn't. It's a new world now.
On the contrary, $GOOGL will likely be one of the top beneficiaries of AI among the Mag 7 over the long run for the following reasons 👇🏿 x.com/purepathwill/s…
ALPHABET: ARCHITECTING THE AGE OF INTELLIGENCE The pervasive market narrative surrounding Alphabet throughout 2024 and so far in 2025 has been one of caution and concern, creating a generational buying opportunity for investors who can see past the short-term noise. To view…
Prediction: $GOOGL's earnings report on Wednesday will finally show that all the reports of massive revenue loss to OpenAI, Perplexity, Anthropic etc. over the past several months were greatly exaggerated.
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Prediction: $GOOGL's earnings report on Wednesday will finally show that all the reports of massive revenue loss to OpenAI, Perplexity, Anthropic etc. over the past several months were greatly exaggerated.
Monthly tokens processed doubled in just 2 months. Insane. $GOOGL
Sundar Pichai on the earnings call: - 'The growth in usage has been incredible. At I/O in May we announced that we processed 480 trillion monthly tokens across our surfaces. Since then we have doubled that number. Now processing over 980 trillion tokens. A remarkable increase'
980 trillion+ monthly tokens processed by $GOOGL. No one else is anywhere near this.
2/ Strong growth in AI usage across our products and platforms: We’re processing 980 trillion+ monthly tokens across our products and APIs (up from 480T at I/O in May) AI Overviews in Search now has 2B+ monthly users across 200 countries/territories and 40 languages 450M…
Great numbers across the board from $GOOGL! Very pleased with the Capex increase, strong signal that management sees significant future growth from AI. I expect a lot of the Capex allocation will go to TPUs, minimizing the impact of $NVDA's high prices on the Capex budget.
$GOOGL earnings are out: - Revenue $96.43B (est $93.94B) up 14% YoY - EPS $2.31 (est $2.18) up 22% YoY - Google Cloud rev $13.62B (est $13.14B) up 32% YoY. Cloud ARR +$50B annually. - Operating margin 32% - Net income $28.2B up 19% YoY Great numbers! GCP looks super good.
$GOOGL earnings on deck shortly and a new @lexfridman podcast with @demishassabis. Let's go!
Imagine if every pattern shaped by nature – like a protein’s fold or cosmic phenomena – is inherently learnable by AI. @DemisHassabis shares with @lexfridman that if AI can learn these natural patterns, we could open doors to new eras of scientific discovery. Listen now. ↓…
My two largest holdings $TSLA and $GOOGL both reporting after the bell today.
My two largest holdings, $TSLA and $GOOGL, both report this Wednesday. Both are at pivotal, transitory moments, undergoing foundational shifts that will redefine their core identities for the next decade. $TSLA: From Cars to Physical AI & Energy Abundance Tesla is executing its…
$GEV earnings call reaffirming they will indeed be powering the future. +14% so far today.
GE VERNOVA: POWERING THE FUTURE AMIDST THE AI ENERGY BOOM $GEV is emerging as a pivotal, yet often underestimated, force in the evolving energy landscape. As the world grapples with the dual challenges of transitioning to new energy sources and meeting the unprecedented power…