Offshore
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Mads
there's this new model called search by google
queries are free, it has no latency and it can do 99% of tasks you actually need
it even has monetization figured out and everything https://t.co/hcA4Nr578C
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there's this new model called search by google
queries are free, it has no latency and it can do 99% of tasks you actually need
it even has monetization figured out and everything https://t.co/hcA4Nr578C
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Offshore
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Mads
$NVDA -8.5% and the universe is collapsing https://t.co/e7giDwKuUL
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$NVDA -8.5% and the universe is collapsing https://t.co/e7giDwKuUL
a company designing graphics cards will decide the fate of the universe today https://t.co/nbdSlxq4Q2 tweet
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Quiver Quantitative
Surprised that this post by the House Judiciary Committee is still up: https://t.co/IJ83IhLhJN
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Surprised that this post by the House Judiciary Committee is still up: https://t.co/IJ83IhLhJN
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Stock Analysis Compilation
Artisan Global Equity Strategy on National Grid $NG/LN
Thesis: National Grid is a promising investment in the energy transition, showing strong performance and a solid strategy to meet rising electricity demand.
(Extract from their Q4 letter) https://t.co/whvPopzh6s
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Artisan Global Equity Strategy on National Grid $NG/LN
Thesis: National Grid is a promising investment in the energy transition, showing strong performance and a solid strategy to meet rising electricity demand.
(Extract from their Q4 letter) https://t.co/whvPopzh6s
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Mads
RT @MadsCapital: https://t.co/5F5mxWS8yy
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RT @MadsCapital: https://t.co/5F5mxWS8yy
CBOE VOLATILITY INDEX TOUCHES HIGHEST SINCE JAN. 27, LAST UP 1.4 POINTS AT 20.42 tweet
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Mads
The Juice with a full house today 🐐
Sadly some posts were erased due to "technical issues" https://t.co/dC6Auvajxo
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The Juice with a full house today 🐐
Sadly some posts were erased due to "technical issues" https://t.co/dC6Auvajxo
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Offshore
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Mads
throwback https://t.co/TsBNCu4U61
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throwback https://t.co/TsBNCu4U61
a lot of you aren't geographically diversified and it shows tweet
Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The new CEO of $SWKS has just reported purchasing $660K of the company's stock.
He was appointed as CEO of the semiconductor company last week.
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RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase
The new CEO of $SWKS has just reported purchasing $660K of the company's stock.
He was appointed as CEO of the semiconductor company last week.
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The Kobeissi Letter
This is truly incredible:
The Nasdaq's market cap to US GDP ratio hit a record 103% in 2024.
This ratio has risen by ~40 percentage points since the 2022 October low and exceeds the previous high posted in 2021.
To put this into perspective, at the 2000 Dot-Com Bubble peak, the ratio was just ~62%.
Meanwhile, the total US stock market cap to GDP hit ~207%, near an all-time high.
In other words, the increase in market value has materially surpassed US economic growth over the last 15 years.
The US stock market has never been bigger.
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This is truly incredible:
The Nasdaq's market cap to US GDP ratio hit a record 103% in 2024.
This ratio has risen by ~40 percentage points since the 2022 October low and exceeds the previous high posted in 2021.
To put this into perspective, at the 2000 Dot-Com Bubble peak, the ratio was just ~62%.
Meanwhile, the total US stock market cap to GDP hit ~207%, near an all-time high.
In other words, the increase in market value has materially surpassed US economic growth over the last 15 years.
The US stock market has never been bigger.
tweet