⁠Bourbon Capital
RT @BourbonCap: Holding $PYPL $BABA and $SOFI is like:

The Mood https://t.co/AG1NA6fO3W
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⁠Quality Investing with Aria
Google $GOOGL is the most undervalued big tech stock, down -14% since all time highs.

Here's 7 reasons why this could be a GENERATIONAL opportunity to buy the stock. ( THREAD 🧵) https://t.co/IehTNJlLbU
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⁠Lumida Wealth Management
Robots Building Robots: The Age of Abundance

@PeterDiamandis and @adcock_brett explore the mind-blowing 'Age of Abundance', in which humanoid robots revolutionize our world without needing any extra infrastructure. https://t.co/JvS8qfWSn7
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⁠Quality Investing with Aria
$HIMS down 40% since the all time high. This might be a generational buying opportunity 😳 👇

- 21x P/FCF
- 50% YoY Revenue Growth
- Leader in Telehealth by a MILE

What do you think of this #FinTwit darling? 🧐 https://t.co/P3W1MJkOUv
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⁠Lumida Wealth Management
AI Breakthroughs are powering the humanoid revolution.

Tune in as @PeterDiamandis and @adcock_brett reveal how AI advancements and cutting-edge infrastructure are powering the latest breakthroughs in robotics—don't miss out on this game-changing discussion! https://t.co/bHPFwqATpw
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⁠Bourbon Capital
The following companies just reported earnings:

$S SentinelOne +3.23%🟢
$PVH PVH Corp -7.75%🔴
$BOX BOX +4.86%🟢
$NCNO nCino -10.51%🔴
$JWN Nordstrom +6.91%🟢
$SMTC Semtech +6.63%🟢
$AMBA Ambarella +17.69%🟢
$YY JoYY Inc -0.69%🔴
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⁠Quality Investing with Aria
1 week away from returning back to literal hell (university) fml
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⁠Lumida Wealth Management
LLMs Are The Semantic Bridge Between Humans & Humanoids

Check out @PeterDiamandis and @adcock_brett as they explore how LLMs and VLMs are revolutionizing robotics, enhancing human-robot interactions, and pushing humanoid robots to new heights. https://t.co/2uac7ScSvw
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⁠Bourbon Capital
Many people are discussing the impressive growth of $NVDA. However, there's less attention on $ANF, which is also expected to report strong results.

Nvidia $NVDA is projected to report second-quarter revenue of $28.7 billion, representing a year-over-year (YoY) increase of 113%. The EPS is $0.64, up 137% YoY.

Abercrombie & Fitch Co $ANF Q2 is estimated revenue of $1.10 billion (up 17% YoY) and EPS of $2.22 (up 101% YoY)

$ANF is up 400% since July 2023
$NVDA is up 170% since July 2023
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⁠Quality Stocks
🧾 Next one pagers to be published

🇺🇸 Bentley Systems $BSY
🇺🇸 Palo Alto Networks $PANW
🇺🇸 Fortinet $FTNT
🇫🇷 Dassault Aviation $AM
🇵🇱 Dino Polska $DNP
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⁠Lumida Wealth Management
The Surprising Rise of China's Robot Industry

Catch @PeterDiamandis and @adcock_brett as they reveal China's fierce determination and work ethic in robotics, predicting major future successes despite fewer resources. Don't miss their insights on the power of sheer willpower! https://t.co/gzAzV6Ipmc
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⁠Quality Investing with Aria
I can't believe $META ever traded at 8x FCF https://t.co/magpe2VHah
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