DT Devil @dt_devil1
Joined July 2023-
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All of the Grants Given by the U.S. CHIPS Act 💻️ 📲 Want more content like this with daily insights from the world’s top creators? See it first on the @VoronoiApp. posts.voronoiapp.com/technology/All…
A key measure of productivity has slowed in recent years, and this in turn has been a main reason for slower global growth. Policy changes and new technologies can help, our study finds. imf.org/en/Blogs/Artic…
30-Year Mortgage Rates at 7.64%, the highest level in 5 months
The number of employees who use gen AI is expected to soar, freeing many to focus on creative, collaborative, and innovative thinking. Companies that set a people-centric talent strategy will have a competitive edge as AI transforms the future of work. mck.co/4aKHkwp
U.S. Chip Subsidies
Demographics are shifting in Latin America and the labor force will not grow as fast as before, potentially undercutting economic growth. Read our blog to learn about the policies that can help. imf.org/en/Blogs/Artic…
Qualcomm is ramping up its efforts to win the AI PC race and heading for a collision course with Intel and AMD, with the debut of its new Arm-based Snapdragon X Plus chip for Windows-based laptops. yahoo.trib.al/etMpGib
Visualizing the creation of the third-largest luxury group in the world. $KER's most notable acquisitions over three and a half decades – including brands such as Gucci, Bottega Veneta, Balenciaga, and Valentino:
The global economy has shown remarkable resilience, with steady growth defying recession fears. We project global growth at 3.2% in 2024 and 2025 in our latest WEO - a slight upgrade but below the 3.8% historical average. More here. imf.org/en/Publication…
Simple breakdown of Warren Buffett's Investing Strategy:
MAUBOUSSIN LATEST PAPER - Summary Thread Most investors rely on EV/EBITDA and P/E to value businesses, this paper focuses on what these multiples miss, why they differ, and their link to fundamentals (cash-flow generated by the underlying business). Section 1: Introduction to…
S&P 500's Top 10 Companies account for 34% of the index's market cap, an ALL-TIME HIGH 🚨
Growth in Latin America will average about 2% per year in the next five years, below its already low historical average, according to the latest IMF projections. Find out why in our latest blog: imf.org/en/Blogs/Artic…
India will be home to 100 million affluent people by 2027, up from 60 million in 2023, according to Goldman Sachs Research. Read more about how this growing wealth is affecting markets for gold and Indian stocks. click.gs.com/t9b2
Firms that allocate assets are, for a second year in a row, more interested in hedge funds that invest in credit than in any other strategy, according to Goldman Sachs’ Prime Services. Read more about the strategies that are most in demand. click.gs.com/d402
Cities with the Most Billionaires
CHIPS Act funding has started making its way to projects companies have already begun before the money started flowing. But it will still take years for some of the semiconductors built at facilities constructed using CHIPS Act money to reach the market. yahoo.trib.al/237nsns
Software businesses that fit the following criteria: • +15% ROIC • +40% Gross margin • +10% Operating margin • +50% FCF/OCF • +8% EPS 5Y CAGR • +8% Revenue 5Y CAGR • +10x EBIT/Interest Exp. 👇
Taiwan Semiconductor $TSM, the world's largest contract chip manufacturer, just reported Q1 revenue of ~$18.29 billion, up 16.5% Y/Y, thanks to strong demand for high-end chips used in AI applications. Taiwan Semi's main customers include AMD $AMD, Nvidia $NVDA, Qualcomm $QCOM,…
Morgan Stanley $MS Earnings: - Diluted EPS of $0.85 - Net Revenue of $12.9 billion Ted Pick, Chief Executive Officer, said, “In 2023, the Firm reported a solid ROTCE against a mixed market backdrop and a number of headwinds. We begin 2024 with a clear and consistent business…
MarianBruce @406zj2TpPmamOo
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Tiffany Finley @FinlTiff
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Roxie Satcher @RoxSatche
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Salma Seales @salma_seal
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Francoise Witvoet @FWitv
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Jodi @lancaster_jodi3
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Michelle @brown31michelle
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Yahoo Finance @YahooFinance
1.8M Followers 311 Following The world’s biggest business news platform: https://t.co/EhQ75nXob3 Get the free Yahoo Finance app & subscribe to our morning newsletter, the Morning Brief ⬇️
George Soros @georgesoros
401K Followers 4 Following The Official Twitter Page of George Soros, chair of Soros Fund Management LLC and founder of the Open Society Foundations.
