IvanaSPEAR @IvanaSpear
Investing & sharing insights on B2B tech. 10yrs as ex. Citadel, Millennium, Tiger cub. Founder & PM of Spear Alpha ETF $SPRX. Disclosure: https://t.co/g80M93SeiW spear-invest.com Joined August 2021-
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$MSFT 10 AI Datapoints from the earnings call: 1. Azure beat by 3% and grew 31% y/y; Guided to similar growth for 4Q24 (30-31%) 2. AI services contributed 7 pts of growth (vs. 6pts last quarter) 3. Capex to increase significantly in F4Q driven by build-out of Cloud and AI…
Calling all Financial Advisors: Our Data Center Value Chain Webinar is now eligible for 1.5 CE CFP Credit. With companies like Nvidia and AMD pulling back 20-30%+ from their highs, it's a great time to dive deeper into this sector. Link to register: learn.spear-invest.com/ai-data-center…
$TSM reduced outlook for semi (ex-memory) from >10% growth to ~10%. Reiterated its own outlook of mid-low 20s for F24. Smartphones and autos are the weak spots. AI expectations: ◆ AI contribution to more than double this year; account for low teen % of revenue; >20% of…
$ASML Bookings disappointed (booked €3.6B in the Q vs. buyside of €7B), driving semis down today... ...but investors should keep in mind that ASML follows the semi-capex cycle, not the demand (data center) cycle. Lumpiness was likely a driver, but '24 is probably not the boom…
Last week, Marvell hosted an AI event highlighting the significant opportunities within Data Centers. Investors are narrowly focused on competition and may be missing the bigger picture. Here are the key insights for any investor who missed it👇 $MRVL
Puru Saxena @saxena_puru
353K Followers 128 Following Retired money manager/founder of money management firms in Hong Kong. My posts are views; not investment advice. Do your own due diligence.
Kaushik @BigBullCap
89K Followers 535 Following Sharing For Informational Purpose Only | No Investment Advice | Our Discord Community https://t.co/ArPBW919KR
Brad Freeman @StockMarketNerd
135K Followers 1K Following I Write Stock Market Nerd Newsletter for Tens of Thousands of Subscribers across 173 Countries -- Subscribe 👇 for Free; Masters in Finance; @Umich 🎓 x 2|
Markets & Mayhem @Mayhem4Markets
191K Followers 843 Following Helping you find an edge 📈 Investment Strategy & Consulting: https://t.co/7ahzoEscDJ Trade Ideas & Education: https://t.co/tonA7iJGM2 SPX Options Visualizer: https://t.co/6JCVhP36Fn
From Growth To Value @FromValue
98K Followers 2K Following Founder of Potential Multibaggers & Best Anchor Stocks on Seeking Alpha. Deep research, long-term investing (10yrs+). I help you stay calm when everyone panics
Q-Cap @qcapital2020
50K Followers 1K Following Familia • Immigrant • Ball is Life • Grift Detective • Ratioed Cramer • No Investment Advice • My Personal Views Only • Personal Diary sometimes Diarrhea
Francis @InvestiAnalyst
33K Followers 878 Following Founder, Software Analyst Cyber Research | Tweets on Cybersecurity & AI/ML | Catholic. Distance Runner. | Ex Cyber Research @contrary @Contrary_Res, Ex AI PM.
Ayesha Tariq, CFA @AyeshaTariq
49K Followers 974 Following Mother | Macro & Fundamental Analysis | Investment Strategy | There's always a story behind the numbers | Macro Research & Ideas: https://t.co/vtyfDvdBzo 🪐🧩
The Transcript @TheTranscript_
60K Followers 1K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Convequity @convequity
6K Followers 764 Following Uncover alpha with deep understanding of Product, Architecture, & Vision. Tweets are not investment advice. https://t.co/1hGBBf8WJu Premium: https://t.co/3bYcUN0h1g
FIRED Up Wealth @FIREDUpWealth
22K Followers 777 Following Millionaire Investor 💰 25 Years Experience MBA🔸Market Analyst🔸Founder @FiredUpWealth Created the Best @Discord Investing Community on Earth👇 60k @YouTube 👽
Eugene Ng @EugeneNg_VCap
20K Followers 1K Following Investor. Author. Angel. Founder@Vision Capital & Ventures. Investing in companies that reflect our best vision for our future. Musings on investing & life.
