Aadit Sheth
RT @neatprompts: This guy literally shares how AI does all the coding at his company in 1 hour
https://t.co/lobktW1sti
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Gainify
RT @BourbonCap: $SNPS, $ASML, and $CRM are such great opportunities right now.

$SNPS It’s trading at its lowest valuation since 2022, and it’s expecting 12% revenue growth and 15% EPS growth.

$ASML It’s planning a long term expansion in India, revenue and EPS growth could exceed 12% in the coming years, this company is still a solid monopoly, and insiders are buying.

$CRM won't be disrupt, its the oposite it will get stronger and insider are buying
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AkhenOsiris
NVDA

And today he upgrades 😂

DA Davidson's Gil Luria will go down in history as one of the only $NVDA analysts who completely flubbed the size and duration of the AI cycle. Two straight years out of consensus and has now thrown in the towel (too stubborn to upgrade however).

Today:
DA Davidson analyst Gil Luria raised the price target on NVIDIA to $195 from $135 while maintaining a Neutral rating.

Back in January:

D.A. Davidson analyst Gil Luria’s ”neutral” initiation of Nvidia Corp.’s stock last year didn’t pan out — with the stock up nearly 150% since that call.

But he’s sticking with his more cautious view of Nvidia shares
NVDA saying that some elements of his original thesis proved correct, while others are still to be determined. “With this analysis in mind, we continue to believe 2025 could be a peak year for and remain Street low on 2026,” Luria wrote, referencing his financial estimates. - AkhenOsiris
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Evan
🇺🇸 INFLATION FOR AUGUST COMES IN ABOVE EXPECTATIONS

US CPI for August just came in at +0.4% MoM above expectations of +0.3% MoM (2.9% YoY in line with expectations)

BREAKING

August CPI (MoM)
Act.: 0.4%, Est.: 0.3%, Prev.: 0.2%

August Core CPI (MoM)
Act.: 0.3%, Est.: 0.3%, Prev.: 0.3% - REX Shares
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Evan
263K PEOPLE IN THE 🇺🇸 FILED FOR UNEMPLOYMENT THIS PAST WEEK ABOVE EXPECTATIONS OF 235K

BREAKING

Initial Jobless Claims
Act.: 263K, Est.: 235K, Prev.: 236K - REX Shares
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Gainify
$ORCL alert: PEG ratio just ripped to 3.6x - the highest in 10 years.

Previous peak was only at ~2.8x.

Overvalued… or is Wall Street still underestimating Oracle's EPS growth? https://t.co/8DkzmS36hP
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soken
RT @TheFigen_: How is 2025 going … https://t.co/v5pqJzD2x9
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soken
RT @nftbadger: “Finally crypto starts to pump”

Meanwhile Israel: https://t.co/NgRWTCGyqg
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Aadit Sheth
RT @basicprompts: Fiverr CEO says “ AI is coming for your jobs. Heck, it’s coming for my job too.” https://t.co/tmSTaLoD31
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Dalius - Special Sits
$MACF.L pitch from Colebrook Partners

Classic overlooked UK small-cap compounder. The UK’s leading specialist packaging distributor: a high-ROIC business with a strong management team, trading at <10x FCF despite meaningful buybacks. https://t.co/UqhxLqYkWm
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soken
RT @RespectfulMemes: https://t.co/cUCbTt8GKA
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soken
RT @GamewithDave: “No WiFi. No smartphones. Just snacks, friends, and 4 controllers. Summer ’99 hit different. https://t.co/SLPodi67UK
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