Christopher Robb @chris_robb1
“Words ought to be a little wild for they are the assault of thoughts on the unthinking.” ― John Maynard Keynes seekingalpha.com/author/christo… Newport Beach, CA Joined February 2021-
Tweets23K
-
Followers4K
-
Following793
-
Likes21K
Treasury Secretary Janet Yellen on Larry Summers's inflation call: "He’s a person who’s been wrong in the past. He said that it would absolutely take a recession to bring inflation down, and that turned out to be a serious misjudgment.” politico.com/news/2024/04/3…
46 years ago today Paul Simonon from The Clash playing in front of a crowd at Rock Against Racism -> 'Carnival Against the Nazis' concert, April 30, 1978. Photo by Syd Shelton #punkrock #paulsimonon #theclash #fightracism #fucknazis #history #punkrockhistory #otd
After seeing the big three cloud infra players -- $AMZN, $GOOGL & $MSFT -- show impressive cloud reacceleration in their earnings results, I feel REALLY confident that cloud usage stocks will have a strong earnings season. Extremely bullish for $SNOW, $MDB, $NET & $DDOG 🤩
Is this still from Dodd-Frank? Jesus, guys.
Japan’s Sakura Internet is planning to boost its Nvidia $NVDA GPU purchase fivefold as it works to expand its cloud services for generative AI. Sakura is now aiming to buy 10,000 GPUs from Nvidia, including the B200, up from its initial 2,000 GPU investment.
AWS $AMZN revenue growth accelerated to 17% in Q1, up from 13% in Q4 and ahead of consensus for 15%. Operating income for AWS rose 84% YoY to $9.4B, up from 39% growth in Q4.
Gen Z is still young, but they typically have higher inflation-adjusted net wealth (assets minus debt, including student debt) than prior generations did at their age. Millennials, who were behind for a time due to the timing of the Great Recession, are now ahead of Boomers. /1
MORGAN STANLEY: We expect inflation data “to reverse to downside surprises in April. .. Several data series indicate a rapid deceleration in rents. .. Financial Services inflation is linked with stock market returns, and the reversal in the $SPX in April will likely push this…
MORGAN STANLEY: “.. We would assume that Elon Musk's US national security clearance is higher than that of the typical American CEO due to his control of SpaceX .. Achieving a potential detente with the PRC on such areas as autonomous driving/FSD (with its obvious national…
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
U.S. employment cost index (QoQ) (1Q24): 1.2% vs 0.9% previous; est 1.0%
Copper vs. #PMI prices $HG_F $COPR The recent surge in copper supports an increase in manufacturing prices ahead.
Another data point suggesting trend PCE is running 2 1/2-3% right now.
Another data point suggesting trend PCE is running 2 1/2-3% right now.
S&P 500 in the 30 years ending 2023: +10.1% annual return Finished up 80% of all years Down double digits 4 of the years Up double digits 19x 4 out of every 10 years finished up 20% or more Not bad considering everything that transpired awealthofcommonsense.com/2024/04/30-yea…
My $VIX short is in the green, and will be ITM soon! #volatility #VIX #Earnings #stocks #stockmarketnews #skew #vol seekingalpha.com/article/468239…
$MSFT had a fantastic earnings report that beat expectations across the board. The firm's aggressive strategy to shore up its AI prowess is paying off. seekingalpha.com/article/468648… #Microsoft #SatyaNadella #StocksInFocus #StocksInNews #ArtificialIntelligence #Earnings #Cloud #Azure
Remember when everyone was panicking about Israel and Iran and saying that spiking oil costs were about to doom us all to oblivion? Listen to me during times like that. seekingalpha.com/article/468481… #GeopoliticalRisk #IranIsraelConflict #Oilandgas #MiddleEast #StockMarket #Hizbullah
Wondering if people are bullish heading into May? This is all you need to know 👇
Many saw the #wobble 📉 of last week as a sign #equities peaked in 2024 - our evidence-based research suggested a rally starting this week S&P 500 up +2.67% for the week. Impressive resilience 😃 @fs_insight FSinsight.com/our-services #SaturdayMood
Many saw the #wobble 📉 of last week as a sign #equities peaked in 2024 - our evidence-based research suggested a rally starting this week S&P 500 up +2.67% for the week. Impressive resilience 😃 @fs_insight FSinsight.com/our-services #SaturdayMood
Thomas (Tom) Lee (not.. @fundstrat
281K Followers 665 Following @fs_insight Head of Research @CNBC Contributor. FSInsight Premium Service: https://t.co/PnfDpeowuh Wikipedia: https://t.co/8QsXKpzGT7 Alma Mater @Wharton
Seth Golden @SethCL
35K Followers 598 Following I specialize in VIX, Retail, Consumer Goods. Hedge fund consultant, chief market strategist Finom Group
Stephanie Link @Stephanie_Link
169K Followers 616 Following Chief Investment Strategist, Head of Investment Solutions & PM at Hightower Advisors. CNBC contributor. Treasure family time & a good run. Proud BC alum.