Jonah Lupton @JonahLupton
557K Followers 2K Following CEO/CIO at https://t.co/BgU67oTYtX - https://t.co/Z2k5DpcCBj (investing portfolio), https://t.co/PnPQ8HA1qa (trading portfolio), https://t.co/bkHuFy56di (both)
SV_Techie @sv_techie
4K Followers 297 Following Tweet about tech/stocks (my personal views). Entrepreneur, Investor, startups mentor; CS/Systems Guy; History-buff AND a Life long learner.
Software Stack Invest.. @StackInvesting
49K Followers 230 Following Deep analysis of SaaS companies by technology leader who made software purchase decisions. CTO / VP Eng @Zoosk, @CBSNews, @CNET, @Boatsetter. CS @Princeton.
Frank Slootman’s Ab.. @davey_juice
3K Followers 395 Following Fundamental LT secular growth investor.CRWD/ZS/DDOG/SNOW MELI= Top 5.I invest mainly in high growth, best of breed b2b biz- pick & shovel..7 yr in market… 29y.o
Drowsy Investor (Blue.. @drowsyinvestor
6K Followers 484 Following Sleepless investor | All things $AXON and other leaders | I cry at the end of Apollo 13, every time | Faces For Spaces with Drowsy and Bear
Dhaval Kotecha @dhaval_kotecha
32K Followers 1K Following Talk about AdTech & Software companies. Occasionally, talk about cricket. Anything I say is NFA! 🇮🇳
Elliot @AlphaSeeker84
2K Followers 1K Following Capital allocator, Equity Researcher, not investment advice https://t.co/8mZcVOoA4w
john joe wilder @IronHandsJoe
100 Followers 1K Following
john vitale @Nickelpony65
89 Followers 59 Following
Ge @Gerardo41153840
3 Followers 614 Following
🇮🇳V @P143143143v
17 Followers 3K Following I am not into any political, personal, global wars , conflicts with anyone ❤️❤️❤️❤️❤️❤️ Indian 🇮🇳fan of modiji 😊😊
johnv @johnv59993585
389 Followers 5K Following
Nitin Gandhi @nlgandhi
154 Followers 149 Following Ivy League MBA (Cornell), Business Professional, Technology Management
Jester Finance @JesterFinance
351 Followers 2K Following 📈🤡 Clowning around the stock & crypto markets. Wisdom and whimsy in one chaotic feed. Join the financial circus! 🎪🚀 - Long term growth, Not financial advice
Con @luxin188
123 Followers 259 Following
Ty @ttags5
791 Followers 2K Following CofC 18', Hail to Pitt | New York Yankees over 90.5 win advocate
ZE Metis @xzmetis
5 Followers 105 Following
QueensBridgeJaPaisa @QueensBridgeJaP
120 Followers 368 Following
Imogen @Imogen1518309
15 Followers 2K Following
Ümit Çaltılı @umitcaltili
972 Followers 8K Following #Bitcoin #XRPHolders 💎 Minimalist&Münzevi 𓂀 ♋️ ♂️ ☭ 🟣 Cat 🐾 Literature 🖋️ Philosophy 💬 Art 🎭 Music 🎺 🎷 📯 🎻 🎹 🎶 Sports 🎯 ⛳ 🎱 🎳 🎾 ⚽ 🏐 🏀
Zack Holland @zack_holland
7K Followers 8K Following 4x founder removing the guesswork from growth as founder/ceo @SelectFew // builder, marketer, investor, ramen eater // always up to help, DM's open
Varin Ayrasib @nbisarya
158 Followers 391 Following Investing in where RealEstate meets Technology; Former operator of unsexy hardware tech makes $$ and sexy B2B software that burns $$; March Madness Fanatic
m3a+1 @msymons
820 Followers 2K Following Lifelong learner. First a builder, now an investor. Often too early. Made many mistakes. Any opinions are my own. Not investment advice DYOR.
