Iuri Struta @yuristruta
Tech M&A analyst. Views all mine. London, England Joined September 2013-
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Take a look at US IT stocks benefitting from AI boom. For now, it's mostly the AI infrastructure and tooling providers. Some are obvious, but there's also plenty of beneficiaries in the upstream and downstream of the AI supply chain. #ArtificialIntelligence $pltr $nvda $msft
AI demand has driven the performance of more than half of the top 50 IT performers this year. spglobal.com/marketintellig…
Sports investments are not the purview of billionaires anymore. It's becoming an asset class with unique features, and institutional investors want a part of it. spglobal.com/marketintellig…
Competition for sports assets is likely to continue to increase, including for niche sports, as franchises nowadays strive not only to win on the field but also in business. spglobal.com/marketintellig…
Excluding Nvidia, semiconductors are not doing very well. S&P Global Market Intelligence's analysis of semiconductor companies' earnings calls shows a spike in the number of words depicting weak business fundamentals.spglobal.com/marketintellig…
US investors are more bullish on tech than they were just a month ago. Sentiment improvement was driven by strong tech fundamentals, supported by massive investments in AI infrastructure and cloud. spglobal.com/marketintellig…
Alphabet is the most underrated stock among the Magnificent Seven cohort. To spur valuation, it needs to control the AI narrative, cut costs, and return cash to shareholders. @DivesTech @Wedbush spglobal.com/marketintellig…
Path to net-zero: Chipmakers balance physical vs. carbon footprint growth | S&P Global Market Intelligence spglobal.com/marketintellig…
Magnificent 7's free cash jumped in 2023 more than it did during the pandemic-fueled boom in 2020. Many options to deploy that cash, including returning it to shareholders, capex, and strategic investments. But they are unlikely to deploy it in M&A. spglobal.com/marketintellig…
European telcos chase Big Tech's cash | S&P Global Market Intelligence spglobal.com/marketintellig…
“#Telecom companies need robust models to measure Scope 3 [carbon] emissions across the value chain”, says UK&I #TMT Leader, Praveen Shankar, speaking to @SPGMarketIntel about supply chain challenges and #sustainability: spr.ly/6017zI0MW
Infrastructure deals are keeping European #telecoms #MnA buoyant, yet owning physical infrastructure is not necessarily the key focus. @tomloozen talks to @SPGMarketIntel about how the current deal landscape is impacting the industry. spr.ly/6018zZngK
Infrastructure deals to keep European telecom M&A buoyant | S&P Global Market Intelligence spglobal.com/marketintellig…
UK seen as Vodafone's best bet in mobile | S&P Global Market Intelligence spglobal.com/marketintellig…
Really pleased Bruce was able to join us to talk about this documentary, which I heartily recommend.
Really pleased Bruce was able to join us to talk about this documentary, which I heartily recommend.
🎙LISTEN NOW🎙 Enjoy a feature interview with @AtlasMediaCorp's Bruce David Klein who directed #IcahnDoc for @HBODocs 🎬 👉 apple.co/3I1fhtO #BeyondTheBoardroom on Apple, Spotify & YouTube.
Featuring our @yuristruta 💬 barrons.com/articles/regul…
Great to finally share our insights on the state of shareholder activism, ESG, proxy voting. Lots of food for thought!
Great to finally share our insights on the state of shareholder activism, ESG, proxy voting. Lots of food for thought!
An enjoyable evening shared on the River Thames by the UK-based Insightia colleagues ⛴ Spot the Christmas jumper...
🎯 VULNERABILITY HIT 🎯 🗓 June 2020: We wrote about Green Plains' vulnerability to activism. 🗓 Nov 2021: Ancora Advisors considers a proxy contest. 👉 bit.ly/ActivistVulner…
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Make money easily @gS0qiqlp45I6A8N
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Make money easily @n7DOd46138e55o
5 Followers 432 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Dan Ives Private @DivesTechPvt
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Microcap Proxy Battle.. @MicrocapG
716 Followers 5K Following We invest in Deeply undervalued US Microcaps and then we unlock value using a Proxy Battle. Proxy Battles Benefit All Shareholders.
John Glenn Grau @JohnGlennGrau
142 Followers 246 Following CEO and President of @_InvestorCom_ | Chief Strategic Advisor of Complex Shareholder Response Campaigns | Board Member at @American_Heart Association
Anne Cecile Gaillard @ACGaillard
210 Followers 336 Following Founder and CEO of Medicis. Ex ADIT. Focused on shareholder activism, #ESG, corporate battles, boardroom feuds #corpgov RTs ≠ endorsement; views my own.
Proxy Battle Associat.. @BattleProxy
475 Followers 4K Following Association of micro cap hedge funds doing proxy contests. DMs are open
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127K Followers 353 Following I'm an entrepreneur, investor, & philanthropist. I founded @PalantirTech @Addepar @UAustinOrg @8VC & other mission-driven orgs. Bold policy @InstituteCicero
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25K Followers 653 Following NVDA TSLA | NVIDIA Daily | Join my Patreon to learn about AI/NVIDIA/Tesla Investing | A fan of Jensen Huang & Elon Musk | My posts are not investment advice |
Bg2 Pod @BG2Pod
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962K Followers 4K Following @NYTimes Columnist/Editor & @SquawkCNBC Co-Anchor. Author, Too Big To Fail. Founder, @DealBook. Co-Creator, BILLIONS @Showtime. Co-Chair @NYPL's BLC. Proud Dad.
rabbit inc. @rabbit_hmi
83K Followers 1 Following rabbit brings the future of human-machine interface. order r1, your pocket companion, now.
