DawnLight @_DawnLiggts

Robotics Engineer Joined December 2023

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unusual_whales @unusual_whales

a year ago

Buy now, pay later debt could become a problem for the U.S. economy, per CNBC. The number of buy now, pay later loans increased nearly 1,100% between 2019 and 2021, according to data compiled by the Consumer Financial Protection Bureau.

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The Transcript @TheTranscript_

a year ago

Micron double beat but guidance in-line. CEO: "Robust AI demand and strong execution enabled Micron to drive 17% sequential revenue growth, exceeding our guidance range in fiscal Q3" $MU: -5.2% AH

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kpak @kpak82

a year ago

$NVDA monthly RSI is at 87.60 (just a little overbought) Last time we topped off at this level at 87.80 followed by -68% decline.

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Michael A. Arouet @MichaelAArouet

a year ago

As none of European structural issues of grotesque overregulation, lack of tech innovation, demographics, energy dependence and mass immigration into generous social systems gets addressed, this stunning divergence will simply continue to grow. What a mess.

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Heisenberg @Mr_Derivatives

a year ago

$NVDA Just a reminder, the 2024 Annual Shareholder meeting is this Wednesday at 12pm est. Could be a big market moving event.

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Barchart @Barchart

a year ago

Warren Buffett's Berkshire Hathaway now owns 29% of Occidental Petroleum $OXY. Buffett also owns preferred stock and warrants which could eventually push the stake up to 40%.

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The Kobeissi Letter @KobeissiLetter

a year ago

BREAKING: Nvidia, $NVDA, passes Microsoft to officially become the most valuable public company in the world.

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SkyGrove Research @_SkyGrove

a year ago

[ $AVGO Gains from the AI Boom - Morgan Stanley ] Broadcom is expected to easily meet, if not slightly exceed, its AI targets. AI revenue is projected to grow from $4.2 billion in FY2023 to $14 billion by FY2025, accounting for about 39% of forecasted semiconductor revenue.…

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SkyGrove Research @_SkyGrove

a year ago

[ $MU : Impact of Edge AI on Memory - BofA ] In 2023, the average PC had 13.5GB of RAM. The average smartphone had around 7GB of RAM. For 2024, the minimum RAM requirement for AI PCs running Windows is 16GB. This requirement is likely to increase over time due to growing…

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Markets & Mayhem 🤖 @Mayhem4Markets

a year ago

Probably fine

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unusual_whales @unusual_whales

a year ago

CEO of Nvidia, $NVDA, Jensen Huang has sold $31.2 million worth of $NVDA shares, as a pre-planned 10b5-1 schedule. He still owns 867.3 million shares.

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Barchart @Barchart

a year ago

Equal Weighted S&P 500 $RSP still falling off a cliff against the Market Weighted S&P 500 $SPX. It's on track for its 11th straight red day and 18 of the last 20 days. Not great!

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James Hopf @HopfJames

a year ago

Japan continues to disappoint. It's been 13 years now, and they STILL haven't simply turned on their existing, already-built reactors. They chose to use vastly more harmful and expensive imported coal and gas instead. And now this! Article link in reply.

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MacroEdge @MacroEdgeRes

a year ago

The latest revised CA job figures from the Legislative Analyst’s Office for Q4 2023 show net job losses, rather than the strong labor growth reported initially #MacroEdge

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MacroEdge @MacroEdgeRes

a year ago

Ford plans to cut up to 1,600 jobs in Europe #MacroEdge

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Jonah Lupton @JonahLupton

a year ago

Doing some weekly stock screens, here is one of them: - revenue growth of 20% or more in CY2024 and CY2025 - EBITDA growth of 30% or more in CY2024 and CY2025 - EBITDA positive in CY2024 and CY2025 - trading at less than 40x CY2025 EV/EBITDA - market cap between $500 million and…

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Tech Fund @techfund1

a year ago

TSMC price increases (5% for N3, 10-20% for CoWoS) are great for the entire semi value chain: Nvidia will pass these on to consumers - capacity is fully booked till '26 so the demand outlook is strong - while TSMC gets more gross margin oxygen to embark on N2 and CoWoS investment…

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Beth Kindig @Beth_Kindig

a year ago

Nvidia's $NVDA desktop GPU market share is estimated to have reached its highest level in more than 10 years at 88%, while AMD’s $AMD share dipped to the lowest level in 5 quarters at 12%.

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Quartr @Quartr_App

a year ago

$NVDA is currently just ~2% away from overtaking $MSFT as the largest company in the world by market cap. Visualizing the rapid rise of NVIDIA:

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The Transcript @TheTranscript_

a year ago

$AVGO Broadcom CEO on AI revenue growth: "This 12% organic growth in revenue was largely driven by AI revenue, which stepped up 280% year-on-year to $3.1 billion, more than offsetting continued cyclical weakness in semiconductor revenue from enterprises and telcos."