⁠Startup Archive
RT @foundertribune: Hire for Curiosity by @pmarca https://t.co/P886cd9SsL
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⁠Startup Archive
Marc Andreessen on hiring for curiosity:

"Curiosity is a proxy for, do you love what you do?

Anyone who loves what they do is inherently intensely curious about their field, their profession, their craft.

They read about it, study it, talk to other people about it... immerse themselves in it, continuously.

And work like hell to stay current in it.

Not because they have to.

But because they love to.

Anyone who isn’t curious doesn’t love what they do.

And you should be hiring people who love what they do."

Hire for Curiosity by @pmarca https://t.co/P886cd9SsL - The Founders' Tribune
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⁠Dimitry Nakhla | Babylon Capital®
Semiconductor Growth Est & Multiples ⚛️

1) ASML Holding $ASML ☀️
• NTM P/E: 30.00x
• 2025 EPS Growth: 22.1%
• 2026 EPS Growth: 25.7%
• 2027 EPS Growth: 23.9%

2) NVDA $NVDA 🤖
• NTM P/E: 36.63x
• 2026 EPS Growth: 50.0%
• 2027 EPS Growth: 26.1%
• 2028 EPS Growth: 9.1%

3) Lam Research $LRCX 🖨️
• NTM P/E: 20.78x
• 2025 EPS Growth: 16.7%
• 2026 EPS Growth: 17.6%
• 2027 EPS Growth: 15.2%

4) Applied Materials $AMAT 💽
• NTM P/E: 20.05x
• 2025 EPS Growth: 9.1%
• 2026 EPS Growth: 11.9%
• 2027 EPS Growth: 7.7%

5) Taiwan Semiconductor $TSM 💿
• NTM P/E: 19.24x
• 2025 EPS Growth: 30.8%
• 2026 EPS Growth: 18.8%

6) Advanced Micro Devices $AMD 🕹️
• NTM P/E: 27.78x
• 2025 EPS Growth: 53.5%
• 2026 EPS Growth: 38.2%
• 2027 EPS Growth: 29.1%

7) KLA Corp $KLAC 📠
• NTM P/E: 21.62x
• 2025 EPS Growth: 27.4%
• 2026 EPS Growth: 7.1%
• 2027 EPS Growth: 13.8%

#stocks #investing

*Please note that growth percentages are based on current estimates, which are subject to change. Additionally, it's essential to keep in mind that the farther we look into the future, the less precise these estimates become

*data from tikr
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⁠Stock Analysis Compilation
Liontrust on TransMedics $TMDX US

Thesis: TransMedics revolutionizes organ transplantation with advanced care systems, unlocking untapped donor pools and saving lives

(Extract from their Q3 letter) https://t.co/9NByg9ynaa
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⁠Quiver Quantitative
We recently noticed purchases of Tactile Systems stock disclosed by Senator Tina Smith.

This trade stood out to us, because Smith is a member of the Senate Committee on Health.

$TCMD has now risen another 13% since we posted this report: https://t.co/2bQHEs6VRe
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⁠Quiver Quantitative
We caught a massive purchase of Broadcom call options by Nancy Pelosi back in July.

Here's how $AVGO has done since then: https://t.co/qzPSZ24xmp
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⁠Quiver Quantitative
We caught Nancy Pelosi buying millions of dollars of Nvidia call options back in 2021.

$NVDA has now risen 750% since then.

It just passed Apple to become the largest company in the world by market cap. https://t.co/3PE5Goq41m
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