Yellowbrick Investing
Added 59 new stock write-ups to the site (pt 2):
@LongYield - $NFLX (earnings)
@dustpenny - $AIRO (short)
@nitinkinvests - $3560.T
@felix__archive - $7735.T
@dcurras1 - $ISRG (earnings), $CYBT.CN
@thexcapitalist - $AMZN, $INPST.AS, $HIPO, $FLNC, $NVO https://t.co/C8VNy93B5t
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Ahmad
if you’re at Meta and still not running Claude Code

in YOLO mode (--dangerously-skip-permissions)

you’re ngmi

literally https://t.co/PPBPIn2dTY
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Yellowbrick Investing
Added 59 new stock write-ups to the site (pt 3):
@InverseMax - $VLE.TO
@chitchatstocks - $CROX
@Crussian17 - $VICR
@__MattLindsay (watchlist) - $VOW.OL, $LKQ
@eriksen_tim (fund letter) - $ENDI, $PHIG, $SLBK, $SODI https://t.co/d9AnAX43JD
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Yellowbrick Investing
Added 59 new stock write-ups to the site (pt final):
@pernasresearch - $YELP (pass), $POWI (more research), $QNST (pass)
@alex_dragut - $PLX.PA
@ThreeMileRes - $CROX
@DRGinvests - $DLTR
fund letters
and more... https://t.co/FGl54hfkTV
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AkhenOsiris
RT @SouthernValue95: @modestproposal1 BDCA also an instruction manual for what to do in that case. Buy the Crap out of Amazon.
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AkhenOsiris
Congrats to the top tickers during 2021 in $SHOP ($169.xx)...you are now in the green 🚀
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AkhenOsiris
Let's add a potential negative catalyst for $AMZN in mid-Nov 🤦‍♂️

UBS Karl’s comments are extremely valuable. Right now, people seem to think only Satya and C.C. Wei are the smart ones who haven’t been held hostage by Sam. If Satya starts taking more OpenAI data center orders, it would ease concerns about an AI bubble.

Karl is bullish on Microsoft's upcoming quarterexpecting Azure to beat the 39% bogey forAzure.Enterprise demand and Al-driven growthare both strong.lmportantly, he thinks you get aresolution on the MSFT-OpenAl partnershipagreement AND OpenAl makes a big new spenocommit with Azure. This could happen in mid.November and would be a positive catalyst.
The announcement could happen in mid.November as MSFT has pre-emptively set up aseries of investor meetings in San Francisco orNovember 19 with CFO Amy Hood. We expectan announcement of new terms of the MSFTOpenAl agreement. To compensate MSFT formaking some concessions on the agreement, youcould see a very large OpenAl-MSFT deal. Thatwill help calm the bear case that MSFT wil beleft out of the OpenAl party. The new OpenAlspend commitment could be $100-150Bn.
smaller than Oracle's $250Bn deal but still verybulish for MSFT. - FundaAI
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