Matt Cerminaro @mattcerminaro
4K Followers 386 Following Posts ≠ Financial Advice ➢ Opinions expressed are solely my own. “Thoughts are things. Choose the good ones.”
Lisa Abramowicz @lisaabramowicz1
378K Followers 1K Following Co-host of @bsurveillance; Sign up for the newsletter here: https://t.co/4EBiPWI8En
Julia Cordova✨ @CordovaTrades
120K Followers 4K Following Trader. NOT financial advice. If you make too much money, please discontinue use of my charts. I am atomic $ES, $SPY, $NQ, $RTY, $GC, $SI, $GDX, $CL, $NG, $MSOS
Sleenesleigh @sleeneslei62007
0 Followers 199 Following
Seessos @Seessos7DX
0 Followers 143 Following
Thysooth @thysooth75969
1 Followers 214 Following
Sorelo @SoreloCyV
0 Followers 146 Following
Shewpsearsh @shewpsears10295
0 Followers 216 Following
BridgetStella @8677uOWZOeS8WXI
0 Followers 125 Following
Croughqu @croughqu51341
0 Followers 221 Following
Lupeyez @lupeyez41751
2 Followers 216 Following
Maye Musk @mayemusk211
103 Followers 1K Following Bestselling International Author #AWomanMakesAPlan 📖Doctor of Dietetics 👩🎓 Supermodel 😉💃 #ItsGreatToBe75 Agents⬇️
יניב קרעי @QrYnyb
140 Followers 280 Following
Ceyslest @ceyslest70247
0 Followers 200 Following
Jason Goepfert @JasongoepfertDM
5K Followers 3K Following For serious Traders seeking exclusive insight and opportunities. Join me in my PRIVATE space for advanced market analysis and trading strategies. @Jasongoepfert
Laylah Richmond @richmond_l80454
97 Followers 3K Following
Sunbird Picard @PicardSunbird
1K Followers 2K Following Clinical Massage Therapist, Shaman, Death Doula, Indigenous, loves nature, cancer survivor. Racism,White Supremacy,MAGA suck. Married to a disabled Marine Vet.
Diamond @jmo7863
73 Followers 254 Following
Stanley Yuan 🔋 @nonlineargrowth
2K Followers 5K Following Serial entrepreneur w 1x exit (acquired by co w/ 250m users). Technology investor. Mathematician by training, humanitarian at heart. Ex @GoldmanSachs @Columbia
Julie White @rebelgirl1601
5K Followers 7K Following Hotty Toddy. Rebel born and Rebel bred and when I die, by God, I’ll be Rebel Dead #istandwithisreal