Ray Dalio @RayDalio
1.4M Followers 93 Following Official account of Ray Dalio, founder of Bridgewater Associates, author of #1 New York Times bestseller 'Principles,' professional mistake maker
Bloomberg Economics @economics
604K Followers 2K Following Breaking economics news and analysis from @business, the first word in global business and finance. Sign up for our daily newsletter: https://t.co/0m3cdbZZdY
NYT Business @nytimesbusiness
901K Followers 476 Following Financial, tech, media and other business news from The New York Times.
Peter Schiff @PeterSchiff
1.0M Followers 297 Following Chief Economist & Global Strategist https://t.co/X35usGhhgW, Chairman https://t.co/Ib5G6n78js, Founder https://t.co/a2VnvnhiKN, Host https://t.co/YAV1Kdqb51
Mustafa Suleyman @mustafasuleyman
131K Followers 536 Following CEO, Microsoft AI | Author: The Coming Wave | Past: Co-founder, @InflectionAI & @GoogleDeepMind
NVIDIA GeForce @NVIDIAGeForce
2.9M Followers 987 Following Beyond Gaming. Beyond Streaming. Beyond Creating. This is #BeyondFast powered by NVIDIA Ada Lovelace architecture.
Google Earth @googleearth
1.2M Followers 301 Following Google Earth, #EarthEngine, and Earth Outreach. The whole world in your browser.
Barchart @Barchart
179K Followers 573 Following Financial Markets | Trading & Investing Tools | Charting | Stocks | Options | Futures | Commodities | Forex | News | & Much More
Barron's @barronsonline
330K Followers 37 Following The world's premier investing publication since 1921. For customer support, visit https://t.co/HkyUtq6BNr
Bloomberg Markets @markets
1.7M Followers 230 Following Breaking news and analysis on global financial markets Sign up for newsletters: https://t.co/3zp754sbuD Catch up on Markets Wrap: https://t.co/PF0mrEttGc
Reuters Business @ReutersBiz
2.7M Followers 247 Following The latest business and financial news from around the 🌍 with insights from @breakingviews. Our new daily podcast is here: https://t.co/WoRUGLyyeH
WSJ Markets @WSJmarkets
899K Followers 534 Following Breaking news, smart analysis and in-depth features on global markets and finance from The Wall Street Journal.
Forbes @Forbes
20.0M Followers 5K Following Sign up now for Forbes' free daily newsletter for unmatched insights and exclusive reporting: https://t.co/LAKg7gIfDJ
App Economy Insights @EconomyApp
181K Followers 384 Following • App Economy investor • French in Silicon Valley • Gaming industry veteran • Previously @PwC & @BandaiNamcoUS • 100,000+ read my newsletter How They Make Money
GuruFocus @gurufocus
11K Followers 255 Following GuruFocus: Essential data for over 1 million stock investors worldwide. Access insights from 130,000+ public companies. Invest smarter.
MarketWatch @MarketWatch
4.6M Followers 231 Following News, personal finance & commentary from MarketWatch. For customer support, visit https://t.co/Uu49STq7M6
Grant Thornton @GrantThornton
21K Followers 1K Following Grant Thornton is one of the world’s leading networks of independent assurance, tax and advisory firms. Grant Thornton International is its umbrella entity.
