⁠Lumida Wealth Management
Robots Building Robots: The Age of Abundance

@PeterDiamandis and @adcock_brett explore the mind-blowing 'Age of Abundance', in which humanoid robots revolutionize our world without needing any extra infrastructure. https://t.co/JvS8qfWSn7
tweet

⁠Quality Investing with Aria
$HIMS down 40% since the all time high. This might be a generational buying opportunity 😳 👇

- 21x P/FCF
- 50% YoY Revenue Growth
- Leader in Telehealth by a MILE

What do you think of this #FinTwit darling? 🧐 https://t.co/P3W1MJkOUv
tweet

⁠Lumida Wealth Management
AI Breakthroughs are powering the humanoid revolution.

Tune in as @PeterDiamandis and @adcock_brett reveal how AI advancements and cutting-edge infrastructure are powering the latest breakthroughs in robotics—don't miss out on this game-changing discussion! https://t.co/bHPFwqATpw
tweet

⁠Bourbon Capital
The following companies just reported earnings:

$S SentinelOne +3.23%🟢
$PVH PVH Corp -7.75%🔴
$BOX BOX +4.86%🟢
$NCNO nCino -10.51%🔴
$JWN Nordstrom +6.91%🟢
$SMTC Semtech +6.63%🟢
$AMBA Ambarella +17.69%🟢
$YY JoYY Inc -0.69%🔴
tweet

⁠Quality Investing with Aria
1 week away from returning back to literal hell (university) fml
tweet

⁠Lumida Wealth Management
LLMs Are The Semantic Bridge Between Humans & Humanoids

Check out @PeterDiamandis and @adcock_brett as they explore how LLMs and VLMs are revolutionizing robotics, enhancing human-robot interactions, and pushing humanoid robots to new heights. https://t.co/2uac7ScSvw
tweet

⁠Bourbon Capital
Many people are discussing the impressive growth of $NVDA. However, there's less attention on $ANF, which is also expected to report strong results.

Nvidia $NVDA is projected to report second-quarter revenue of $28.7 billion, representing a year-over-year (YoY) increase of 113%. The EPS is $0.64, up 137% YoY.

Abercrombie & Fitch Co $ANF Q2 is estimated revenue of $1.10 billion (up 17% YoY) and EPS of $2.22 (up 101% YoY)

$ANF is up 400% since July 2023
$NVDA is up 170% since July 2023
tweet

⁠Quality Stocks
🧾 Next one pagers to be published

🇺🇸 Bentley Systems $BSY
🇺🇸 Palo Alto Networks $PANW
🇺🇸 Fortinet $FTNT
🇫🇷 Dassault Aviation $AM
🇵🇱 Dino Polska $DNP
tweet

⁠Lumida Wealth Management
The Surprising Rise of China's Robot Industry

Catch @PeterDiamandis and @adcock_brett as they reveal China's fierce determination and work ethic in robotics, predicting major future successes despite fewer resources. Don't miss their insights on the power of sheer willpower! https://t.co/gzAzV6Ipmc
tweet

⁠Quality Investing with Aria
I can't believe $META ever traded at 8x FCF https://t.co/magpe2VHah
tweet

⁠Bourbon Capital
Tomorrow earnings:

Which company are you going to be watching tomorrow?

I'm gonna be watching $NVDA $FIVE $LI $VSCO $PUK and $CRWD

Before Open

$RY Royal Bank Of Canada
$NTAP NetApp
$LI Li Auto
$PUK Prudential
$SJM The J. M. Smucker
$CHWY Chewy
$DCI Donaldson Company
$ANF Abercrombie & Fitch Co.
$BBWI Bath & Body Works
$BZ Kanzhun
$GOGL Golden Ocean Group
$KSS Kohl's

After Close

$NVDA Nvidia
$CRM SalesForce
$CRWD CrowdStrike
$HPQ HP
$VEEV Veeva Systems
$NTAP NetApp
$PSTG Pure Storage
$COO The Cooper Companies
$OKTA Okta
$NTNX Nutanix
$AFRM Affirm Holdings
$FIVE Five Below
$FL Foot Locker
$VSCO Victoria's Secret & Co.
tweet

⁠Bourbon Capital
Berkshire Hathaway $BRK price reported for $ULTA is $385.87

$ULTA current price is $371.35

I thought Berkshire Hathaway $BRK.B bought $ULTA shares around $320, but I was wrong. It turns out I have a lower average purchase price than Warren Buffett

My Average price is $349 https://t.co/jPXl5Tlu4i
tweet

⁠Bourbon Capital
You're selling $HIMS despite its potential for long-term growth. I know you can't hold for two week, but funds keep adding

VSEQX - Vanguard Strategic Equity Fund Investor Shares added 368k shares

HIASX - Hartford Small Company Hls Fund Ia added 168k shares

JAGPX - Small Cap Stock Trust NAV 112k shares

OASGX - Optimum Small-mid Cap Growth Fund Class A added 82k shares
tweet