Calvin @cnotesnonstop

Playing freely without fear of risky business and creating new dreams n standards by breaking traditional styles DoyourownDDeveryoneiswrongsometime California, USA Joined May 2014

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567
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270
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12K

Sam Parikh @smartertrader

4 weeks ago

Todays morning call. Sam is serious. No bull shit w charts and all the other riff raff people talk about. Fast. Destroyed today 200k + rippers Listen. if you listen you will understand SAM and why 2000+ are members youtu.be/aTCgyKgMZrY Please retweet

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Dan Nystedt @dnystedt

a month ago

Tesla disbanded its Dojo supercomputer team, ending efforts to develop in-house chips for driverless technology, Bloomberg reports, adding Tesla will use more Nvidia, AMD chips instead, and Samsung for chip production. The closure comes after 20 workers left Tesla to start their…

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Sam Parikh @smartertrader

a month ago

Once in a lifetime you get the opportunity to learn from someone that can change your whole world. It takes tremendous effort and want to. Lots of learning. No short cuts. He offers insane real accurate comment l, no rif raff just keep people happy. No one on twitter…

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Wall St Engine @wallstengine

a month ago

Microsoft $MSFT CEO Satya Nadella: “Every GPU requires storage and compute. The ratio of storage-to-GPU demand is exponential — it’s another key signal of the infrastructure boom ahead.” $AMD $NBIS $NVDA $CRWV

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Sam Parikh @smartertrader

a month ago

lol Avgo back up the 3 it dropped. No one believes

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Beth Kindig @Beth_Kindig

a month ago

Applovin's operating margin more than doubled from 36.2% last year to 76% after the sale of its Apps business. $APP I can count on one hand (or maybe one finger) the amount of tech companies that have reported a GAAP operating margin that high.

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Sam Parikh @smartertrader

a month ago

the biggest moves in options in 2000-2001 was when a company was supposed to lose money and makes money OPEN expected to lose 2c of makes 10c its 4-5

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Sam Parikh @smartertrader

a month ago

➡️$AMD earnings tonight, huge move in semis possibly tomorrow. ➡️$ORCL ➡️$AMD ➡️$APP ➡️$LLY earnings. ➡️$PLTR flying again. Unlock exclusive news and insights. Improve your trading skills and join us today! 👉 bit.ly/4fKpcVY #GetSmarter

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Gene Munster @munster_gene

a month ago

$META moving higher, now up 11%, on Zuck’s comment to “take superintelligence seriously.” He says it will change a lot of assumptions about how things work and there’s a high chance the world will look very different in a few years.

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Sam Parikh @smartertrader

a month ago

lol Spx up 46. Insane rip of age. Meta Crwv Msft Amzn Amd Avgo Mrvl Nvda and orcl Oh my god. Can you say Milly milly

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David Evansen @wallstbull37

a month ago

@smartertrader Sam-- remember $meta was using $amd chips and now meta increasing codex $30 billion next year - why? AMD new chips with TSM will be ready $AMD 225 after earning $CRWV could spike to 140

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First Squawk @FirstSquawk

a month ago

TRUMP ANNOUNCES FULL TRADE DEAL WITH SOUTH KOREA, INCLUDING A $100B LNG PURCHASE AND 15% TARIFF AGREEMENT. || SOUTH KOREA WILL INVEST $350B, OPEN MARKETS TO U.S. GOODS—INCLUDING CARS—AND ITS PRESIDENT WILL VISIT THE U.S. WITHIN TWO WEEKS.

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Beth Kindig @Beth_Kindig

a month ago

Microsoft $MSFT guided for 37% growth in constant currency for Azure next quarter, though it noted it is still capacity constrained. Microsoft also outlined $30 billion in capex, up from $24.2 billion this quarter. $AMZN $GOOG $NVDA $AMD

Beth Kindig @Beth_Kindig

a month ago

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Sam Parikh @smartertrader

a month ago

after this quarter mstr is spx eligible as larges crypto company spx has to add them short about to get smoked

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Beth Kindig @Beth_Kindig

a month ago

Amazon $AMZN is boosting its capex to $31.4 billion next quarter and into the back half, or more than $118 billion annualized factoring in Q1 spending. $GOOG $MSFT $META $NVDA

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Sam Parikh @smartertrader

a month ago

Tomorrow is a important day. If 6291 breaks w force mkt has 1st opportunity to dive. Its all about tariffs but in reality it about Powell. The dumb fuck said we should be raising. Possible that money goes to top 20 stocks and entire mkt caves. Msft and meta and the…

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unusual_whales @unusual_whales

a month ago

BREAKING: Trump says he has asked drugmakers to cut US prices of drugs in 60 days, or face consequences.

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Sam Parikh @smartertrader

a month ago

The USA lets the rich get stunningly rich. How is is ok for Lly to sell zepboung in the USA at 1400 in India at 100 All this gonna get worked out. Pharm benefit managers going to get smoked. Take em out of the picture. It started with unh. Unh going sub 200 The next…

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First Squawk @FirstSquawk

a month ago

WHITE HOUSE RELEASES ADJUSTED RECIPROCAL TARIFF RATES TO REDUCE TRADE DEFICITS AND BOOST REVENUES The White House has published a revised schedule of reciprocal tariffs applying to imports from dozens of trading partners. These adjusted rates are designed to narrow U.S. trade…