ARK Invest @ARKInvest
767K Followers 859 Following Investment advisor focused solely on #disruptive #innovation. Disclosure: https://t.co/7lwRaEv61H
Cathie Wood @CathieDWood
1.7M Followers 400 Following Founder, CEO and CIO @ARKinvest. Thematic portfolio manager for disruptive innovation, mom, economist, and women's advocate. Disclosure: https://t.co/chxRD4oWOd
Fidelity Investments @Fidelity
376K Followers 133 Following Welcome to the Fidelity Investments X account. We’re here to answer questions and cover the latest market trends. Disclosures: https://t.co/1kX2r3LJui
Two Sigma @twosigma
9K Followers 253 Following We are a financial sciences company. We combine rigorous inquiry, data analysis, and invention to solve the toughest challenges across financial services.
Nikita Bier @nikitabier
322K Followers 2K Following I make apps grow really fast. founder @gasappteam (acq by discord), ex-founder @thetbhapp (acq by facebook), ex-new products @meta
Sheep of Wall Street @Biohazard3737
50K Followers 3K Following MD/MBA. Investor. Disclaimer: Not financial advice. Might buy or sell any securities without disclosures.
UBS @UBS
518K Followers 85 Following Follow us for news about UBS, our events and opinions from around the world.
Deutsche Bank @DeutscheBank
668K Followers 14 Following Our official X-channel. Mainly here to watch. 👀 Contact and feedback via: ✉️ https://t.co/8bk4NvB5pr / 🔔 https://t.co/LeHWxwM07B
Barclays UK @BarclaysUK
185K Followers 17 Following Let's make money work for you. For help with your banking tweet @BarclaysUKHelp 24/7. We'd never ask for personal data on Twitter, please don't post any.
Barclays Bank @Barclays
304K Followers 10 Following All the latest news from Barclays. For customer enquiries please message @BarclaysUKHelp. Our T&Cs can be found here: https://t.co/t5eskbD5re
Bank of America @BankofAmerica
985K Followers 651 Following The power to connect with people and exchange ideas. For account issues, please use @BofA_Help
Merrill Edge @MerrillEdge
160K Followers 102 Following Whether you are a new or experienced investor, Merrill’s digital tools and expert resources can help you pursue your goals. Disclosures: https://t.co/OzIUAAf7Ol
E*TRADE from Morgan S.. @etrade
86K Followers 531 Following Welcome to E*TRADE from Morgan Stanley. Follow us for financial insights, commentary, product news and educational events. Disclosure: https://t.co/2ubRZpLGfH
Supermicro @Supermicro_SMCI
30K Followers 2K Following Supermicro® (NASDAQ:SMCI) provides hi-performance, hi-efficiency green computing technology for Enterprise, Data Center, Cloud Computing, HPC & Embedded Systems
Intel @intel
4.9M Followers 1K Following Intel news, views & events about global tech innovation. Looking for support? Tweet @IntelSupport
Broadcom Inc. @Broadcom
55K Followers 3K Following Broadcom Inc. (NASDAQ: AVGO) is a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions.
Meta @Meta
14.0M Followers 709 Following Connect with what you love to make things happen. It’s Your World.
NVIDIA @nvidia
2.1M Followers 44 Following The official handle for NVIDIA. Blog: https://t.co/kMvsuHK4Ub Support: https://t.co/6ln5FVnA2o All our social media: https://t.co/Uc56dL57Dh
Visual Capitalist @VisualCap
314K Followers 3K Following Data-driven visual content focused on global trends, investing, technology, and the economy.
OpenAI @OpenAI
3.5M Followers 0 Following OpenAI’s mission is to ensure that artificial general intelligence benefits all of humanity. We’re hiring: https://t.co/dJGr6LgzPA
Jeff Bezos @JeffBezos
6.4M Followers 355 Following Amazon. Blue Origin. Washington Post. Bezos Earth Fund. Bezos Academy.
