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Quiver Quantitative
Marjorie Taylor Greene made a large purchase of Tesla stock right before the election.
$TSLA has now risen 49% since then. https://t.co/78Hs1THdXp
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Marjorie Taylor Greene made a large purchase of Tesla stock right before the election.
$TSLA has now risen 49% since then. https://t.co/78Hs1THdXp
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AkhenOsiris
$UBER
Jefferies analyst John Colantuoni reiterated a Buy rating and $100 price target.
"Waymo announced it will expand to Miami in partnership with UBER-backed Moove. The plan is the next phase of Waymo's experimentation with various business models before committing to a long-term strategy. We do not view today's news as reducing the likelihood of a long-term UBER/Waymo partnership. We remain bullish on UBER given: (1) its leading FCF growth; (2) growing share repurchasses; (3) less competition from Didi; and (4) robotaxi noise."
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$UBER
Jefferies analyst John Colantuoni reiterated a Buy rating and $100 price target.
"Waymo announced it will expand to Miami in partnership with UBER-backed Moove. The plan is the next phase of Waymo's experimentation with various business models before committing to a long-term strategy. We do not view today's news as reducing the likelihood of a long-term UBER/Waymo partnership. We remain bullish on UBER given: (1) its leading FCF growth; (2) growing share repurchasses; (3) less competition from Didi; and (4) robotaxi noise."
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AkhenOsiris
I'm as much a long term AMZN bull as our friends @jbulltard1 and @BigBullCap , now with stock at $225 and Trump about to ascend the throne, what is the tariff impact here?
Some margin impact if Amazon eats some cost or growth impact if they don't. Amazon may end up being the cleanest of the dirty shirts, due to the breadth of choice. However all retail China-exposed names should feel some initial pain, and it might be very short-term. Not sure if market currently is just satisfied with Amazon's position or outright ignoring what's to come. Appreciate any opinions out there.
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I'm as much a long term AMZN bull as our friends @jbulltard1 and @BigBullCap , now with stock at $225 and Trump about to ascend the throne, what is the tariff impact here?
Some margin impact if Amazon eats some cost or growth impact if they don't. Amazon may end up being the cleanest of the dirty shirts, due to the breadth of choice. However all retail China-exposed names should feel some initial pain, and it might be very short-term. Not sure if market currently is just satisfied with Amazon's position or outright ignoring what's to come. Appreciate any opinions out there.
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AkhenOsiris
Does the senator own a smartphone? Has he seen the other 27 betting apps? 😂
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Does the senator own a smartphone? Has he seen the other 27 betting apps? 😂
$DKNG | SENATORS REPORTEDLY ASK FTC TO LOOK INTO DRAFTKINGS-FANDUEL BEHAVIOR - Wall St Enginetweet
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: @Longtermloren According to my research, $AMZN is worth roughly $225 today
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RT @DimitryNakhla: @Longtermloren According to my research, $AMZN is worth roughly $225 today
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Dimitry Nakhla | Babylon Capital®
1 month later $AMZN 🎯📈🔮🙏🏽
#stocks #investing https://t.co/X3fmLbNBW6
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1 month later $AMZN 🎯📈🔮🙏🏽
#stocks #investing https://t.co/X3fmLbNBW6
@Longtermloren According to my research, $AMZN is worth roughly $225 today tweet
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Stock Analysis Compilation
Artisan Partners on Kia $000270 KS
Thesis: Kia's leap into EVs, AI-driven innovation, and corporate governance improvements make it a standout in the auto industry
(Extract from their Q3 letter) https://t.co/riwH3Bk4i1
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Artisan Partners on Kia $000270 KS
Thesis: Kia's leap into EVs, AI-driven innovation, and corporate governance improvements make it a standout in the auto industry
(Extract from their Q3 letter) https://t.co/riwH3Bk4i1
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Stock Analysis Compilation
Lindsell Train on LSEG $LSEG LN
Thesis: LSEG’s innovation in data analytics and Microsoft partnership solidify its growth trajectory post-Refinitiv integration
(Extract from their Q3 letter) https://t.co/mhNjckckKb
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Lindsell Train on LSEG $LSEG LN
Thesis: LSEG’s innovation in data analytics and Microsoft partnership solidify its growth trajectory post-Refinitiv integration
(Extract from their Q3 letter) https://t.co/mhNjckckKb
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Investing visuals
Who would you pick as a long-term investment: Microsoft $MSFT or Alphabet $GOOGL? https://t.co/Ewmhb93gWq
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Who would you pick as a long-term investment: Microsoft $MSFT or Alphabet $GOOGL? https://t.co/Ewmhb93gWq
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