Beth Kindig @Beth_Kindig
Investor with higher returns than Wall Street's Old Boys Club. Audited portfolio, automated hedge and free weekly analysis. io-fund.com/free-newslette… Boulder & San Francisco Joined February 2012-
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AMD is "completely underestimated" due to its strength as a design company. $AMD $NVDA $INTC @RealVision @jvisser_weiss
Intel $INTC slightly missed Q1 revenue estimates as data center and AI revenue growth was muted and Foundry revenues fell 9.5% YoY. Intel guided for Q2 revenue between $12.5B to $13.5B, well below the $13.6B consensus estimate for the quarter. $NVDA $AMD
Microsoft’s $MSFT $10/month GitHub Copilot is a top pick among coders, with more than 1.3 million customers using the tool so far. $AMZN $GOOG
Google Cloud $GOOG revenue accelerated to 28.4% in Q1, up from 25.7% in Q4 and 22.5% in Q3.
And there it is -- Alphabet $GOOG has approved a $0.20 share dividend alongside an additional $70B buyback. Is Amazon $AMZN next?
And there it is -- Alphabet $GOOG has approved a $0.20 share dividend alongside an additional $70B buyback. Is Amazon $AMZN next?
Google Search $GOOG revenue notched a fifth consecutive quarter of accelerating revenue growth, as it reported 14.4% growth in Q1, versus 12.7% in Q4 and 1.9% in the year ago quarter.
Microsoft $MSFT Azure growth accelerated once more in fiscal Q3, increasing 31% YoY, up from 30% last quarter and 29% in Q1.
Alphabet $GOOG and Amazon $AMZN are the only two of the six biggest tech companies that currently do not offer a dividend. $AAPL $MSFT $NVDA $META
Alphabet $GOOG and Amazon $AMZN are the only two of the six biggest tech companies that currently do not offer a dividend. $AAPL $MSFT $NVDA $META
Microsoft $MSFT is reportedly aiming to have 1.8 million GPUs by the end of 2024, tripling the amount it has. $NVDA $AMD $GOOG $AMZN
Alphabet's $GOOG surging FCF, projected to be $83B in 2024, has raised speculation the tech giant could initiate a dividend this year, following Meta $META and Salesforce $CRM in recent months.
Listen to why savvy investors should not turn cold on $TSLA stock but rather should look for the bottom on this AI leader following Q1 earnings. @Bloomberg @DavidInglesTV bloomberg.com/news/videos/20…
An important shift in ASML’s $ASML sales by end market in just one year: In Q1 2023, Taiwan and South Korea combined for 75% of net systems sales, while China and EMEA were just 9%. In Q1 2024, China and EMEA combined for 69% while Taiwan and South Korea were 25%. $AMAT $LRCX…
Nvidia $NVDA has recently released its A1000 and A400 GPUs, bringing real-time ray tracing, chatbots and copilots to a wider range of desktops and workstations. The GPUs can let users deploy AI chatbots and copilots directly on the desktop. $AMD $INTC $QCOM
At -14% pre-market, Meta $META is set to wipe out $176B in market cap, its second largest single-day drop since it wiped out $251B in February 2022. It’s also only $20B shy of Meta’s post-Q4 earnings gain of $197B in February this year.
At -14% pre-market, Meta $META is set to wipe out $176B in market cap, its second largest single-day drop since it wiped out $251B in February 2022. It’s also only $20B shy of Meta’s post-Q4 earnings gain of $197B in February this year.
AI cloud startup TensorWave is quickly accumulating AMD $AMD MI300x GPUs, aiming to have 20,000 by the end of the year as it plans to lease the chips at a fraction of the cost of Nvidia’s $NVDA H100.
Despite reporting triple-digit EPS growth and beating revenue estimates by ~$250M, Meta $META shares are falling 10% after-hours as Q2's revenue guide of $37.75B at midpoint comes in below consensus of $38.3B, hinting at growth decelerating below 20%.
