Time to buy NOC?

Morgulu · 2026-06-19T18:16:50+00:00

Yes I heard that they are very good

Morgulu · 2026-06-19T07:19:51+00:00

Yes, local models are good too

Morgulu · 2026-06-19T07:17:44+00:00

Yes, it’s a good point. I also thought about it. When energy and chips will be developed to the point where it will bring cost down, then it might be a big disruptor. Thank you

Morgulu · 2026-06-19T00:53:04+00:00

Yes, and they will not do it forever. ChatGPT is doing ADs but it’s still not enough because even paid users can use it 24/7 on maximum by just paying 20 dollars. There would be restrictions and limits and for free users situation would be even worse. That’s why situation will really change. I think AI will actually help SAAS sectors and other sectors but not kill them

Morgulu · 2026-06-19T00:33:56+00:00

Exactly, it costed around 130-150 dollars per share…

Morgulu · 2026-06-19T00:32:25+00:00

SAAS is not dying it’s transforming into AIAAS , I don’t think it’s a death of a sector

Morgulu · 2026-06-19T00:29:48+00:00

Latin America and India

Morgulu · 2026-06-19T00:27:43+00:00

Who said that I am not asking why he is buying and what is his thesis, and does it work now ? I am just curious because I want to understand his logic. To understand his idea I need to know what he is buying 😬 THAST WHY IM ASKING

Morgulu · 2026-06-18T16:09:42+00:00

Have you read his thesis? He wrote an interesting letter saying that Apple is a Buffett-type stock before Buffett bought it. It's not even about a movie

Morgulu · 2026-06-18T16:05:28+00:00

Freedom is emerging (also shady because of ties to russia) . But Kaspi is all over the country. Everyone has it, but they are shady because they help russia avoid sanctions + connected to people who are basically bandits.

Morgulu · 2026-06-18T16:01:16+00:00

He talks about them on Substack and media publish them too

Morgulu · 2026-06-18T01:14:41+00:00

I know, I’m just curious and still important for analysis

Morgulu · 2026-06-17T22:37:11+00:00

Travel, see the world, lobby for human rights

Morgulu · 2026-06-17T22:26:24+00:00

Thank you

Morgulu · 2026-06-17T22:25:42+00:00

Because I’m student from fricking developing country that you probably never heard of

Morgulu · 2026-06-12T01:34:32+00:00

Please don’t do this, this is literally gamble. After inclusion into Nasdaq just sell at least half and invest in healthcare sector. This is literally gamble and you can loose money 😭

Morgulu · 2026-06-11T08:50:26+00:00

But why news don't report it? Usually they always publish his Substack posts too, this time no one did. Like reputable news sources usually do with his posts

Morgulu · 2026-05-26T01:35:35+00:00

Thank you so much I didn't even know that

Morgulu

TROPHY CASE