Federal Reserve @federalreserve
1.2M Followers 29 Following The official Twitter channel of the Board of Governors of the Federal Reserve System. Privacy Policy: http://t.co/pbRRCfwyou
Neuralink @neuralink
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Skadden, Arps @SkaddenArps
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Baker McKenzie @bakermckenzie
30K Followers 1K Following Integrated legal solutions to complex business challengesGlobal public debt edged up to 93% of GDP in 2023 and remained 9 percentage points above the pre-pandemic level. The increase was led by the United States and China, the world’s two largest economies. Read why this matters in our blog. imf.org/en/Blogs/Artic…
$TSLA soared +15.31% Monday following reports that CEO Elon Musk won Chinese approval to deploy the automaker’s Full Self-Driving (FSD) autonomous software on the mainland.
All of the Grants Given by the U.S. CHIPS Act 💻️ 📲 Want more content like this with daily insights from the world’s top creators? See it first on the @VoronoiApp. posts.voronoiapp.com/technology/All…
Domino's Pizza Inc $DPZ Earnings: - Diluted EPS of $3.58 (+22% YoY) - Revenue of $1.08 billion (+5.9% YoY) - Global retail sales growth of 7.3% - U.S. same store sales growth of 5.6% “Our first quarter results demonstrated that our Hungry for MORE strategy is off to a strong…
Citi and JPMorgan are among the Wall Street banks recommending buying the Turkish lira trib.al/Tr7Vrf1
Since #stagflation is making headlines again, here's a reminder of what worked and what didn't in the '70s. Hint: got #gold? And #silver! (This chart is from yesterday's free Speculator's Digest. If you're not signed up, you're missing out. Link in reply below. ; - )
30-Year Mortgage Rates at 7.64%, the highest level in 5 months
“It does quadrillions of calculations a second, it's just insane numbers,” Nvidia CEO Jensen Huang says of the company’s AI supercomputer, powered by its game-changing GPU technology. cbsn.ws/3wnLuey
Tb 1975, when Buffett and Munger were running a Ponzi😉
The number of employees who use gen AI is expected to soar, freeing many to focus on creative, collaborative, and innovative thinking. Companies that set a people-centric talent strategy will have a competitive edge as AI transforms the future of work. mck.co/4aKHkwp
$META is a successful advertising company that keeps trying to pivot into other areas that often end up being cash furnaces (trying to make a mobile phone and other hardware, copying TikTok, copying Twitter, metaverse, AI, etc).
JPMorgan Chase CEO Jamie Dimon is concerned the US economy could be in for a repeat of the problems that hampered the country during the '70s. The economy then was constrained by stagflation, a combination of low growth and high inflation, and Dimon said that risk exists again.
$MSFT is one of the most diversified technology companies on Earth, with exposure to a number of key growing industries within technology.
Microsoft $MSFT Q1'24 update🔎 Updated one pager with all key information after the latest earnings of $MSFT 👇 Main takeaways 📢 • $MSFT had a very strong quarter with accelerating revenue growth mainly driven by higher then expected cloud revenue of 31% • A.I. contributed…
Washington is spending another $61B to help Ukraine. But most of the money will flow through the US economy first. The new law allows the Pentagon to send existing weapons to Kyiv and then simultaneously backfill that inventory with new manufacturing efforts for US armories.
Here's how Google $GOOGL makes its money
Buy low and sell high. Natural gas is currently re-testing the lows of its prior 7 major bottoms. If you ask me, time to step in.
MAUBOUSSIN LATEST PAPER - Summary Thread Most investors rely on EV/EBITDA and P/E to value businesses, this paper focuses on what these multiples miss, why they differ, and their link to fundamentals (cash-flow generated by the underlying business). Section 1: Introduction to…
Some interesting metrics from Microsoft's $MSFT recent earnings report. *Linkedin revenue increased 10% *Search and news advertising revenue (excluding TAC) jumped 12% *GitHub Copilot now has 1.8M paid subscribers. CEO Satya Nadella emphasized that Microsoft Copilot is…
S&P 500's Top 10 Companies account for 34% of the index's market cap, an ALL-TIME HIGH 🚨
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