Stan Chen @stan1eycc
Investor | Snowboarder | Financial Retweeter | Not investment advice Taipei City, Taiwan Joined July 2008-
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Big milestone for Databricks! We just shared our strongest results ever: 📈 - Surpassing $4 billion revenue run-rate, growing >50% year over year. - Exceeding $1 billion revenue run-rate for our AI products. We are also closing our Series K funding, raising $1 billion of…
傳奇投資人艾克曼承認：對房貸雙雄估值或過於保守！ 房利美 & 房地美具支配力的市場地位 已成為「必須持有的系統性基建」， 市盈率值得更高。 艾克曼估 3,800 億， 財政部卻喊 5,000 億 ~ 1 兆。 如今市值才 1,100 億 —— 意味著至少 3 倍爆發空間！ 🔥早盤再漲 6-10%！
Has $IREN cracked the code? They mine $BTC at one of the highest global capacities. Those proceeds are then funneled into building HPC data centers. A perfect flywheel: BTC as the cash cow, AI cloud as the future. Already translating into $1.25B in annualized revenue. 🚀
$NVO $LLY $HIMS FDA 開始嚴打用於製造 GLP-1減肥藥物的非法進口活性藥物成分。 FDA 創建一份 GLP-1 API “綠色名單”，加強管控 GLP-1 類藥物(像 semaglutide、tirzepatide) 原料藥 (API) 的進口，其中列出 FDA 已檢查過或確定符合其標準的外國工廠生產的 GLP-1 API 。 $NVO $LLY…
My $HROW position doesn’t get much love, but I’ve quietly built it up to nearly a 10% weight. In my free article, I outlined some important short-term catalysts: 1) Debt refinancing: Announced today ✅ 2) Additional M&A Deals (also hinted today) 3) Investors Day on September 26…
JUST IN: $HROW Announces Offering of $250M Senior Unsecured Notes Due 2030 As expected and previously mentioned by the CEO. - No dilution - Lowered cost of capital - Increased financial flexibility $HROW also announced its interest to acquire the remaining equity interests in…
Friendly reminder: 1. $LMND trades ~9.5x 2026 gross profit for 51% gross profit rates. Too cheap. 2. $TMDX at $100 is an extremely good buy technically and fundamentally. 3. $DLO is a 4x opportunity based on my 30% TPV growth, 2.1% take rats, and 30% FCF margin assumptions. 4.…
$SOFI 🚨BREAKING NEWS🚨 Sofi website traffic once again hits the highest traffic in company history🚀 up +0.04% month over month hitting over 22.4 Million 📈 This is prior to NFL kickoff.... OMG its coming 🛸
英特爾坦言：離不開台積電，產品「永遠」要靠它 雖然在晶圓代工領域是競爭對手，但英特爾的晶片設計部門仍將繼續使用台積電。 財務長直言：「英特爾會一直把產品交給台積電代工，可以說是永遠。台積電是很棒的合作夥伴。」 🦧 真正的護城河，不是自己說的，是對手承認的
英特爾坦言：離不開台積電，產品「永遠」要靠它 雖然在晶圓代工領域是競爭對手，但英特爾的晶片設計部門仍將繼續使用台積電。 財務長直言：「英特爾會一直把產品交給台積電代工，可以說是永遠。台積電是很棒的合作夥伴。」 🦧 真正的護城河，不是自己說的，是對手承認的 https://t.co/ALLUi3T4sI
大叔想提醒大家，經過上個禮拜的多方消息跟FDA 的綠清單。 我只想提醒大家是時候回來上車。下一站應該是100。 #HIMS From x.com/ValueSense_io/…
大叔想提醒大家，經過上個禮拜的多方消息跟FDA 的綠清單。 我只想提醒大家是時候回來上車。下一站應該是100。 #HIMS From x.com/ValueSense_io/…
I'm shifting most of my gains from tech over to healthcare now. Sold $PLTR, $DUOL, $SPOT and $HOOD in the last weeks. Loaded up and still aiming to buy more $OSCR, $UNH, $NVO and $HIMS. I'm still holding a lot of techstocks, but many are way overvalued right now.
