Clark Square Capital
The link to the free trial is below:
tweet
The link to the free trial is below:
Lots of new followers this weekend.
If you are new, I write a newsletter about under-the-radar stocks and special situations.
If you are curious about the work I am doing, send me a DM or email me (info @ clarksquarecapital dot com) and I will set you up with a free trial. tweet
twitter.com
undefined
undefined
Offshore
Photo
The Long Investor
$HIMS see you at $25. https://t.co/3zMYW52whl
tweet
$HIMS see you at $25. https://t.co/3zMYW52whl
$HIMS Cup and Handle formation also aligns with our count below too.
$25 PT. https://t.co/iX3dXQrUnw tweet
Offshore
Photo
The Long Investor
RT @Kross_Roads: $PYPL The WSJ just published a piece outlining PayPal's entry into advertising, using their double-sided data for Smart Receipts and Advanced Offers. They also are offering advertising for non-PayPal merchants.
Uber's Mark Gerther has been hired to lead this role.
As a reminder, no First Look product is built into guidance. Link
tweet
RT @Kross_Roads: $PYPL The WSJ just published a piece outlining PayPal's entry into advertising, using their double-sided data for Smart Receipts and Advanced Offers. They also are offering advertising for non-PayPal merchants.
Uber's Mark Gerther has been hired to lead this role.
As a reminder, no First Look product is built into guidance. Link
tweet
Offshore
Photo
The Long Investor
$DKNG chart from 5 days showing it is in Wave C and to expect a decline next.
$DKNG down -7% today and trading lower after the Illinois Senate approved a 2025 budget imposing a progressive tax increase on sports betting operators. https://t.co/YeCQaGGxmr
tweet
$DKNG chart from 5 days showing it is in Wave C and to expect a decline next.
$DKNG down -7% today and trading lower after the Illinois Senate approved a 2025 budget imposing a progressive tax increase on sports betting operators. https://t.co/YeCQaGGxmr
tweet
Antonio Linares
5 stocks poised to dominate the next decade:
1. $PLTR - With an unparalleled focus on digital twins, $PLTR has become the backbone for successful AI deployment across the West. Its evolution into a foundational platform means businesses will increasingly rely on it, making $PLTR as essential as electricity in the digital age.
2. $AMD - Through strategic acquisitions of Pensando and Xilinx, combined with its chiplet expertise, $AMD is uniquely positioned to customize computation for clients, a hard-to-match advantage. This structural edge will enable $AMD to compete directly with $NVDA and potentially come out on top.
3. $TSLA- Often mistaken for merely a car company, $TSLA is actually developing a platform that integrates hyper-efficient manufacturing, renewable energy, and AI. Together, these elements will drive unprecedented material abundance. Key to watch each quarter are increases in manufacturing efficiency, despite inevitable market cycles.
4. $SPOT - $SPOT has outpaced $AAPL and $AMZN by maintaining a laser focus on music and audio. As it moves towards 1 billion MAUs, $SPOT is transforming into an audio search engine. With new audio verticals, it is set to significantly enhance its unit economics and generate higher free cash flow. Currently trading at just 3.6 times sales, the market has yet to recognize $SPOT as one of this decade's big winners.
5. $AMZN - $AMZN's margins are poised for significant expansion as it leverages its vast, high-quality data to create AI solutions across all operations, including AWS, e-commerce, and entertainment. The deployment and iterative improvement of these AIs will further entrench $AMZN's market position, driving higher levels of free cash flow per share than the market currently anticipates.
tweet
5 stocks poised to dominate the next decade:
1. $PLTR - With an unparalleled focus on digital twins, $PLTR has become the backbone for successful AI deployment across the West. Its evolution into a foundational platform means businesses will increasingly rely on it, making $PLTR as essential as electricity in the digital age.
2. $AMD - Through strategic acquisitions of Pensando and Xilinx, combined with its chiplet expertise, $AMD is uniquely positioned to customize computation for clients, a hard-to-match advantage. This structural edge will enable $AMD to compete directly with $NVDA and potentially come out on top.
3. $TSLA- Often mistaken for merely a car company, $TSLA is actually developing a platform that integrates hyper-efficient manufacturing, renewable energy, and AI. Together, these elements will drive unprecedented material abundance. Key to watch each quarter are increases in manufacturing efficiency, despite inevitable market cycles.
4. $SPOT - $SPOT has outpaced $AAPL and $AMZN by maintaining a laser focus on music and audio. As it moves towards 1 billion MAUs, $SPOT is transforming into an audio search engine. With new audio verticals, it is set to significantly enhance its unit economics and generate higher free cash flow. Currently trading at just 3.6 times sales, the market has yet to recognize $SPOT as one of this decade's big winners.
5. $AMZN - $AMZN's margins are poised for significant expansion as it leverages its vast, high-quality data to create AI solutions across all operations, including AWS, e-commerce, and entertainment. The deployment and iterative improvement of these AIs will further entrench $AMZN's market position, driving higher levels of free cash flow per share than the market currently anticipates.
tweet
Offshore
Photo
Brandon Beylo
Micro-cap Aussie Resource stocks look very interesting.
Incredibly hated for the past two years.
H/t @respeculator https://t.co/tShlNKlxYY
tweet
Micro-cap Aussie Resource stocks look very interesting.
Incredibly hated for the past two years.
H/t @respeculator https://t.co/tShlNKlxYY
tweet
Offshore
Photo
Hidden Value Gems
A year ago Druckenmiller made headlines by calling US fiscal problems (rising social security, debt, interest payments), expecting market to be flat in the next decade.
I am sure a few people were concerned by rising debt / valuation levels and exited the market some time ago.
Yet Druck made a killing in Nvidia and other stocks.
The lesson is to stick to your game and not blindly follow opinions of others.
tweet
A year ago Druckenmiller made headlines by calling US fiscal problems (rising social security, debt, interest payments), expecting market to be flat in the next decade.
I am sure a few people were concerned by rising debt / valuation levels and exited the market some time ago.
Yet Druck made a killing in Nvidia and other stocks.
The lesson is to stick to your game and not blindly follow opinions of others.
Some interesting points from Druckenmiller's interview with @CNBC in May 2024
➡️Cautious on AI in the short term, but bullish long term (cut his $NVDA position in March)
➡️Bullish on Copper, Argentina and Japan
➡️Not investing in China under current leadership
🧵👇🏽
1/6 https://t.co/TSfBAJk62l tweet