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Quiver Quantitative
One stock that could benefit from a trade war between the US and China: https://t.co/lYAxHUVKpN
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One stock that could benefit from a trade war between the US and China: https://t.co/lYAxHUVKpN
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Offshore
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The AI (r)evolution is alive and kicking:
• $MSFT: CapEx will grow sequentially again next quarter
• $GOOGL: Doubled down on their massive CapEx guide
• $META: Raised their already huge CapEx guide
Phase 1 beneficiaries: $NVDA, $AMD, $NBIS, $TSM, $ASML https://t.co/Df1zc3dz4Z
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The AI (r)evolution is alive and kicking:
• $MSFT: CapEx will grow sequentially again next quarter
• $GOOGL: Doubled down on their massive CapEx guide
• $META: Raised their already huge CapEx guide
Phase 1 beneficiaries: $NVDA, $AMD, $NBIS, $TSM, $ASML https://t.co/Df1zc3dz4Z
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Offshore
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Quiver Quantitative
Update:
Marjorie Taylor Greene bought stock in Palantir on April 8th.
On April 17th, it was announced that Palantir would build "ImmigrationOS" for ICE.
Greene sits on the House Committee on Homeland Security.
$PLTR has now risen 53% since her purchase. https://t.co/iKVajJdqsn
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Update:
Marjorie Taylor Greene bought stock in Palantir on April 8th.
On April 17th, it was announced that Palantir would build "ImmigrationOS" for ICE.
Greene sits on the House Committee on Homeland Security.
$PLTR has now risen 53% since her purchase. https://t.co/iKVajJdqsn
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Offshore
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Quiver Quantitative
Nancy Pelosi is up almost $7M in the stock market in the last week, per our estimates. https://t.co/9SbZd67lRB
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Nancy Pelosi is up almost $7M in the stock market in the last week, per our estimates. https://t.co/9SbZd67lRB
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Offshore
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Hidden Value Gems
Not in #Omaha this year but I can almost feel the value vibe from a few thousand miles 😄
Enjoy it if you are there!
Planning to visit it next year!
#BRK https://t.co/O8kCSJhNJA
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Not in #Omaha this year but I can almost feel the value vibe from a few thousand miles 😄
Enjoy it if you are there!
Planning to visit it next year!
#BRK https://t.co/O8kCSJhNJA
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Dimitry Nakhla | Babylon Capital®
RT @Fred_Abyss: @DimitryNakhla You are a valuation wizard man.
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RT @Fred_Abyss: @DimitryNakhla You are a valuation wizard man.
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Offshore
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Investing visuals
$META's quarterly revenue has accelerated significantly since 2022.
Impressive execution👌 https://t.co/gTHyRrfzLE
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$META's quarterly revenue has accelerated significantly since 2022.
Impressive execution👌 https://t.co/gTHyRrfzLE
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Dimitry Nakhla | Babylon Capital®
RT @Fred_Abyss: @DimitryNakhla You deserve this! A lot of efforts are going in to your post. We read it in like 2-5 minutes but I appreciate all the hours you put in to basically support your followers with valuable inputs!
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RT @Fred_Abyss: @DimitryNakhla You deserve this! A lot of efforts are going in to your post. We read it in like 2-5 minutes but I appreciate all the hours you put in to basically support your followers with valuable inputs!
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Offshore
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Investing visuals
April Portfolio Update 📊
🔹 Portfolio: +4.2% vs $QQQ –2.6%
🔹 YTD: Portfolio –8.2% vs $QQQ –16.4%
🔹 YTD outperformance: +8.2%*
🔹 Portfolio value: €99,865
*Based on money-weighted rate of return.
Buys & Sells 💸
• Added significantly to five positions and trimmed one I believe is overvalued right now.
Just shared my full April portfolio update and thoughts with the X-subs group🫡
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April Portfolio Update 📊
🔹 Portfolio: +4.2% vs $QQQ –2.6%
🔹 YTD: Portfolio –8.2% vs $QQQ –16.4%
🔹 YTD outperformance: +8.2%*
🔹 Portfolio value: €99,865
*Based on money-weighted rate of return.
Buys & Sells 💸
• Added significantly to five positions and trimmed one I believe is overvalued right now.
Just shared my full April portfolio update and thoughts with the X-subs group🫡
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Offshore
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Investing visuals
$ABNB Q1 Earnings 🚨
• EPS: $0.24 vs $0.24 Est.
• Revenue: $2.27B vs. $2.26B Est
• Gross Booking Value (GBV): $24.5B (miss)
Q2 Revenue Guidance: $2.99B–$3.05B vs. $3.04B est
Stock is down 🔻4% https://t.co/HJbwiQBu89
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$ABNB Q1 Earnings 🚨
• EPS: $0.24 vs $0.24 Est.
• Revenue: $2.27B vs. $2.26B Est
• Gross Booking Value (GBV): $24.5B (miss)
Q2 Revenue Guidance: $2.99B–$3.05B vs. $3.04B est
Stock is down 🔻4% https://t.co/HJbwiQBu89
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