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Nugget from $NVDA's CES keynote:
Jensen Huang revealed automotive revenue will surge from $4B in FY25 to $5B in FY26. 👀
This spans Data Center, OEM, and Automotive segments. Did you expect it to be so big? https://t.co/7McPx48TFB
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Nugget from $NVDA's CES keynote:
Jensen Huang revealed automotive revenue will surge from $4B in FY25 to $5B in FY26. 👀
This spans Data Center, OEM, and Automotive segments. Did you expect it to be so big? https://t.co/7McPx48TFB
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InsideArbitrage
RT @amitisinvesting: $NVDA
JENSEN HUANG'S RESPONSE AT AN INVESTOR MEETING ON QUANTUM COMPUTING:
"We're probably somewhere between -- in terms of the number of qubits, order of -- 5 orders of magnitude or 6 orders of magnitude away. And so if you kind of said 15 years for very useful quantum computers, that'd probably be on the early side. If you said 30 is probably on the late side. But if you picked 20, I think a whole bunch of us would believe it."
Quantum stocks down after hours on his response:
$RGTI -11%
$QUBT -8%
$QSI -7%
$IONQ -8%
$QBTS -9%
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RT @amitisinvesting: $NVDA
JENSEN HUANG'S RESPONSE AT AN INVESTOR MEETING ON QUANTUM COMPUTING:
"We're probably somewhere between -- in terms of the number of qubits, order of -- 5 orders of magnitude or 6 orders of magnitude away. And so if you kind of said 15 years for very useful quantum computers, that'd probably be on the early side. If you said 30 is probably on the late side. But if you picked 20, I think a whole bunch of us would believe it."
Quantum stocks down after hours on his response:
$RGTI -11%
$QUBT -8%
$QSI -7%
$IONQ -8%
$QBTS -9%
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InsideArbitrage
RT @StockSavvyShay: Quantum stocks are tanking in after-hours trading 👀
• $QUBT: -15%
• $IONQ: -17%
• $RGTI: -18%
• $QBTS: -18%
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RT @StockSavvyShay: Quantum stocks are tanking in after-hours trading 👀
• $QUBT: -15%
• $IONQ: -17%
• $RGTI: -18%
• $QBTS: -18%
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Hidden Value Gems
Fully agree with the 4th point here. All others make sense but may take more than just one year to prove right.
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Fully agree with the 4th point here. All others make sense but may take more than just one year to prove right.
Food for thought from Ruchir Sharma via @FT
🧵 👇🏼
Ten trends to watch in 2025
1️⃣ Return of the contrarians
History shows that the global economy and markets move in cycles, not straight trend lines. Contrarian investing is rooted in these patterns.
1/11 https://t.co/wkMwOKI2Lp tweet
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Hidden Value Gems
Sometimes it pays off to be a contrarian 😉
“Bankers for Low’s company hired a consultant who concluded that future expansion was unrealistic. The consultant said the company would never sell more than 15 million tons of coal a year from its main mining site.” https://t.co/jAH9cT2HNv
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Sometimes it pays off to be a contrarian 😉
“Bankers for Low’s company hired a consultant who concluded that future expansion was unrealistic. The consultant said the company would never sell more than 15 million tons of coal a year from its main mining site.” https://t.co/jAH9cT2HNv
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Hidden Value Gems
"Buzz about “American exceptionalism” overlooks the artificial boost the US is getting from state support. More than 20% of new US jobs are now created by government, up from 1% in the 2010s. Public transfers including Social Security account for more than a quarter of residents’ income in more than 50% of US counties — up from just 10% in 2000."
- Ruchir Sharma
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"Buzz about “American exceptionalism” overlooks the artificial boost the US is getting from state support. More than 20% of new US jobs are now created by government, up from 1% in the 2010s. Public transfers including Social Security account for more than a quarter of residents’ income in more than 50% of US counties — up from just 10% in 2000."
- Ruchir Sharma
Food for thought from Ruchir Sharma via @FT
🧵 👇🏼
Ten trends to watch in 2025
1️⃣ Return of the contrarians
History shows that the global economy and markets move in cycles, not straight trend lines. Contrarian investing is rooted in these patterns.
1/11 https://t.co/wkMwOKI2Lp tweet
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Hidden Value Gems
You may have picked the bottom, Iggy 🙂
Well done!
Kistos is up ~ 30% since your last update…
$KIST.L
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You may have picked the bottom, Iggy 🙂
Well done!
Kistos is up ~ 30% since your last update…
$KIST.L
Posted my new article on Kistos $KIST.l, late last night.
Already got some comment from people much smarter than me.
Find the article in the useual place in my bio @IggyOnInvesting. https://t.co/OuQZNnPpBI tweet
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InsideArbitrage
The acquisition of Poseida Therapeutics $PSTX by Roche Holdings was completed on January 8, 2025. It took 43 days for the deal to be completed.
Roche announced its wholly owned subsidiary Blue Giant Acquisition has accepted for payment all tendered shares of Poseida for $9 per share in cash, plus a non-tradeable contingent value right (CVR) to receive up to about $4 per share in cash. The tender offer expired on January 7, 2025.
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The acquisition of Poseida Therapeutics $PSTX by Roche Holdings was completed on January 8, 2025. It took 43 days for the deal to be completed.
Roche announced its wholly owned subsidiary Blue Giant Acquisition has accepted for payment all tendered shares of Poseida for $9 per share in cash, plus a non-tradeable contingent value right (CVR) to receive up to about $4 per share in cash. The tender offer expired on January 7, 2025.
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Revance $RVNC Board to Explore Teoxane’s Offer Despite Crown’s Push for Merger -
In response to Teoxane's proposal to acquire Revance, Crown described the offer as "clearly inferior" to the existing merger agreement between Crown and Revance. Crown stated that it expects the merger with Revance to close as early as next week and urged Revance's Board to promptly reject the Teoxane Proposal.
On the morning of January 7, 2025, Revance’s Board held a meeting to review and evaluate the Teoxane Proposal. After thorough discussion, the Board unanimously determined that the Teoxane proposal had the potential to qualify as a “Superior Proposal” under the terms of the merger agreement. The Board also resolved to proceed with discussions and negotiations with Teoxane.
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Revance $RVNC Board to Explore Teoxane’s Offer Despite Crown’s Push for Merger -
In response to Teoxane's proposal to acquire Revance, Crown described the offer as "clearly inferior" to the existing merger agreement between Crown and Revance. Crown stated that it expects the merger with Revance to close as early as next week and urged Revance's Board to promptly reject the Teoxane Proposal.
On the morning of January 7, 2025, Revance’s Board held a meeting to review and evaluate the Teoxane Proposal. After thorough discussion, the Board unanimously determined that the Teoxane proposal had the potential to qualify as a “Superior Proposal” under the terms of the merger agreement. The Board also resolved to proceed with discussions and negotiations with Teoxane.
Teoxane SA, a swiss medical aesthetics company has proposed to acquire Revance Therapeutics, Inc. $RVNC, for $3.60 per share in cash.
This offer, announced today, represents a 16% premium over the price set in Revance's amended agreement with Crown Laboratories, which was $3.10 per share. tweet