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109K Followers 3 Following The small tech company with the eclipse logo. Order your Ai Pin today: https://t.co/w6NwmmThsO
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127K Followers 870 Following Founder - Altimeter Capital. Luck befalls the curious mind. Counting life in days and acts of kindness. Views here personal.
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6K Followers 869 Following Something new 🥷. Previously: @paperswithcode, reasoning lead @metaai, Galactica LLM lead, Atlas ML (acq by Meta)
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1.4M Followers 24K Following Techno-optimist. E/acc. Technology brother. Move Fast and Make Things. p(Doom) = 0; p(“1984”) = not 0.
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978K Followers 904 Following 🧑🍳. Previously Director of AI @ Tesla, founding team @ OpenAI, CS231n/PhD @ Stanford. I like to train large deep neural nets 🧠🤖💥
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66 Followers 329 Following Tech funding newsletter. Subscribe: https://t.co/vgubBYOeF3
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122 Followers 304 FollowingGreat interview with Ron Baron on @SquawkCNBC on Tesla 🏆🔥👇
"The reason the $TSLA is down is people are concerned @elonmusk was going to abandon the idea of having a low cost car and go all in to robotaxis," says long time Tesla investor Ron Baron.
Tesla's future robotaxi model: "I should clarify is that Tesla will be operating the fleet. So, you can think of like how Tesla, think of it as combination of Airbnb and Uber meaning that there will be some number of cars that Tesla owns itself and operates in the fleet. There…
In a much needed call Musk stepped up as the adult in the room and laid the foundation for Tesla's growth strategy; most importantly a lower cost vehicle slated for 2025 production/delivery. We believe the next wave of the growth story and autonomous vision key. PT to $275 🏆🐂
Hard not to root for the insurgent out-hustling the big guys! The battle to be your personal AI is bigger than internet search. 🚀👊
We’re excited to announce that we’ve raised $62.7 million in a Series B1 funding led by Daniel Gross. The round also includes Stanley Druckenmiller, NVIDIA, Jeff Bezos, Tobi Lutke, Garry Tan, Andrej Karpathy, Dylan Field, Elad Gil, Nat Friedman, IVP, NEA, Jakob Uszkoreit, Naval…
This graph illustrates the woke mind virus taking over legacy media. Same happened with online media and the education system. Then it spread to other countries. Infection rate almost 100%. But now it will die.
With TikTok Ban Looking Likely; Who Can Acquire This With/Without Algorithm? The likely buyers for TikTok would be Microsoft, Oracle given past interest/strategically a fit. Private equity would have many bidders. Forced sale would be without algorithm in our view given China
$PLTR Tell me I actually just watched Karp pop a Zyn and spin a book on his finger mid-interview 🤣🫰
@bgurley Yeah, the idea that the cheapest car automatically wins is a bit like saying the cheapest cell phone dominates the market. That's not always the case. There's a lot more to consider than just price.
This “Tesla” podcast is interesting in its positioning. Claims “Tesla” hurt itself by going to China. Two HUGE items left out. First, if BYD is a challenge for Tesla it’s a MASSIVE challenge for Ford/GM. This is never discussed. 2nd, Elon always said he wanted Tesla to kick…
While anticipating a bad 1Q, this was an unmitigated disaster 1Q that is hard to explain away. We view this as a seminal moment in the Tesla story for Musk to either turn this around and reverse the black eye 1Q. Otherwise darker days ahead. Will discuss on @SquawkStreet 👇
Look forward to discussing Tesla and 1Q deliveries and Big Tech on @SquawkStreet tomorrow at 10 am with @SaraEisen @davidfaber @carlquintanilla @CNBC @CNBCtech 📺🔥
@DavidSacks What's funny is that in like 6 months or longer, it will be still not even close to "over", but David will still be preaching his childishly primitive understanding of war (like "Russia has stronger artillery so it will absolutely win"), feeling no shame for his 'predictions'…
Will be discussing Tesla and why we remain bullish despite a nightmare 1Q on deck on @SquawkCNBC tomorrow at 6:10 am. 👇
1Q has been a nightmare quarter for Tesla as China demand remains very soft. 1Q delivery estimates 475k to 425k as Tesla saw a perfect storm of demand issues hit this q. Lowering PT to $300; Musk must steer Tesla thru this white knuckle period. Remain bullish, but seatbelt is on
I told @SquawkCNBC that giving the CCP access to 100M+ Americans is insane. Some of my smart friends are concerned the House bill will be abused. This was my issue with the original Restrict Act — which I opposed. This bill is different; Senate should mark it up and pass it!🧵
@shaunmmaguire Alex Karp is a legend. We already had 11/10 firepower on the tech side, he was the other piece of the puzzle. quora.com/How-did-Alex-K…
Great to be spending a day at the @Wedbush Growth 2024 Summit in Huntington Beach, California discussing the AI Revolution and 1995 Moment for tech 🔥 with my good friend @AAmoroso_1 🏆🐂🍿
I think we’ve been spoiled by informational avalanche to take these pods for granted. When I was starting investing I would have paid a small fortune to listen to this, let alone get access to it. You’ve got two guys that are consciously competent (vs unconsciously competent,…
Great to be in Bondi Beach, Australia spending this fun day 🕶️🇦🇺🦘🔥🌊🏖️🕺
What a time to be alive! 🚀 YT: youtu.be/bD1rrBBcJSA Spotify: spoti.fi/4c5uMk7 Apple: apple.co/3TpWPDA
I hate that this is the most accurate video I’ve ever seen
Great convo with @GerberKawasaki on Tesla on @LastCallCNBC
"We're selling Cybertrucks left and right. This should be a rally period for Tesla," says @GerberKawasaki. "Everything should be going right for $TSLA but earnings are going down... that needs to be addressed."
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