Yellowbrick Investing
$BAHN-B.ST

Bahnhof $BAHN.B is a profitable Swedish access-and-infrastructure hybrid - consumer and SME broadband plus colocation/cloud - that’s been compounding mid-teens EBITDA margins for years while keeping a remarkably clean balance sheet.

🧵 - cuisineålille
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Umesh
If you are into art, it is a good idea to try Midjourney.

Prompt: colorful paint thick wet paint forming minimalist [VISUAL_DESCRIPTION] , aesthetically pleasing, vivid and vibrant colors, clean, pristine, liquid paint, white background --chaos 40 --quality 2 --profile 41zs3yb --stylize 900 --v 6.1
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Yellowbrick Investing
$AMD

it happened, I'm finally bullish $AMD for a chip shot into earnings:
- we know trad server CPU is the main culprit behind this memory rip and the stock has seen no goodness
- Xilinx is finally ok which is their big gross profit driver (Alterra raising px)
- deal with $INTC is bullish since they aren't out in the cold with the govt + can be in good graces
- MI400X is unknowable but the space is so hot that the analyst day probably needs to be viewed as a positive catalyst post-print since they can guide a mega number and you won't be able to call BS on it - TBU
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Yellowbrick Investing
Shkreli’s portfolio volatility cracks me up

10/2/25 +33% YTD attempt 3 https://t.co/FtFrZQyVup - Martin Shkreli
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App Economy Insights
$TSLA Tesla beats Q3 deliveries estimates:

• Production: 447K.
• Deliveries: 497K (consensus of 448K).

Quarter boosted by the end of the $7,500 government tax credit.

Stay tuned for Q3 earnings on October 22! https://t.co/DRPgZezUaW
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Umesh
RT @matt_elevenlabs: Announcing the @elevenlabsio Studio 3.0 community contest.

Create.
Share.
Win.

$2,000 in total prizes. https://t.co/ZCaL9Ebh1e
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Quiver Quantitative
UPDATE: Representative Cleo Fields bought stock in a Bitcoin mining company called IREN this summer.

It was the first time we had ever seen a politician buy this stock.

$IREN has now risen 180% since his trade.

180%

It's been less than 3 months. https://t.co/VRpfWuyEAu
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AkhenOsiris
RT @MuppetTrading: $EXPE $BKNG early weakness today on UBS Karl Kierstead OpenAI DevDay preview mentioning possibility of travel booking agent coming? https://t.co/3Gaa3g7UY7
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Umesh
The masterpiece introduces the artist, not the other way around. https://t.co/un6qKUN4zg

If you are into art, it is a good idea to try Midjourney.

Prompt: colorful paint thick wet paint forming minimalist [VISUAL_DESCRIPTION] , aesthetically pleasing, vivid and vibrant colors, clean, pristine, liquid paint, white background --chaos 40 --quality 2 --profile 41zs3yb --stylize 900 --v 6.1 - Umesh
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Quiver Quantitative
We posted this video two months ago.

$UNH has now risen 43% since then.

$CNC has risen 46%.

Another member of the Senate Committee on Health just filed a similar trade last night.

Follow for more. https://t.co/UJssyOm5Ex
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