Hidden Value Gems
A good reminder to know the boundaries of your emotions and passion especially in investing:
“The problem with emotion and passion is they tend to be black or white, with no room for the nuance required to understand most topics. You get a false sense of confidence, and one that’s disguised as absolute truth.”
h/t @morganhousel
tweet
A good reminder to know the boundaries of your emotions and passion especially in investing:
“The problem with emotion and passion is they tend to be black or white, with no room for the nuance required to understand most topics. You get a false sense of confidence, and one that’s disguised as absolute truth.”
h/t @morganhousel
tweet
Antonio Linares
5 stocks positioned to dominate over the next decade:
1. $PLTR - With its pioneering digital twins technology, $PLTR is fundamentally reshaping how AI is deployed throughout Western markets. The company is transitioning into a crucial platform that new enterprises will increasingly depend on, making its services as essential as electricity itself.
2. $AMD - Through strategic acquisitions of Pensando and Xilinx and mastery of chiplet design, $AMD is customizing computing solutions in ways few can replicate. This unique position not only gives $AMD a competitive edge but also sets the stage for it to challenge and potentially surpass $NVDA.
3. $TSLA - Perceived by many as merely a car manufacturer, $TSLA is actually crafting a multifaceted platform that synergizes hyper-efficient production, sustainable energy, and cutting-edge AI. This triad is poised to foster a new era of material prosperity. Observers should closely monitor quarterly improvements in manufacturing efficiency, despite the inherent cyclicality.
4. $SPOT - Dominating over giants like $AAPL and $AMZN, $SPOT’s unparalleled emphasis on music and audio content has positioned it as a potential $GOOG of audio in the making. As it ventures into new audio markets, $SPOT is set to significantly enhance its financial metrics, yet the market currently underappreciates its burgeoning value, trading at just 3.6 times sales.
5. $AMZN - Expect $AMZN to see substantial margin growth as it leverages its extensive, high-quality data to develop and refine AI models across all its business segments—AWS, e-commerce, and entertainment. The iterative improvement of these AI systems will further solidify $AMZN’s competitive moat and increase free cash flow per share beyond current market predictions.
tweet
5 stocks positioned to dominate over the next decade:
1. $PLTR - With its pioneering digital twins technology, $PLTR is fundamentally reshaping how AI is deployed throughout Western markets. The company is transitioning into a crucial platform that new enterprises will increasingly depend on, making its services as essential as electricity itself.
2. $AMD - Through strategic acquisitions of Pensando and Xilinx and mastery of chiplet design, $AMD is customizing computing solutions in ways few can replicate. This unique position not only gives $AMD a competitive edge but also sets the stage for it to challenge and potentially surpass $NVDA.
3. $TSLA - Perceived by many as merely a car manufacturer, $TSLA is actually crafting a multifaceted platform that synergizes hyper-efficient production, sustainable energy, and cutting-edge AI. This triad is poised to foster a new era of material prosperity. Observers should closely monitor quarterly improvements in manufacturing efficiency, despite the inherent cyclicality.
4. $SPOT - Dominating over giants like $AAPL and $AMZN, $SPOT’s unparalleled emphasis on music and audio content has positioned it as a potential $GOOG of audio in the making. As it ventures into new audio markets, $SPOT is set to significantly enhance its financial metrics, yet the market currently underappreciates its burgeoning value, trading at just 3.6 times sales.
5. $AMZN - Expect $AMZN to see substantial margin growth as it leverages its extensive, high-quality data to develop and refine AI models across all its business segments—AWS, e-commerce, and entertainment. The iterative improvement of these AI systems will further solidify $AMZN’s competitive moat and increase free cash flow per share beyond current market predictions.
tweet
Offshore
Photo
The Long Investor
$GOLD
Chart from November 19th 2023
and Today
Clean breakout. https://t.co/pi6FycKHiu
tweet
$GOLD
Chart from November 19th 2023
and Today
Clean breakout. https://t.co/pi6FycKHiu
$GOLD let me very clear here:
Gold is preparing for the Fed pivot, the $2080 level has been tested 3 times over the last few years and when it breaks, this flies.
Prepare for the pivot.
You'll want to bookmark this. https://t.co/NdZPO27NFy tweet
Offshore
Photo
The Long Investor
China produces 1.7 Million Engineers each year
US produces 238,000
7 X more engineers in one year. https://t.co/5hXktvFyk9
tweet
China produces 1.7 Million Engineers each year
US produces 238,000
7 X more engineers in one year. https://t.co/5hXktvFyk9
tweet
Offshore
Photo
The Long Investor
$SOFI is not ready to move to the upside just yet but if there is a break above $8.45...this could move quickly. https://t.co/OYutG0PFP1
tweet
$SOFI is not ready to move to the upside just yet but if there is a break above $8.45...this could move quickly. https://t.co/OYutG0PFP1
$SOFI riding this storm in a Tea Cup. https://t.co/asKrarkJZ1 tweet
Offshore
Photo
Offshore
Photo
Q-Cap
THESE INFIDELS ARE WAGING A WAR ON BREAKFAST
COCOA +309%
ORANGE JUICE +46%
BACON +23% https://t.co/OIrUkdzacv
tweet
THESE INFIDELS ARE WAGING A WAR ON BREAKFAST
COCOA +309%
ORANGE JUICE +46%
BACON +23% https://t.co/OIrUkdzacv
tweet
The Long Investor
$AMZN is just $0.18c from making an ATH.
We’ve explained the importance of assets that lag their highly correlated counterparts….they eventually catch up and offer an opportunity.
$ETH lagged $BTC
Silver lagged Gold
$AMZN lagged the Mega Caps
$AMD lagged $NVDA
All caught up.
What else is lagging right now that you can take advantage of?
tweet
$AMZN is just $0.18c from making an ATH.
We’ve explained the importance of assets that lag their highly correlated counterparts….they eventually catch up and offer an opportunity.
$ETH lagged $BTC
Silver lagged Gold
$AMZN lagged the Mega Caps
$AMD lagged $NVDA
All caught up.
What else is lagging right now that you can take advantage of?
tweet