Mike Harrison @_MikeHarry
Joined November 2023-
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@iancassel @PaulAndreola Insightful analysis of small caps in addition to the human and market psychologies behind a trader's trading and investment process. There is much to learn from them to make be a better trader, investor for the long term.
@iancassel @PaulAndreola Insightful analysis of small caps in addition to the human and market psychologies behind a trader's trading and investment process. There is much to learn from them to make be a better trader, investor for the long term.
Cocoa prices down another >10% today, following an historic >15% plunge on Monday. With @BobOnMarkets permission, let's declare the chocolate market has entered "meltdown" territory. Last month, we at @opinion warned the cocoa market was "disorderly." bloomberg.com/opinion/articl…
Congratulations Puru!!
🏈🧑🏻🎓 I´ve compiled 20 evaluations of the 2024 NFL draft and totaled the team grades. Here is the spreadsheet. Sorted by GPA for all 32 teams. I also sorted the 20 evaluations by GPA. From left (soft graders) to right (hard graders). Thanks to all who give out grades every year!
The Future Investors presents, The 25 Hidden Gems 🦪: the 25 best Small & Mid Cap stocks in the market. Criteria: - EPS & revenue next 3Y: >8% - ROIC >20% - GM >40% & NM >10% - Altman Z >3 - Mcap $300M-$10B - Ranked by Mcap 1. $TREX - Trex - $9.8B 2. $AUTO - Auto Trader - $7.8B…
@Stock_Inf0 This will probably make you happier, in case you hadn't had time to dig in yet.
It's been a while since I posted one of these. Here's the latest share price linearity data for the S&P 500, 400 and 600. Great to see one of my largest and longest held positions (Cadence) topping the list. Which of these companies are you bullish on?
Inexperienced investors: "No, I don't invest in megacaps because they are already too large and can't grow much more." Magnificent 7: Say what?! +475% in the last 5 years 📈🚀 $MSFT $AAPL $NVDA $GOOGL $AMZN $META $TSLA
If I can count pixels and do math, @Tesla is adding over 10 Million FSD miles per day right now. That's a run rate of over 3.6 BILLION miles per year. The data advantage just keeps growing.
200k onsite… and it’s not even close Your career stagnates if not onsite fully You’re the first one to get targeted for layoff if you’re hybrid or remote (if it comes down to a choice)
200k onsite… and it’s not even close Your career stagnates if not onsite fully You’re the first one to get targeted for layoff if you’re hybrid or remote (if it comes down to a choice)
This is huge news: The FTC has just completely banned noncompete agreements by employers which prevent most workers from joining rival firms. It is now ILLEGAL for employers to make employees sign noncompete agreements. Is this a good move?
Here are a few calls I've made previously: 1. $AMD is disrupting $NVDA. 2. $PLTR is the most important co in the West. 3. $AMZN's cashflow is poised to increased exponentially. 4. $SPOT is on track to become the audio counterpart to $GOOG. Which will/won’t work?
China continues to purchase Nvidia AI chips embedded in Super Micro and Dell servers despite U.S. semiconductor export restrictions. reuters.com/world/china/ch… These transactions are legal within China. Key purchasers include the Chinese Academy of Sciences, Shandong Artificial…
[Tesla 1Q24 Earnings] Tesla anticipates increased sales for 2024 compared to the previous year. The company expects to accelerate mass production of the next-generation vehicles by the second half of 2025, utilizing existing production lines. Tesla plans to fully utilize its…
$ADBE Adobe's latest Photoshop beta introduces new generative AI tools powered by Firefly Image 3. These include Reference Image for matching user-uploaded images with generated output, Generate Background and Enhance Detail for improving clarity. theverge.com/2024/4/23/2413…
$SMCI if it sheds another $100, that would be a 50% haircut
5 companies constructing world class moats in the AI space: 1. $PLTR: The commercial service is transforming into a comprehensive platform. As deployment becomes quicker and simpler with the advent of AIP, $PLTR's ability to tailor its offerings to diverse industries strengthens…
My favourite sectors to invest in: • semiconductors • software as a service • payments • credit rating / scores • financial data • healthcare
Annie⛷ @okubokazoo
616 Followers 612 Following Youth is the time when we have the right to weave dreams.Anders🏁🌏 @X__Anderson011
49 Followers 1K Following Digital asset researcher. https://t.co/ctehiXzLvw Focus On Utility. I AM Not A Financial Advisor.Nicole Hall @HallNicole25236
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619 Followers 824 Following “If you aren’t willing to own a stock for 10 years, don’t even think about owning it for 10 minutes”Radiant Miss @RadiantMis39926
2 Followers 311 FollowingBrad Setser. @Brad_Settserr
100 Followers 228 Following CFR senior fellow. Views are my own. Retweets are not endorsements. Writes on sovereign debt and capital flows.Evan @EvanStockMKTN
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26 Followers 1K Following Free Stock Market News that is FAST, ACCURATE, CONSISTENT, and RELIABLE | Not Just Stock News | Check out my Linktree ⬇️compounding Quality @QCompounding12
265 Followers 5K Following Quality stock 👦 Former Professional Investor Teaching people about investing on our website.Sudarshan Poudel @Sudar_shanP
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3 Followers 171 FollowingMerci @Merci696707
106 Followers 103 FollowingBeth Kindlg @Berth_Kindlg
68 Followers 2K Following Investor with higher returns than Wall Street’s Old Boys Club. Audited portfolio, automated hedge and free weekly analysisDTF Capital (Sleep We.. @DTF_Capital