EarthinWonderland @earth_hrs
26 Followers 239 Following Three Rivers High School 🇺🇸 | EEBA Kasetsart Uni. 🇹🇭 US Stock Market Investor | Data Analyst
Nicole Petallides @NPetallides
30K Followers 405 Following Anchor @SchwabNetwork (Past: FOXBusiness, Bloomberg, CNBC) @AmericanU NCAA Div. I Women’s Soccer https://t.co/Bu8N7zIjc1 Disc: https://t.co/W3w377M9QP
J Babb @jbabb64
45 Followers 52 Following
Hakan Bakir @Hakanbkr22
6 Followers 286 Following
Ashutosh Das @ashudas1209
59 Followers 230 Following
judonomadz @judonomadz
0 Followers 363 Following
Seb NYC @BariSebastiano
602 Followers 3K Following CEO of fashion brand https://t.co/RuIcbmJ9cC. Start up specialist, former CFO @maisonvalentino. Avid golfer, options trader for fun.📍 Wall Street @carmensolitaly
ordrichard @ordrichard2
108 Followers 162 Following
ashigarami @ashigarami
628 Followers 6K Following
antibala @antibala
162 Followers 5K Following
Humble Rhyconomist @Borkolam
125 Followers 215 Following
Paul Nary @ProfPaulNary
880 Followers 393 Following Corporate strategy professor @Wharton | Teaching MBAs + research in strategy, billion dollar deals/other M&A, PE, investor activism, & business/tech history
Addy G @_addy_g
118 Followers 1K Following
ZivNarkis33 @ZivNarkis333
47 Followers 171 Following
Damia Othman @DamiaOthman
366 Followers 319 Following 10 years of investment and banking | Lifelong financial freedom seeker | Subscribe to my 👇🏻 investment newsletter
Slav @99999venture
144 Followers 5K Following Bolockchain - Defi - NFT - Game Fi. Data, AI. Metaverse.
Puru Saxena @saxena_puru
353K Followers 128 Following Retired money manager/founder of money management firms in Hong Kong. My posts are views; not investment advice. Do your own due diligence.
Kaushik @BigBullCap
89K Followers 535 Following Sharing For Informational Purpose Only | No Investment Advice | Our Discord Community https://t.co/ArPBW919KR
Brad Freeman @StockMarketNerd
135K Followers 1K Following I Write Stock Market Nerd Newsletter for Tens of Thousands of Subscribers across 173 Countries -- Subscribe 👇 for Free; Masters in Finance; @Umich 🎓 x 2|
Jamin Ball @jaminball
74K Followers 1K Following Partner at Altimeter partnering with software businesses at the earliest stages of product market fit. Dad to 3 amazing girls. No investment advice
Markets & Mayhem @Mayhem4Markets
191K Followers 843 Following Helping you find an edge 📈 Investment Strategy & Consulting: https://t.co/7ahzoEscDJ Trade Ideas & Education: https://t.co/tonA7iJGM2 SPX Options Visualizer: https://t.co/6JCVhP36Fn
Brian Stoffel @Brian_Stoffel_
121K Followers 228 Following "The Anti-Fragile Investor" | I demystify the stock market | My portfolio: https://t.co/Y4ueSL9uly
Q-Cap @qcapital2020
50K Followers 1K Following Familia • Immigrant • Ball is Life • Grift Detective • Ratioed Cramer • No Investment Advice • My Personal Views Only • Personal Diary sometimes Diarrhea
Francis @InvestiAnalyst
33K Followers 878 Following Founder, Software Analyst Cyber Research | Tweets on Cybersecurity & AI/ML | Catholic. Distance Runner. | Ex Cyber Research @contrary @Contrary_Res, Ex AI PM.
Ayesha Tariq, CFA @AyeshaTariq
49K Followers 974 Following Mother | Macro & Fundamental Analysis | Investment Strategy | There's always a story behind the numbers | Macro Research & Ideas: https://t.co/vtyfDvdBzo 🪐🧩
Dan Ives @DivesTech
110K Followers 304 Following Official account of Dan Ives. Wedbush MD. Tech analyst on Wall Street over two decades. Family, stocks, sports 📱✈️📈🚘. 🏈We Are Penn State! Jersey Pizza #1🍕
The Transcript @TheTranscript_
60K Followers 1K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Beth Kindig @Beth_Kindig
130K Followers 5K Following Investor with higher returns than Wall Street's Old Boys Club. Audited portfolio, automated hedge and free weekly analysis.
FIRED Up Wealth @FIREDUpWealth
22K Followers 777 Following Millionaire Investor 💰 25 Years Experience MBA🔸Market Analyst🔸Founder @FiredUpWealth Created the Best @Discord Investing Community on Earth👇 60k @YouTube 👽
Jonah Lupton @JonahLupton
557K Followers 2K Following CEO/CIO at https://t.co/BgU67oTYtX - https://t.co/Z2k5DpcCBj (investing portfolio), https://t.co/PnPQ8HA1qa (trading portfolio), https://t.co/bkHuFy56di (both)
Austin Lieberman @LiebermanAustin
54K Followers 3K Following Father, husband, veteran, investor | Tweets about underfollowed small & microcap stocks.
