Raj Mehta @_RajMehtaa
Connecting the dots between business strategies and their stock value. Previously at several startups. Joined November 2023-
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.@Mike10947310 deserves tremendous credit for his call on $FNCH. $6 million microcap that just got a $26 million legal judgment Stock was <$1 when he pitched it on June 2, and had just a $1.5 million market cap Right for the right reasons and a ~10x in less than three months
.@Mike10947310 deserves tremendous credit for his call on $FNCH. $6 million microcap that just got a $26 million legal judgment Stock was <$1 when he pitched it on June 2, and had just a $1.5 million market cap Right for the right reasons and a ~10x in less than three months
8-13-2024 ($) •NBC Measurement •Apple and Patreon •Substack Next? stratechery.com/2024/nbc-measu…
8-20-2024 ($) •TSMC Earnings •The AI Milestone stratechery.com/2024/tsmc-earn…
8-21-2024 ($) •Intel Earnings •Intel’s Nadir stratechery.com/2024/intel-ear…
[ Sustained Growth in Nvidia's Data Center Opportunity ] 1/ The U.S.-based hyperscalers, accounting for over 50% of the revenue from Nvidia's Data Center, have recently provided commentary supporting a continued expansion of Nvidia's market potential. This trend aligns with…
$CLPT
This is no substitute for spending 12 hours per day on Reddit.
This is no substitute for spending 12 hours per day on Reddit.
We are pleased to announce the successful sale and transfer of the M/V Sibulk Tradition to its new owners in the first week of July. Read more: lunasolpolaris.be/exit-eitzen-bu…
[ Power Projects and Financial Costs: US Utility Companies Increase CapEx ] 1/ Quanta Services, an EPC provider for US utility companies, reported in Q2 that utility companies are increasing their CapEx, which will be executed in the second half of the year. According to…
Why do both VPs love Diet Mountain Dew? It makes no sense. I never thought about this drink before.
They cheated this poor Romanian girl out of her bronze medal so they could have an all black winners podium. Close up video shows no foul was committed. This is racism and theft. One of my now 100 problems with this Olympic Games.
Snapchat+ launched in Q2 '22 & is already at 11M subs paying ~$3.50/mo. I believe they can exit next yr at ~25M subs. At the current px you are effectively creating the ad biz @ 1x revs. That's pretty cheap for a scaled social media asset w/a valuable 12-25 yr old user base.
$SMCI Heard Charles says margins will improve in the future on call. Guess what nobody is giving him the benefit of the doubt
Fun day chatting with @cvpayne ! And with a surprise @BobEUnlimited catchup to make it even better! Here is the whole deck that we discussed: storage.pardot.com/1023981/172105…
Fun day chatting with @cvpayne ! And with a surprise @BobEUnlimited catchup to make it even better! Here is the whole deck that we discussed: storage.pardot.com/1023981/172105…
Samsung just debuted a solid-state battery with a 600-mile range & a 20-year lifespan. It charges in ... 9 minutes.
[ $INTC Steep Decline: Poor Earnings, Weak Guidance ] Intel is experiencing a sharp drop of nearly 20% due to disappointing earnings and guidance that fell far short of consensus expectations. The primary issues were significant margin erosion this quarter and next quarter's…
Vitol, the world’s largest oil trader, is expanding significantly in coal, acquiring what’s left of Noble, the Singapore-based commodity trading house for ~$210 million. With demand for coal at a record high, private pools of money are profiting from the exodus of public money.
$AAPL PT Raised to $261 at Rosenblatt, Maintains Buy, 'Decent Warm Up Before the Big AI Show' iPhone -- The iPhone installed base was said to have “grown to a new all-time high in total and in every geographic segment.” iPhone was the top seller in the US, urban China, the UK,…
Over the last week: 1. Japan's stock market posted its largest daily drop since 2020 2. US unemployment rate rises to 4.3%, highest in 3 years 3. Starbucks, $SBUX, reports a 6% decline in store traffic 4. Intel, $INTC, erases one third of its value in 1 day 5. Amazon, $AMZN,…
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DominicBach @yHtkxBV4aB3500X
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David Marlin @Marlin_Capitals
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CatherineMoore @73I3Rxe7vh928MZ
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MACD_Trading🇺🇸 @Ywaojo847904
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OrderFlowEdge🇺🇸 @Glardi5696095
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tom 🖍️ @tomtlhetrader1
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ETF_Arbitrage🇺🇸 @Leba63880
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Beth Kindig | Persona... @PersonalKindigB
266 Followers 4K Following Investor with higher returns than Wall Street's Old Boys Club. Audited portfolio, automated hedge and free weekly analysis.
Dr. Eric @WishinWealth_
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BuyForLife🇺🇸 @Paluxah1623
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PriceActionX🇺🇸 @Alflouvirm844
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Zoey @Yrobu1693
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Daniel @mNke1Danuel
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59 Followers 4K Following 10. Under all kinds of difficulties in life, if you can keep half of your cuteness and gentleness, you are the winner.🌷🌷
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Q-Cap @qcapital2020
63K Followers 1K Following • Familia • Grift Detective • No Investment Advice • Nothing to Sell • My Personal Views Only • Best Tweets are Deleted • Personal Diary sometimes Diarrhea
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ibex @ibex_matt
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Stock Analysis Compil... @StockCompil
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Blue Duck Capital Par... @BlueDuckCap
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StudioGhibli?!!! @bullsbearsws
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9K Followers 473 Following Deep dives, mental models & strategy for long-term investors. 2,000+ read the blog. 15k on YT. 3x author. Join us ⬇️
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Conch Shell Capital @TMTMoats
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Parker Ross @Econ_Parker
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