Yellowbrick Investing
Added 66 new stock write-ups to the site (pt 1):
@SanjHA3 - $TSCO (earnings)
@AltayCapital - $8138.T, $9087.T, $8841.T
@barbell_ideas - $AMPG
@BlokeOak57182 - $PXEN.L, $XLPE.L
@FluentInQuality (Greece stocks) - $LAMPS.AT, $MYTIL.AT, $BELA.AT, $PPA.AT, $KRI.AT https://t.co/QFXIv3NVTS
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soken
You went to the restroom at work just to check crypto prices for 10 minutes, but it’s already been 3 hours

When you just finished your 9 hour shift and you look at your phone and it's only been 30 minutes https://t.co/HXUcWYbGvL - autist
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Evan
I changed my actual long term portfolio because of this live stream last week | Here's what I did https://t.co/FXB4mVWt7q
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soken
are you this old? https://t.co/X32dEnKWY0
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Yellowbrick Investing
Added 66 new stock write-ups to the site (pt 2):
@Wubbebos (Mexico stock updates) - $POSADASA.MX, $PLANI.MX, $PV.MX, $POCHTECB.MX, $Q.MX
@BastianelliLore - $NBIS
@nevergr33dy - $REACH.OL (earnings)
@sammutgabi (fund letter) - $INT.ST, $CCLD, $41B.SI
@ritmus_sk - $GAP https://t.co/3OnbvXC4I6
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Julian Goldie SEO
NEW Google AI Agentic Update (FREE!)

Want the full guide? DM me. https://t.co/xMMGavfDE6
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Yellowbrick Investing
Short $ENVX

$ENVX
Enovix Take Five
Since going public through a SPAC transaction in 2021, Enovix has been long on promises and short on execution. We believe customer interest for significant orders is minimal, larger competitors are pulling ahead, and Enovix faces significant manufacturing challenges in Malaysia. While Enovix has quietly disclosed these challenges, they have done so in ways that are easy for investors to overlook.

Repeatedly, Enovix has promised orders imminently and a clear product roadmap only to push out timelines and return to investors to raise more capital.

After 18 years, we think shareholders should put their feet down, stop funding what is, in our view, still a science experiment, and force the board and management to execute with the ample capital already raised.

We are short Enovix.

See Full Disclaimer at the end of our report.
1/ - Adam Taub
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Evan
RT @StockMKTNewz: 85% of Nvidia's $NVDA revenue last quarter came from just 6 companies

$10.75B - Customer A (23% of total revenue)
$7.48B - Customer B (16%)
$6.54B - Customer C (14%)
$5.14B - Customer D (11%)
$5.14B - Customer E (11%)
$4.67B - Customer F (10%)

So what Meta, Amazon, Microsoft, Google, Elon/Tesla ... who am I missing?

Nvidia $NVDA said sales to just one customer represented 23% of its total $46.7 Billion of revenue from the quarter

Someone spent $10.75 Billion with Nvidia during the quarter 🤯 https://t.co/2IbEocnnQn - Evan
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