modomo @ModomoModomo9

Joined November 2021

Tweets

38
Followers

78
Following

314
Likes

12

amit @amitisinvesting

a week ago

$NVDA The chart below is likely why Nvidia has a BLOWOUT quarter today. Hyperscaler Capex from Q4 to Q1 decreased by $2B… From Q1 to Q2? It increased by $17B QoQ, or 23%. Not sure what the stock will do, but this quarter will crush.

Jose Najarro Stocks @_JoseNajarro

a week ago

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Sandeep Singh, CFA @Sandeep01671120

a month ago

$open What is Cash Plus? Cash Plus is a hybrid product designed for sellers who want the convenience and certainty of a cash offer but also seek to maximize potential upside by listing their home on the market (Page 3). It combines elements of Opendoor’s flagship cash offer with…

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Sandeep Singh, CFA @Sandeep01671120

a month ago

$open Update: The 2Q25 letter reflects a strategic pivot to a platform model, with a focus on agent partnerships, lower acquisition volumes, and a cautious market outlook. Financially, Opendoor achieved Adjusted EBITDA profitability but expects near-term challenges due to market…

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Bruce J @BTCBruce1

a month ago

今天突然想到一个问题微策略 $MSTR 持续买比特币这么多年一直靠的是发债和增发股票而 $BTC 本身并没有给微策略带来现金流而以太坊微策略如 $BMNR $SBET 等买 $ETH 是能产生现金流的这就是差距

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qinbafrank @qinbafrank

a month ago

coinbase和robinhood美股加密双雄，二季度财报：coin营收、交易收入和订阅及服务收入均不及预期，盈利大增还是因为circle上市带来的投资收益；而hood营收、利润均大幅高于预期，特别是eps beat程度更大。这也是战略和路径差异的体现：…

qinbafrank @qinbafrank

2 months ago

coinbase和robinhood美股加密双雄，二季度财报：coin营收、交易收入和订阅及服务收入均不及预期，盈利大增还是因为circle上市带来的投资收益；而hood营收、利润均大幅高于预期，特别是eps beat程度更大。这也是战略和路径差异的体现：… https://t.co/KzW4GJ6A3l

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Eric Jackson @ericjackson

a month ago

Bloomberg consensus revenue estimates for $OPEN: •2026: $5.75B •2029: $12B At 4–5x forward EV/Revs (where relevant peers trade): •2025 (i.e., right now instead of $2/share) fair value ≈ $31/share •2028 fair value ≈ $82/share

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M. V. Cunha @mvcinvesting

a month ago

As a highly concentrated investor, I rarely initiate new sizable positions. However, over the past few weeks, I’ve been steadily buying $PGY. I believe it could be an asymmetric opportunity over the next 12–24 months. Here’s a Deep Dive explaining my investment thesis: 🧵👇🏻

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Eric Jackson @ericjackson

a month ago

And just stop tweeting me that mgmt needs to cancel the reverse split. They’re not talking to me. I agree they should but they probably won’t. They’ll probably vote for it and say it gives them the right to do this until November but they hope they don’t have to. Whatever. It…

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Marios Stamatoudis @stamatoudism

4 months ago

I've been seeing a lot of euphoria among traders the past few days, and I honestly think it is causing a bit of panic for a lot of people who have missed moves or didn't position well in this recent run. Don't be discouraged by missing out on a run, guys! I've been there a ton…

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Stop Buying Vowels 🔮 @stopbuyingvwls

4 months ago

@SawyerMerritt what does this lady do other than sell stock & read a quick Wikipedia summary about Tesla at the annual shareholder meeting? is there a value add that we don’t know about?

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阑夕 @foxshuo

5 months ago

The Information深入采访了特斯拉的内部员工，然后得出了一个比较惊悚的结论——马斯克可能已经对电动汽车这件事情失去兴趣了。标题就是如此：「How Elon Musk Stopped Loving Cars and Left Tesla in the Lurch」。我给你们划一下稿件重点： -…

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Jason Z @jason1730

7 months ago

Sofi CEO篇: Anthony Noto 2018年上任，他曾任Twitter COO和CFO，高盛全球TMT投资银行联席主管。在其领导下SoFi从学生贷款平台转型为全面金融服务公司及持牌银行，用户超1000万。他增持SoFi股票超1340万美元。截至2024年6月14日，Anthony Noto持有SoFi 股份数量为 812万股，没有公开市场卖出过股票。

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Pejjy @CuriousPejjy

7 months ago

Elon Musk's full interview at World's Government Summit Timestamp: 00:00 DOGE & Government Clean Up 12:10 GROK 3 14:26 Open AI 16:19 $TSLA & Humanoid Robots 18:05 AI & The Dangers 22:23 Boring Company 25:16 New Announcement: Dubai Loop!