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The Long Investor
$SPY and $QQQ confirmed to have rejected at the 50 Day MA now
This was the first test, let's see if it can make another attempt
$MSFT, $BRK, $AAPL, $TSLA, $COST, $DIS, $BTC, $META, $NFLX
Have all tested their 50 Day MA from below and rejected now.
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$SPY and $QQQ confirmed to have rejected at the 50 Day MA now
This was the first test, let's see if it can make another attempt
$MSFT, $BRK, $AAPL, $TSLA, $COST, $DIS, $BTC, $META, $NFLX
Have all tested their 50 Day MA from below and rejected now.
$MSFT is the first Mega Cap to TEST and reject at the 50 DAY MA.
$SPY also tested the 50 Day MA at the opening and held underneath....I think it is too early to confirm this is a rejection so far.
$AAPL and $TSLA have done enormous work to carry the market today. https://t.co/KoJgDuSIpt tweet
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Q-Cap
$AMZN
FCF last 5Y: $72.8B
FCF next 5Y: $515.2B
Lord have mercy
Source: Factset https://t.co/DprN5TnAhb
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$AMZN
FCF last 5Y: $72.8B
FCF next 5Y: $515.2B
Lord have mercy
Source: Factset https://t.co/DprN5TnAhb
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The Long Investor
Yellen, we can safely say:
you have no idea where you are going.
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Yellen, we can safely say:
you have no idea where you are going.
🔴 US TREASURY SECRETARY YELLEN: I AM CONCERNED ABOUT WHERE WE'RE GOING WITH THE US DEFICIT. tweet
X (formerly Twitter)
FinancialJuice (@financialjuice) on X
🔴 US TREASURY SECRETARY YELLEN: I AM CONCERNED ABOUT WHERE WE'RE GOING WITH THE US DEFICIT.
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Q-Cap
Prediction 🔮: $AMZN will initiate a dividend tonight and we will hit all time highs. The board has likely approved it and by board I mean see below: https://t.co/hvVSuSmMQf
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Prediction 🔮: $AMZN will initiate a dividend tonight and we will hit all time highs. The board has likely approved it and by board I mean see below: https://t.co/hvVSuSmMQf
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Offshore
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Q-Cap
This is exactly how I feel walking around some of these ghost malls. 90% of these stores are likely cash flow negative , doesn’t make any sense https://t.co/o5ojBuaSLj
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This is exactly how I feel walking around some of these ghost malls. 90% of these stores are likely cash flow negative , doesn’t make any sense https://t.co/o5ojBuaSLj
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Giuliano
When talking about Adam Smith, people always speak about The Invisible Hand.
It came curious to me to observe that this concept is only mentioned once, at page 399.
Even more curious is the fact that he doesn't even seem to directly relate it to supply and demand.
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When talking about Adam Smith, people always speak about The Invisible Hand.
It came curious to me to observe that this concept is only mentioned once, at page 399.
Even more curious is the fact that he doesn't even seem to directly relate it to supply and demand.
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Antonio Linares
We convoked an urgent meeting to discuss whether we should sell $PLTR, because analysts say that it is fairly valued.
We concluded that they need to snort more coke.
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We convoked an urgent meeting to discuss whether we should sell $PLTR, because analysts say that it is fairly valued.
We concluded that they need to snort more coke.
$PLTR y tapas 🔥
@alc2022 @Either_Square https://t.co/oWeEYr73sl tweet
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Giuliano
I’m starting to find some utility in ideas from other disciplines.
I’ll finish my current reading cycle with this: https://t.co/xiCRTI5C7W
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I’m starting to find some utility in ideas from other disciplines.
I’ll finish my current reading cycle with this: https://t.co/xiCRTI5C7W
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Antonio Linares
Everything you need to know about $AMD before earnings today, in 8 bullet points:
1. Over the past decade, $AMD has transformed the chip industry by pioneering the use of chiplets—creating a single chip from multiple smaller ones rather than using a traditional monolithic approach like $NVDA. This innovation has not only shaken up $INTC but now threatens to challenge $NVDA too.
