𝗔𝗻𝗮𝗹𝘆𝘀𝘁 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 @AnalystInvestor
Holistic Analysis = Financial Models + Macro + Fundamental + Technical + Business + Sentiment Tactical/Strategic Wealth Creation; not Wealth Redistribution analystinvestor.com Australia Joined June 2013-
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The biggest name AI name in the world, largest company by market cap, doesn't have 20 billion. Unbelievable. $NVDA
NVIDIA PLANS TO RAISE AT LEAST $20B FROM HIGH-GRADE BOND SALE
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@gonzalo__nunez Its not deep, he is just making a case for incompetent AI models and keeping M$ in the enterprise.
@elonmusk He is just trying to keep Microsoft in the enterprise.
Getting Claude Fable banned for everyone might be the biggest contribution $AMZN AI researchers ever had. Not sure if they've ever done anything else worthwhile in AI. Well done guys! @amazon
SpaceX IPO valuation comparison. Credit @stocksharks_
Market is missing how bullish $ORCL earnings are for the data center pick and shovel stocks.
Hi @Microsoft can you please do us all a favor and kill GitHub Copilot?
These Koreans just need to chill the F out.
@saylor Why do you still have kidneys?
@michaeljburry Is it because you had to roll over your puts?
@michaeljburry C'mon Burry, bears deserve better for $50/month. Assume the full $5.4B xAI/Valor transaction were NVIDIA-related revenue. $5.4B / $81.6B Q1 revenue = ~6.6% of one quarter. $5.4B / annualized $91B Q2 guide = ~1.5% of annualized revenue.
@ConnorJBates_ Umm, If you are outperforming the market, you are..
@WhiteHouse Aliens vs Predator, Trump edition.
$TE - the fact that short squeeze didn't happen on the last-day-to-cover i.e. yesterday is bad news for bulls.
@pakpakchicken "Bottlenecks are stupid" Meanwhile bottlenecks:
@growthrapidly You mean you won't miss $NOW, now?
Collapse in Auto design in unreal.
@Simba_crpt I see you comparing 3W chart with 2M chart just to suit your narrative. Misleading engagement farmers like you deserve to be blocked.
This is how you finish a brand. Ferrari Luce EV.
Rocket Pup🚀 @RocketPup65
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Flow God x @DumbChirps27
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Princess Camtoria �... @oOXHTeiJ6nR6dQc
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