Ashley James @ash_james11
Joined March 2024-
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The Baltimore bridge collapse led to a halt in the port operations. supplychaindive.com/news/intermoda… Baltimore serves as the United States' largest auto import and export port, highlighting the issue. Ford's stock fell by 4% following the incident but recovered by 5% after details…
TrendForce predicted a 13-18% increase in NAND flash contract prices for Q2. The rise in enterprise SSDs is expected to be the highest. Despite Kioxia and WDC enhancing production capacity since Q1, other suppliers maintained a conservative production strategy. Enterprise…
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)
Halted. $TNP
$HOOD Great interview for @vladtenev. He's a much better CEO than most give him credit for, including myself a year ago.
$HOOD Great interview for @vladtenev. He's a much better CEO than most give him credit for, including myself a year ago.
Reuploaded. One of the graphics wasn't right. Thanks, @jevgenijs!
Edge issue #6 drops tomorrow. This week's cover story delves into how scarcity amplifies pricing power, using the world's most prestigious car manufacturer $RACE as a case study. We've also selected four handpicked highlights, including a tribute to Daniel Kahneman and an…
$HOOD / $NU Diego Cerutti might be the 3rd most important person at Robinhood over the next year, and he doesn't have a profile picture on Linkedin. Who is he? He's Robinhood's Chief Credit Officer, who came over to $HOOD from their X1 acquisition. More importantly, he…
Snowflake new CEO, Sridhar Ramaswamy, just bought 31,542 $SNOW shares worth $5M. He now owns 224,181 shares.
Tesla will offer all users a one-month free trial of FSD V12.3. Around this time last year, Musk stated that if FSD achieved "Safe and Smooth" driving, he would launch a free trial. That time has come, and the number of FSD subscriptions and purchases is expected to surge.…
Wake up on time.
Corporations are like retail investors, they prefer to buy other companies when they are expensive, not cheap.
Everyone is talking about Germany being the sick man of Europe, but are French fiscal deficits more than twice as high as before the pandemic sustainable?
$PWFL $MIXT $IOT Lake Cornelia Research Management announces new long position in $PWFL. Sees $6+ target, with potential for a full-rate into comp group with Samsara $IOT (ie $21 = 8x EV/Revenue vs. $IOT at ~15x). Our $6 target is ~8x forward EBITDA. Management really doesn't…
Common article structure of late. Headline: Nvidia could be doomed?! End of article conclusion: Nvidia is not doomed.
Have a try about what you eat today. 😉
Have a try about what you eat today. 😉 https://t.co/wmsNhQCqYD
China says it is holding the officer "to further verify and understand the situation"
China says it is holding the officer "to further verify and understand the situation"
A great product can hide a plethora of ops sins
A great product can hide a plethora of ops sins
I remember many such articles as Greeks aggressively bought throughout 2023, despite disappointing rates until September. They were right, those wily Mediterraneans!
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