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Marius MorraBogdan TereanuRaluca BăceanuIulia DiaconescuDragos-Stefan Mateiasi
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Cristian Logofatu KOL · Verified
@cristilogo80
https://www.youtube.com/watch?v=D6HFirnaPYM Anthropic a publicat prospectul pentru ceea ce se speră a fi cel mai mare IPO din istorie, iar discuția s-a împărțit imediat între cei care văd doar pierderea netă de 80,7 miliarde de dolari într-un singur semestru și cei care văd doar veniturile de 16,3 miliarde, de 14 ori mai mari decât în semestrul din 2025. În acest episod nu stabilim cine are dreptate, ci folosim prospectul ca studiu de caz pentru o problemă pe care o întâlnim la orice analiză de stock picking, anume cum standardele contabile ajung uneori să încurce în loc să clarifice, si cum profitul net chiar este un indicator inutil. De la 19:00 pe Youtube: • Anthropic în cifre: venituri, pierdere netă, rezultat operațional și cash flow operațional în primul semestru din 2026 • Reevaluarile care explica pierderea • De ce valoarea unei companii vine din cash flow-urile viitoare: owner earnings și exemplul standului de limonadă • Ce spune Wall Street Journal despre asimetria dintre Anthropic și Amazon / Alphabet • Majorările de capital cu discount: de ce nu sunt un cost si ce legatura au cu stock based compensation sau reevaluarile anthropic • Studiu de caz: investiția mea în UiPath între februarie 2023 și aprilie 2024 Daca iti e de folos episodul, un like și un share ajută canalul mai mult decât crezi, iar în comentarii scrie-mi ce alte chestii de contabilitate crezi că nu înțelege lumea și pe care ar merita să le desfacem într-un episod viitor, cu cifre din rapoarte reale. #Anthropic #IPO #investitii #bursa #wealthbuilding #dividende #WarrenBuffett #actiuni #educatiefinanciara #cashflow #profit #investing #stockmarket #AI #financialanalysis #accounting #stockpicking #valueinvesting #freecashflow #earnings #financialeducation
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Bogdan Tereanu Gen. C Voice · Verified
@boogie
Somewhere in the world, a billionaire is borrowing money at a lower interest rate than you're earning on your savings. Both of you are customers of the same bank. One of you is the business model.
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Cristian Logofatu KOL · Verified
@cristilogo80
Cand guvernele printeaza bani, valoarea lor scade, si deci primii care au acces la acei bani 'noi' cauta sa ii parcheze in altceva decat cash - in active. Daca nu esti conectat direct la robinetul de bani, urmatorul pas este sa detii ce vor cumpara cei care sunt conectati - active. Daca nu detii active, vei munci forever si vei fi mereu sarac. #investitii #wealth #independentafinanciara
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In 2010, your phone was for killing time: Angry Birds, Minecraft, Temple Run, Fruit Ninja, Subway Surfers.

In 2026, that same kid carries a full arsenal:
🧠 ChatGPT, Claude and Gemini to think
🛠️ Cursor and GitHub to build
⚙️ n8n and Make to automate
🎬 Higgsfield, CapCut and TOKERO to create content
💼 Stripe and Notion to run the business

You don't need a team of 20 to launch something anymore. You need to know which tool to use, and when.

The gap between those who play and those who build isn't talent. It's the stack.

Still in 2010, or already building? 👇

#AI #Automation #BuildInPublic #Founders
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Even the biggest AI labs haven’t fully figured out how to keep AI in line, and one of the people hit by it is saying so. 🤖

In July, the open-source AI platform Hugging Face was breached by a swarm of AI models built by OpenAI, in what’s now known as the Hugging Face incident. It was one of the first major cases of AI models slipping past their limits while trying to complete a task. Similar incidents involving models from Anthropic, Google and Meta were reported afterward.

