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Evan
Nvidia $NVDA CEO Jensen Huang will be one of the US corporate chiefs expected to go to the United Kingdom 🇬🇧 next week with 🇺🇸 President Trump for his state visit - Sky News https://t.co/cMamAoQt2E
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Nvidia $NVDA CEO Jensen Huang will be one of the US corporate chiefs expected to go to the United Kingdom 🇬🇧 next week with 🇺🇸 President Trump for his state visit - Sky News https://t.co/cMamAoQt2E
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Investing visuals
$ASML stock is basically flat YTD. Meanwhile:
🔹 No AI without $ASML machines
🔹 2030 revenue target of $44B–$60B
🔹 Arguably the widest moat out there
A strong Q3–Q4 could be the breakout catalyst, especially if geopolitical tensions ease.
One month to Q3! https://t.co/l9l7holrUF
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$ASML stock is basically flat YTD. Meanwhile:
🔹 No AI without $ASML machines
🔹 2030 revenue target of $44B–$60B
🔹 Arguably the widest moat out there
A strong Q3–Q4 could be the breakout catalyst, especially if geopolitical tensions ease.
One month to Q3! https://t.co/l9l7holrUF
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Yellowbrick Investing
$ASC.L
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$ASC.L
I have initiated a position in ASOS $ASC.L. I think it's primed for a $DDS/ $NELLY type turnaround. 65% of MC in cash, inventory decline, sign. improvement in AEBITDA and GM driven by new commercial model, activist on the board and radical leadership and biz restructuring ongoing - H C🅰️ptweet
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Evan
Klarna is telling investors it expects to price its IPO at the top end or above the marketing range of between $35-$37 per share - Bloomberg https://t.co/Yn38ftBsSk
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Klarna is telling investors it expects to price its IPO at the top end or above the marketing range of between $35-$37 per share - Bloomberg https://t.co/Yn38ftBsSk
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Evan
Google $GOOGL owned YouTube said its first ever exlusive broadcast of an NFL game earlier this week brought in a global audience of 17.3 Million https://t.co/O4rZ9nMhTi
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Google $GOOGL owned YouTube said its first ever exlusive broadcast of an NFL game earlier this week brought in a global audience of 17.3 Million https://t.co/O4rZ9nMhTi
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Quiver Quantitative
We just noticed a US Congressman making leveraged bets against the US economy.
Check this out: https://t.co/yecRBPdANb
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We just noticed a US Congressman making leveraged bets against the US economy.
Check this out: https://t.co/yecRBPdANb
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Evan
The trading volume on Kalshi this week approached the all time highs from the election
My guess is that at least half of the NFL weeks will top the election volume
Let’s see how this ages
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The trading volume on Kalshi this week approached the all time highs from the election
My guess is that at least half of the NFL weeks will top the election volume
Let’s see how this ages
Kalshi has done $441m of volume since NFL kickoff.
NFL week 1 is equal to a US election.
Probably nothing. https://t.co/l08dshJ2eN - Tarek Mansourtweet