Meta $META is expected to report 26.5% YoY growth to $36.2B in revenue in Q1, its third consecutive quarter of >20% growth. Q1's EPS is projected to nearly double from last year, with consensus calling for 98% growth to $4.36.
Nvidia $NVDA and Meta $META lead the Mag 7 on a YTD basis, with returns of 66% and 40%. Apple $AAPL and Tesla $TSLA are the two laggards with negative YTD returns. $MSFT $AMZN $GOOG
AMD $AMD has unveiled its Ryzen Pro 8040 and 8000 chips, following AI PC chip releases from Nvidia $NVDA and Intel $INTC. The chips, built on TSMC's $TSM 4nm node, are expected to power PCs from Lenovo, HP $HP and other brands in Q2. $DELL $QCOM
Bitcoin’s share of the $2.4T crypto market rose to the highest level in three years, reaching 55% on April 12. $BTC $ETH $SOL
Puru Saxena @saxena_puru
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Chris Perruna @cperruna
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180 Followers 793 Following The first rule of Tesla cult is to not talk about execution. Retweets don’t mean endorsement. My sugar daddy calls me Baby AGI 🥰
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150 Followers 676 Following AGIからASIに至る過程の情報収集用アカウント。 2024年から2025年にかけてAGIが登場し、その後3年以内にASIに至るという予測を元に行動しています。 Average Peopleとして社会構造の大変動にどう備えるか。 AIへの防犯対策はどうすれば良いか？ AIの利便性を活かしながらも大きな課題です。
Henry Reinhardt @henryreinhardt
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52 Followers 5K Following Clean energy optimist doesn't mean energy commodities cynic
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89K Followers 535 Following Sharing For Informational Purpose Only | No Investment Advice | Our Discord Community https://t.co/ArPBW919KR
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135K Followers 1K Following I Write Stock Market Nerd Newsletter for Tens of Thousands of Subscribers across 173 Countries -- Subscribe 👇 for Free; Masters in Finance; @Umich 🎓 x 2|
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121K Followers 228 Following "The Anti-Fragile Investor" | I demystify the stock market | My portfolio: https://t.co/Y4ueSL9uly
From Growth To Value @FromValue
98K Followers 2K Following Founder of Potential Multibaggers & Best Anchor Stocks on Seeking Alpha. Deep research, long-term investing (10yrs+). I help you stay calm when everyone panics
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54K Followers 3K Following Father, husband, veteran, investor | Tweets about underfollowed small & microcap stocks.
Traderstewie @traderstewie
412K Followers 534 Following Making confident traders since 2009! Join the 'Art Of Trading' community today! https://t.co/Dp8OvaAgdi Blog: https://t.co/sCi8fDzBJB
Q-Cap @qcapital2020
50K Followers 1K Following Familia • Immigrant • Ball is Life • Grift Detective • Ratioed Cramer • No Investment Advice • My Personal Views Only • Personal Diary sometimes Diarrhea
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303K Followers 770 Following Trader, Author, Technical Analysis Using Multiple Timeframes https://t.co/E4cQoecQva Only Price Pays! NEW BOOK Maximum Trading Gains w/⚓VWAP https://t.co/vXrOQ20xXa
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39K Followers 2K Following I have seen the stock market change people's lives! It can change yours too. Never Give Up! You may find my best stock ideas at: https://t.co/rqfRosoA4A
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74K Followers 1K Following Partner at Altimeter partnering with software businesses at the earliest stages of product market fit. Dad to 3 amazing girls. No investment advice
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61K Followers 276 Following Engineer. Entrepreneur. Investor. Tweets are not advices. Never initiate DM to followers from my side. Don’t have a Telegram account. Do your own due diligence.
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132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
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YUSUF @NesroYusuf
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سعيد الغامد.. @mg3_y
189 Followers 4K Following استغفرالله عدد ماكان وعدد مايكون وعدد الحركات والسكون
Elon Musk @elonmusk
181.1M Followers 582 Following
Nameso @manlarin_os
101 Followers 540 Following
Zeke @TeamIsaacc
204 Followers 294 Following
Kentavious Caldwell-P.. @CSheri2
412 Followers 576 Following
Jennifer MacMillan @jmac19macmillan
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InvestingBear @investing_bear
4K Followers 46 Following I'm wrong about 1,000,000 things, but yesterday it was a 1,000,001.