3K Followers 684 Following Author of Sleep Well Investments newsletter | Deep dives into time-tested businesses with long reinvestment runway https://t.co/vff3qimIzaAriaMoon @AriaMoon23
2K Followers 832 Following Sunset explorer, trail walker. Find tranquility in the lap of nature🏕️🌲ShlaGar( 🌸, 🌿) @shla_gar
484 Followers 3K Following Reading a book on a whim will not change your essence, but if you insist on reading 100 books, there will definitely be. Reading is not for eloquence, but for sBrady Bright @BradyBright_
1K Followers 1K Following If I've blocked you, please don't jump to conclusions; I'm busy and you're an idiot😳😳Charlie Bilello @vida_garota4
27 Followers 1K Following Chief Market Strategist @ Creative Planning Investor | Writer | Reader | Thinker Trying to become a little wiser every day.Eternal @sdffdrrt
246 Followers 111 Following The scenery and people are on the road, and joy touches the bottom of my heartMichael A. Arouet @MichaelAArouelt
32 Followers 2K Following Compounding. Charts and as I don't need to sell anything here also irony. No investment advice. I don't send DMs, my impersonators do. 🇩🇪 🇺🇸 🇵🇱JonahLupton @JonahLuptonn66
3 Followers 418 Following CEO/CIO at https://t.co/ttmxsMsQRS - https://t.co/1oB6wxuPfh (investing portfolio), https://t.co/3GbumiVReD (trading portfolio), Fundamental http:/(((The Daily Shot)) @_SoberLook
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179 Followers 155 Following Who wants to achieve excellent results should cherish and manage their timeAnne CC(💙,🧡) @rikpadilha
126 Followers 1K Following Everyone will encounter various difficulties, setbacks and failures in learning. Different mentality is the difference between successful people and ordinary peShay Boloor PRIVATE �.. @StockSavvyShayP
132 Followers 3K Following only private elite here‼️I will mainly talk about stock market, price action analysis etc. ONLY FOR A FEW PEOPLE. MAINPAGE:@StockSavvyShayDerek Hassel @DerekHasse
461 Followers 659 FollowingSimon Erickson @7Innovator
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70K Followers 50 Following Sound investment principles, wisdom, and inspiration from the best investors and thinkers. Follow me to think about investing and decision making more wisely.Ava Hughes @Ava_Hugh_
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278 Followers 518 Following Passionate about tech innovation. Huge fan of SpaceX & Neuralink. Here to engage, learn, and share!App Economy Insights @EconomyApp
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1.7M Followers 2K Following Stocks/Options/Crypto/Market News +Tools. Not advice 🐳 who changed 🏛️. Get $50-$5000 to trade: https://t.co/wGf2ZdlXpw Discord: https://t.co/0xJ9e0ZYYG More: https://t.co/nsxZlPV0pCIndustrial Minerals L.. @industmin
239 Followers 58 Following $IND is a critical minerals explorer & developer of high-purity silica & #quartz projects in Western Australia. #HPSS #IND #ASXOlympio Metals @OlympioMetals
324 Followers 111 Following $OLY.AX is exploring the Cadillac #Lithium Project in Quebec & in Aus the Eurelia Project (#REEs), Halls Creek Project (#Gold) & a farm-in #Lithium JV with $LTRRaj Mehta @_RajMehtaa
195 Followers 550 Following Connecting the dots between business strategies and their stock value. Previously at several startups.Birgir @birgirm80
293 Followers 447 Following Icelandic biotech investor based in London. AIM investing as well. my opinions are not advice.Cern Basher @CernBasher
12K Followers 272 Following Playing with ideas. Co-Founder & Chief Investment Officer at Brilliant Advice - My posts here are Not Financial AdviceEquityEnthusiast @EquityE55615
285 Followers 753 Following Investor • Mentor • Economist • Author • Finance & Real Estate • Impact Investing • Sustainable VenturesJupiter Mines Limited @MinesJupiter
247 Followers 329 Following Jupiter Mines is an ASX mining company, with ownership in the Tshipi manganese mine in South Africa, one of the largest manganese mines globally.Ashley James @ash_james11
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56K Followers 10K Following Senior writer at Barron’s. I'm writing a book on Nvidia. Priors: Bloomberg Opinion tech columnist, CNBC, buyside. Email: tae.kim@barrons dot comTracy (𝒞𝒽𝒾 ) @chigrl
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4K Followers 2K Following Mining and tech is the perfect marriage! So much opportunity to be had. Resist inertia in mining! Innovate, create, Disrupt. Make mining cool for today's youth!Mike Barnes aka Cashc.. @real_MikeBarnes
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226 Followers 872 FollowingPythia Capital, Baron.. @PythiaR
54K Followers 687 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.Distribution is back and right on schedule. With interest rates rising, the market is adjusting to a lesser likelihood of rate cuts in the near future. I see no reason why the Fed would cut rates, and the market is agreeing. Odds favor an undercut of the correction lows on at…
Rubber is about to meet the road here with the NASDAQ bumping against its 50-day line. Even more formidable is the overhead supply starting in February. We are only finding a few setups that are buyable. Until conditions improve, I would expect volatility/squats and reversals…
After seeing the big three cloud infra players -- $AMZN, $GOOGL & $MSFT -- show impressive cloud reacceleration in their earnings results, I feel REALLY confident that cloud usage stocks will have a strong earnings season. Extremely bullish for $SNOW, $MDB, $NET & $DDOG 🤩
Margin of Safety is an INCREDIBLE investing book. But a used copy costs $1,200! Here are 20 short lessons from this classic book (for free):
Moon landings
@AlwaysLegitWhit Lol, give me one single metric by which the USA is the 'greatest country in the world'.
