Yellowbrick Investing
In the last couple of months we’ve had a prominent CEO and prominent VC both patting themselves on the back for stock calls that have massively underperformed the market lol

Called it. https://t.co/ReQWyKiHXp - Matthew Prince 🌥
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Ahmad
a thunderstorm mid-training job that forces you to shutdown everything to keep your GPUs safe

Apart from breakup, what else can make a man be like this? https://t.co/IAs9Vz9JOh - Yem🌹
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Read
RT @HelixCapital_: Thesis playing out very well! $MU SK Hynix continue to deliver stellar numbers, still puzzling to me how they trade at high single / low double digit PEs at a time when other AI infra plays trade at insane multiples with similar growth.

Memory looks to be an excellent theme for 2025. $MU and SK Hynix already + 25% and +30% YTD respectively; still trading at very reasonable valuations IMO. - Helix Capital
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Yellowbrick Investing
Added 59 new stock write-ups to the site (pt 1):
@LuxOpesResearch (quick overviews) - $KER.PA, $ICAD.PA, $FTK.DE, $RIEN.SW, $HEIA.AS, $4X0.DE, $DSY.PA, $ADS.DE, $OR.PA, $SAP.DE, $MTX.DE, $TMV.DE, $STMPA.PA, $ROVI.MC
@LogicalThesis - $DCTH
@TheParadoxIntel - $RBLX https://t.co/t58SEghbhp
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Ahmad
yup

many such cases https://t.co/yBEzIrAiAF
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Quiver Quantitative
JUST IN: The Trump Ballroom Tracker is here 🇺🇸

Last week 15+ companies 'donated' $300M to fund Trump’s new White House ballroom

So we turned it into a portfolio to see if it outperforms

Find it under our 'Trump Donor Portfolio' on Autopilot https://t.co/1Is5cNw7ev
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Yellowbrick Investing
Added 59 new stock write-ups to the site (pt 2):
@Jave_t23 - $OMDA.OL (overview)
@ToffCap - $HCO.PA
@LiebermanAustin - $NBIS (pass)
@WolfpackReports - $METC (short)
@KylerJohnson411 - $FMC (more research needed)
@dismissedeurope - $SDG.L https://t.co/9gYGvFOA47
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Investing visuals
Hyperscaler CapEx is expected to exceed $300B this year.

• $AMZN: $100B
• $MSFT: $80B
• $GOOGL: $75B
• $META: $60B

All report earnings this week, which will give more insight into whether AI demand is still outpacing supply and if the CapEx build-out continues. https://t.co/gQ1X4yZZ5u
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