The Exchange @CNBCTheExchange
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This man would definitely get the Father of the year award. My Dad, a retired Superintendent of the Ontario Pronvincial Police is not only a huge supporter of keeping Female sports Female and safe but little did he know getting me into sports at the age of 5 that it would later…
Let’s say you build a business from scratch and qualify for Biden’s new 25% unrealized gains tax. So you have to sell 25% of your business to pay the tax. But now you have to pay 44.6% cap gains + 13.3% CA on that. So you actually have to sell ~37%. Is this right?
🚨 REMINDER: Male athletes have stolen over 924 trophies, medals, & titles from women and girls across 448 different competitions & over 30 different sports.
Almost all of the tents being used at the Palestinian student protests are identical. Who is organizing all of the tents to be delivered to each university? Who is paying for them?
To the purple-haired college students... Is it "Death to America" or is it "America plz pay off my student loans?" I feel like it can't be both.
People want the truth
BREAKING: Just now, 𝕏 has taken the top spot as the #1 News App on the App Store in Australia in both the Free and Grossing categories. 🇦🇺
The devil works hard but God and the people around me work WAY harder. The outpouring of love and support from the WBB community is unreal. Love yall. Support women in sport ALWAYS🫶🏼
@Beth_Kindig Agreed - I just started buying back my $TSLA position in AHs trading. Impossible to time it perfectly but we may have just passed peak negativity / FUD. Discl: I held $TSLA stock from 2015 to Aug 2022 and then bought back again Oct-Dec 2022 before selling all in Sep-Oct 2023.
@Beth_Kindig Thanks Beth. There are a handful of FinX profiles that push analyst material out for free; we appreciate the content and know your other followers do too. As far as when, who knows? $130ish has been circled for $TSLA for months. Risk tolerance different for all. Robo-taxi boon?
Nice analysis leading up this report @Beth_Kindig. You’re a first rate analyst and have taught me a lot about tech. Some of the best content on @SeekingAlpha IMO!
My firm called out Tesla’s $TSLA margin issues a year ago and BYD/China $BYDDY issues about six months ago and didn’t waiver on the facts -- all for free (who does this kind of thing for free?) But rather than pausing for kudos, we're now busy trying to figure out when to buy…
It’s not kind to force women to see men as women, make us to call men women & give up all of our necessary sex based rights to men who claim to be women. So, if you want to have a conversation about kindness and “both sides”, that’s your first hurdle. Godspeed.
I've been waiting since Total Recall
@cvpayne Charles there is nothing corny about Tesla Robotaxi aka self driving cars but again by the time wall street realizes this it will be too late my man
OK, I'm keen to hear from any women who have Klinefelter syndrome, whether or not they were offended by my tweet. (People talk about shooting fish in a barrel, but this is more like showing up with your rifle and finding nothing but ancient fishbones.)
Phish at the Sphere is insane
The Biden Administration is weaponizing language to turn Title IX against the women and girls the monumental law was created to protect. By replacing sex with gender identity, all prior protections put in place will be wiped away. It is a dystopian nightmare, masqueraded as…
Not sure this is actually a joke at this point…
Biden Says When It Comes To College Women’s Sports, 'May The Best Man Win' buff.ly/4aDY20z
Not on my watch.
The Biden Admin has just officially abolished Title IX as we knew it. Now, sex = gender identity. In a nutshell, the new rewrite means: - men can take academic AND athletic scholarships from women - men will have FULL access to bathrooms, locker rooms, etc - men could be…
Insane
The Biden Admin has just officially abolished Title IX as we knew it. Now, sex = gender identity. In a nutshell, the new rewrite means: - men can take academic AND athletic scholarships from women - men will have FULL access to bathrooms, locker rooms, etc - men could be…
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