⁠Investing visuals
Robinhood $HOOD, the company that gives investors and traders access to stocks, cypto and much more.

Here's a much requested overview of the company👇✨ https://t.co/uRs5po8NpH
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AkhenOsiris
Samsung Job Cuts:

One of the sources familiar with the plans said the job cuts were being made in preparation for a slowdown in global demand for technology products as the global economy slows. Another source said Samsung is seeking to shore up its bottom line by saving costs.
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AkhenOsiris
Hey Goldman...this is me, sdf

In fact, all Sell-side, this is me
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AkhenOsiris
DJ-Sol interviewing Jensen was a bad idea. Too general these questions
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AkhenOsiris
$NVDA

First sorta interesting tidbit from Jensen on this boring chat, albeit just qualitative:

"We have scaled up CoWoS capacity significantly this year, and will need to do so next year, and the year after that"
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⁠Hidden Value Gems
Always a pleasure to observe more visibility of my portfolio companies 😊

$TRST.L $MRK.L https://t.co/E4wn9FbHSW
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⁠Stock Analysis Compilation
Donville Kent on Zedcore $ZDC CN

Thesis: Zedcor is an emerging leader in security technology, with significant growth potential driven by its innovative solutions and expanding market share, making it a compelling long-term investment

(Extract from their Q2 letter) https://t.co/YsuZga842c
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⁠Investing visuals
A visual every investor should know: long term, revenue drives stock performance👇 https://t.co/ttnEMEL0CS
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⁠Stock Analysis Compilation
Munro on SharkNinja $SN US

Thesis: SharkNinja is poised for significant growth in the global appliance market, driven by relentless innovation and strategic branding initiatives

(Extract from their Q2 letter) https://t.co/qTsHtEdKX6
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⁠Quiver Quantitative
There's a new report on attacks against a public company founded by Montana Senate candidate Tim Sheehy.

A single stock has become a battleground.

It could impact one of the most important races in 2024.

We track politicians' finances, and found some insights in our data: https://t.co/hd9FuXursK
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⁠Quiver Quantitative
Without taking any side in the Loomer vs. Marjorie Taylor Greene fight:

I don't know where the claim that MTG got rich from trading stocks is coming from.

We literally just posted a report on how poorly timed some of her trades have been.

Here's a thread of some examples: https://t.co/svs0a386Hd
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⁠Stock Analysis Compilation
Baron Capital on Cummins India $KKC IN

Thesis: Cummins India is set to capitalize on India's growing power demands, leveraging its market dominance and technological edge to fuel strong earnings growth

(Extract from their Q2 letter) https://t.co/CbAzg0ykQA
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