Hugging Face co-founder Thomas Wolf says it comes down to alignment, meaning whether AI behaves the way its creators intend. In his view, the AI should have recognized that breaking into outside infrastructure was bad behavior. For him, it was a sign that even though the labs are doing great work, “they don’t have it fully figured out.”

Hugging Face has since created its own open alignment team to work on safety for open models.

Wolf also sees a silver lining. He calls it mostly an engineering problem, much like the history of cybersecurity: first came viruses, then antivirus software, and now the industry needs a new layer of defense. Everyone in AI and tech, he says, is focused on that right now.

Do you think AI companies can solve alignment on their own, or will it take outside rules and oversight? 🤔

#AI #AISafety #HuggingFace #Cybersecurity #TechNews
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The traditional career ladder may be losing some of its appeal for Gen Z.

More young people are choosing entrepreneurship instead — and AI is dramatically lowering the barrier to getting started.

About 23% of Americans aged 18–34 ran a business or side project in 2025, while entrepreneurial activity among 18–24-year-olds has more than doubled over the past decade.

And AI is becoming part of the startup toolkit.

According to Gusto data cited by Yahoo Finance, 71% of Gen Z entrepreneurs who launched businesses in 2025 used AI during the startup process. Many used it for ideation, administration and operations.

What’s particularly interesting: these founders aren’t necessarily creating AI companies.

Many are building businesses in hospitality, retail, agriculture, recreation and skilled trades — using AI behind the scenes while focusing on work that still requires a strong human or physical component.

AI may not just change jobs.

It could also create a generation that questions whether they need a traditional job in the first place.

#GenZ #Entrepreneurship #AI #FutureOfWork #Startups #SmallBusiness
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Contabilitatea trebuie să ofere o „imagine fidelă, clară și completă” a patrimoniului, situatiei financiare și rezultatelor unei companii.

In schimb, FASB si IASB cred ca fac kaizen dar de fapt fac "iatrogenics" - de multa vreme s-a pierdut esenta iar fiecare noua corectie a unei imbunatatiri anterioare transforma totul mai departe de ce intelegem ca analisti sau antreprenori.

Vezi tot episodul pe youtube, link in bio / comments
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Somewhere in the world, a billionaire is borrowing money at a lower interest rate than you're earning on your savings.

Both of you are customers of the same bank.

One of you is the business model.
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Ultimul loc în Europa la educație financiară, dar printre primii la încrederea în ce știm: acesta e paradoxul României. Între timp, inflația roade banii din depozite.

– Rareș Gabriel (@rares-gabriel), la Smart Capital Virtual Summit 2
Discuția completă: https://tokero.com/ro/profile/rares-gabriel/?post=103281
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📈 **Markets are moving fast — and the story is bigger than just interest rates.**

Global equities are rebounding, with the S&P 500 and Nasdaq pushing higher, while oil remains elevated and the U.S. 10-year Treasury yield sits around 4.9%.

At the same time, investors are reassessing one of the market’s biggest themes: **AI**. Recent turbulence in major technology stocks has triggered sharp rotations across equities and bonds, with some investors moving toward financials, European stocks and previously overlooked Asian markets.

Meanwhile, macro signals remain mixed: China’s trade surplus has again topped $1 trillion, while expectations are growing that the Bank of Japan could raise rates in December.

The takeaway? **2026 is becoming a market of rotation, not simply risk-on vs. risk-off.**

Capital is moving quickly between AI, banks, bonds, commodities and international markets — making diversification and valuation discipline increasingly important.

#Finance #Markets #Investing #Stocks #Economy #AI #WallStreet #GlobalMarkets
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Stiu, probabil ai deja o lista pregatita de cumparaturi de BlackFriday, e ok, insa ... vazand scaderile de pe bursa din ultima perioada, iti propun ca anul asta de BlackFriday, sa-ti faci un bine si, pe langa acele cumparaturi sa investesti o parte din bani pe bursa fiindca aici https://t.co/MiuqifFAAx
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🔥 Astăzi au loc alegerile midterms din SUA. Dar știai că în ultimii 80 de ani, S&P 500 a crescut în 20 din 20 de cazuri în cele 12 luni de după alegeri?

