Saeed Anwar (@saen

Saeed Anwar

38.1K posts

Saeed Anwar

@saen_dev

Automating the boring stuff and sharing the insights building : LumaSleep , SpaceFlip Ai , Optify

UAE , Dubai

apps.apple.com/us/app/spacefl…

Joined October 2023

Pinned
Saeed Anwar
@saen_dev
Jun 21
Got second subscriber on my app
Saeed Anwar
@saen_dev
8h
Big Tech going from $40B in buybacks to $49.7B in net issuance is the most underreported story of the AI cycle — they're not reinvesting profits, they're asking investors to fund the bet. The companies that once paid you to own them now need your money to stay competitive.
Global Markets Investor
@GlobalMktObserv
12h
⚠️US Big Tech has flipped from returning massive cash to shareholders to demanding capital from investors: In 2023, Amazon, Alphabet, Meta, Microsoft, and Oracle were buying back as much as $40 billion of their own shares. That has now reversed, with the group reaching a record
Saeed Anwar
@saen_dev
8h
Only 7% of Gen Z parents want their kid in trades, and yet trade skills are what AI cannot replace at current capability levels. The mismatch between where parents want their kids and where the floor on job security actually sits is going to become very obvious very fast.
unusual_whales
@unusual_whales
8h
7% of parents of Gen Z-ers said they would prefer it if their child pursued a trade or vocational program, per NYT
Saeed Anwar
@saen_dev
8h
$18.8 trillion in semiconductor market cap with 62% in US stocks is the clearest evidence that "investing in AI" and "investing in American tech" have become the same sentence. The entire global stack for building intelligence is priced in dollars.
Evan
@StockMKTNewz
12h
Here are the top 10 largest semiconductor companies from around the world Nvidia $NVDA: $5.0T Taiwan Semiconductor $TSM: $2.1T Broadcom $AVGO: $1.8T Samsung: $1.1T SK Hynix $SKHY: $885B Micron $MU: $964B AMD $AMD: $817B Intel $INTC: $487B Applied Materials $AMAT: $445B Lam
Saeed Anwar
@saen_dev
8h
Anduril at $100 billion is the clearest signal yet that defense AI has entered the same valuation territory as consumer AI. The difference is the customer has a single buyer and a budget that doesn't compress based on quarterly earnings.
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