2. As we approach what many see as the limits of Moore's Law, the difficulties of developing monolithic chips are surging. Chiplets offer a clever workaround, providing equal or superior performance with better yields. $AMD has been refining this technology for nearly ten years, far ahead of its competitors.
3. At its core, $AMD is a collective of individuals dedicated to designing cutting-edge chips. The company's success stems from its strategic focus on chiplets and its robust internal culture, spearheaded by the exceptional leadership of Lisa Su, who fosters a sense of unity, accountability, and transparency within the team.
4. The acquisition of Xilinx by $AMD has puzzled many, yet it is a strategic move. Xilinx leads in FPGA technology, which permits chips to autonomously reconfigure themselves for various computational tasks. This capability is expected to be a game-changer in enhancing computing efficiency, particularly in AI acceleration.
5. With the purchase of Pensando, $AMD has significantly advanced its capabilities in managing stateful datacenters. These datacenters retain operational data that can be leveraged to train AI models, pushing the boundaries of automation. Pensando's integration not only brings valuable software expertise but also complements $AMD's existing technologies.
6. By integrating the innovations from Xilinx and Pensando, $AMD has crafted a unique strategic path. Its proprietary Infinity Fabric technology, essential for linking chiplets, now positions $AMD to seamlessly integrate diverse computing engines, providing a structural market advantage no competitor can match.
7. $AMD is leveraging its chiplet expertise to disrupt the GPU market, a sector dominated by $NVDA's increasingly large chips. As $AMD applies its successful strategy from the CPU realm to GPUs, it could potentially match or surpass $NVDA's offerings, especially if it maintains its organizational strengths.
8. Lisa Su constantly sand bags guidance and the market is expecting $AMD to comfortably beat the forecasted GPU sales. A surprise in either direction can lead to considerable volatility.
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Everything you need to know about $AMD before earnings today, in 8 bullet points:
1. Over the past decade, $AMD has transformed the chip industry by pioneering the use of chiplets—creating a single chip from multiple smaller ones rather than using a traditional monolithic approach like $NVDA. This innovation has not only shaken up $INTC but now threatens to challenge $NVDA too.
2. As we approach what many see as the limits of Moore's Law, the difficulties of developing monolithic chips are surging. Chiplets offer a clever workaround, providing equal or superior performance with better yields. $AMD has been refining this technology for nearly ten years, far ahead of its competitors.
3. At its core, $AMD is a collective of individuals dedicated to designing cutting-edge chips. The company's success stems from its strategic focus on chiplets and its robust internal culture, spearheaded by the exceptional leadership of Lisa Su, who fosters a sense of unity, accountability, and transparency within the team.
4. The acquisition of Xilinx by $AMD has puzzled many, yet it is a strategic move. Xilinx leads in FPGA technology, which permits chips to autonomously reconfigure themselves for various computational tasks. This capability is expected to be a game-changer in enhancing computing efficiency, particularly in AI acceleration.
5. With the purchase of Pensando, $AMD has significantly advanced its capabilities in managing stateful datacenters. These datacenters retain operational data that can be leveraged to train AI models, pushing the boundaries of automation. Pensando's integration not only brings valuable software expertise but also complements $AMD's existing technologies.
6. By integrating the innovations from Xilinx and Pensando, $AMD has crafted a unique strategic path. Its proprietary Infinity Fabric technology, essential for linking chiplets, now positions $AMD to seamlessly integrate diverse computing engines, providing a structural market advantage no competitor can match.
7. $AMD is leveraging its chiplet expertise to disrupt the GPU market, a sector dominated by $NVDA's increasingly large chips. As $AMD applies its successful strategy from the CPU realm to GPUs, it could potentially match or surpass $NVDA's offerings, especially if it maintains its organizational strengths.
8. Lisa Su constantly sand bags guidance and the market is expecting $AMD to comfortably beat the forecasted GPU sales. A surprise in either direction can lead to considerable volatility.
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