I've just completed my DCF model for The Trade Desk $TTD and I came up with a $/share price target. Let the record show that it turned out to be significantly different than what I was expecting. But that's the beauty of DCFs. You let the inputs & the numbers guide the final…
As my next step, I'll be drilling down into The Trade Desk's operating costs and profitability, to determine what a fair price is to pay for $TTD shares today. I'll be sharing that DCF valuation model and TTD price estimate with everyone on our free @7investing email list on…
Japan’s Sakura Internet is planning to boost its Nvidia $NVDA GPU purchase fivefold as it works to expand its cloud services for generative AI. Sakura is now aiming to buy 10,000 GPUs from Nvidia, including the B200, up from its initial 2,000 GPU investment.
The G7 energy ministerial meeting has concluded. The communique runs into 35 pages (that's >24,000 words) full of diplomatic gymnastics, promising one thing, but creating loopholes wide enough to deliver the opposite. Full document here: g7italy.it/wp-content/upl……
'QE has driven up home prices and inflation, contributed to regional-banking turmoil, and cost the Fed more than $100 billion in cumulative losses (so far).' bloomberg.com/opinion/articl… by Bill Dudley
The Future Investors presents, The 25 Hidden Gems 🦪: the 25 best Small & Mid Cap stocks in the market. Criteria: - EPS & revenue next 3Y: >8% - ROIC >20% - GM >40% & NM >10% - Altman Z >3 - Mcap $300M-$10B - Ranked by Mcap 1. $TREX - Trex - $9.8B 2. $AUTO - Auto Trader - $7.8B…
AWS crossed a $100B run rate growing 17%! Truly MASSIVE scale Quarterly YoY growth trends in below chart. $AMZN
Everything you need to know about $AMD before earnings today, in 8 bullet points: 1. Over the past decade, $AMD has transformed the chip industry by pioneering the use of chiplets—creating a single chip from multiple smaller ones rather than using a traditional monolithic…
Chocolate lovers are finally getting some relief: Cocoa prices plummeted by more than 15% on Monday, the largest one-day drop in at least 65 years. Since the peak, prices have already fallen by almost $4,000, a 33% drop in just a few days. However, in 2024, cocoa prices are…
(FT) - Apple has poached dozens of artificial intelligence experts from Google and has created a secretive European laboratory in Zurich, as the tech giant builds a team to battle rivals in developing new #AI models and products. @FT $AAPL ft.com/content/87054a…
@Stock_Inf0 This will probably make you happier, in case you hadn't had time to dig in yet.
@StockMarketNerd You also probably caught this, but I know you have dozens of earnings going on. If not, it's highly significant as to why GAAP margins went down significantly vs non-GAAP. Tagging you in case it's helpful.
You might want to save this The Return of the S&P500 vs The Return for the S&P500 Minus Top 5 Contributors . You just need a few winners to make a difference .
You make money by figuring out whether a company has extraordinary earning power and the organizational properties to increase it over time, when it’s very hard to figure it out. Everyone thought $SPOT couldn’t compete with $AAPL and $AMZN - but it wasn’t true.
Adding a valuation filter... Now screening for stocks that are expected to grow revenues and EBITDA by at least 20% for the next two years (CY2024 and CY2025) but trading at less than 30x 2025 EV/EBITDA... $ARES $BROS $CIFR $CLSK $DKNG $FLYW $FOUR $FSLR $GLBE $HIMS…
FWIW, this list of results from my morning stock screener gets cut in half if you add "must be GAAP profitable in CY2024, CY2025, CY2026" so the results in this scenario are: $AXON $CELH $CRWD $DUOL $FLYW $FOUR $FRPT $HIMS $KKR $NOW $ONON $RKT You can also add $NU,…
Study on Hillgrove #Gold & #Antimony Project identifies plant capacity can more than double to over 500,000tpa & a high-grade gold concentrate of over 150g/t Au is achievable. Read: tinyurl.com/74us8j3b $LRV