Yellowbrick Investing
Added 59 new stock write-ups to the site (pt 1):
@LuxOpesResearch (quick overviews) - $KER.PA, $ICAD.PA, $FTK.DE, $RIEN.SW, $HEIA.AS, $4X0.DE, $DSY.PA, $ADS.DE, $OR.PA, $SAP.DE, $MTX.DE, $TMV.DE, $STMPA.PA, $ROVI.MC
@LogicalThesis - $DCTH
@TheParadoxIntel - $RBLX https://t.co/t58SEghbhp
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Ahmad
yup

many such cases https://t.co/yBEzIrAiAF
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Quiver Quantitative
JUST IN: The Trump Ballroom Tracker is here 🇺🇸

Last week 15+ companies 'donated' $300M to fund Trump’s new White House ballroom

So we turned it into a portfolio to see if it outperforms

Find it under our 'Trump Donor Portfolio' on Autopilot https://t.co/1Is5cNw7ev
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Yellowbrick Investing
Added 59 new stock write-ups to the site (pt 2):
@Jave_t23 - $OMDA.OL (overview)
@ToffCap - $HCO.PA
@LiebermanAustin - $NBIS (pass)
@WolfpackReports - $METC (short)
@KylerJohnson411 - $FMC (more research needed)
@dismissedeurope - $SDG.L https://t.co/9gYGvFOA47
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Investing visuals
Hyperscaler CapEx is expected to exceed $300B this year.

• $AMZN: $100B
• $MSFT: $80B
• $GOOGL: $75B
• $META: $60B

All report earnings this week, which will give more insight into whether AI demand is still outpacing supply and if the CapEx build-out continues. https://t.co/gQ1X4yZZ5u
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Yellowbrick Investing
Added 59 new stock write-ups to the site (pt final):
@WolfOfOakville - $CNO.V (downgrade)
@fugaziresearch - $RR (short)
@DataDInvesting - $SOFI (earnings)
@deepvaluedude - $PMTS
@FatAlpha - $EVO.ST
fund letters
and more... https://t.co/9hLup3FYVK
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