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Yellowbrick Investing
Added 46 new stock write-ups to the site (pt 3):
@LionheartInves1 - $GLBXF
@KrokerEquity - $AMZN (overvalued)
@valuedontlie - $PTLO (overview)
@SFarringtonBKC - $HOFT
@Unclestocknotes - $AVAV https://t.co/uhSceDdfGD
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Added 46 new stock write-ups to the site (pt 3):
@LionheartInves1 - $GLBXF
@KrokerEquity - $AMZN (overvalued)
@valuedontlie - $PTLO (overview)
@SFarringtonBKC - $HOFT
@Unclestocknotes - $AVAV https://t.co/uhSceDdfGD
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Investing visuals
If you own the $QQQ, it's important to know that these 10 stocks now account for 54% of the total index.
Fun fact: $PLTR is close to entering the top 10. https://t.co/XS4RGPkBS3
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If you own the $QQQ, it's important to know that these 10 stocks now account for 54% of the total index.
Fun fact: $PLTR is close to entering the top 10. https://t.co/XS4RGPkBS3
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Yellowbrick Investing
Added 46 new stock write-ups to the site (pt final):
@FluentInQuality - $INSTAL.ST, $KFS, $TEQ.ST, $ROKO-B.ST, $ANOD-B.ST, $KPG.AX
@dragdeninvest - $U
@realroseceline - $AMNF
@stock_logging - $HIT
VIC ideas
fund letters
and more... https://t.co/q8gTtdJ54s
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Added 46 new stock write-ups to the site (pt final):
@FluentInQuality - $INSTAL.ST, $KFS, $TEQ.ST, $ROKO-B.ST, $ANOD-B.ST, $KPG.AX
@dragdeninvest - $U
@realroseceline - $AMNF
@stock_logging - $HIT
VIC ideas
fund letters
and more... https://t.co/q8gTtdJ54s
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Here’s what stands out to me for Q2:
From April 7 to May 2, $ASML repurchased 975,887 shares below €600, nailing 56% of its quarterly repurchases in just 33% of the time
Well done by management, repurchasing more aggressively when shares were at a larger discount 🎯
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RT @DimitryNakhla: Here’s what stands out to me for Q2:
From April 7 to May 2, $ASML repurchased 975,887 shares below €600, nailing 56% of its quarterly repurchases in just 33% of the time
Well done by management, repurchasing more aggressively when shares were at a larger discount 🎯
$ASML bought over €1 billion worth of shares in Q2 2025
Outstanding management
Q1 2025: €2.7 Billion
Q2 2025: €1.056 https://t.co/pSuffNikEV tweet
Dimitry Nakhla | Babylon Capital®
RT @SoJustFollowMe: 1. AWS - the largest and most profitable cloud provider in the world.
2. Amazon has the most efficient and scalable logistics network, with huge room to expand. (For players like $SE, $CPNG, $MELI, the situation could be critical if the countries they operate in are unable or unwilling to contain $AMZN by non-market means).
3. Amazon benefits from what was hard to imagine 5–10 years ago: autonomous trucks, drones, warehouse automation. Technological progress in these areas works in their favor.
4. The widest assortment of products in the world, which means they’re not critically dependent on losing revenue from cyclical categories during economic crises or recessions.
5. Prime ecosystem.
6. Diversification - AWS, retail, devices, advertising, entertainment.
Yes, $MSFT is second, $GOOGL third.
Their positions aren’t just about strength, but also about the cyclicality of $NVDA ’s business, production issues, and AI adoption challenges at $AAPL.
$META would come in fourth.
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RT @SoJustFollowMe: 1. AWS - the largest and most profitable cloud provider in the world.
2. Amazon has the most efficient and scalable logistics network, with huge room to expand. (For players like $SE, $CPNG, $MELI, the situation could be critical if the countries they operate in are unable or unwilling to contain $AMZN by non-market means).
3. Amazon benefits from what was hard to imagine 5–10 years ago: autonomous trucks, drones, warehouse automation. Technological progress in these areas works in their favor.
4. The widest assortment of products in the world, which means they’re not critically dependent on losing revenue from cyclical categories during economic crises or recessions.
5. Prime ecosystem.
6. Diversification - AWS, retail, devices, advertising, entertainment.
Yes, $MSFT is second, $GOOGL third.
Their positions aren’t just about strength, but also about the cyclicality of $NVDA ’s business, production issues, and AI adoption challenges at $AAPL.
$META would come in fourth.
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AkhenOsiris
Where the heck are $1.2M homes considered luxury?
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Where the heck are $1.2M homes considered luxury?
Redfin says luxury home sales dropped to the lowest August level in 10+ years, while non-luxury sales also fell to record lows.
Yet prices keep climbing: luxury home prices rose 3.9% YoY to $1.25M, nearly 3x the pace of non-luxury (+1.4% to $370K).
Inventory is piling up too, with luxury listings up 9.5% YoY to the highest August level since 2020, and non-luxury up 13.4% to the most since 2019. tweet
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Quiver Quantitative
$ICHR has now risen 34% since we posted this report.
Up another 13% today.
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$ICHR has now risen 34% since we posted this report.
Up another 13% today.
BREAKING: Representative Debbie Wasserman Schultz has bought stock in a company called Ichor, $ICHR.
Ichor designs components for semiconductor capital equipment.
This is the first time we have seen a politician buy the stock in over 8 years.
We'll be keeping an eye on $ICHR. https://t.co/Lxfp6hTA9W tweet