Offshore
Photo
Investing visuals
NVIDIA $NVDA: growing data center revenue from 200 million to 100 BILLION in 10 years. Wow.
tweet
Offshore
Photo
Quiver Quantitative
RT @InsiderRadar: $UAMY stock is now up over 45% since we reported on this insider purchase last Wednesday https://t.co/WsqvyBbG4e"

🚨BREAKING: New CEO Insider Purchase

The CEO of $UAMY has reported the purchase of ~$300K of the company's stock, increasing his ownership stake by 15%.

This is the first insider buy we have ever seen him report. A director at the company also reported a $100K purchase today. "- Insider Radar
tweet
Offshore
Photo
Stock Analysis Compilation
Loomis Sayles on NXP $NXPI US

Thesis: NXP’s leadership in high-growth semiconductor markets, strong R&D investment, and discounted valuation create a compelling long-term opportunity

(Extract from their Q3 letter) https://t.co/p7nA7BROR5
tweet
AkhenOsiris
Databricks

Since unveiling the Conte Curve, Databricks more than doubled revenue to $2.6 billion while halving its negative operating margin, according to financial documents viewed by The Wall Street Journal.
tweet
AkhenOsiris
In the spring, he caught wind that Tabular, a popular data-management startup that was catching on with businesses, was in talks to sell itself to Snowflake. Ghodsi won the deal by offering the startup roughly $2 billion—more than triple what Snowflake proposed, according to people familiar with the deal.
tweet
AkhenOsiris
RT @ScroogeCap: Wolfe Research is out for $AMD saying that ODM build plans indicate only modest quarterly growth next year compared to 4Q23 levels.

Their checks suggest AI revenue will reach just $7 billion in CY25, falling well short of bogey of $10 billion.

Reads bad.
tweet
Offshore
Photo
Hidden Value Gems
It’s always good to be cautious and look for margin of safety, especially in times like this 👇🏼 https://t.co/IJfoBBUflg
tweet
Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New Insider Purchase

A director of $FANG has reported the purchase of ~$1M of the company's stock, increasing his ownership stake by 98%.

This is the second insider buy we have seen at the company in the last month, following over 4 years of nothing but sales.
tweet
Offshore
Photo
Quiver Quantitative
RT @InsiderRadar: $FREY stock ended today up 12%, following last night's insider trade https://t.co/EwwJzCk4ZO"

🚨BREAKING: New CFO Insider Purchase

The interim CFO of $FREY has reported the purchase of ~$900K of the company's stock, increasing his ownership stake by 421%.

The stock had fallen over 82% since its IPO in 2021. "- Insider Radar
tweet
Quiver Quantitative
Here's how much Reuters, $TRI, has received in government award obligations, by year:

2024 (YTD): $27M
2023: $90M
2022: $114M
2021: $100M
2020: $142M
2019: $100M
2018: $86M
2017: $107M
2016: $96M
2015: $92M
2014: $81M
2013: $89M
2012: $94M
2011: $94M
tweet
Offshore
Photo
Quiver Quantitative
Biden just endorsed a ban on congressional stock trading.

In other news:

Nancy Pelosi has now made $44M in the stock market so far this year, per our estimates. https://t.co/x9bYU4MnXt
tweet
Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase

The CEO of $XPRO has reported the purchase of ~$490K of the company's stock, increasing his ownership stake by 16%.

One of the company's directors also just reported the purchase of ~$200k of stock.
tweet