Eric Alexander @ericalexanderr
93 Followers 1K Following Successful people are not gifted; they just work hard, then succeed on purpose, I'm Bless.
Karla Claverie @KarlaClaverie
70 Followers 1K Following
Cathy @uihfasuidfa
248 Followers 3K Following #The more you lose, the richer you are: because the mind creates what you lack. Romain Rolland
Kennie_TradesFX... @Wainaina_kennie
328 Followers 944 Following Professionally trained in the art of brewing filter espresso based coffee's ✌️✌️ https://t.co/d6wduOKpBm…
Twins_Geng🌸🌸�.. @amarachi_j1086
42 Followers 182 Following C.E.O Shuga's Nighties|Environmental parasitologist|Graphics designer| CHRIST LIKE CHILD
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
नारायण �.. @narayanadan1
1K Followers 7K Following
John Jagerson @john_tradesmith
13K Followers 22 Following I create technology, education, and market analysis for brokers,Trader/Investors that drives trade-lift, solves service problems, and increases client success.
Bobservations @BobJonesOttawa
5K Followers 3K Following
Don Wharton @donwharton_ss
354 Followers 2K Following Researching serial acquirers & great capital allocators. Turning over lots of rocks. Sharing under-the-radar compounders. Not investment advice do D.D.
professor Astrones�.. @Astroneso2
144 Followers 2K Following For private Discord Access sign up to @tradesindustry_👑
Lara Alexander @pewiradest82937
2 Followers 17 Following
tihw4s2gw98fykl8 @n6ddkbz6685
4 Followers 117 Following
Elon Musk @EMusk68890
13 Followers 2K Following Elon Musk CEO - SpaceX Tesla A Founder - The Boring Company Co-Founder - Neuralink, OpenAl @elonmusk Stay away from scammers.
Jack @Jac5Connor
4K Followers 4K Following Coder, Language Nerd, Skateboarder, RWRI. Author: https://t.co/aHFsrY0cEi CTO and Software Engineer
Landing Touray @landingtou327
41 Followers 499 Following "Sibling adventures and misadventures! Sharing the love, laughter, and occasional sibling rivalry. 💕👫"
Algo Koala @algo_koala
73 Followers 218 Following Derivatives/algo trader. Primarily indexes, metals, crypto.
hd85lfxwu5h5f @txatubl19ht04o
2 Followers 92 Following
D’ron Forbes @d1finance
8K Followers 2K Following Student of economics, 5 star stock picker, value investor and host of The Equity Channel #podcast. Teaching traders and investors the Wall Street way.
Sylvain Leroux @SylvainReloaded
31 Followers 28 Following You can find me behind my keyboard, reading, programming, or trading equities and then losing my profits in the crypto market
AXIAL @invest2wealth
2K Followers 3K Following Trader. Inversionista. Renta Variable. ETF’s. Acciones. 10+ años de experiencia en los mercados. Con Dios todo es posible.
Macro Daily Co. @macrodailyco
2K Followers 3K Following We highlight key macro trends (charts, data, breaking news, etc.) in financial markets. Pronouns: Money, Alpha, Markets, & Macro | Founder @kylemusserco
Michele Pisaroni @MichelePisaroni
56 Followers 777 Following #Italian #Ambitious #Dreamer in #Zurich Opinions my own.
Lisa Abramowicz @Iissabramowicz1
116 Followers 4K Following Co-host of @bsurveillance ; Sign up for the newsletter here: https://t.co/b9LwI9K3xT
A Devoted Yogi @ADevotedYogi
355K Followers 182K Following Life Enthusiast, Alchemist, Functional Nutrition, Longevity. Observations, a Commentary on Current Events. Amplifier, Reposts. I chose Humanity. Cancel CableTV
𓄂✺Yaar - يار .. @YaarDabestaani
76K Followers 7K Following Human rights activist, Patriot𓄂✺, Animal lover🐕🦺🐈⬛🦥, Atheist, 👩🏿💼=🧑🏻💼=👩🏼💼=🧑🏿💼 #IraniansStandWithIsrael🇮🇱, My inner child: @bri30s
Shay Boloor PRIVATE �.. @StockSavvyShayP
134 Followers 3K Following only private elite here‼️I will mainly talk about stock market, price action analysis etc. ONLY FOR A FEW PEOPLE. MAINPAGE:@StockSavvyShay
Thomas (Tom) Lee (not.. @fundstrat
281K Followers 665 Following @fs_insight Head of Research @CNBC Contributor. FSInsight Premium Service: https://t.co/PnfDpeowuh Wikipedia: https://t.co/8QsXKpzGT7 Alma Mater @Wharton
Carl Quintanilla @carlquintanilla
425K Followers 6K Following 24 years @CNBC & @NBCNews / Peabody Award, Emmy, Murrow, duPont recipient / @WSJ alum / Board member, @NYCityCenter & @SH_cinema
Helene Meisler @hmeisler
222K Followers 584 Following I write a daily column for https://t.co/fJn7HoZLAq on the markets. Worked at Cowen, GS, Cargill. Former Asian Expat: S'pore & Shanghai. Tennis fan. Love to cook.
