Offshore
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Quiver Quantitative
A Polymarket trader has bet $250K on Xi Jinping being out of power by the end of the year.
The same trader won over $500K by predicting that Biden would drop out in 2024.
Still seems very unlikely, but will be keeping an eye out for other trades in the market. https://t.co/fQrFUVG6XP
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A Polymarket trader has bet $250K on Xi Jinping being out of power by the end of the year.
The same trader won over $500K by predicting that Biden would drop out in 2024.
Still seems very unlikely, but will be keeping an eye out for other trades in the market. https://t.co/fQrFUVG6XP
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Offshore
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Yellowbrick Investing
Added 62 new stock write-ups to the site (pt 2):
@LuxOpesResearch (quick overviews) - $ASML.AS, $BOSN.SW, $INEA.PA, $ALBFR.PA, $FTK.DE, $STLAM.MI, $BAS.DE, $SMHN.DE, $TECN.SW, $ERIC-B.ST, $PAL.VI, $GIVN.SW, $PUB.PA
@puppyeh1 - $AQZ.AX
@100xCompounding - $RIG https://t.co/K0ObdqvtLj
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Added 62 new stock write-ups to the site (pt 2):
@LuxOpesResearch (quick overviews) - $ASML.AS, $BOSN.SW, $INEA.PA, $ALBFR.PA, $FTK.DE, $STLAM.MI, $BAS.DE, $SMHN.DE, $TECN.SW, $ERIC-B.ST, $PAL.VI, $GIVN.SW, $PUB.PA
@puppyeh1 - $AQZ.AX
@100xCompounding - $RIG https://t.co/K0ObdqvtLj
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Offshore
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Yellowbrick Investing
Added 62 new stock write-ups to the site (pt final):
@rebound_capital - $ASML (overview)
@TrickleMicrocap - $HOVR (update)
@valuecroc - $BITF
@Iqbal_yusuf1994 - $MDXH
@FatAlpha - $ASML (sold)
@waterboycap - $DHIL
fund letters
and more... https://t.co/UkOjQhzWJ7
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Added 62 new stock write-ups to the site (pt final):
@rebound_capital - $ASML (overview)
@TrickleMicrocap - $HOVR (update)
@valuecroc - $BITF
@Iqbal_yusuf1994 - $MDXH
@FatAlpha - $ASML (sold)
@waterboycap - $DHIL
fund letters
and more... https://t.co/UkOjQhzWJ7
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Offshore
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Dimitry Nakhla | Babylon Capital®
TransDigm $TDG Stock in 4 Charts 📊
1. $TDG FCF CAGR +15.2%
2. $TDG EPS CAGR +14.8%
3. Strong business performance across the company’s two main segments
4. Incredibly strong & steady margins https://t.co/Svzv8JyRDW
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TransDigm $TDG Stock in 4 Charts 📊
1. $TDG FCF CAGR +15.2%
2. $TDG EPS CAGR +14.8%
3. Strong business performance across the company’s two main segments
4. Incredibly strong & steady margins https://t.co/Svzv8JyRDW
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Offshore
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Dimitry Nakhla | Babylon Capital®
“Quality (closed at 20-year lows with unprofitable tech +25% in 10 sessions and high SI names on pace for their best month of the year)” — post from @JaredKubin
Paired with chart below, this creates a compelling dynamic—likely a great time to seek value in quality compounders
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“Quality (closed at 20-year lows with unprofitable tech +25% in 10 sessions and high SI names on pace for their best month of the year)” — post from @JaredKubin
Paired with chart below, this creates a compelling dynamic—likely a great time to seek value in quality compounders
Mega Cap Tech Stocks are underperforming Non-Profitable Tech Stocks by the largest margin since 2023 🚨🚨 https://t.co/x9QCoAhuLN tweet
AkhenOsiris
RT @lokoyacap: Monday:
"Meta and Oracle are standardizing on Spectrum-X Ethernet switches as an open, accelerated networking architecture that speeds deployment at scale, unlocks exponential gains in AI training efficiency and shortens time to insights."
Today:
"Meta and Oracle are utilizing Spectrum-X Ethernet switches within their ecosystem as an open, accelerated networking architecture that speeds deployment at scale, unlocks exponential gains in AI training efficiency and shortens time to insights."
🧐
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RT @lokoyacap: Monday:
"Meta and Oracle are standardizing on Spectrum-X Ethernet switches as an open, accelerated networking architecture that speeds deployment at scale, unlocks exponential gains in AI training efficiency and shortens time to insights."
Today:
"Meta and Oracle are utilizing Spectrum-X Ethernet switches within their ecosystem as an open, accelerated networking architecture that speeds deployment at scale, unlocks exponential gains in AI training efficiency and shortens time to insights."
🧐
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