TAMIM Asset Management’s Post

Last chance to register for Investment Webinar held tomorrow on Global Tech and Innovation Register now for key insights! https://lnkd.in/geapZ9Py Discover how giants like Nvidia and Tesla, alongside trends like the nuclear revival and a potential US Sovereign Wealth Fund, are shaping tomorrow’s markets! Join Ryan Mahon on for an in-depth look at the forces driving Technology, Energy, and Money. 📅 Date: Tuesday, 26 November 🕒 Time: 10am (AEST) ✨ Highlights include: - TAMIM's investment philosophy for tech and innovation - Key themes across the Pillars of Power - Technology, Energy, and Money - Emerging companies and sectors to watch - Live Q&A session Can’t join live? No problem! Register, and we’ll send you the recording to watch at your convenience. For wholesale sophisticated investors only. #tesla #TSLA #NIVIDIA #NVDA #AIstocks #TAMIMWebinar #InvestmentInsights #MarketTrends #FinancialPlanning #FundsManagement #SMSF #Superannuation #SelfManagedFunds #investmentportfolio #Investing #SmallCaps #TechStocks #AussieStocks #globalstocks #globalshares #NASDAQ #Stockstowatch #Stockwatchlist #stockinsights

Investment Webinar – Tech Stocks Discover how giants like Nvidia and Tesla, alongside trends like the nuclear revival and a potential US Sovereign Wealth Fund, are shaping tomorrow’s markets! Join Ryan Mahon on for an in-depth look at the forces driving Technology, Energy, and Money. 📅 Date: Tuesday, 26 November 🕒 Time: 10am (AEST) ✨ Highlights include: - TAMIM's investment philosophy for tech and innovation - Key themes across the Pillars of Power - Technology, Energy, and Money - Emerging companies and sectors to watch - Live Q&A session Register now for key insights! https://lnkd.in/geapZ9Py Can’t join live? No problem! Register, and we’ll send you the recording to watch at your convenience. For wholesale sophisticated investors only. #tesla #TSLA #NIVIDIA #NVDA #AIstocks #TAMIMWebinar #InvestmentInsights #MarketTrends #FinancialPlanning #FundsManagement #SMSF #Superannuation #SelfManagedFunds #investmentportfolio #Investing #SmallCaps #TechStocks #AussieStocks #globalstocks #globalshares #NASDAQ #Stockstowatch #Stockwatchlist #stockinsights

How do you invest in quality technology companies from around the globe?! Not everyone loves technology companies and many investors believe we are in a bubble. However, 𝗻𝗼𝗯𝗼𝗱𝘆 𝗰𝗮𝗻 𝗱𝗲𝗻𝘆 𝘁𝗵𝗮𝘁 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗵𝗮𝘃𝗲 𝗼𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗲𝗱 𝗶𝗻 𝘁𝗵𝗲 𝗹𝗮𝘀𝘁 𝗱𝗲𝗰𝗮𝗱𝗲 𝗼𝗿 𝘁𝘄𝗼, and I believe that technology has a long road of growth ahead! Here is what will drive that growth: 💡Artificial Intelligence 💡Super Computing and Quantum Computing 💡Resource booms from space 💡Advances in hardware and software capabilities 💡Cleaner and more efficient energy sources (and better harvesting of those sources such as sunlight, nuclear, and motion) 💡Robotics and automation and much more! There is one ETF that I believe can capture some of that potential! 𝙄𝙓𝙉 is an ETF with a global reach. IXN has about 130 companies with almost purely technology sector focus. IXN is pretty top-heavy, so it has a lot of Apple stock for example, but it also captures some of the best global technology companies on the planet. What do you think? Is technology in a bubble? Or is technology about to make even crazier advances and push us forward? #IXN #investing #stocks #wealth #wealthbuilders #stocks #technologysector #ishares #shimoncarroll

According to Magellan Capital, 3 megatrends should focus attention in 2025 and beyond. If you asked me (you didn't), I would propose the top three are energy, environmental destruction and climate migration #climatecrisis #renewables #nuclear #gdp #valuation #valuations #equityvaluations https://lnkd.in/gdbudzSB

https://lnkd.in/eqKfvxRR Clean energy is one of the most critical resources on the planet when it comes to deploying Artificial Intelligence. AI will never reach its full potential without it. Listen to Joseph Dominguez as he discusses nuclear and clean energy’s role in powering AI data centers and enterprises. #ai #nuclear #cleanenergy World Wide Technology Constellation

