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If you own the $QQQ, it's important to know that these 10 stocks now account for 54% of the total index.
Fun fact: $PLTR is close to entering the top 10. https://t.co/XS4RGPkBS3
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If you own the $QQQ, it's important to know that these 10 stocks now account for 54% of the total index.
Fun fact: $PLTR is close to entering the top 10. https://t.co/XS4RGPkBS3
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Offshore
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Yellowbrick Investing
Added 46 new stock write-ups to the site (pt final):
@FluentInQuality - $INSTAL.ST, $KFS, $TEQ.ST, $ROKO-B.ST, $ANOD-B.ST, $KPG.AX
@dragdeninvest - $U
@realroseceline - $AMNF
@stock_logging - $HIT
VIC ideas
fund letters
and more... https://t.co/q8gTtdJ54s
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Added 46 new stock write-ups to the site (pt final):
@FluentInQuality - $INSTAL.ST, $KFS, $TEQ.ST, $ROKO-B.ST, $ANOD-B.ST, $KPG.AX
@dragdeninvest - $U
@realroseceline - $AMNF
@stock_logging - $HIT
VIC ideas
fund letters
and more... https://t.co/q8gTtdJ54s
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Here’s what stands out to me for Q2:
From April 7 to May 2, $ASML repurchased 975,887 shares below €600, nailing 56% of its quarterly repurchases in just 33% of the time
Well done by management, repurchasing more aggressively when shares were at a larger discount 🎯
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RT @DimitryNakhla: Here’s what stands out to me for Q2:
From April 7 to May 2, $ASML repurchased 975,887 shares below €600, nailing 56% of its quarterly repurchases in just 33% of the time
Well done by management, repurchasing more aggressively when shares were at a larger discount 🎯
$ASML bought over €1 billion worth of shares in Q2 2025
Outstanding management
Q1 2025: €2.7 Billion
Q2 2025: €1.056 https://t.co/pSuffNikEV tweet
Dimitry Nakhla | Babylon Capital®
RT @SoJustFollowMe: 1. AWS - the largest and most profitable cloud provider in the world.
2. Amazon has the most efficient and scalable logistics network, with huge room to expand. (For players like $SE, $CPNG, $MELI, the situation could be critical if the countries they operate in are unable or unwilling to contain $AMZN by non-market means).
3. Amazon benefits from what was hard to imagine 5–10 years ago: autonomous trucks, drones, warehouse automation. Technological progress in these areas works in their favor.
4. The widest assortment of products in the world, which means they’re not critically dependent on losing revenue from cyclical categories during economic crises or recessions.
5. Prime ecosystem.
6. Diversification - AWS, retail, devices, advertising, entertainment.
Yes, $MSFT is second, $GOOGL third.
Their positions aren’t just about strength, but also about the cyclicality of $NVDA ’s business, production issues, and AI adoption challenges at $AAPL.
$META would come in fourth.
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RT @SoJustFollowMe: 1. AWS - the largest and most profitable cloud provider in the world.
2. Amazon has the most efficient and scalable logistics network, with huge room to expand. (For players like $SE, $CPNG, $MELI, the situation could be critical if the countries they operate in are unable or unwilling to contain $AMZN by non-market means).
3. Amazon benefits from what was hard to imagine 5–10 years ago: autonomous trucks, drones, warehouse automation. Technological progress in these areas works in their favor.
4. The widest assortment of products in the world, which means they’re not critically dependent on losing revenue from cyclical categories during economic crises or recessions.
5. Prime ecosystem.
6. Diversification - AWS, retail, devices, advertising, entertainment.
Yes, $MSFT is second, $GOOGL third.
Their positions aren’t just about strength, but also about the cyclicality of $NVDA ’s business, production issues, and AI adoption challenges at $AAPL.
$META would come in fourth.
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AkhenOsiris
Where the heck are $1.2M homes considered luxury?
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Where the heck are $1.2M homes considered luxury?
Redfin says luxury home sales dropped to the lowest August level in 10+ years, while non-luxury sales also fell to record lows.
Yet prices keep climbing: luxury home prices rose 3.9% YoY to $1.25M, nearly 3x the pace of non-luxury (+1.4% to $370K).
Inventory is piling up too, with luxury listings up 9.5% YoY to the highest August level since 2020, and non-luxury up 13.4% to the most since 2019. tweet
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Quiver Quantitative
$ICHR has now risen 34% since we posted this report.
Up another 13% today.
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$ICHR has now risen 34% since we posted this report.
Up another 13% today.
BREAKING: Representative Debbie Wasserman Schultz has bought stock in a company called Ichor, $ICHR.
Ichor designs components for semiconductor capital equipment.
This is the first time we have seen a politician buy the stock in over 8 years.
We'll be keeping an eye on $ICHR. https://t.co/Lxfp6hTA9W tweet
Yellowbrick Investing
$HOFV
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$HOFV
High risk trade idea - long $HOFV
Hall of Fame Village is SPAC that has had a cursed existence as a public co. Largest shareholder and debt owner, IRG and Stuart Lichter have a deal to take company private for $0.90 (+76% return from current stock price of $0.51).
If the deal falls thru, the equity is worthless and will file BK. Market is pricing the odds at 50/50 that deal goes thru. That seems too low.
The tension in the story is the PIPE notes (8% converts) have not provided consents for the transaction. IRG owns 43% of the $32m outstanding PIPEs. The deal is being held hostage by ~$18m worth of PIPE notes. The project has had bunch of delays and cost overruns. My analysis suggests HOVF has negative net worth of ~$80m at the moment. The PIPE notes are junior to most of the other debt meaning their recovery is significantly at risk in BK restructure. It seems to me the path of least resistance for the PIPE holders is to play ball here.
The shareholder vote has been secured. It appears (very limited information flow given it's a nanocap OTC stock) the rest of the conditions for the merger have been met.
City of Canton approved additional incentives for the project on Monday. Lichter/IRG just announced an extension of the termination date to Oct 17th (from Sept 30th) and an increase of $3m to their credit facility. Both are signs the buyer wants to get a deal done.
Stock price is at $0.51. Upside is +76% if the deal goes thru. Downside is likely -100%. Very risky, but decent "bet" given the fact pattern. Size the position accordingly tweet
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Dr. Hugh Akston (@Akston_Capital) on X
High risk trade idea - long $HOFV
Hall of Fame Village is SPAC that has had a cursed existence as a public co. Largest shareholder and debt owner, IRG and Stuart Lichter have a deal to take company private for $0.90 (+76% return from current stock price…
Hall of Fame Village is SPAC that has had a cursed existence as a public co. Largest shareholder and debt owner, IRG and Stuart Lichter have a deal to take company private for $0.90 (+76% return from current stock price…