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Stock Analysis Compilation
Alger Growth & Income Fund on Broadcom $AVGO US
Thesis: Broadcom’s AI-driven networking and semiconductor solutions position it for strong growth in cloud and enterprise infrastructure.
(Extract from their Q4 letter) https://t.co/tFa3pidlVJ
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Alger Growth & Income Fund on Broadcom $AVGO US
Thesis: Broadcom’s AI-driven networking and semiconductor solutions position it for strong growth in cloud and enterprise infrastructure.
(Extract from their Q4 letter) https://t.co/tFa3pidlVJ
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The Investing for Beginners Podcast
What is a bond yield?
How do bond yields work?
It's easier than you think.
Let's learn a little something 🧵⬇️ https://t.co/Z5UIqFLrjZ
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What is a bond yield?
How do bond yields work?
It's easier than you think.
Let's learn a little something 🧵⬇️ https://t.co/Z5UIqFLrjZ
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App Economy Insights
🦅 CrowdStrike bounced back from its IT outage.
📈 ARR +23% to $4.24B
🤝 350 deals over $1M in Q4
💰 Multi-module adoption keeps rising
🔮 Growth set to re-accelerate in late 2025
Let’s review $CRWD 👇
https://t.co/5yqJUulN43
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🦅 CrowdStrike bounced back from its IT outage.
📈 ARR +23% to $4.24B
🤝 350 deals over $1M in Q4
💰 Multi-module adoption keeps rising
🔮 Growth set to re-accelerate in late 2025
Let’s review $CRWD 👇
https://t.co/5yqJUulN43
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Quiver Quantitative
RT @timburchett: All my money is in Baseball Cards and Comic Books.
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RT @timburchett: All my money is in Baseball Cards and Comic Books.
JUST IN: Representative Tim Burchett has introduced a bill to ban stock trading by members of Congress, and their families.
Burchett does not own any stock, per our portfolio tracking. https://t.co/QjI1zyiqgO tweet
The Kobeissi Letter
BREAKING: President Trump will be "delivering remarks" at 11:00 AM ET.
Turn on our @KobeissiLetter post notifications for real-time updates as this develops.
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BREAKING: President Trump will be "delivering remarks" at 11:00 AM ET.
Turn on our @KobeissiLetter post notifications for real-time updates as this develops.
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: A correction occurs when the stock market declines by at least 10% to 20% 📉
We’ll officially enter a correction if / when the S&P 500 and Nasdaq drop to:
$SPY: 5,532
$IXIC: 18,184 (the Nasdaq is already in correction territory)
A bear market is defined as a stock market decline of 20% or more 📉
We’ll officially enter a bear market if the S&P 500 and Nasdaq fall to:
$SPY: 4,917
$IXIC: 16,164
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RT @DimitryNakhla: A correction occurs when the stock market declines by at least 10% to 20% 📉
We’ll officially enter a correction if / when the S&P 500 and Nasdaq drop to:
$SPY: 5,532
$IXIC: 18,184 (the Nasdaq is already in correction territory)
A bear market is defined as a stock market decline of 20% or more 📉
We’ll officially enter a bear market if the S&P 500 and Nasdaq fall to:
$SPY: 4,917
$IXIC: 16,164
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Investing visuals
Trump officially signed an executive order to create a Strategic $BTC Bitcoin Reserve.
How $BTC's market cap evolved over time👇 https://t.co/QlFJ1GGhpl
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Trump officially signed an executive order to create a Strategic $BTC Bitcoin Reserve.
How $BTC's market cap evolved over time👇 https://t.co/QlFJ1GGhpl
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The Kobeissi Letter
BREAKING: Russia is willing to discuss a temporary cease fire with Ukraine provided there is progress toward a final peace settlement, per Bloomberg. https://t.co/rx7DQ26tNF
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BREAKING: Russia is willing to discuss a temporary cease fire with Ukraine provided there is progress toward a final peace settlement, per Bloomberg. https://t.co/rx7DQ26tNF
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The Kobeissi Letter
BREAKING: President Trump's unscheduled remarks at 11:00 AM ET are expected to be on today's jobs report, per CNBC's Eamon Javers.
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BREAKING: President Trump's unscheduled remarks at 11:00 AM ET are expected to be on today's jobs report, per CNBC's Eamon Javers.
BREAKING: President Trump will be "delivering remarks" at 11:00 AM ET.
Turn on our @KobeissiLetter post notifications for real-time updates as this develops. tweet
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