Good news for the #GlobalNuclearRenaissance!!! #NuclearEnergy stocks hit record highs on surging demand from #AI!!! Investors regarded the #BigTechs announcements as evidence that the #NuclearRenaissance is gathering pace... Historically, #BigTechCompanies have succeed by constantly innovating and leveraging data-driven strategies, creating powerful ecosystems that scale globally and generate strong network effects. Their financial resources, strategic acquisitions, and market dominance further solidify their competitive advantage... Will they be demonstrating their vision once again by becoming #SMRs´ early adopters???

🚀 A transformative episode of the Insider's Guide to Energy ! 🚀 In this episode, our hosts Chris Sass and Jeff McAulay dive deep into the world of nuclear fusion with leading experts David Cohen-Tanugi from Massachusetts Institute of Technology and Richard Pearson from Kyoto Fusioneering. 🌟 We explore: ● The fundamentals of fusion energy and how it differs from fission ● The crucial role of isotopes like deuterium and tritium ● The state of the fusion industry as an emergent sector with immense potential ● The importance of a robust supply chain for the future of fusion ● Insights from the “Enabling Commercial Fusion” report ● Technological advancements like gyrotrons and high-temperature superconductors ● The challenges and realistic timelines for commercial fusion energy David and Richard share a forward-looking perspective on the fusion industry, highlighting the incredible opportunities for innovation, entrepreneurship, and investment. 🚀 This episode is a must-listen for anyone passionate about the future of clean energy and eager to explore the game-changing potential of fusion technology. 🌍🔋 Tune in now, and let’s shape the future of energy together! 🎧 https://lnkd.in/eBXHCiAy #FusionEnergy #CleanEnergy #Innovation #Entrepreneurship #MITProtoVentures #KyotoFusioneering #EnergyTech #Sustainability #FutureOfEnergy 難波恭介 Yuto Yoshioka Daniel Marter, MBA Kiyoshi Seko Daisuke Nakahara Shutaro Takeda, Ph.D. Taka Nagao

Thrilled to have been part of this insightful conversation on the future of fusion energy on the Insider's Guide to Energy podcast. 🚀 #FusionEnergy has a long way to go before it (possibly) becomes a mainstream and economical source of power ; many scientific, engineering, and economic challenges lie on the road ahead, including materials. But what is clear is that if fusion power is ever to supply a meaningful portion of the world’s energy, this industry will also need a much more robust supply chain. Where, then, are the biggest gaps and opportunities for delivering valuable goods & services to fusion power plant companies? If you happen to believe that fusion will inevitably grow into a mature industry, what should you work on now to secure an early foothold in this field? In this podcast episode, Richard Pearson and I teamed up to explore this fascinating question. 👀 And next time, I'll be sure to use a higher-quality USB microphone :-) #CleanEnergy #FusionEnergy #Innovation #Entrepreneurship

At HX Research, we very seldom share FREE IDEAs. This is out of respect for our paying subscribers who support our business. Recently, though, we share a new FREE IDEA in our free publication - HX Daily. The stock is independent power produce Talen Energy Corporation (OTC: TLNE). They own one of the rarest assets on Earth - the 6th largest nuclear power plant in the USA. We think we are on the verge of a POWER CRISIS in the USA as re-shoring, EV uptake and AI-driven data center growth drive demand with NO supply growth. They own a huge low-cost production facility and have already partnered with Amazon Web Services. The company emerged from bankruptcy less than one year ago so still trades in the over-the-counter markets where institutions cannot buy the stock. ...but YOU can! Even after the recent +30% run in the shares, we think the stock could have +100% upside or more. Check out the idea here... https://lnkd.in/em5VHRFx

The uplift from #AI is popping up in unexpected places, offering discerning #investors return possibilities away from the more obvious listed tech choices such as NVIDIA, Amazon and Microsoft, writes Jaco Visser. He shares insights from Gerhard J. of Flagship Asset Management on this sector here... #TechStocks #Technology #InvestmentInsights #FinanceNews https://lnkd.in/dWg_SZKH