penguin @RandomPenguinH1
Manhattan, NY Joined April 2020-
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penguin retweeted
Before flying home to Bogotá on Friday night, Colombian President Gustavo Petro was asked in New York how an “international army to liberate Palestine” could be created. He replied that it could be done “quite easily” with a two-thirds UN General Assembly vote (through the…
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penguin retweeted
$GOOGL LAUNCHES GEMINI ROBOTICS
penguin retweeted
Analysis from Goldman on valuations today vs Dec 99
penguin retweeted
Mark Cuban: Outwork everyone.
penguin retweeted
PEG RATIO IS THE SLEEPER VALUATION METRIC MOST IGNORE PEG < 1 = mispriced growth PEG > 2 = danger zone Big Tech PEG ratios: • $ORCL ~3.4x • $NOW ~2.5x • $MSFT ~2.4x • $PLTR ~1.9x • $CRM ~1.8x • $AMD ~1.7x • $AMZN ~1.7x • $AAPL ~1.5x • $META ~1.5x • $ASML ~1.4x •…
penguin retweeted
@Ronxyz00 I think we all understand what’s happening here.
penguin retweeted
Half-hearted efforts don’t get you there. - @naval
penguin retweeted
*UBER’S CEO KHOSROWSHAHI SELLS $28.6 MILLION OF SHARES
penguin retweeted
Powell confirms the Fed is abandoning its 2% Buy everything
Short sellers are so myopic. $crwv has the AI narrative momentum, $nvda owns shares, and the fed is about to cut. In what world does anyone think this is a smart use of capital?
Short sellers are so myopic. $crwv has the AI narrative momentum, $nvda owns shares, and the fed is about to cut. In what world does anyone think this is a smart use of capital?
penguin retweeted
Data Center Capacity is expected to triple by 2030 according to McKinsey. Some names I think will profit most: - $NBIS - $CRWV - $IREN - $NVDA - $AMD - $TSM - $ASML - $VST - $CEG Which is your favorite right now?
penguin retweeted
It not for $NVDA, the US stock market would be sharply underperforming Europe and Japan over the last 3 years JPM
“You don’t hate [blank] enough.” This phrase is cropping up a lot lately, and that worries me. It has no function beyond generating further division and inciting further violence. Moreover, it’s a lie. There is, in fact, sufficient hate in the world. Don’t fuel it.
penguin retweeted
ALIBABA AND BAIDU ADOPT THEIR OWN AI CHIPS: INFORMATION $BABA $BIDU $NVDA
penguin retweeted
🇺🇸 30 YEAR FIXED MORTGAGE RATES POST BIGGEST WEEKLY DROP IN A YEAR
penguin retweeted
So much disinformation on this site tonight in the wake of the horrific Kirk murder, with conservatives cynically suggesting that all of the political violence in this country comes from the left. In fact it’s the opposite. Here are the facts for those with short memories: The…
penguin retweeted
penguin retweeted
Data center vacancy rates dropped to a new record low of 2.3%, while pre-leasing activity could keep vacancies near this level through 2027, per JLL. $MSFT $AMZN $GOOG $META $NVDA
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