Syz the moment

Reads with Ravi on X

by @heyoliverjane on X

From the 28nm design in 2011 to 3nm in 2022, the cost of designing a chip increased by 12x – benefiting design tool and IP giants such as $SNPS, $CDNS, and $ARM. Source: Quartr

Over the last 5 years, $BRK.B returned 130% compared to the $SPY 91% return Zooming out, this is where Buffett's legacy is unparalleled... From 1964 to 2023, Berkshire Hathaway returned an astounding 4,384,748%, compared to the S&P 500’s 31,223% gain Source: Stocktwits

Source: Investment Books (Dhaval)

Source: Moral Wisdom

Source: Yahoo Finance

Facing an uncertain outlook, consumers are getting choosier when booking vacations and holding out for discounts. ‘We’re shifting back to normal.’