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Investing visuals
$NBIS is now 🔻down 25% from its recent peak.
Fundamentals didn’t change, so the risk/reward only gets better on the way down. https://t.co/ENlytdsgle
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$NBIS is now 🔻down 25% from its recent peak.
Fundamentals didn’t change, so the risk/reward only gets better on the way down. https://t.co/ENlytdsgle
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Yellowbrick Investing
$ARCT
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$ARCT
***long idea*** Last few months (port now 50x + since tariff saga 🙏 ) have all been about r/r and picking the right setups. Yes there’s been a lot of luck along the way but I’d like to share another incredible setup with >100% upside this week h/t @drug_smolecules w/ $arct data coming up.
Data was supposed to be last month (guided by them at earnings in Aug) yet we’ve had nothing. There’s enough readthroughs here to assume they got a LB on the back of data looking incredibly good. If FEV >5% Nov calls could go up multifold. And could be another beautiful day tomorrow (possibly) tweet
X (formerly Twitter)
Seedy19 (@seedy19tron) on X
***long idea*** Last few months (port now 50x + since tariff saga 🙏 ) have all been about r/r and picking the right setups. Yes there’s been a lot of luck along the way but I’d like to share another incredible setup with >100% upside this week h/t @drug_smolecules…
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Yellowbrick Investing
$GSIT short
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$GSIT short
Short $GSIT
$GSIT is up 150% after a Cornell-led paper claimed their APU delivers 98% lower energy consumption than GPUs for certain tasks.
Sounds impressive. But this is not new. GSI has made the same claims for over 3 years, as shown in a 2022 presentation by CEO Lee-lean Shu comparing their APU to NVIDIA GPUs.
If this technology were truly a breakthrough, we’d already see strong sales, real adoption, and industry traction. tweet
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Quiver Quantitative
UPDATE: Nancy Pelosi is now worth $274M, per our estimates.
Up about $4M since Friday. https://t.co/L5brN0kZir
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UPDATE: Nancy Pelosi is now worth $274M, per our estimates.
Up about $4M since Friday. https://t.co/L5brN0kZir
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Offshore
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Quiver Quantitative
BREAKING: OpenAI appears to be announcing an AI-powered web browser later today.
https://t.co/FfjzYcZaBo
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BREAKING: OpenAI appears to be announcing an AI-powered web browser later today.
https://t.co/FfjzYcZaBo
https://t.co/kbcsk1khlO tweet
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App Economy Insights
📺 US TV Time September 2025:
Streaming 45.2% (+4.2pp Y/Y).
• YouTube 12.6% (+2.0pp Y/Y).
• Netflix 8.3% (+0.4pp Y/Y).
• Disney apps 4.5% (-0.4pp Y/Y).
• Prime Video 3.9% (+0.3pp Y/Y).
• Roku Channel 2.8% (+1.2pp Y/Y).
$GOOG $NFLX $AMZN $DIS $ROKU
Source: Nielsen https://t.co/HDiSdiUJWe
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📺 US TV Time September 2025:
Streaming 45.2% (+4.2pp Y/Y).
• YouTube 12.6% (+2.0pp Y/Y).
• Netflix 8.3% (+0.4pp Y/Y).
• Disney apps 4.5% (-0.4pp Y/Y).
• Prime Video 3.9% (+0.3pp Y/Y).
• Roku Channel 2.8% (+1.2pp Y/Y).
$GOOG $NFLX $AMZN $DIS $ROKU
Source: Nielsen https://t.co/HDiSdiUJWe
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App Economy Insights
$WBD Warner Bros. Discovery is up for sale.
They received interest from "multiple parties."
Who's going to snag the studios and streaming business? https://t.co/NEBZE9M3pD
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$WBD Warner Bros. Discovery is up for sale.
They received interest from "multiple parties."
Who's going to snag the studios and streaming business? https://t.co/NEBZE9M3pD
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Investing visuals
$MELI is down 🔻15% from its June peak. Meanwhile:
🔹 Revenue is up +34%
🔹 Free cash flow grew +55%
🔹 Trades near a 3-year low forward EV/EBITDA
In my opinion, one of the few great risk/rewards in the market right now. https://t.co/qmAWzjy2vg
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$MELI is down 🔻15% from its June peak. Meanwhile:
🔹 Revenue is up +34%
🔹 Free cash flow grew +55%
🔹 Trades near a 3-year low forward EV/EBITDA
In my opinion, one of the few great risk/rewards in the market right now. https://t.co/qmAWzjy2vg
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Yellowbrick Investing
Added 55 new stock write-ups to the site (pt 1):
@SaeschInv (exploring AIM) - $MIND.L, $MHA.L, $MFX.L, $MLVN.L, $MDZ.L, $MET.L, $MANO.L, $MCON.L, $MIDW.L, $SAAS.L, $MPAL.L, $MBH.L, $MERC.L, $MRK.L
@waterboycap - $CLDT
@FatAlpha - $FDS
@mvcinvesting - $MP (overview) https://t.co/1SgPTB1KCK
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Added 55 new stock write-ups to the site (pt 1):
@SaeschInv (exploring AIM) - $MIND.L, $MHA.L, $MFX.L, $MLVN.L, $MDZ.L, $MET.L, $MANO.L, $MCON.L, $MIDW.L, $SAAS.L, $MPAL.L, $MBH.L, $MERC.L, $MRK.L
@waterboycap - $CLDT
@FatAlpha - $FDS
@mvcinvesting - $MP (overview) https://t.co/1SgPTB1KCK
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