Isabelle Thomas @_Isabelle_Queen
Joined October 2023-
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In the first quarter of 2024, the South American country recorded a budget surplus of about 275 billion pesos (some $309 million at the official rate). Read more: unusualwhales.com/news/milei-has…
Columbia University Gives Anti-Israel Protesters Deadline To Leave Or Face Suspension oann.com/newsroom/colum… #OAN
Milei has anounced Argentina's first budget surplus in 16 years, per AFP.
$LULU Jefferies sees a 30%+ downside risk on EPS growth fears
Corporations are like retail investors, they prefer to buy other companies when they are expensive, not cheap.
Apple reportedly slashes Vision Pro headset production and cancels updated headset as sales tank in the US | PC Gamer pcgamer.com/hardware/vr-ha…
Hedge funds have continuously bought U.S. tech stocks for 11 trading days and for four consecutive weeks. This buying trend began after aggressive selling and short-selling weakened the tech sector in March and early April. There is a notable interest in semiconductors,…
"I estimate The Trade Desk’s present equity value is worth $62.55 per share. This represents the fair value of what The Trade Desk’s shares are worth today. That’s pretty much been par for the course though, as this company always feels expensive and yet always tends to…
Breaking Down Keon Coleman: Why the Bills Bet Big on This WR youtu.be/gs7F2qdmUJQ
Easily one of the best newsletters in my inbox at the moment. If you're after insightful financial / political takes, give this a look: fxhedgers.com (it's free)
Easily one of the best newsletters in my inbox at the moment. If you're after insightful financial / political takes, give this a look: fxhedgers.com (it's free)
BREAKING: China launches its 3rd aircraft carrier. Fujian has started sea trials. It’s China’s first supercarrier and the most advanced aircraft carrier ever built outside of the U.S. The 316 meter long ship is expected to enter service next year.
Netflix's strategic adjustments to its pricing models and enforcement of password-sharing policies have reignited growth, propelling the company toward record-high subscriber counts and near-peak stock prices. $NFLX
Best long for similar-ish growth and valuation profile here $BILL - 25x '25 FCF, 26x '25 P/E, 17% fwd Rev CAGR, 23% fwd EPS CAGR $WDAY - 27x '25 FCF, 32x '25 P/E, 17% fwd Rev CAGR, 17% fwd EPS CAGR $OKTA - 24x '25 FCF, 36x '25 P/E, 13% fwd Rev CAGR, 28% fwd EPS CAGR
$NVDA Great episode of 60 minutes about Nvidia. The show went to Silicon Valley to meet NVIDIA's 61-year-old co-founder and CEO, Jensen Huang, to learn how the company, founded in 1993 to improve video game graphics, became a 21st-century AI titan. Check the full episode here:…
Money is shifting from $NVDA to better tickers like $PATH, $MDB, $PANW, $TEAM, $S, $DUOL etc. etc......No point in keeping the money parked in an over-hyped AI ticker. NVidia needs to come down more and more and more.
Imagine being that bus driver, knowing that if you do ANYTHING you will get fired and called a racist, possibly end up in jail. We shouldn’t have to live like this. Only a suicidal society would allow this to continue.
Sakura Internet is expanding its cloud services for generative AI. trendforce.com/news/2024/04/2… Initially, the company planned to buy 2,000 GPUs to achieve a computing power of 2.0 exaflops. Due to higher demand for generative AI cloud services than anticipated, Sakura Internet…
This is David Goggins. He teaches people to stop being little b*tches. He was a Navy Seal, then sold 5M copies of his book "Can't Hurt Me." Here are 10 of his insights that rewired my brain to do hard things (and will do the same for you):
Are you even a Bills fan if you don't have a Hank Bullough auto? Probably 8th greatest Bills coach of all time. Go Bills! #billsmafia
Hannah Smith @HannahSmit20657
215 Followers 233 FollowingMia🍷 @darkhanith
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23 Followers 3K FollowingLily Long @LilyLong258022
78 Followers 225 FollowingDevon Shard @DevonS82178
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109 Followers 1K Following The laziness you once stole will become a slap on your face. Work hard and make progress, not to impress others, but to live up to this life.Isla Scott @ScottIsla21841
57 Followers 194 FollowingFocus On Risk @focus_risk
173 Followers 896 Following USC Pharmacy Alumni, Full Time Investor. My tweets are a general reflection of where Iam investing money and not a recommendation. Please do your due diligence.Penny Morton @morton_pen
265 Followers 649 Following Trading from the heart of the city. Stories of hustleShay Boloor @StockSavvyShayy
250 Followers 236 Following Host of @WOLF_Podcasts | Follow my journey of building a $100K portfolio into $1 Million | Not investment adviceMary Jackson @jackson_ma3789
34 Followers 46 FollowingDavid Rosenberg Priva.. @DavidRosiePriv
14K Followers 13K Following I'll discuss mainly about the Price Action analyses of the Stock Market. Exclusively for Elite Traders, Just for a Selected Few. MAIN PAGE: @EconGuyRosiePixelQuest Investing @PixelInvest_
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148 Followers 240 FollowingLorraine Lancelot @zb4qiqvcb9y
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762 Followers 3K Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.David Rosenberg @EconguyRosie_e
16 Followers 2K Following Founder and President of Rosenberg Research & Associates Inc. Retweets, Likes and Follows are not endorsements.Evelyn Brown @brown99341
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2K Followers 109 Following Just a stock trader and engineer. Like unearthing the story behind the story. A student for life.Buffalo As F*ck @Buffalo_AF
