AkhenOsiris
End up being a day trader on these days with violent moves
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AkhenOsiris
RT @Kantrowitz: Hey remember this
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โ Quiver Quantitative
Facebook stock, $META, has now risen 16% since Marjorie Taylor Greene started buying in November.

Up again today. https://t.co/rB9dIIGZoz
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โ Dimitry Nakhla | Babylon Capitalยฎ
Talk about volatility & large swings ๐Ÿ“ˆ๐Ÿ“‰

In a wild 4-week ride, $NVDA stock price was +13% in 2025 & now itโ€™s close to -13% YTD ๐Ÿค– https://t.co/3igsKqfoqQ
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โ Stock Analysis Compilation
Nightview Capital on Taiwan Semiconductor Manufacturing $TSM US

Thesis: Taiwan Semiconductor Manufacturing Co. (TSMC) is a dominant market leader in the semiconductor industry with significant revenue growth, strong AI demand, and an attractive valuation, solidifying its competitive advantage.

(Extract from their Q4 letter)
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โ Quiver Quantitative
RT @InsiderRadar: ๐ŸšจBREAKING: New CFO Insider Purchase

The CFO of $ALLY has just reported purchasing $750k of the company's stock, increasing his ownership stake by 10%

This is the first insider purchase we have seen at Ally in over 2 years.
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โ Startup Archive
RT @a16z: Timeless advice from @bhorowitz ๐Ÿ‘‡

Nobody Cares by @bhorowitz https://t.co/Eu0yA9rlfJ
- The Founders' Tribune
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โ Quiver Quantitative
Nancy Pelosi made $170K in the stock market today, per our estimates, on a day when the market fell 1.4%.

This is approximately equal to her yearly salary. https://t.co/CUGAWWCTij
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โ Hidden Value Gems
Any stocks you bought during yesterdayโ€™s sell-off (baby thrown out with the babywater) ? ๐Ÿค”
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โ Hidden Value Gems
What are your thoughts? ๐Ÿค”๐Ÿ‘‡

Is DeepSeek a game changer for US tech?

#DeepSeek #Stocks #NASDAQ #AI
- No
- Yes - lower capex (good)
- Don't know
- Yes- lower margins/growth
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