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Investing visuals
Dear $TSLA and $GOOGL shareholders: the autonomous driving pie is big enough for both to do very well.
Can we agree on that? No need to fuss and fight over who the ultimate winner will be.
Both can be winners🤝 https://t.co/gN57Yu6jCa
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Dear $TSLA and $GOOGL shareholders: the autonomous driving pie is big enough for both to do very well.
Can we agree on that? No need to fuss and fight over who the ultimate winner will be.
Both can be winners🤝 https://t.co/gN57Yu6jCa
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Quiver Quantitative
This is getting ridiculous.
Viasat has now risen 105% since we posted this report.
Up another 10% today. https://t.co/I3GGAkyz7D
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This is getting ridiculous.
Viasat has now risen 105% since we posted this report.
Up another 10% today. https://t.co/I3GGAkyz7D
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Offshore
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App Economy Insights
$MU Micron's latest quarter:
Q3 FY25:
• Revenue +15% Q/Q to $9.3B ($0.5B beat).
• Non-GAAP EPS $1.91 ($0.30 beat).
Q4 FY25 Guidance:
• Revenue +% Y/Y to ~$10.7B ($0.8B beat).
• Non-GAAP EPS ~$2.50 ($0.45 beat). https://t.co/SgIzvis7Xh
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$MU Micron's latest quarter:
Q3 FY25:
• Revenue +15% Q/Q to $9.3B ($0.5B beat).
• Non-GAAP EPS $1.91 ($0.30 beat).
Q4 FY25 Guidance:
• Revenue +% Y/Y to ~$10.7B ($0.8B beat).
• Non-GAAP EPS ~$2.50 ($0.45 beat). https://t.co/SgIzvis7Xh
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Offshore
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Quiver Quantitative
Lindsey Graham: What you don't know is that Trump has talked to Bill Gates about a vaccine for aids https://t.co/giN385wDmA
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Lindsey Graham: What you don't know is that Trump has talked to Bill Gates about a vaccine for aids https://t.co/giN385wDmA
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Hidden Value Gems
No one really knows when the next financial crisis comes. But when I see headlines like this, I am getting more confident that it will not happen immediately.
#StockMarket https://t.co/SBIDhubRAd
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No one really knows when the next financial crisis comes. But when I see headlines like this, I am getting more confident that it will not happen immediately.
#StockMarket https://t.co/SBIDhubRAd
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Dimitry Nakhla | Babylon Capital®
“The big money is not in the buying and selling, but in the WAITING.” — Charlie Munger
PATIENCE PAYS in investing, especially when you own exceptional businesses
Here are 10 companies that had several large declines or flat years but delivered superb 10-year returns🧵 https://t.co/gBoGSCpZsX
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“The big money is not in the buying and selling, but in the WAITING.” — Charlie Munger
PATIENCE PAYS in investing, especially when you own exceptional businesses
Here are 10 companies that had several large declines or flat years but delivered superb 10-year returns🧵 https://t.co/gBoGSCpZsX
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Offshore
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Investing visuals
$GOOGL: Despite AI, cloud, and subscriptions, 57% of $GOOGL's business is still driven by search 🔍 https://t.co/riJDMnVxhH
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$GOOGL: Despite AI, cloud, and subscriptions, 57% of $GOOGL's business is still driven by search 🔍 https://t.co/riJDMnVxhH
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Quiver Quantitative
Last May, we noticed a U.S. politician buying stock in a German arms manufacturer.
Rheinmetall stock has now risen 269% since we posted this report.
The stock is up another 6% today.
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Last May, we noticed a U.S. politician buying stock in a German arms manufacturer.
Rheinmetall stock has now risen 269% since we posted this report.
The stock is up another 6% today.
BREAKING: Representative Susie Lee just bought stock in the German arms manufacturer Rheinmetall, $RNMBY.
She is the first U.S. politician we have seen buy Rheinmetall stock.
Lee sits on the House Appropriations Subcommittee on Military Construction. https://t.co/hiNwf8AsRK - Quiver Quantitativetweet