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Stock Analysis Compilation
Nightview Capital on Airbnb $ABNB US
Thesis: Airbnb is uniquely positioned to capitalize on the growing demand for experience-driven travel through its scalable platform, strong financial discipline, and untapped expansion opportunities.
(Extract from their Q4 letter) https://t.co/oHMHNcbnP8
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Nightview Capital on Airbnb $ABNB US
Thesis: Airbnb is uniquely positioned to capitalize on the growing demand for experience-driven travel through its scalable platform, strong financial discipline, and untapped expansion opportunities.
(Extract from their Q4 letter) https://t.co/oHMHNcbnP8
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Quiver Quantitative
RT @QuiverQuant: @AOC We have not seen any members of Congress buying $GEO, are we missing something?
We have seen large donations to the Trump campaign from GEO Group executives however.
The stock is up over 100% since the election. https://t.co/mtX843gcEx
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RT @QuiverQuant: @AOC We have not seen any members of Congress buying $GEO, are we missing something?
We have seen large donations to the Trump campaign from GEO Group executives however.
The stock is up over 100% since the election. https://t.co/mtX843gcEx
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AkhenOsiris
One year ago Databricks @alighodsi predicted a decrease in AI chip prices and a rebalance of supply and demand within the next year.
Fast forward to today, during an interview with @dee_bosa, Ghodsi highlighted Oracle's importance for helping alleviate the continuing GPU scarcity.
I'll stick with conservative TSMC CEO Wei's views for ongoing AI trajectory.
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One year ago Databricks @alighodsi predicted a decrease in AI chip prices and a rebalance of supply and demand within the next year.
Fast forward to today, during an interview with @dee_bosa, Ghodsi highlighted Oracle's importance for helping alleviate the continuing GPU scarcity.
I'll stick with conservative TSMC CEO Wei's views for ongoing AI trajectory.
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AkhenOsiris
BKNG 13% off the high. Travel still robust.
BKNG nowadays a mature EPS and Rev grower, fwd PE at market multiple (low 20s).
AI risks to how travel will be booked may be a part of this, take rates going forward, etc.
HLT, MAR, UAL, DAL are all near their highs.
ABNB well off summer 2024 highs with its own challenges, while EXPE has fared better than BKNG of late.
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BKNG 13% off the high. Travel still robust.
BKNG nowadays a mature EPS and Rev grower, fwd PE at market multiple (low 20s).
AI risks to how travel will be booked may be a part of this, take rates going forward, etc.
HLT, MAR, UAL, DAL are all near their highs.
ABNB well off summer 2024 highs with its own challenges, while EXPE has fared better than BKNG of late.
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AkhenOsiris
RT @trader_53: Wedbush's Ives raises the target price of $TSLA by essentially issuing the same report as in December
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RT @trader_53: Wedbush's Ives raises the target price of $TSLA by essentially issuing the same report as in December
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Quiver Quantitative
RT @QuiverCongress: JUST IN: GEO Group, $GEO, has disclosed $350,000 of new lobbying.
GEO Group is a private prison company.
Some of the issues they lobbied on include "immigration enforcement" and "ICE".
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RT @QuiverCongress: JUST IN: GEO Group, $GEO, has disclosed $350,000 of new lobbying.
GEO Group is a private prison company.
Some of the issues they lobbied on include "immigration enforcement" and "ICE".
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Dimitry Nakhla | Babylon Capital®
Remember how many accounts were calling $CELH a steal & an excellent opportunity most of last year?
$CELH is down -52% in the past year & -73% from its highs 📉
After its large drop, now you rarely see $CELH posts with the same frequency
I wonder why that is 🤷🏽♂️ https://t.co/FeeQrAOGcU
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Remember how many accounts were calling $CELH a steal & an excellent opportunity most of last year?
$CELH is down -52% in the past year & -73% from its highs 📉
After its large drop, now you rarely see $CELH posts with the same frequency
I wonder why that is 🤷🏽♂️ https://t.co/FeeQrAOGcU
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Quiver Quantitative
RT @QuiverCongress: The House just passed the Laken Riley Act, introduced by @SenKatieBritt.
It will be the first bill that President Trump signs into law this term. https://t.co/s9v30wpGSR
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RT @QuiverCongress: The House just passed the Laken Riley Act, introduced by @SenKatieBritt.
It will be the first bill that President Trump signs into law this term. https://t.co/s9v30wpGSR
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
A director of $ARDX, a biotech company, has just reported purchasing $1M of the company's stock.
This is the 3rd insider purchase we have seen him report in the last two months, each for $1M.
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RT @InsiderRadar: 🚨BREAKING: New Insider Purchase
A director of $ARDX, a biotech company, has just reported purchasing $1M of the company's stock.
This is the 3rd insider purchase we have seen him report in the last two months, each for $1M.
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Quiver Quantitative
We’ve received data on the stock portfolios of many of Trump’s cabinet nominees.
Almost half of them have significant crypto holdings.
Here’s a breakdown:
Sean Duffy (Transportation) has up to $1.1M in Bitcoin, $BTC.
RFK Jr. (HHS) has up to $5M in Bitcoin.
Tulsi Gabbard (DNI) has up to $50K in Bitcoin, $15K in Ethereum, $15K in Cronos, and $15K in $SOL.
Scott Bessent (Treasury) has up to $500K in iShares Bitcoin Trust, $IBIT.
Pete Hegseth (Defense) has up to $50K in Bitcoin.
Russell Vought (OMB) has up to $15K in Bitcoin.
I’ll keep you updated, as we receive more data on nominees’ portfolios.
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We’ve received data on the stock portfolios of many of Trump’s cabinet nominees.
Almost half of them have significant crypto holdings.
Here’s a breakdown:
Sean Duffy (Transportation) has up to $1.1M in Bitcoin, $BTC.
RFK Jr. (HHS) has up to $5M in Bitcoin.
Tulsi Gabbard (DNI) has up to $50K in Bitcoin, $15K in Ethereum, $15K in Cronos, and $15K in $SOL.
Scott Bessent (Treasury) has up to $500K in iShares Bitcoin Trust, $IBIT.
Pete Hegseth (Defense) has up to $50K in Bitcoin.
Russell Vought (OMB) has up to $15K in Bitcoin.
I’ll keep you updated, as we receive more data on nominees’ portfolios.
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