Market Rebellion @MarketRebels
319K Followers 380 Following We're on a mission to empower retail traders with the tools they need to succeed.
Carter Braxton Worth @CarterBWorth
116K Followers 289 Following CNBC’s Chart Master CEO/Founder of Worth Charting LLC
Jim Cramer @jimcramer
2.1M Followers 698 Following Host of @madmoneyoncnbc and I run the CNBC Investing Club. Follow along and join my mailing list at https://t.co/MiPnDUwQ8r…
Brian Sullivan @SullyCNBC
164K Followers 2K Following CNBC Anchor 7pm ET. 28 year business journalist. Storyteller. Auto racer. Hokie. Believer in science, data & facts. Question everything.
Liz Ann Sonders @LizAnnSonders
413K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9uc
Jim Bianco @biancoresearch
395K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
Seth Golden @SethCL
35K Followers 598 Following I specialize in VIX, Retail, Consumer Goods. Hedge fund consultant, chief market strategist Finom Group
Stephanie Link @Stephanie_Link
169K Followers 616 Following Chief Investment Strategist, Head of Investment Solutions & PM at Hightower Advisors. CNBC contributor. Treasure family time & a good run. Proud BC alum.
Ryan Detrick, CMT @RyanDetrick
150K Followers 1K Following Chief Market Strategist at @CarsonGroupLLC 🔎 for the perfect BBQ and host to the Facts vs Feelings podcast Advisory services through CWM, LLC, RIA
Gary Black @garyblack00
415K Followers 99 Following Managing Partner, The Future Fund LLC, SEC registered investment adviser. CEO/CIO/PM. https://t.co/FVygs3Yhc0. Disclosure: https://t.co/omhTsCtilh
Mohamed A. El-Erian @elerianm
681K Followers 1K Following President, Queens' College, Cambridge Uni. Allianz, Gramercy advisor. Wharton Professor. Lauder Senior Fellow. Former Pimco CEO/co-CiO. Chair Cambridge Union.
Charlie Bilello @charliebilello
595K Followers 144 Following Chief Market Strategist @ Creative Planning Investor | Writer | Reader | Thinker Trying to become a little wiser every day.
Jeffrey Gundlach @TruthGundlach
319K Followers 4 Following Bills fan. Art fan. Truth fan. DoubleLine Founder.
Tracy (𝒞𝒽𝒾 ) @chigrl
296K Followers 894 Following CEO/Founder and Chief Market Strategist at Hilltower Resource Advisors LLC. Boutique natural resources research firm. Geopolitics. Host @MicDropMarkets podcast
Liz Young @LizYoungStrat
86K Followers 853 Following Head of Investment Strategy at @SoFi. Proud Wisconsin native. If you want something new, you have to stop doing something old.
Guy Adami @GuyAdami
381K Followers 2K Following Co-Founder RiskReversal 📺@CNBCFastMoney Original 🎙@OnTheTapePod NYC 2012 @IronmanTri Proud @Georgetown Alum Former Vice Chair @llsnewjersey Board @mrktcall
Science Magazine @ScienceMagazine
4.0M Followers 483 Following The world's leading outlet for cutting-edge research in all areas of science. Follow @NewsfromScience for stories from our news team.
