⁠Lumida Wealth Management
Why is NVIDIA's demand still rising?
@Bloomberg @nvidia 

Jensen Huang discusses the rapid growth and diversification of foundation models. https://t.co/sJJecT6CTU
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⁠Quality Stocks
🇺🇸📉 Super Micro Computer $SMCI has taken a hit with -19% yesterday and -37% in a month

3 bad news at the same time
1️⃣ A short seller accusing the company of accounting irregularities
2️⃣ A delay to fill the annual report
3️⃣ A slight forecast reduction

Is there any shareholder? Does this worry you?
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⁠Quality Stocks
Since yesterday, Bershire Hathaway has officially reached the $1T club

Which stock will be next?
Here are the biggest ones by market cap under $1T

🇺🇸 Eli Lilly $LLY $854B
🇹🇼 TSMC $TSM $782B
🇺🇸 Broadcom $AVGO $736B
🇺🇸 Tesla $T $657B
🇺🇸 JP Morgan $JPM $630B
🇺🇸 Walmart $WMT $612B
🇩🇰 Novo Nordisk $NVO $597B
🇺🇸 Unitedhealth $UNH $543B
🇺🇸 Exxon $XOM $518B
🇺🇸 Visa $V $512B
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⁠Bourbon Capital
I'm glad Enron is fine $SMCI https://t.co/ZiFvY5gCSs
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⁠Librarian Capital
"Bill Ackman seeks to revive IPO with sweeteners" (FT) $PSH

"One ... would gift early investors in $PSUS the right to buy extra shares ... in the future at a fixed price through warrants". "The real prize ... is likely to be rights to buy into the eventual IPO of his hedge fund" https://t.co/qDOgPIxKuC

Bill Ackman seeks to revive IPO with sweeteners for investors https://t.co/40tnxLBXXF - Financial Times
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⁠Stock Analysis Compilation
AVI on News Corp $NWSA US

Thesis: News Corp’s undervalued assets, particularly Dow Jones and REA Group, present a compelling opportunity for significant upside as management explores unlocking hidden value

(Extract from their Q2 letter) https://t.co/RQLH7KAEsW
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⁠PitchDeckGuy
Who uses Tegus?
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⁠Bourbon Capital
You know who is the boss, $COST and $WMT don't care about the recession, Enron drama, and AI bs

Dollar General $DG down 70% from its peak
Walmart Inc. $WMT all time high🟢
Five Below, Inc. $FIVE down 60% from its peak
Costco $COST all time high🟢
Target Corporation $TGT down 41% from its peak
Dollar Tree, Inc. $DLTR down 45% from its peak
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⁠Bourbon Capital
Let's go $PYPL it looks like we are going to $75 this week https://t.co/Qd8kiKjSWJ
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⁠Lumida Wealth Management
The Other 55% : NVIDIA Customers You Don't Know About

Did you know hyperscalers are just 45% of @NVIDIA's data center business? Dive into the versatile world of accelerated computing and its impact on enterprises, ISPs, and more.  #nvidia 

@bloomberg @nvidia https://t.co/tuubdBnSBs
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⁠Value Spotlight (Andrew Sather)
RT @ValueSpotlight: Include Provisions in Invested Capital for ROIC? (Tutorial)

Request from @TheFinanceLad: Whitbread $WTBDY https://t.co/QHvfPhrjO8
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⁠Bourbon Capital
Do you have any red stock today?

It looks like $NVDA bought the market another 3 months
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⁠Quality Stocks
Affirm $AFRM up 33% today
(Stil down 70% since its ATH)

Anyone interested in the stock?

As it is unprofitable, I am not. And of course the huge dilution is also a no go for me
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