Lily Ruan @_LilyRuan
Joined December 2023-
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"Every one of Nvidia's top customers all said they are investing more, not less in AI," says Vivek Arya on $NVDA. "I think the fundamentals are still extremely strong, but the market is going to go through its volatility."
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Lily Ruan retweeted
@public @katieeperry Check out more market-moving headlines in Bullish Studio's latest episode of This Week In Money youtu.be/Q-GUmiqwj7w
Lily Ruan retweeted
[AI Server Shipments Forecast Adjusted] - Goldman Sachs 1/ The expected AI server shipment volume for 2024 has been readjusted to 2025. This adjustment reflects the uncertainty surrounding the next-generation products from Nvidia. 2/ There will be no sales of GB200 in 2024.…
Interesting to see insiders with the most bearish flows in a decade. Maybe just profit taking, or maybe they realize that current pricing is extreme relative to conditions. Insiders have taken a sharply bearish turn.|||
"Investors produce outstanding long-term results primarily by avoiding dumb decisions, rather than by making brilliant ones." — Warren Buffett
This is the funniest table in finance right now. Returns from buying when CNCB goes full alert "Markets on Turmoil"
TIAA, one of the nation's largest financial firms, informed its employees Tuesday morning that it is closing its Denver operations center and eliminating about 1,000 jobs.
Lily Ruan retweeted
Residential mortgage standards were generally unchanged or eased slightly on net in July vs April.
Goldman Sachs Panic Index jumped to highest level since 2020
Lily Ruan retweeted
Not to mention Ford and GM would play perfectly with his car insurance business.
Lily Ruan retweeted
[ $META vs $GOOGL : Contrasting Market Reactions ] Meta Platforms and Alphabet presented similar AI investment strategies, yet the market responded differently to each company. Mark Zuckerberg, CEO of Meta, stated: "At this point, I'd rather risk building capacity before it…
Lily Ruan retweeted
Buffett seems to love cash as an investment here. I wonder what he is seeing in the real-time business sales data he gets from the private companies Berkshire owns.
Lily Ruan retweeted
Ugly day for $AMZN. But as we all know, ugly days are inevitable. My full review of the quarter (as well as $AAPL & $DKNG) is below for those interested. stockmarketnerd.com/p/apple-amazon…
Lily Ruan retweeted
Intel's gross margins have gone from 65%... ...to 38%. BofA's Vivek Arya @PowerLunch Nvidia's, by comparison, are 74%. $INTC $NVDA $SMH
Lily Ruan retweeted
Breakdown of job gains by sector. Education and health services still the major contributor to gains. Information services and financial activities were the weakest.
Lily Ruan retweeted
Some very nice graphics from @Reuters. I’m not gonna lie. I went through an entire macroeconomics PhD without learning how unemployment rates are really calculated from scratch and all the intricate subtle assumptions that enter. We take the headline aggregate numbers as given…
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