SV_Techie @sv_techie
4K Followers 297 Following Tweet about tech/stocks (my personal views). Entrepreneur, Investor, startups mentor; CS/Systems Guy; History-buff AND a Life long learner.
Software Stack Invest.. @StackInvesting
49K Followers 230 Following Deep analysis of SaaS companies by technology leader who made software purchase decisions. CTO / VP Eng @Zoosk, @CBSNews, @CNET, @Boatsetter. CS @Princeton.
Eric Jhonsa @EricJhonsa
18K Followers 1K Following Independent tech L/S investor. Part-time consultant. Previously a tech columnist @thestreet @thestreetpro.
Ryan Detrick, CMT @RyanDetrick
150K Followers 1K Following Chief Market Strategist at @CarsonGroupLLC 🔎 for the perfect BBQ and host to the Facts vs Feelings podcast Advisory services through CWM, LLC, RIA
Simon Erickson @7Innovator
36K Followers 893 Following Founder & CEO @7investing. I share stock ideas for you to invest in your future. UT engineer & Rice MBA. Previously advisor @themotleyfool & VC @chevron
Dan Hallett @DanHallett
2K Followers 263 Following Vice-President, Research & Principal, HighView Financial Group. Practical, candid, and independent views on the world of investing. Opinions are mine.
Sahil Khetpal @skhetpal
15K Followers 540 Following Former hedge fund investor turned entrepreneur. CEO @thetikr. Tweet about hedge funds, stocks, building businesses, and life's journey.
Stocktwits @Stocktwits
1.0M Followers 3K Following World's leading social media platform for traders & investors. 📈 Available on Web, iOS & Android. Join Stocktwits for Free 👇
Philipp Schmid @_philschmid
16K Followers 651 Following Tech Lead and LLMs at @huggingface 👨🏻💻 🤗 AWS ML Hero 🦸🏻 | Cloud & ML enthusiast | 📍Nuremberg | 🇩🇪 https://t.co/l1ppq3q3hk
Mark Meredith, CFP®�.. @MarkTMeredith
2K Followers 262 Following Founder of Meredith Wealth Planning, a flat-fee registered investment advisor located in Southwestern Illinois. Tweets are not advice.
Kourosh @kouroshshafi
7K Followers 1K Following archiving business tidbits “Make ‘em think, make ‘em laugh, make ‘em money.”
Global_Macro @Marcomadness2
8K Followers 2K Following Macro Strategist, Senior Portfolio Manager, Author and Contributor. Head of Fixed Income at NewEdge Wealth, Opinions are my own
Jesse Cohen @JesseCohenInv
86K Followers 257 Following Global Markets Analyst @Investingcom + I run the https://t.co/6oJBJzhu57 Twitter account. Born and raised in New Jersey. Currently in Tel Aviv.
Shay Boloor @StockSavvyShay
47K Followers 293 Following Host of @WOLF_Podcasts | Follow my journey of building a $100K portfolio into $1 Million | Not investment advice
ETF Authority @ETFAuthority
10K Followers 8 Following Leading the conversation in ETF stock market trading with your daily dose of wisdom for strategic investment decisions.
Aswath Damodaran @AswathDamodaran
393K Followers 3 Following Fascinated by finance & markets and like writing about them, but teaching is my passion.
Decade Investor💸 @DecadeInvestor
192K Followers 488 Following Posting all things money | 16,000+ people read my weekly newsletter & 1,000s listen to my podcast | Posts ≠ Advice
Evan @StockMKTNewz
420K Followers 384 Following Free Stock Market News that is FAST, ACCURATE, CONSISTENT, and RELIABLE | Not Just Stock News | Check out my Linktree ⬇️
Nate | WFH Trading @tradernatehere
17K Followers 397 Following Simplified WFH trading strategies that grow your account, save time, and won't disrupt your career. Featured writer for WOLF Financial. Not financial advice.
Rick Ferri, CFA @Rick_Ferri
27K Followers 615 Following Author of several index fund, ETF, and asset allocation books; "Bogleheads on Investing” podcast host; by-the-hour advice; retired Marine fighter pilot.
Ramit Sethi @ramit
289K Followers 756 Following Host of @netflix "How to Get Rich" & the I Will Teach You To Be Rich podcast. Get my new money insights every Saturday 👉🏾 https://t.co/4ICLQHXj8x
Rebecca Choong Wilkin.. @RChoongWilkins
39K Followers 4K Following Asia government & economy correspondent for @Business || I write about China, geopolitics, finance and markets || Views mine.
