⁠Bourbon Capital
We are a few days away from September, just a casual reminder the best seats are made for spectators

1) Don't go crazy buying dips
2) Get ready before FOMC
3) Don't watch the price every 30 minutes

September is the worst month of the stock market, enjoy the show
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⁠Quality Investing with Aria
Friendly reminder $AMZN trades at its cheapest valuation EVER! 📈

Buying today gets you:
- #1 in Ecommerce
- #1 In Cloud Computing
- #3 In Online Ads

How is this not a not brainer long? Mean reversion alone would give you 76% upside to $300

What do you think 🤔
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⁠Librarian Capital
"I packed my little snowball very early, and if I had packed it ten years later, it would have been way different than where it stands on the hill right now. So I recommend to students that ... you start out a little ahead of the game"
- Warren Buffett, as quoted in "Snowball" https://t.co/HgppJQWbcx
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⁠Quality Investing with Aria
INSERT THE STOCK THEY COMMENTED ON AHAHAHAHAH

BRO THEYRE GETTING TOO CREATIVE 🤣🤣🤣🤣 https://t.co/PRmnxM0zWz
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⁠Stock Analysis Compilation
Artisan Partners on Insmed $INSM US

Thesis: Insmed's promising pipeline, led by Brensocatib, targets huge unmet needs in respiratory disease, offering significant multi-billion-dollar growth potential.

(Extract from their Q2 letter) https://t.co/CWlmfA83K7
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⁠Quiver Quantitative
Super Micro Computer, $SMCI, has now fallen 35% after being accused of accounting fraud earlier this week.

Here is our data on insider selling by $SMCI executives: https://t.co/YZP7qV5EQk
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⁠Bourbon Capital
Do you have any green stock?

It seems like $NVDA is dragging down the entire market
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⁠PitchDeckGuy
Nvidia is set to report earnings today

Here's their pitch deck: https://t.co/XsfosR0Zhl
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⁠Lumida Wealth Management
$300 Billion. Gone or Added. In a flash.

UBS CIO says $NVDA's stock might swing wildly post earnings based on options pricing data.

How wild? "Around 10%"

That's a $300 Billion swing. In one day.

Everyone's watching. Waiting. Hoping.

- EPS: Will it hit $0.64?
- Revenue: Can it reach $28+ billion?
- Future guidance: Will it be even better than expected?

#Nvidia #NVDA @nvidia
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⁠Quality Investing with Aria
RT @QualityInvest5: 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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⁠Bourbon Capital
$SMCI PE fell below 20 a few hours ago https://t.co/ZBOFKiAbV6
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