Bourbon Capital
Are we in a bubble?

Demis Hassabis CEO of $GOOG DeepMind: There aren’t enough compute chips to satisfy demand https://t.co/ega9rwNQg6

The semiconductor ecosystem:

The US dominates design and equipment: $AMAT $LRCX $KLAC $SNPS $CDNS $NVDA $AMD $QCOM $MU $AVGO

Europe dominates lithography: $ASML

South Korea dominates the RAM market: Samsung and SK Hynix

Taiwan produces the most advanced chips: $TSM https://t.co/AtoeBxKr1f - Bourbon Insider Research
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Javier Blas
COMMODITY TRADING: Jeff Dellapina, the CFO at oil trading giant Vitol, will retire in April after more than 20 years at the company. Dellapina was (in)famous for his desire to keep the company private -- and Vitol's P&L and balance sheet as secret as possible.
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The Transcript
Spotify CEO: "...this is my 30th earnings call, and as you know, this is the last one that I do in the role as CEO."

CBO: " In Q4, we met or exceeded guidance across all the key metrics"

$SPOT: +19% today https://t.co/A0UlKeRoGv
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App Economy Insights
A quick look at the memory crunch:

📲 $QCOM: Memory Wall
🎮 $SONY: Hardware Retreat
☁️ $ARM: Cloud AI Engine Ignites

Full breakdown of the AI ripple effect.
https://t.co/XthMtTFjEX
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The Transcript
$SPOT CBO: "We marked our highest quarter ever for MAU net additions...A driver of MAU outperformance is Wrapped, which was also record-breaking this year. While we saw impressive engagement back in 2024, we also got feedback on the user experience. So this year, we turned up the dial, and the response was resounding. At the end of the campaign, more than 300 million users engaged, which was up 20%, and we saw more than 630 million shares across social media, which is up 42%"
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Benjamin Hernandez😎
Let's attack the open with these!

$QCOM $LUXE $ICHR $FGL $CODA $AP $HVT.A $EVMN $ABP $SHOP $JNJ $WISH

$QCOM has buyers at $160 despite the downgrade. $LUXE implies a big move today. $FGL is for scalpers only. Manage risk strictly. DM me for the targets!
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Michael Fritzell (Asian Century Stocks)
RT @capitalatrisk23: Emerging markets putting in a 16 years bottom ? $EEM https://t.co/mdhbbf8M1t
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The Transcript
Datadog CEO: "We saw a continued acceleration of our revenue growth. This acceleration was driven in large part by the inflection of our broad-based business outside of the AI native group of customers we discussed in the past"

$DDOG: +14% today https://t.co/Za9CK9UBOg
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Giuliano
Reading and Its Effects on Memory
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God of Prompt
sometimes i have doubts about everything i'm making

ai will do this, ai will do that

what will be left for us to do?

but words like these make me grind harder https://t.co/EVBaHI8QUa
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God of Prompt
RT @alex_prompter: ai will never feel the same way i feel about customer reviews https://t.co/aQnGtXjEDG
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