Graham Stephan @GrahamStephan
196K Followers 121 Following Real Estate Investor, Car Enthusiast, 4M+ Subs on YouTube. Newsletter - https://t.co/X1F9dVvwxJ Insta - https://t.co/LwD4Qgd2eH
YipitData @yipitdata
4K Followers 241 Following Actionable data on companies that matter to you. We analyze billions of data points every day to provide accurate, granular insights. [email protected]
Ritik Malhotra @RitikM
886 Followers 301 Following founder/ceo @savvywealthinc, two startups acquired, yc alum, angel in 20+ startups, always building things.
Ally Jane Ayers, CFP @aallyjane
2K Followers 891 Following Financial planner to the indie stars. Co-founder of @brooklyn_fi. Co-host of The Liquidity Event podcast.
Biotech2k @Biotech2k1
23K Followers 739 Following Fan of #TechBio with #AI, #ML and #Automation, #CRISPR, #CellTech with #SynBio and #iPSC. I focus on #Genetics, #Immunology, #Hematology and #Oncology.
Jim Fan @DrJimFan
229K Followers 3K Following @NVIDIA Sr. Research Manager & Lead of Embodied AI (GEAR Lab). Creating foundation models for Humanoid Robots & Gaming. @Stanford Ph.D. @OpenAI's first intern.
JasonRaznick @JasonRaznick
25K Followers 11K Following Benzinga Co-Founder. Feel free to get in touch. Life is short. Check in on friends, you never know what’s going on in one's life.
Brian Roemmele @BrianRoemmele
269K Followers 31K Following we can only see what we think is possible...
Harry Stebbings @HarryStebbings
218K Followers 339 Following 🎤 @twentyminutevc, 🏦 @20vcfund @20SALES_vc, 😇 @PachamaInc @linear @theydohq @tripledotgames @merge_api @nexhealthhq @linktree_ @sorare @getcaptionsapp
Francisco Aldaya @franaldaya
7K Followers 4K Following 📰 Editor en @BloombergLinea_. 🎙️Podcast de @BloombergLineaA acá: https://t.co/qlNjw0BjvP. BA History and Politics @UniofExeter. Bostero por mi viejo.
Jeff Richards @jrichlive
54K Followers 2K Following Venture capitalist @notablecap, 2X founder, 4X dad, praying for @Dartmouth 🏀 return to Final Four *not investment advice *wrong often 🤞
Pierre Ferragu @p_ferragu
93K Followers 61 Following Commenting on technology - no investment recommendations.
ShortSeller @ShortsellerST
30K Followers 2K Following Follow/Set Notifications! ChartsForCharity- Lehman Brothers, Raymond James, JackShu HF (since 1987) - #CfC (100% FREE) here; https://t.co/CHgZyG97qo
Jack Hough @jackhough
9K Followers 768 Following Barron's writer. Former stockbroker and Radio Shack clerk. Pronounced "how."
Alex Lieberman @businessbarista
257K Followers 3K Following Cofounder @morningbrew. Cofounder, @storyarb. Host of 60 Second Startup & Founder's Journal.
Garry Kasparov @Kasparov63
1.1M Followers 826 Following Co-founder of @WLCongress. Chairman of @Renew_Democracy & @HRF. Activist, author, speaker, 13th World Chess Champion. https://t.co/CmCdvMlxMi
Gene Investing w/Anth.. @GeneInvesting
9K Followers 379 Following Your source for the latest #Science and #Biotech news! If you're interested in #CRISPR #GeneEditing hit follow! Spaces podcast host🎙- all 20 episodes ⬇️
Eric @EricFlaningam
9K Followers 530 Following Tech research, value investing, and data visualization | $MSFT employee | Newsletter studying business & tech.
Brian Halligan @bhalligan
83K Followers 1K Following Co-founder of HubSpot, Co-founder of Propeller Ventures, MIT Sr. Lecturer, author, deadhead. #UnconventionalWisdom
Robert Friedland @robert_ivanhoe
21K Followers 233 Following Founder @IvanhoeMines_ | @IvanhoeElectric | Everything affects everything, everywhere, all the time 🌎
Charles V Payne @cvpayne
919K Followers 18K Following Trying to make sense of this world while becoming the man my mother raised- I give a damn, love my family and country...and making people $$$$
Schwab Network @SchwabNetwork
66K Followers 2K Following Empowering every investor & trader, every market day with timely financial news & expert insights. RT≠ endorsement. Imp Discl: https://t.co/PjwPtVTPpv
Ed Ludlow @EdLudlow
22K Followers 5K Following Hosting @technology and covering tech/autos for @business from San Francisco. Brit in the USA. DM for Signal!
