⁠Bourbon Capital
My dream day:

$AAPL back to $120
$INTU back to $400
$V back to $180
$ULTA back to $200
$UNH back to $350
$ASML back to $350
$ADBE back to $280

$SPXL back to $48
$SOXL back to $6

2022 was such a lovely year
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⁠Bourbon Capital
RT @BourbonCap: Why is $BABA down 5% today?

This is the stuff you don't pay attention to. They always tell you not to buy Chinese stocks, and then you go to check the short positions yourself, and you find the biggest criminals in the stock market shorting $BABA.

Both positions are quite big, even bigger than Appaloosa's—David Tepper's—which is considered one of the biggest positions, close to $1 billion.

They are suppressing the price and probably dragging the company down with fake news. I really hope on September 9th, my fellow Chinese buy as many $BABA shares as they can and destroy these criminals

Dr Michael Burry is not wrong, but its hard to deal with these people
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⁠Bourbon Capital
RT @BourbonCap: Holding $PYPL $BABA and $SOFI is like:

The Mood https://t.co/AG1NA6fO3W
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⁠Quality Investing with Aria
Google $GOOGL is the most undervalued big tech stock, down -14% since all time highs.

Here's 7 reasons why this could be a GENERATIONAL opportunity to buy the stock. ( THREAD 🧵) https://t.co/IehTNJlLbU
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⁠Lumida Wealth Management
Robots Building Robots: The Age of Abundance

@PeterDiamandis and @adcock_brett explore the mind-blowing 'Age of Abundance', in which humanoid robots revolutionize our world without needing any extra infrastructure. https://t.co/JvS8qfWSn7
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⁠Quality Investing with Aria
$HIMS down 40% since the all time high. This might be a generational buying opportunity 😳 👇

- 21x P/FCF
- 50% YoY Revenue Growth
- Leader in Telehealth by a MILE

What do you think of this #FinTwit darling? 🧐 https://t.co/P3W1MJkOUv
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⁠Lumida Wealth Management
AI Breakthroughs are powering the humanoid revolution.

Tune in as @PeterDiamandis and @adcock_brett reveal how AI advancements and cutting-edge infrastructure are powering the latest breakthroughs in robotics—don't miss out on this game-changing discussion! https://t.co/bHPFwqATpw
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⁠Bourbon Capital
The following companies just reported earnings:

$S SentinelOne +3.23%🟢
$PVH PVH Corp -7.75%🔴
$BOX BOX +4.86%🟢
$NCNO nCino -10.51%🔴
$JWN Nordstrom +6.91%🟢
$SMTC Semtech +6.63%🟢
$AMBA Ambarella +17.69%🟢
$YY JoYY Inc -0.69%🔴
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⁠Quality Investing with Aria
1 week away from returning back to literal hell (university) fml
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⁠Lumida Wealth Management
LLMs Are The Semantic Bridge Between Humans & Humanoids

Check out @PeterDiamandis and @adcock_brett as they explore how LLMs and VLMs are revolutionizing robotics, enhancing human-robot interactions, and pushing humanoid robots to new heights. https://t.co/2uac7ScSvw
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⁠Bourbon Capital
Many people are discussing the impressive growth of $NVDA. However, there's less attention on $ANF, which is also expected to report strong results.

Nvidia $NVDA is projected to report second-quarter revenue of $28.7 billion, representing a year-over-year (YoY) increase of 113%. The EPS is $0.64, up 137% YoY.

Abercrombie & Fitch Co $ANF Q2 is estimated revenue of $1.10 billion (up 17% YoY) and EPS of $2.22 (up 101% YoY)

$ANF is up 400% since July 2023
$NVDA is up 170% since July 2023
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⁠Quality Stocks
🧾 Next one pagers to be published

🇺🇸 Bentley Systems $BSY
🇺🇸 Palo Alto Networks $PANW
🇺🇸 Fortinet $FTNT
🇫🇷 Dassault Aviation $AM
🇵🇱 Dino Polska $DNP
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