Brandon Beylo
RT @marketplunger1: The Copper Opportunity In One Chart

Focus on these drivers:

• Construction and Electronics
• Electric Grid
• Transportation (EVs)
• Wind, Batteries, and Solar

It would require a Herculean effort to bring enough supply online in time.

H/t @sprott
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Brandon Beylo
Square $SQ continues to crush it.

Here are their Q1 2024 highlights:

• Gross Profit: $2.09B (+22% YoY)
• Cash App Gross Profit: $1.26B (25% YoY)
• Operating Income: $250M (12% margin)
• Adjusted EBITDA: $705M (34% margin)

Don't sleep on @jack, folks! https://t.co/MjPGK4Hzdg
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Giuliano
$MELI quarterly earnings results: https://t.co/3rykoZyz8C
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Brandon Beylo
People might meme this announcement to death, but I think it makes perfect sense.

SQ is funding its bitcoin DCA from bitcoin-related gross profit.

This protects its core business gross profit (Square Seller + Cash App) and gives them optionality on $BTC price.

Love it.

block is DCA'ing bitcoin every month. here's how your company can do it too: https://t.co/xabpCVZdn8 - jack
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The Long Investor
RT @faststocknewss: *APPLE 2Q EPS $1.53, EST. $1.50

*APPLE 2Q REV. $90.75B, EST. $90.33B

*APPLE TO BUY BACK ADDITIONAL $110B OF SHARES, BOOSTS QTRLY DIV. $AAPL
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Brandon Beylo
Square $SQ RAISING its 2024 Full Year Guidance across the board.

• $8.78B in revenue (+17% YoY)
• $2.8B in Adjusted EBITDA (31% margins)
• $1.3B in Adjusted Operating Income (15% margins)

Not bad.
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 Q-Cap 
$AAPL casually announcing a $110B buyback bigger than the GDP of the Dominican Republic https://t.co/4TvHwsIHgO
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The Long Investor
RT @TheLongInvest: $AAPL important point to remember

$AAPL started its decline in December whereas the $SPY started its decline on the 1st of April

$AAPL was ahead of the market in July for Wave 4 and will recover ahead of the market now.

Bounce right now is Wave B for us.

$AAPL why is $AAPL the only stock green?

Our members know why, it is the only Mega Cap that has completed its Wave A correction and is in Wave B now.

All other Mega Caps appear to be only starting their Correction.

$AAPL lead the market to decline in July 2023 and will likely be the first to recover from its correction.

$AAPL will always be the market leader. - The Long Investor
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The Long Investor
This breakdown is vital to understanding the big picture, thanks for sharing @StockMarketNerd

$AAPL Q/Q growth is -24% total and -30% on products.

Y/Y growth is also a concern at -4.3% and -9.5%

Like we said, this is a bounce for Wave B but ultimately the pull back is not complete

Red flags are raised when Mega Caps go overly aggressive with buybacks and increased dividends to cover cracks

Dead cat bounces are exit liquidity

$AAPL Earnings Snapshot: https://t.co/U1z0kWAkT4 - Brad Freeman
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Antonio Linares
Read this to understand $AMD’s competitive advantage versus $NVDA 👇

This is a very informative answer from the call:

"Yes, sure. So look, Toshiya, when we start with the road map, I mean, we always think about it as a multiyear, multigenerational road map. So we have the follow-ons to MI300 as well as the next, next generations well in development. I think what is true is we're getting much closer to our top AI customers. They're actually giving us significant feedback on the road map and what we need to meet their needs.

Our chiplet architecture is actually very flexible. And so that allows us to actually make changes to the road map as necessary. So we're very confident in our ability to continue to be very competitive. Frankly, I think we're going to get more competitive. Right now, I think MI300x is in a sweet spot for inference, very, very strong inference performance.

I see as we bring in additional products later this year into 2025, that, that will continue to be a strong spot for us. And then we're also enhancing our training performance and our software road map to go along with it. So more details to come in the coming months, but we have a strong road map that goes through the next couple of years, and it is informed by just a lot of learning in working with our top customers." - Dominik Filkus
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The Long Investor
$AAPL exit liquidity

Apple revenue fell 4% over the last year, the 5th negative YoY growth rate in the last 6 quarters. Net income declined 2% year-over-year to $23.6 billion. But they authorized a record $110 billion in share buybacks and the stock is up 7% in after-hours trading. $AAPL https://t.co/pAOJdX7XEb - Charlie Bilello
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