Jason Ta @essentialIQ

Hedge Fund | Professional Growth | MSF | CPA | L3 CFA Candidate Provided for informational use and personal reflection Texas, USA Joined July 2021

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Jason Ta @essentialIQ

15 hours ago

@spluscollective No, he didn't possess secret foresight. It was a textbook forced liquidation driven by high leverage.

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Jason Ta @essentialIQ

18 hours ago

It’s crazy to watch the mind games people play just to get their way. But at the end of the day, even massive hedge funds have to deal with the exact same core emotions: fear and greed.

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MEMS combines microscopic mechanics and electronics on silicon to sense physical data or drive movement. Up to 80% smaller than quartz and resistant to shock and heat, MEMS integrates seamlessly into advanced circuits for high-density AI centers and networks. $SITM

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Jason Ta @essentialIQ

2 days ago

CEO Bill McDermott is confident that $NOW will become a $1T company sooner or later. It is becoming the control layer for enterprise AI.

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Jason Ta @essentialIQ

2 days ago

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Jason Ta @essentialIQ

2 days ago

Bold call from Celestica ($CLS ): After projecting 65% growth in 2026, they expect revenue growth to speed up even more in 2027 thanks to strong demand and new program wins.

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Jason Ta @essentialIQ

3 days ago

$PYPL breaks out today. A quick look at last quarter's capital allocation: • Generated $1.72B in Adjusted FCF • Repurchased $1.5B in stock, reducing share count by ~34M shares (3.3%–3.4%)

Jason Ta @essentialIQ

2 weeks ago

Clean rejection right at the unfilled gap below $PYPL

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Jason Ta @essentialIQ

3 days ago

$MELI +2.6%

Jason Ta @essentialIQ

a week ago

$MELI 28 consecutive quarters of 30%+ revenue growth. Read that again. Elite execution, expanding moat, and endless runway.

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Jason Ta @essentialIQ

3 days ago

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Jason Ta @essentialIQ

3 days ago

$CLS Q2 Earnings Double Beat 🔥 Adj. EPS: $2.54 vs $2.30 est 🔥 Sales: $4.699B vs $4.389B est 🟩+6.58%

Jason Ta @essentialIQ

a week ago

This list provides a clear blueprint of the full-stack AI ecosystem, moving beyond standard mega cap tech to highlight the enablers, bottlenecks, and applications powering the AI buildout.

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Jason Ta @essentialIQ

4 days ago

$UBER owned by both Bill Ackman and David Tepper made a new 52 weeks low.

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Jason Ta @essentialIQ

4 days ago

Ackman holds $UBER as a high-conviction, long-term play despite robotaxi disruption fears. His thesis hinges on consumer behavior: riders prioritize speed and price over vehicle brand. Even if Tesla scales autonomous fleets, Uber survives as the dominant aggregator layer.

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Jason Ta @essentialIQ

4 days ago

Hyperscalers, model labs, and the chip ecosystem are locking in multi-year capacity because the alternative (being short compute) is existential. While circular financing increases correction risks if monetization lags, physical shortages in power, optics, and packaging persist.

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Jason Ta @essentialIQ

4 days ago

$GEN sits in a prime position as rising AI threats and cyber attacks accelerate demand for digital protection. Powered by Norton’s high-margin subscription model, Gen Digital delivers strong cash flow, earnings, and a reliable dividend while scaling its security ecosystem.

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Jason Ta @essentialIQ

4 days ago

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Jason Ta @essentialIQ

4 days ago

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Jason Ta @essentialIQ

4 days ago

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Earnings Whispers @eWhispers

7 days ago

#earnings for the week of July 27, 2026 earningswhispers.com/calendar $MSFT $AAPL $AMZN $META $BE $SOFI $BSX $APLD $STX $ENPH $VRT $PYPL $HOOD $ORLY $ARM $QCOM $NVTS $KLAC $RBLX $BA $RDDT $V $AXTI $CLS $LRCX $BMY $XOM $NUE $CI $AZN $MA $KO $CMG $RMBS $BKR $TER $TLRY $UPS $AEM $CAR $DINO $FTNT $GLW $APH $VLO $MTZ $BOH $F $GNRC $SBUX