Giuliano
$BUR 2023 performance review will be published on Saturday.

$TSLA $MSFT $GOOGL $TXN earnings review will be published in the coming weeks.
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Offshore
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Dimitry Nakhla | Babylon Capital®
$GOOG $GOOGL Q1 2024 Highlights 👇🏽

•Total Cash & Equiv: $108.09B
•Long-Term Debt: $13.22B

A stellar report from $GOOG with +28.44% YoY growth in Google Cloud ☁️

#stocks #investing https://t.co/1RZWMOVLPr
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The Long Investor
$GOOG for every $10,000 you have invested in them, you will now get $11 dividend.
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Antonio Linares
This is the car I’m buying when $PLTR hits $500 https://t.co/YYOncS4aIR
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Antonio Linares
RT @holdmybirra: @alc2022 Oh! Make it 2 but @singervehicles
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Dimitry Nakhla | Babylon Capital®
RT @The_AI_Investor: Microsoft $MSFT is reportedly aiming to have 1.8 million GPUs by the end of 2024, tripling the amount it has.

Wow good luck selling $NVDA

Microsoft $MSFT is reportedly aiming to have 1.8 million GPUs by the end of 2024, tripling the amount it has.

$NVDA $AMD $GOOG $AMZN
- Beth Kindig
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Antonio Linares
Help me pick

Budget = $1M. https://t.co/jmj4kyB5P8
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Antonio Linares
RT @thejnicholas_: @alc2022 @jackhopman As is every civilized man.
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AkhenOsiris
Overheard on trade floor:

"They just don't dip as much as they used to, or for very long"
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Brandon Beylo
Chinese Copper Smelter (TC) Rates fall to basically zero.

Probably nothing.

#copper

H/t @GoldForecast https://t.co/QKH0TpHP1Z
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Hidden Value Gems
Enjoyed this Business breakdown on $IT
Has been on my radar, did not look cheap but the main reason I have not bought it was limited knowledge of its competitive advantage and growth potential.

All these points are discussed in detail in this episode - better than a typical broker research discussing what happened last quarter...
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Hidden Value Gems
Thank you for voting 🙏🏽

I agree that Gucci's performance is key, at the same it looks like the market is much more cautious than before (where are the people who bought Kering's shares at €700?).

Planning to do more work, lack of enthusiasm is slightly positive imho...

$KER.PA

$KER.PA #Kering is trading at 15x next year earnings, having profit warned twice this year.

Stock down 38% in 5 years (-44% in one year).

Where do you buy it?
- At current level (€327)
- 5-15% lower
- When Gucci starts perform
- 15-25% lower
- Hidden Value Gems
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