Michael McDonough @M_McDonough
39K Followers 168 Following Chief Economist, Financial Products at Bloomberg LP (*ECAN Mastermind) [email protected] *views are my own*
Supreme Bagholder (@s.. @SupBagholder
5K Followers 2K Following Holder of the bag I own lots of $META and I post on Threads @supremebagholder
jack @jack
6.5M Followers 3 Following npub1sg6plzptd64u62a878hep2kev88swjh3tw00gjsfl8f237lmu63q0uf63m
Global_Macro @Marcomadness2
8K Followers 2K Following Macro Strategist, Senior Portfolio Manager, Author and Contributor. Head of Fixed Income at NewEdge Wealth, Opinions are my own
Michael A. Arouet @MichaelAArouet
75K Followers 766 Following Compounding. Charts and as I don’t need to sell anything here also irony. No investment advice. I don’t send DMs, my impersonators do. I‘m not on Telegram etc.
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
Bill Gurley @bgurley
666K Followers 2K Following VC @benchmark, Investor: @grubhub, @zillow, @uber, @stitchfix, @nextdoor, @glassdoor, @hacker0x01, @solvhealth, @roverdotcom, @instawork Trustee @sfiscience
Anna Wong @AnnaEconomist
16K Followers 287 Following Chief US Economist, Bloomberg LP @economics. Former Fed/CEA/US Treasury, @uchi_economics. All opinions are my own.
Algo Koala @algo_koala
73 Followers 218 Following Derivatives/algo trader. Primarily indexes, metals, crypto.
AXIAL @invest2wealth
2K Followers 3K Following Trader. Inversionista. Renta Variable. ETF’s. Acciones. 10+ años de experiencia en los mercados. Con Dios todo es posible.
Macro Daily Co. @macrodailyco
2K Followers 3K Following We highlight key macro trends (charts, data, breaking news, etc.) in financial markets. Pronouns: Money, Alpha, Markets, & Macro | Founder @kylemusserco
OSINTdefender @sentdefender
1.1M Followers 801 Following Open Source Intelligence Monitor focused on Europe and Conflicts across the World. RT ≠ Endorsement. Want to Support my Work? https://t.co/PcUbewvWPr
Ross Gerber @GerberKawasaki
353K Followers 6K Following Co-Founder, CEO & CIO, Investment Advisor. GK ETF portfolio manager. Musician, climate activist/Investor. READ THIS IMPORTANT: https://t.co/E3VvJftX8c
Valley Boys Podcast @valleyboyspod
31K Followers 9K Following Comedian @DaveWeasel and friends bring you takes of current events and tell horrible stories from their lives
Ed Ludlow @EdLudlow
22K Followers 5K Following Hosting @technology and covering tech/autos for @business from San Francisco. Brit in the USA. DM for Signal!
Today In History @URDailyHistory
433K Followers 46K Following Letting you know what happened today, in the past. Posts are made on West Coast US time. #history #OTD. As an Amazon Associate I earn from qualifying purchases.
MacRumors.com @MacRumors
1.3M Followers 100 Following Apple, iPhone, iPad and Mac rumors, news, tips and videos. Tap Follow! Message us with questions / comments.
Eric Jackson @ericjackson
29K Followers 288 Following Built & run AI/ML-driven L/S tech fund @emjcapital; PhD @Columbia_Biz BA @McGillu; Stand on shoulders of my parents & grandparents; Instagram @ericjackson
Invesco US @InvescoUS
223K Followers 513 Following Invesco is dedicated to helping investors around the world rethink possibility. Important disclosures: https://t.co/AQCXLDX1C0
David Hume Kennerly @kennerly
19K Followers 2K Following University of Arizona Presidential Scholar, Pulitzer Prize winner, former chief White House photographer, Emmy-nominated producer
Edward O. Thorp @EdwardOThorp
20K Followers 2 Following Math professor, inventor, best-selling author, hedge-fund manager, gambler.
