Philippe Laffont presented today its annual “Coatue View on the State of the Markets”. A must-read for investors, founders, and Big-tech employees.
1) Are we in an AI Bubble? Is NVIDIA a bubble?
2) Is Software Dead? AI-as-a-Service?
3) Last 12-month stock-market recap
4)…
55 Followers 2K FollowingOfficial account of Dan Ives. Wedbush MD. Tech analyst on Wall Street over two decades. Family, stocks, sports 📱✈️📈🚘. 🏈We Are Penn State! Jersey Pizza #1🍕
123 Followers 2K FollowingLong shitcos that can grow EPS (FCF) at 15% for a few years. Occasionally long unprofitable shitcos if I'm in the mood for losing money
44 Followers 772 FollowingInvestorwriter at UncoverAlpha. Tweets are only opinions. Researching and sharing the findings of the technology sector in detail (+14k subscribersTraduzir bio
14K Followers 14K FollowingUcore is a Canadian public company with a transformational rare earth separation technology, RapidSX™
TSX-V: $UCU | OTCQX: $UURAF | FSE: $U9UA
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3K Followers 237 FollowingHedge fund analyst, corp dev professional & operator looking for compounders & special situations. Charting the microcap universe through @sophonatlas
28K Followers 42 FollowingOklo’s mission is to provide clean, reliable, affordable energy through the deployment of next-generation fast fission technology and recycling nuclear waste.
141K Followers 3K Following3x Exited Founder/ CEO of tech cos, Chairman Emeritus- QUIN(Quad), former VC@Menlo Ventures, Author of 2 books, fmr White House fellow. All tweets personal.
354K Followers 1K FollowingStrategist, Leader & Author | Retd Army Major General | Senior Fellow for Military Studies @LowyInstitute | @CSIS | Futura Doctrina substack | #BannedInRussia
38K Followers 1K FollowingFormer journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
90K Followers 35K FollowingRetired Earth Sciences Researcher, Professor, Analyst, Writer, Trekker and Explorer. 🥾🌎 Invested in the Global #Nuclear & #Uranium Renaissance 🌅⚛️⚡️⛏️ 🤠🐂
15K Followers 1K FollowingA leader in new plant technology, fuel and services. The GVH BWRX-300 is the first SMR under construction in the Western world. Part of @gevernova
9K Followers 896 FollowingIndependent Investment Researcher & Investor: stocks, bonds & more 🇺🇸🇨🇭🇪🇺🇨🇦 Risk management & hedging. No hype and no advice. A Roger Federer fan ...
203K Followers 360 FollowingOfficial account of Dan Ives. Wedbush MD. Tech analyst on Wall Street over two decades. Family, stocks, sports 📱✈️📈🚘. 🏈We Are Penn State! Jersey Pizza #1🍕
68K Followers 10K FollowingTHE NVIDIA WAY author. Senior writer at Barron’s. Priors: Bloomberg Opinion columnist. taeauthor@gmail dotcom. Telling it like it is. Amazon link to book below
36K Followers 343 FollowingPresident & CIO at Baskin Wealth Management. Baskin Wealth or I may own stock mentioned in tweets. None of this is advice - do your own work!
29K Followers 236 FollowingHusband, Father, full time stock trader, sports junkie. Always learning; My tweets are my opinion only and not investment advice.
98K Followers 1K Following@CatoInstitute Vice President (Econ/Trade), @DukeLaw adjunct, @TheDispatch newsletter-er. CH❤️RTS. You didn't read the article, did you? Go @Rangers.
14K Followers 4K FollowingHedge Fund Founder. Dad. HBS .🐊⚾️. Kings 18:27. No One is Coming. Die Empty. Viking. War Horse. Whatever it Takes. Everything is a Test.*NOT INVESTMENT ADVICE*
2K Followers 564 FollowingAll about Chips. Semiconductor industry expert. ex AMD, ex Samsung. currently managing a product division at Renesas. Opinions are mine.
9K Followers 506 FollowingSemi-retired hedge fund founder. Ex hot-shot lawyer, ex hot-shot strategy consultant. Value+macro in crypto, technology, Buffett-style old economy & commodities
156K Followers 2K Following📰síntese inteligente, sem abreviação
📲 líder em audiência entre veículos digitais dedicados à cobertura do poder
➡️ acompanhe no WhatsApp: https://t.co/bkQhbFYgoX
3K Followers 1K FollowingEconomista, Estrategista e Gestor. Professor do Departamento de Economia da Puc-Rio. Especialista em Macroeconomia e Finanças.
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