Kathy Stellar @_Stellarstar0
Joined October 2023-
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[ PJM 2026-27 Base Residual Auction : Significant Parameter Increases ] 1/ PJM revealed planning parameters for the 2026-27 Base Residual Auction (BRA). The auction is scheduled for December, with results to be announced on December 17. Key parameters increased compared to…
Please circle September 3rd at 4 p.m. on your calendar, because I will be hosting @EismanSteven of The Big Short fame on my webcast. It isn’t every day that someone gets profiled by famed author Michael Lewis, but Steven did after his mega-successful bet against subprime…
Most bearish position ever in Canadian dollars. Happy to take a contrarian view on this one.
investornytt.no/milepael-for-l… I fjor høst var Lifecare en av vinnerene på Oslo Børs. Nå har selskapet nådd nok en milepæl og produktet er nå testet ut på hunder med stor suksess. @investornytt har laget en content sak for det børsnoterte selskapet som tar stadig nye skritt mot et…
Acuvi baby Otrolig stark Köparna är på hugget $ACUVI
Acuvi baby Otrolig stark Köparna är på hugget $ACUVI https://t.co/7jBoApW2oa
The OG Scaling Laws from 1965 Gordon Moore AI people are not the first people to think in terms of log, log plots, they are the second. chiphistory.org/20-moore-s-law…
Article link: power-eng.com/nuclear/opg-pr…
[ Nvidia's Roadmap Changes and GB200 Production Delays: Limited Impact ] - HSBC 1/ Nvidia plans to prioritize Hopper H200 GPU allocation over Blackwell B100/B200 in the second half of 2024. The company will also allocate more capacity to advanced packaging CoWoS-S chips in…
$NVDA - Goldman Sachs Bull #2 at $234 a share, ~89% from the current level. Data center would be at $222B, double Y/Y again. Is it realistic ?
$NVDA - Goldman Sachs Bull #2 at $234 a share, ~89% from the current level. Data center would be at $222B, double Y/Y again. Is it realistic ? https://t.co/yssXcJDPSc
Home Depot guides lower, and the stock price rallies 1.5%! Time to dust off the Alan Greenspan “irrational exuberance” speech!!
so many of y'all didn't see the forest for the trees "AI server demand momentum unfazed by Nvidia GB200 delays" digitimes.com/news/a20240812…
“I’ve not done any research on the topic, but here’s my opinion” Me:
Over the next 20 years, we'll see massive growth in electricity infrastructure. Rising demand from electrifying industries, cars, and home heating, plus the rapid expansion of AI and cloud data centers, will drive this unprecedented build-out.
Thrilled to announce the launch of AlphaTarget's website! Subscriptions are now open... alphatarget.com The "Resources" page on the site already has several insightful articles about interesting topics.
Our models now flag gold as cheap, despite its poor performance over the past two weeks due to real rate repricing.
[Foxconn's Stance on Nvidia GB200 Supply] trendforce.com/news/2024/08/0… 1/ Foxconn maintains that there are no delay issues with the GB200 based on Nvidia reference designs. The company plans to keep the fourth quarter supply schedule for customers as originally planned. 2/ The…
Quantum Capital Group to acquire Cogentrix from Carlyle for $3 billion. - Cogentrix's platform includes 11 natural gas-fired power plants - Provides 5.3 gigawatts of efficient, reliable capacity across key U.S. markets
$NVDA BofA: Blackwell transition could mute near-term upside. Maintaining Buy. Top sector pick ahead of NVDA FQ2 (Jul) results on 28-Aug. Media reports indicate delays in the launch of next-gen Blackwell GPU, but note: - Blackwell not in estimates until FQ4.
JulieBell @s87Jz5h8XF65O
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CommodityCycles🇺�... @Irlaugoow99633
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Brooklyn @Pranfalk179
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Za @ZaSt0ckz
80 Followers 2K Following My trading and investing journal where I share charts, trading ideas, and market thoughts. Posts are not financial advice.
Rita Burke @wM7O092T9415h3
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Tannor Manson @Futuenvesting
223 Followers 7K Following Quickly becoming a fintech stock fanatic. Subscribe to the Future Investing YT Channel to stay in touch!
Frank Hill @FrankHi95638758
60 Followers 583 Following This page will post photos of the Most Attractive Women on Planet Earth. I have been shadow banned and ghost banned on X.
Murphy Quillan @MurphyQuillan_
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Barbara @b_flood59
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Danielle Shay @tarderDanielle
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Crossroads @Kross_Rooads
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Bute AI Cryptocurrenc... @12N5mZA77lx1NYo
4 Followers 203 Following No need to stay up late to watch the market; Experience 24 hours to earn 1k-10k profit! https://t.co/qXcwuXtYTr
Evan @StockMKTNewz0_
81 Followers 3K Following Free Stock Market News that is FAST, ACCURATE, CONSISTENT, and RELIABLE | Not Just Stock News | Check out my Linktree ⬇️
BelleWill @olCYB8V8Exop6
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Isabella Lopez @Isabella_fx1
531 Followers 5K Following investment enthusiasts and future phD. Betting big the future with $PLTR. Driven by faith, family and the conviction that the best is yet to come. #Bitcoin
Exante Data @ExanteData
24K Followers 683 Following Data driven insights before the consensus We serve the world's top institutional investors. Check out: https://t.co/WcLvjdLaHc https://t.co/RWQ9sYIeag (substack)
Za @ZaStocks
57K Followers 339 Following My trading and investing journal where I share charts, trade ideas, and market thoughts. Posts are not financial advice.
Clark Tang @_clarktang
8K Followers 418 Following investing @ altimeter // be humble, never stop learning // no investment advice all views personal
Bullside stories @BullsideStories
5K Followers 81 Following My posts are not recommendations to buy, hold or sell any security. I don't provide investment advice or a stock picking service. It is your money, do your DD!
Rihard Jarc @RihardJarc
54K Followers 3K Following Tech Investor & writer. I cover in-depth dives and alternative data on tech (here and in my newsletter with over 14k subscribers). Tweets are only opinions.
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Jeremy Bowman @TMFBowman
2K Followers 903 Following I cover consumer goods and markets for The Motley Fool. Wu-Tang and Seinfeld forever.
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
Tomas @TomasOnMarkets
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ibex @ibex_matt
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QF Research @ResearchQf
15K Followers 652 Following PM at large institutions over 20Y. Investments decisions are your responsibility. DYODD. Analyze distributionally but non-deterministically. RTs ≠ endorsements.
WealthyReadings @WealthyReadings
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Sarah Johnson @ReceiptsSarah
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Equity Share Mortgage... @neardeathcrypto
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