Antonio Linares
Bull market or not, AI is here to exponentiate human productivity. For select companies, this will lead to exponentially stronger moats.

Here are 10 businesses that are uniquely positioned to benefit from the rise of AI:

1. $MSFT: the world uses $MSFT’s tools to work. This gives the company access to data that it can then use to train AIs and automate work across pretty much any industry worldwide. In this manner, $MSFT’s AI copilots have a great chance of becoming indispensable and ubiquitous tools.

2. $GOOG: knows everything about everyone. Although the company’s recent AI launches have flopped and it seems to have a fair bit of internal cultural dysfunction, if $GOOG gets its affairs in order it has the raw ingredients to create the most powerful AI models on Earth.

3. $NVDA: Leading the field with an unmatched array of GPUs and a robust software ecosystem, $NVDA holds the top position globally as an AI compute provider. Despite potential market share gains by $AMD, $NVDA is poised for continued success.

4. $AMD: Utilizing its innovative chiplet design, $AMD is poised to challenge $NVDA's stronghold in the AI GPU market. With its current valuation reflecting its underdog status, $AMD represents a high-potential investment opportunity.

5. $CRWD: Positioned to dominate the XDR market, $CRWD's unique unified data model is its strategic edge. This structure facilitates rapid deployment of new cybersecurity solutions through efficient AI model training, enhancing its indispensability and competitive stance as AI technology advances.

6. $PLTR: As the premier provider of digital twins and a major facilitator of AI integration in the West, $PLTR is rapidly transforming into a key platform, fostering network effects that competitors will find challenging to emulate.

7. $AMZN: Beyond its well-known status as an e-commerce giant, $AMZN is advancing towards creating some of the most lucrative AI assistants in the market. These developments are projected to generate substantial revenues with exceptionally high margins.

8. $SPOT: In an internet age that has largely overlooked voice in favor of video, images, and text, $SPOT leads in understanding audience preferences for spoken content. This insight is driving $SPOT to develop AI solutions that benefit both content creators and consumers, likely enhancing its free cash flow over time.

9. $RBLX: Commonly perceived as just a children's gaming platform, $RBLX is rapidly evolving into a formidable social media contender. Leveraging AI, it is enhancing content creation speeds, which is expected to significantly impact its profitability.

10. $PATH: Often seen merely as a tool for screen monitoring and data scraping, $PATH is strategically advancing towards semantic automation. This evolution positions $PATH as a critical player in automation, with AI improving its data access and indispensability to customers.
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Antonio Linares
2 Hour Deep Diver continues to give students the tools they need to do their own research and become Sovereign Investors.

The best investment you can make is in your education. https://t.co/rsL99TFEL5
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Giuliano
Recién publicamos la segunda no-entrevista.

El invitado de hoy: Mi padre👀 https://t.co/pNIHA6OTwc
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Dimitry Nakhla | Babylon Capital®
10 Quality Stocks Trading >20% Above 10-Year Average P/E Ratio & FCF Yield % 💵

📉 Moody’s $MCO
•NTM P/E: 34.88x
•Average: 25.95x

•NTM FCF Yield: 2.95%
•Average: 4.31%
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🍎 Apple $AAPL
•NTM P/E: 25.07x
•Average: 19.68x

•NTM FCF Yield: 4.39%
•Average: 6.27%
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🛒 Costco $COST
•NTM P/E: 42.80x
•Average: 31.62x

•NTM FCF Yield: 2.06%
•Average: 2.61%
___

🔩 W W Grainger $GWW
•NTM P/E: 23.81x
•Average: 19.23x

•NTM FCF Yield: 3.38%
•Average: 4.53%
___

💾 Monolothic Power $MPWR
•NTM P/E: 48.46x
•Average: 38.05x

•NTM FCF Yield: 1.61%
•Average: 2.99%
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☁️ Microsoft $MSFT
•NTM P/E: 33.13x
•Average: 25.23x

•NTM FCF Yield: 2.44%
•Average: 4.49%
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👨🏽‍💻 Synopsys $SNPS
•NTM P/E: 38.71x
•Average: 27.96x

•NTM FCF Yield: 2.15%
•Average: 4.05%
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📀 Cadence Design $CDNS
•NTM P/E: 48.14x
•Average: 31.44x

•NTM FCF Yield: 1.68%
•Average: 4.02%
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⚡️ Amphenol $APH
•NTM P/E: 33.52x
•Average: 25.57x

•NTM FCF Yield: 2.98%
•Average: 3.84%
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🧬 Danaher $DHR
•NTM P/E: 31.05x
•Average: 24.92x

•NTM FCF Yield: 3.22%
•Average: 4.40%
___

#stocks #investing
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Antonio Linares
Cathie Wood says $TSLA will be worth $2000/share in 5 years.

Thoughts? https://t.co/Ae1u3X56um
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The Long Investor
50 Day MA:
$MSFT - ❌ lost
$NVDA - ❌ lost
$AMZN - ❌ lost
$META - ❌ lost
$SPY - ❌ lost
$QQQ - ❌ lost
$LLY - ❌ lost
$NFLX - ❌ lost
$COST - ❌ lost
$DIS - ❌ lost
$TSLA - ❌ lost
$GOOG - ✅

$GOOG has a very large target on its back right now.

50 Day MA:
$MSFT - ❌ lost
$NVDA - 🟠 Lost it today & then recovered, weak
$GOOG - ✅
$AMZN - ✅

If the market loses these 4, correction is confirmed.

$NVDA likely to lose the 50 Day MA next. - The Long Investor
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The Long Investor
$QQQ when people question Elliott Wave Theory, show them this chart.

Looks like a direct lift from the textbook.

This is the same chart as the one we uploaded on the 16th of November. https://t.co/idMkSouoNB

$QQQ 5 year projection.

Be ready for the Fed pivot next year for Wave 2.

Otherwise, I am bullish on Tech for the next 5 years. https://t.co/cpnw7xjPDT - The Long Investor
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The Long Investor
When I first started seeing EWT many years ago, I didn't like it, I couldn't accept that their was a fixed pattern to how people bought stocks.

How could the same patterns be repeated across different asset classes, it was absurd!!

But I also could not explain how a perfectly healthy stock could randomly decline for no reason and become undervalued.

So I learnt Elliott Wave Theory and all technicals behave the same way because of the one constant: human behaviour.

Humans are a strong force that strictly follow patterns, whether we believe this or not, when I travel around the world, regardless of which country I am in, I see the same habits and routines and humans rarely change.

Find their routine and you can find how they think.

Investing is no different, people take profit after strong runs, the market declines, becomes undervalued and the process repeats itself, over and over. Likewise, companies grow fast, slow down, regroup and grow again, its a continuous cycle.

This is why the S&P has gone nowhere bare up for the last 10 years.

Don't be afraid of something you are unaware of, start questioning it and learning why things work in certain ways.
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The Long Investor
$PLTR still searching for support.

Will a test of the 200 Day MA be needed here?...this would align with the earnings report date. https://t.co/b3AY3ltjQP

$PLTR no reversal just yet. https://t.co/2obeExmz1c - The Long Investor
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Brandon Beylo
I'm excited to share my conversation with @erik_ywr.

This episode is a Crash Course on Inflation.

Erik is world-class explaining why we're here, how we got here, and what higher inflation means for financial markets.

We also pitch Euro Banks.

Enjoy!👇
https://t.co/vHgs2ZlX7p
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Antonio Linares
RT @GLA_INVEST: @mariusschober @alc2022 The Short term obsession is retarded, no human can time the market over the short term in a sustainable way
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