Mike Harrison @_MikeHarry

Joined November 2023

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329
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277
Following

360
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1K

Terrill C. @TerrillCharming

a year ago

Air BNB is going to crumble

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Za @ZaStocks

a year ago

Pretty wild that the Lulu Reddit has 657,000 members. People are that passionate about yoga pants?

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WealthyReadings @WealthyReadings

a year ago

[Hims Valuation] Time to share my valuation on $HIMS, to which you'll find the fundamental review on the first comment. The valuation system is simply meant to know the company's actual fair price based on pre-defined returns, timeframe & reasonable stock multiples. In $HIMS…

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Za @ZaStocks

a year ago

Rates coming down is going to benefit many different sectors but in my opinion the 5 groups most impacted will be: Solar EV Fintech Housing Biotech 3 favorite names from each group: $FSLR $ENPH $RUN $TSLA $RIVN $AEHR $UPST $AFRM $SQ $Z $RDFN $RKT $CRSP $SAVA $MRNA This will be…

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Jesse Felder @jessefelder

a year ago

'The narrow markets we have recently lived through are rather like those of early 2000 in magnitude and breadth: over the six months ending June 2024, just a few stocks accounted for all the S&P 500 return.' gmo.com/globalassets/a… by @GMOInsights

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Brett Adcock @adcock_brett

a year ago

A ton of AI and Robotics developments this week. Big announcements from AGIBOT, Unitree, Disney, ETH Zurich, UC San Diego, Salesforce, Luma Labs, Neuralink, Ideogram, Midjourney, Amazon, AI21 Labs, and Nvidia. Here's everything that happened and how to make sense out of it:

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Angela Belcamino @AngelaBelcamino

3 years ago

If I win Powerball tonight and become a billionaire… I’ll give $10,000 to EVERYone who RETWEETS this.

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Placera365 @placera365

a year ago

So far, so good.

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Rene Sellmann @ReneSellmann

a year ago

Gold.

Ben Buchanan @01Core_Ben

a year ago

Gold.

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92.1 The WOLF @921FMtheWOLF

3 years ago

92.1 The WOLF wants to share the wealth! WIN YOUR SHARE of the record-setting $1.9 BILLION #Powerball Jackpot! Just LIKE and RETWEET this post of our numbers. If any of these numbers win the $1.9 BILLION Jackpot Monday night, you'll win a share of the money!

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SkyGrove Research @_SkyGrove

a year ago

[ $BE 2Q24 Earnings: Positive Outlook amid Guidance raise - Datacenter remains key driver ] 1/ Bloom Energy reported Q2 earnings that largely met consensus expectations, resulting in a 10% pre-market increase. The company slightly raised its guidance for the year. 2/ Management…

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Exante Data @ExanteData

a year ago

Here we take a closer look at the daily returns of major cryptocurrencies and other global assets in terms of their volatility adjusted returns.

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Ernest Wong @ErnestWongBWM

a year ago

Bruce Flatt on electricity demand over the next 20 years $BN

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SkyGrove Research @_SkyGrove

a year ago

[AI Server Shipments Forecast Adjusted] - Goldman Sachs 1/ The expected AI server shipment volume for 2024 has been readjusted to 2025. This adjustment reflects the uncertainty surrounding the next-generation products from Nvidia. 2/ There will be no sales of GB200 in 2024.…

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SkyGrove Research @_SkyGrove

a year ago

[ $TTD Strong Q2 Results, Stock Rises Over 6% After-Hours ] 1/ The Trade Desk maintained a robust customer retention rate, exceeding 95% for the tenth consecutive year. 2/ Next quarter guidance: - Revenue: $618 million, surpassing consensus by $13 million 3/ The company…

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Federal Reserve @federalreserve

a year ago

Q2 consumer credit up 2.4%; revolving credit up 1.2%; nonrevolving credit up 2.9%; June consumer credit up 2.1% (SAAR): federalreserve.gov/releases/g19/c…

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Bob Elliott @BobEUnlimited

a year ago

This is your weekly reminder … it’s Thursday. Also just b/c the labor market is no longer secularly tight doesn’t mean recession. It can be growing but slowing. And that what’s priced into short rates is a collapse in employment and inflation not yet supported by data.

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Mike Harrison @_MikeHarry

a year ago

Airbnb reported Q2 revenue of $2.75 billion, slightly beating expectations, but provided a lower-than-expected revenue forecast for the next quarter.

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Stock Analysis Compilation @StockCompil

a year ago

Massif Capital on Enovix $ENVX US Thesis: Enovix, with its groundbreaking silicon anode battery technology, holds significant potential for high-demand, premium pricing, and superior cash flow as it scales production (Extract from their Q2 letter)