⁠iinvested
4Q'24 Upslope Capital Management on $CRL, $VFC, $QNTQF

Read the full here:
https://t.co/dVDkhhwsJS https://t.co/4fWu8GJ9zv
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⁠Stock Analysis Compilation
Vltava fund on Lam Research Corporation $LRCX US

Thesis: Lam Research is a leading wafer fabrication equipment manufacturer for the semiconductor industry with strong profitability and effective capital allocation through share buybacks.

(Extract from their Q4 letter) https://t.co/gNM4bHTICa
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⁠Quiver Quantitative
We posted this back in April.

TikTok just shut down: https://t.co/HCUwmIR02r
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⁠Quiver Quantitative
Donald Trump's net worth has risen by $52B (on paper) since launching his memecoin, per our estimates.

That is approximately 200 Pelosis of net worth: https://t.co/zi9myT92SA
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⁠Quiver Quantitative
RT @QuiverCongress: JUST IN: Representative @timburchett is re-introducing legislation to stop American companies from selling genetic information.

He said that the Chinese are using it to create a disease to wipe us out.

Follow here for updates. https://t.co/MTGmgm3f6T
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⁠Investing visuals
Alphabet's $GOOGL purchase of YouTube might be the best acquisition of all time.

$GOOGL bought YouTube for 1.64 Bln. It generated 34 Bln in ad revenue over the past 12 months👌 https://t.co/rPbipQJEn9
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⁠Stock Analysis Compilation
Royce Invest on JBT Corporation $JBT US

Thesis: JBT Marel is a leading provider of food and beverage processing machinery, reporting strong 3Q24 results with significant sales growth and high recurring revenue, while also enhancing its market position through the recent acquisition of Marel.

(Extract from their Q4 letter)
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AkhenOsiris
You tell @dalibali2 Elon 😂

I have been against a TikTok ban for a long time, because it goes against freedom of speech.

That said, the current situation where TikTok is allowed to operate in America, but 𝕏 is not allowed to operate in China is unbalanced.

Something needs to change. - Elon Musk
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