5K Followers 191 Following 💙♨️The most Buffalo page on earth♨️💙 Instagram: @Buffalo_AF TikTok: @Buffalo_AF Youtube: Buffalo AFJavier Blas @JavierBlas
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3K Followers 904 Following British immigrant in Toronto: I've already got two citizenships, coming for your jobs too. Writer/Editor, find me at Buffalo Fanatics + TSW. He/Him #BillsMafiaRaj Mehta @_RajMehtaa
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90 Followers 145 FollowingVictor Lin @_Victor_Lin
353 Followers 755 FollowingJames Hopf @HopfJames
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79 Followers 244 Following Keeping tabs on emerging market moves. Follow along for insights.Savvy Trader @SavvyTrader
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146 Followers 240 FollowingThe Future Investors @ftr_investors
16K Followers 285 Following 📈 Investing in the winners of the present & the future 🏆 The Future Investors Awards 🗣️ Investor Talk 🧑🏻💼 Business Talk🥊 The Stock BattleMark Bentley @_markbent
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2K Followers 2K Following #BillsMafia #PanchosArmy I’m sorry to those I Hurt while I was Hurting.Charlie @Charlie_Sport
2K Followers 996 Following MCFC / pro cycling / film / Manchester exile / travelling man / #BillsMafia cohost of @BillsFromAfar podcast / @LDNBillsBackersRahul @rhemrajani9
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21K Followers 999 Following Thoughts on investing, dividend growth, sports, pop culture and whatever else. 39 YO, runner-in-training, blessed husband and father of 4. Not financial advice.Mike Ivan @WilsonGrace97
447 Followers 707 Following Human, thinker, music person, Web3 novice, sub-amateur athlete, outdoor lover, learner, travellerDan 🇺🇸 @DanMcCarty1
3K Followers 5K Following 110% DIE HARD BILLS FAN!!Yankees! FISHING, HUNTING huge sports fan!One Proud Father ! #BillsMafiaAustin Richardson @AustinRich25237
111 Followers 75 FollowingThawolf1-Chris#BillsM.. @Thawolf_1
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252 Followers 956 Following Exploring cutting-edge software systems at Google.@unusual_whales Glad to see it. Happy for the people of Argentina.
@unusual_whales US surplus coming next? 😂
In the first quarter of 2024, the South American country recorded a budget surplus of about 275 billion pesos (some $309 million at the official rate). Read more: unusualwhales.com/news/milei-has…
Milei has anounced Argentina's first budget surplus in 16 years, per AFP.
In 1977, Warren Buffett wrote an essay titled ‘How Inflation Swindles The Equity Investor’. It was published in Fortune Magazine. I am sharing the 18-page golden resource with you:
$AAPL Bernstein SocGen Group Upgrades to Outperform, 'Buy The Fear' AAPL has de-rated significantly amid a weak iPhone 15 cycle and fears that Apple’s China business is structurally impaired. We believe prevailing weakness in China is more cyclical than structural, and note that…
Meta $META boosted its 2024 capex forecast in Q1 to $35-40B, for a total spend of approximately $100B over the past 3 years as the Facebook parent is aggressively investing in AI infrastructure. $NVDA $AMD $AVGO
Tesla will offer all users a one-month free trial of FSD V12.3. Around this time last year, Musk stated that if FSD achieved "Safe and Smooth" driving, he would launch a free trial. That time has come, and the number of FSD subscriptions and purchases is expected to surge.…
Halted. $TNP
If you are a pole dancer in Nikolas Tsakos’s bed and you’re reading this, can you please wake him up? Thanks 🙏🏻
200k onsite… and it’s not even close Your career stagnates if not onsite fully You’re the first one to get targeted for layoff if you’re hybrid or remote (if it comes down to a choice)
You have to pick one - which is it: a) $200k onsite b) $150k hybrid c) $150k remote
U.S. Urges Hamas To Take Israeli Truce Proposal oann.com/newsroom/u-s-u… #OAN
Worth noting that there are Antifa stickers on it too. They hate Washington, Jefferson, Lincoln and the rest. According to them, it’s all stolen land and the U.S. has no right to exist as a sovereign state.
George Washington- the First President of America, the Father of his country…. Defaced, painted on, wearing a kefyieh and a palestinian flag - all done by the shameless students supporting terrorism and disrespecting everything about America. No words. 🎥 @LexitMovement1
Margin of Safety is an INCREDIBLE investing book. But a used copy costs $1,200! Here are 20 short lessons from this classic book (for free):
Here's an updated version of how I'm constructing my growth portfolio around key themes that I believe have a MASSIVE runway for the next 5+ years 👇 💾 Data (30%) | $SNOW, $PLTR, $MDB, $DDOG 🛡️ Cybersecurity (24%) | $CRWD, $ZS, $NET 🛒 E-Commerce (11%) | $GLBE, $MELI ⚡…
Our subscribers are reacting to the early release of @7Innovator 's DCF report on The Trade Desk $TTD. We'll be releasing it in full tomorrow to anyone on our email list, but subscribers can see it now on our Subscriber Forum. Join us! 7investing.com/subscribe/
I've gotten the official nod from my family and also from my sister's employer that they'll match me dollar-for-dollar on this. That means we're now at 3X the initial donation for Houston's Junior Achievement chapter. The stakes are high for 7 PM tonight. Let's get this…
I enjoy the #NFLDraft every year. But this year is extra special. My Aunt Deb passed away last year. She was the first person to ever teach me about investing, explaining "risk vs reward" and also introducing me to the stock market. She loved our kids; always giving them gifts…