Și mai interesant: anii de midterms au adus unele dintre cele mai mari corecții bursiere, dar și reveniri spectaculoase.

Ce ne spune statistica despre următoarele 12–24 de luni? Și cum s-au comportat acțiunile din tehnologie?

📊 Am publicat pe serverul nostru de Discord o analiză cu grafice și statistici care merită studiate.

👉 Intră pe Discord și descoperă analiza completă: https://discord.gg/yyWt79Nvf
(#postari-iq-trading)
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Clients become friends faster than friends become customers. Mark my word.
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Succesul nu îmbolnăvește inima – stilul de viață pe care îl adoptăm ca să ajungem la el, da. Iar cei mai importanți factori de risc cardiovascular sunt silențioși: tensiunea arterială și colesterolul nu dor.

Inima antreprenorului: stres și prevenție | Smart Capital Virtual Summit 2
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Nu-ți trebuie un job mai bun, îți trebuie alt program: aproape jumătate din ce faci într-o zi rulează pe pilot automat, iar veniturile tale funcționează ca un termostat setat la o cifră.

Identitatea îți creează realitatea financiară | Smart Capital Virtual Summit 2
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With 2.6 million followers on Instagram, an influencer couldn’t sell even 36 T-shirts. For Antonio Rob, the lesson is clear: sales come from structure, not from strategy.

The system for organic sales in social media | Smart Capital Virtual Summit 2
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La 20 de ani, Claudio Tașcă editează conținut short-form pentru branduri precum Orange și Penny. Drumul a pornit de la mesaje directe trimise la cât mai multe persoane și de la editări trimise gratuit, ca mostre.

De la 0 la branduri ca editor pentru social media | Smart Capital Virtual Summit 2
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80% dintre companii cred că clienții le cunosc produsele și serviciile; doar 8% dintre cumpărători spun că le cunosc pe toate. Golul se umple prin comunicare – iar acum AI-ul conectat la datele tale o poate porni de la o singură întrebare.

AI în comunicare: upgrade sau game over? | Smart Capital Virtual Summit 2
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Și un brand lider poate fi uitat: după valul e-Factura, toată piața vorbea despre facturare, apoi a uitat brandurile. De aceea SmartBill investește în branding – inclusiv la TV – după ani în care a măsurat fiecare leu.

From zero to hero | Smart Capital Virtual Summit 2
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Taxa de 25 de lei pe coletele sub 150 de euro a dat magazinelor românești un moment de respiro. Dar, spune Andrei Radu, taxele pot echilibra competiția – nu pot construi competitivitatea.

Main takeaways după 2 ediții de GPeC în 2026 | Smart Capital Virtual Summit 2
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Smart Capital Virtual Summit 2 - Ziua 3: Antreprenoriat – Growth, Sales, Marketing & AI - Folosești AI? Află cum să nu îți distrugi business-ul
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Azi contează mai mult ce postezi decât câți urmăritori ai: contul studioului ei, cu circa 400 de urmăritori, a strâns peste 200.000 de vizualizări în 30 de zile.

Strategia de social media și de ce funcționează | Smart Capital Virtual Summit 2
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În marketing există rețete: anumite resurse, o serie de pași, un rezultat predictibil. Robinetul de clienți e una dintre ele – patru motoare care lucrează împreună, ca să nu depinzi de o avalanșă de clienți urmată de nimic.

Robinetul de clienți: clienți noi, predictibil | Smart Capital Virtual Summit 2
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What is TOKERO?
A social network about money, personal and entrepreneurial: profiles, a feed, groups, events and portfolios. Creating an account is free.
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Start free on Explorer. Pick Gen. C Member to post without limits and message people, Contributor to sell tickets and cross-post, Voice to host groups. The compare page lists every difference.
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