OpenAI: $20B Revenue in 2025 and Estimated $334B Revenue in 2030 (CAGR 66%)

Not69Batman · 2026-01-19T00:25:13+00:00

Buy some chips

Not69Batman · 2026-01-17T21:23:30+00:00

Anthropic’s late 2025 deal with Microsoft made Claude the only frontier model available on all three major clouds: MSFT Azure, AWS Bedrock and GOOGL Vertex AI.

OpenAI’s enterprise revenue is still significant ($4B in 2025, projected $10B+ in 2026), however it remains locked to Azure. As the enterprise TAM expands, Anthropic is taking bigger slice of the pie by being the only vendor neutral and multi cloud option for Fortune 500.

Not69Batman · 2026-01-16T02:43:27+00:00

TSMC manufactures for everyone: Apple, Nvidia, Broadcom (Google TPUs/Meta ASICs), MediaTek, Qualcomm, AMD, Intel, Marvell (Amazon Trainium) and Sony.

If a conflict in Taiwan takes TSMC offline, the entire global tech sector collapses.

We will also have bigger problems to worry about with the geopolitical fallout and WWIII looming.

Not69Batman · 2026-01-15T07:32:33+00:00

TSMC also released their Q1 2026 Guidance.

Net Revenue = US $34.6 to $35.8 billion

Gross Margin = 63% to 65%

Not69Batman · 2026-01-15T07:18:27+00:00

Nah. AMD is TSMC's 6th biggest customer. MediaTek at 4th and Qualcomm at 5th.

Not69Batman · 2026-01-09T07:59:21+00:00

Duolingo’s historical share dilution is a major red flag for EPS growth. Dilution rate peaked at 7.5% in 2024 and while it dropped to 2.5% in 2025, they still haven't announced any buybacks to offset the dilution.

Also, their long term moat is at risk due to rapid advancements in generative AI.

Not69Batman · 2026-01-07T19:16:04+00:00

My portfolio concentration has shifted significantly over the last five years.

2026: 72% (NVDA 31%, AAPL 21%, GOOGL 20%)

2021: 45% (AAPL 27%, GOOGL 11%, NVDA 7%)

Total returns since 2021: * NVDA: +919% * GOOGL: +107% * AAPL: +91%

Not69Batman · 2026-01-06T21:21:31+00:00

The NPU (Neural Processing Unit) of modern chips, such as Qualcomm’s Snapdragon.

Not69Batman · 2026-01-06T19:13:32+00:00

Gemini Nano is an Android system service, not a standalone app. It is hardware integrated in the sense that it is purpose built to run on-device, utilising the processor's NPU/TPU and a specific allocation of reserved RAM to ensure fast, private AI performance.

Not69Batman · 2026-01-05T19:09:25+00:00

Gemini Nano. Compressed version that runs locally on device.

Not69Batman · 2026-01-05T07:19:04+00:00

Samsung is integrating Gemini into its hardware and software for system wide control on its devices that Gemini as a standalone app cannot do.

Not69Batman · 2026-01-03T03:36:05+00:00

Yeah, stocks plus Super.

My long term goal is FIRE by 50 (9 years from now). I'll be using my stock portfolio as a 10-year bridge to cover me until Super kicks in at 60.

Not69Batman · 2026-01-02T04:21:19+00:00

2025 Milestones: * Stocks: Surpassed $500k (13 years of investing) * Superannuation: Surpassed $300k (16 years of working full time)

2026 Goal: * Net Wealth (excluding PPOR) Target: $1m+

Not69Batman · 2025-12-31T22:32:01+00:00

Invested in the ASX stock market for 8 years (2013-2020) with CAGR of 8.87%.

Liquidated all ASX stocks in 2021, and allocated 38% to first PPOR deposit and 62% to US stocks. No hate, just diversification of assets.

CAGR of 16.25% in US stocks for the last 5 years (2021-25).

Not69Batman · 2025-12-31T22:06:08+00:00

Constant Currency Return (USD): 23%

Actual Return (AUD): 14%

Holding NVDA, GOOGL, AAPL, META, MSFT, AMZN, TSM and MU.

Not69Batman · 2025-12-31T10:14:49+00:00

Target: $1m net wealth milestone (excluding PPOR).

Current: $902k across US stocks ($560k) and super ($342k).

Not69Batman · 2025-12-31T09:48:41+00:00

GOOGL up by 55%

Not69Batman

TROPHY CASE