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
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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 tweet
X (formerly Twitter)
Beth Kindig (@Beth_Kindig) on X
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
$NVDA $AMD $GOOG $AMZN
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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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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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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
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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 tweet
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Hidden Value Gems
Looks like a new investment approach, just find the seven magic stocks in your market. Valuation and fundamental analysis is from the past era.
It started with Magnificent 7, followed by Granolas and now Seven Samurais…
You know how it ends 😉 https://t.co/oLX2XAIBtd
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Looks like a new investment approach, just find the seven magic stocks in your market. Valuation and fundamental analysis is from the past era.
It started with Magnificent 7, followed by Granolas and now Seven Samurais…
You know how it ends 😉 https://t.co/oLX2XAIBtd
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The Long Investor
HSI up 3.5% YTD after another 2% gain day today.
Most importantly it has now broken above its 200 Day MA
A hold above this level and the HSI has recovered its reversal.
$BABA and $NIO have also broken out of their wedges now in the PM but they need to hold above them to confirm support.
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HSI up 3.5% YTD after another 2% gain day today.
Most importantly it has now broken above its 200 Day MA
A hold above this level and the HSI has recovered its reversal.
$BABA and $NIO have also broken out of their wedges now in the PM but they need to hold above them to confirm support.
HSI 6 days ago I said this was moving in an impulse wave.
Wave C hit and bounced to the 200 Day MA and bounced 7%
All Chinese boats are rising together right now
$BABA
$BIDU
$YINN
$JD
$KWEB
$NIO tweet
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The Long Investor
RT @DavidInglesTV: Chinese stocks rallying hard this week. China set to outperform the US by the most in ~18 months (after a long period of underperformance). https://t.co/XwH2Sw7fTv
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RT @DavidInglesTV: Chinese stocks rallying hard this week. China set to outperform the US by the most in ~18 months (after a long period of underperformance). https://t.co/XwH2Sw7fTv
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The Long Investor
$BABA
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$BABA
$BABA still in its long wedge
I am finding it difficult to ignore these prices and will start adding more shortly. https://t.co/uARTE6GMoJ tweet