5Sep’25 Allocations $RDDT 19.4% $NVDA 19.0% $MELI 15.4% $AXON 14.3% $AMZN 13.3% $APP 10.4% $ALAB 3.4% $SNOW 1.8% $GOOGL 1.2% cash 1.6% YTD +29.3% YTD hi +31.25% (28Aug) YTD lo -28.6% (4Apr) CAGR +35.8% (8.68 yrs; since 1/1/17) Changes this week👇 1/4
A September rate cut looks all but guaranteed after today’s jobs data. The only question: 25 bps or 50 bps? Either way, it’s a major tailwind for $PGY, and the stock is already moving in the pre-market. 👌🏻
Portfolio activity After a few weeks of doing very little, today turned out to be eventful Sold my small position in $SES AI to free up additional cash Bought a lot of $DLO Bought a lot of $PYPL Deployed some of my cash reserve I still have around 25% cash remaining
AMD GPU 又一次證明——爛泥扶不上壁。 最新 SemiAnalysis 調查發現： AMD 的 ROCm 平台（AMD 版 CUDA）居然有超過 400 個測試失敗。 而且不是什麼冷門功能，而是 AI 的關鍵： •Transformer 測試 •Attention •關鍵數學運算 🤯 等於開發者根本用不起來！ 更諷刺的是，自 2025 年 6 月 AMD 高調舉辦…
AMD GPU 又一次證明——爛泥扶不上壁。 最新 SemiAnalysis 調查發現： AMD 的 ROCm 平台（AMD 版 CUDA）居然有超過 400 個測試失敗。 而且不是什麼冷門功能，而是 AI 的關鍵： •Transformer 測試 •Attention •關鍵數學運算 🤯 等於開發者根本用不起來！ 更諷刺的是，自 2025 年 6 月 AMD 高調舉辦… https://t.co/9sXUYJeRTx
$SOFI 🚨BREAKING NEWS🚨 One of these 3 is set to potentially enter S&P500 tomorrow $SOFI $HOOD $APP
#AVGO 2025 財年第三季 • AI 營收年增 63%，達到 52 億美元。 • 營收年增 22%，達到 160 億美元（比上年同期成長 1 億美元）。 • 非公認會計準則每股收益 1.69 美元（較上年同期增加 3 美分）。 2025 財年第四季業績指引： • 營收約 174 億美元（比上年同期成長 4 億美元）。 • 調整後 EBITDA…
#AVGO 2025 財年第三季 • AI 營收年增 63%，達到 52 億美元。 • 營收年增 22%，達到 160 億美元（比上年同期成長 1 億美元）。 • 非公認會計準則每股收益 1.69 美元（較上年同期增加 3 美分）。 2025 財年第四季業績指引： • 營收約 174 億美元（比上年同期成長 4 億美元）。 • 調整後 EBITDA…
$AVGO Earnings Snapshot:
$IREN Co-Founder & Co-CEO @danroberts0101 discusses the strong momentum building in our AI Cloud business, supported by NVIDIA Preferred Partner status with @McnallieM and @cazenove_uk. Watch here: iren.com/resources/vide…
$APP Execution has been insane! ✅ Stock +446% ✅ 77% Revenue Growth ✅ 149% EBIT Growth ✅ An INSANE 76% EBIT Margin ✅ Expanding to Streaming Ads ✅ New Shopify E-com App AI advertising is the next gold rush.
. ✪ @_JoseNajorro
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Denny @_DCDOWORK__
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OptionFlow_TA🇺🇸 @Awsawiec069
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Mindset for Money, CP... @MMney642
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DVB @DerpValueBagger
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32 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Christian Darnton @CMDarnzton
53 Followers 2K Following Investor | Early & Long Term: $AMD, $PLTR, $HIMS, $META, & Others. Website: https://t.co/OjiCmGGNHG
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IREN @IREN_Ltd
23K Followers 242 Following IREN Limited is a leading next-generation data center business powering the future of Bitcoin, AI and beyond with 100% renewable energy.
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86K Followers 189 Following Building beautiful things like Mojo🔥 and MAX @Modular, lifting the world of production AI/ML software into a new phase of innovation. We’re hiring! 🚀🧠
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114K Followers 2K Following Founder of Potential Multibaggers & Best Anchor Stocks Finding winners early. $SHOP $7.78, $NET $39, $CRWD $98 etc. I help you stay calm when everyone panics.
Mindset for Money, CP... @Mindset4Money_X
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186K Followers 320 Following • Stock/Option Trader 📈 • 24/7 profit 💎 • Founder of Mikes Trading 👑 • I’m not a financial advisor • (You are responsible for your choices)
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20.8M Followers 5K Following Sign up now for Forbes' free daily newsletter for unmatched insights and exclusive reporting: https://t.co/LAKg7gIfDJ
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