Offshore
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Evan
Here's how every stock in the S&P 500 has performed so far in today's early trading https://t.co/6Q6XmbO81P
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Here's how every stock in the S&P 500 has performed so far in today's early trading https://t.co/6Q6XmbO81P
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Yellowbrick Investing
$FLY short
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$FLY short
$FLY
Initiating a Sell rating with a price target $15. A pure play small launch company with very low prospects of ever disrupting another domain via constellation (Comms, PNT, EO). The market structure being saturated with big players with flexible payload capacity such as spaceX and $RKLB will eat their lunch over time. This is a low margin business trading at 50x sales. I am initiating a short at ~$45, which in theory hedges out the space portfolio in my fund. tweet
X (formerly Twitter)
DVD (@deepvaluedude) on X
$FLY
Initiating a Sell rating with a price target $15. A pure play small launch company with very low prospects of ever disrupting another domain via constellation (Comms, PNT, EO). The market structure being saturated with big players with flexible payload…
Initiating a Sell rating with a price target $15. A pure play small launch company with very low prospects of ever disrupting another domain via constellation (Comms, PNT, EO). The market structure being saturated with big players with flexible payload…
Yellowbrick Investing
What is the move if someone is writing up a pitch for a stock and they came across the idea from a post behind a paywall (or even just used a paid post in their research)?
Tag the author/post even though the name is behind a paywall? Not mentioning them at all seems wrong
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What is the move if someone is writing up a pitch for a stock and they came across the idea from a post behind a paywall (or even just used a paid post in their research)?
Tag the author/post even though the name is behind a paywall? Not mentioning them at all seems wrong
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Offshore
Video
The All-In Podcast
🚨 All-In Summit Speaker Announcement: Eric Schmidt
Eric will join the Besties on stage at the 2025 All-In Summit!
Tickets: https://t.co/Z4FCNorHiQ
2024 Recap: https://t.co/SyrWk0fJP8
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🚨 All-In Summit Speaker Announcement: Eric Schmidt
Eric will join the Besties on stage at the 2025 All-In Summit!
Tickets: https://t.co/Z4FCNorHiQ
2024 Recap: https://t.co/SyrWk0fJP8
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Offshore
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Evan
RT @StockMKTNewz: Nestle has abruptly fired its CEO Laurent Freixe for failing to disclose a romantic relationship with a subordinate - CNBC https://t.co/cEjF3IF7ha
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RT @StockMKTNewz: Nestle has abruptly fired its CEO Laurent Freixe for failing to disclose a romantic relationship with a subordinate - CNBC https://t.co/cEjF3IF7ha
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Offshore
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Evan
STARBUCKS $SBUX TO LAUNCH PROTEIN-PACKED COLD FOAM, LATTES LATER THIS MONTH
"Customers who add Starbucks’ protein cold foam to their grande beverages can expect about 19 to 26 grams of protein, while the chain’s grande-sized protein latte delivers 27 to 36 grams of protein" - CNBC
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STARBUCKS $SBUX TO LAUNCH PROTEIN-PACKED COLD FOAM, LATTES LATER THIS MONTH
"Customers who add Starbucks’ protein cold foam to their grande beverages can expect about 19 to 26 grams of protein, while the chain’s grande-sized protein latte delivers 27 to 36 grams of protein" - CNBC
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Evan
Nvidia $NVDA just said:
"We have more than enough H100/H200 to satisfy every order without delay."
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Nvidia $NVDA just said:
"We have more than enough H100/H200 to satisfy every order without delay."
We've seen erroneous chatter in the media claiming that NVIDIA is supply constrained and "sold out" of H100/H200.
As we noted at earnings, our cloud partners can rent every H100/H200 they have online — but that doesn't mean we're unable to fulfill new orders.
We have more than enough H100/H200 to satisfy every order without delay.
The rumor that H20 reduced our supply of either H100/H200 or Blackwell is also categorically false — selling H20 has no impact on our ability to supply other NVIDIA products. tweet
X (formerly Twitter)
NVIDIA Newsroom (@nvidianewsroom) on X
We've seen erroneous chatter in the media claiming that NVIDIA is supply constrained and "sold out" of H100/H200.
As we noted at earnings, our cloud partners can rent every H100/H200 they have online — but that doesn't mean we're unable to fulfill new orders.…
As we noted at earnings, our cloud partners can rent every H100/H200 they have online — but that doesn't mean we're unable to fulfill new orders.…
Offshore
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Aadit Sheth
RT @aaditsh: This prompt literally rewires your brain to stop procrastinating https://t.co/ojT2NpMD6c
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RT @aaditsh: This prompt literally rewires your brain to stop procrastinating https://t.co/ojT2NpMD6c
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Offshore
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Quiver Quantitative
Our net worth estimate for Ilhan Omar jumped to $18M after her new financial disclosure.
The increase comes from her spouse's firm now having a disclosed value of up to $25M.
Screenshot from Quiver: https://t.co/j5CC6vOpky
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Our net worth estimate for Ilhan Omar jumped to $18M after her new financial disclosure.
The increase comes from her spouse's firm now having a disclosed value of up to $25M.
Screenshot from Quiver: https://t.co/j5CC6vOpky
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