Mark Sessanta @marksessanta
520 Followers 3K Following Mark Sessanta, CEO Stark Financial Group, helping people meet their financial goals. Disclosure:https://t.co/MAxfjfLSbJ
Zach Melloh @zachmelloh26
6K Followers 908 Following I Help High Earners Craft Financial Plans, Plan for Tax-Events, Minimize Estate Tax, & Invest Tax-Efficiently | CFP Candidate | DM’s Open | Tweets ≠ Advice
@IvanaSpear $MSFT has well diversified business portfolio, widest MOAT, and most respected non-owner CEO in Wall Street.
@IvanaSpear $MSFT probably has the widest product range that can be boosted by AI
.@SnowflakeDB is thrilled to announce #SnowflakeArctic: A state-of-the-art large language model uniquely designed to be the most open, enterprise-grade LLM on the market. This is a big step forward for open source LLMs. And it’s a big moment for Snowflake in our #AI journey as…
Following this multi-week pullback, the strongest growth stocks are jumping out of the gates... The intermediate-term trend for stocks such as Duolingo and Datadog has now flipped to UP (2 week ema > 4week ema) and this is a positive development. Disclosure - Long $DDOG $DUOL
Gartner just dropped its 2024 Magic Quadrant for SSE. Netskope remains top leader. Palo Alto $PANW rose to now be on par with Zscaler $ZS. Cloudflare $NET rose as it matured quickly. 2023 to 2024:
Llama3 looks fantasic. Thank you and congrats @Meta Open source models are the key platform for innovation around productivity, safety, and innovation llama.meta.com/llama3/
So far… major Semiconductor stocks are 0 for 0. I don’t wanna say 0 for 2 because they didn’t actually report terrible earnings, however expectations were EXTREMELY high given then recent valuations. So what we’re seeing is normalization not necessarily a sell off in $SOXX.…
$TSM reduced outlook for semi (ex-memory) from >10% growth to ~10%. Reiterated its own outlook of mid-low 20s for F24. Smartphones and autos are the weak spots. AI expectations: ◆ AI contribution to more than double this year; account for low teen % of revenue; >20% of…
@IvanaSpear $TSM comment on semis overall was cautious, but highly confident in AI demand: x.com/mihaidoho/stat…
Despite $TSM lowering semis market and foundry industry growth guide, $TSM remains confident in AI revenue: ✅ >2x in 2024 ✅+50% CAGR next 5 years ✅>20% of Revenue by 2028 Who still thinks $NVDA can’t blow away consensus revenue growth of +83% in FY 2025 and +22% in FY 2026?
💯
$ASML Bookings disappointed (booked €3.6B in the Q vs. buyside of €7B), driving semis down today... ...but investors should keep in mind that ASML follows the semi-capex cycle, not the demand (data center) cycle. Lumpiness was likely a driver, but '24 is probably not the boom…
Over 95% of ASML DUV revenue came from China. This was 49% of their total revenue. No one is building fabs for anything besides leading edge despite trailing edge content growth still happening. America, Europe, Japan, etc will get completely destroyed in 14nm and above nodes.
@QuintusActual They should first stop drinking Kool Aid.
Two things on lithium, including why BHP is more keen on Copper over Lithium - I highlighted previously, Bloomberg sees the lithium market staying in a surplus until 2027-2029. - BHP's CFO David Lamont told me "we don't like the overall market dynamics in relation to…
Think you're bad at timing the market? So are CEOs:
@IvanaSpear @RadnorCapital Definitely a lot of room for everyone to grow right now. But I think share dynamics/LT competitive positioning still matter a lot when it comes to valuation, margin of error, etc.
Last week, I published my deep-dive into fastest-growing category of security - cloud and application security. Software supply chain security continues to be one of the hottest topics for CISOs and security leaders. I put together a deep-dive report on the software supply…
"It might be a bit of a disappointment that we don't get the Fed rate cuts, but the fact is the economy just doesn't need it," Kestra Investment Management's @MoneyWithMurphy says. "Stocks are doing just fine on their own & don't need that little bit of extra help from the Fed."
Good hunting ground for the next crop of multi-baggers #AI
If you have a 2-3 year timeframe, I think $ALB is starting to look compelling but you have to look past CY2024. I’d consider getting into $ALB if it can push through the VWAP from last September highs. Revenues and earnings will both be down 30-50% in CY2024 but that’s…
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