Beth Kindig @Beth_Kindig
130K Followers 5K Following Investor with higher returns than Wall Street's Old Boys Club. Audited portfolio, automated hedge and free weekly analysis.
Peter Berezin @PeterBerezinBCA
13K Followers 339 Following Chief Global Strategist and Director of Research @bcaresearch Formerly with Goldman Sachs & IMF
Jim Paulsen @jimwpaulsen
777 Followers 137 Following PhD economist by training. 40 years as a Chief Investment Strategist still following the economy & financial markets at https://t.co/XFuESv9MaD
jessi @jrfree2023
5K Followers 4K Following 🇺🇸Independent , Mom, Grandma, Pro-choice, No MAGA, No Alpha Males. Known to drop the F-bomb. NO DM’s 🌊🌊
Alex Joosten @joosteninvestor
3K Followers 511 Following Chief Investment Officer at Joosten Capital.
Nick Maggiulli @dollarsanddata
167K Followers 379 Following Helping people build wealth since 2017. Author of Just Keep Buying: https://t.co/q98gHouElD
Morgan Housel @morganhousel
520K Followers 701 Following @collabfund The Psychology of Money: https://t.co/Q2XICE6VhE Same As Ever: https://t.co/1HOKjvZAcU Director at Markel Group
Jason Goepfert @jasongoepfert
36K Followers 478 Following Graduate student at the School of Hard Knocks. Founded, built, and sold @sentimentrader. Still hangin' around.
🇺🇦Ukrainian Fro.. @front_ukrainian
220K Followers 113 Following Ukrainian blogger 🇺🇦 24/7 every day I talk about the situation at the front 📲.Military analytics and weapons. Support me👇
Lina Colucci, PhD @lina_colucci
6K Followers 1K Following Co-Founder @toinfinityai (YC W24). Try it here: https://t.co/U3BKdJLVqN. 2x Founder. Alum: @MIT @Harvard @DukeU 🇧🇷→🇨🇦→🇺🇸
maya kosoff @mekosoff
50K Followers 3K Following ceo, olive wrangler @18olives. words and comms for startups and vc firms.
Brandy Jensen @BrandyLJensen
150K Followers 2K Following See that she chews her food well, and sets her foot down firmly on the ground when she walks, and you're all right.
Marta Kappl @martakappl
17 Followers 124 Following Why try to fit in when you were born to stand out? Writing my memoir of surviving the aftermath of Hitler as a black German. Bespoke fashion designer/Coach
The Compound @TheCompoundNews
34K Followers 0 Following Investing - Trading - Economy - Tech - Media https://t.co/yzwRchxJna
Meb Faber @MebFaber
122K Followers 2K Following Founder @cambriafunds @theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/rRz68ARyqV
Marko Papic @Geo_papic
44K Followers 89 Following Geomacro strategist. Author of Geopolitical Alpha. Views on Twitter are my own.
Jason Zweig @jasonzweigwsj
229K Followers 2K Following Investing columnist for @WSJ. Editor, Benjamin Graham's *The Intelligent Investor.* Author, *Your Money and Your Brain* and *The Devil's Financial Dictionary.*
Cullen Roche @cullenroche
89K Followers 2K Following Helping people make smarter & more disciplined decisions with their money. | Founder & CIO @disciplinefunds 📊 | Author @pragcap 📖| PM of $DSCF 💰
Phoebe Wall Howard (o.. @phoebesaid
6K Followers 1K Following Detroit Free Press/USA Today autos reporter. Tips: 313-618-1034 [email protected]. Alum @mizzou @dmregister @mcclatchy @TimeInc @marinij @MetcalfURI
Nancy French @NancyAFrench
64K Followers 8K Following Author of GHOSTED: AN AMERICAN STORY - order here: https://t.co/2JioiTLMDE NYT Best-Selling Author, investigative journalist, story teller.
Nicola Duke @NicTrades
97K Followers 5K Following Trader, GenX, Libertarian RAF Veteran, Technical Analyst, Vincit qui se vincit, Compete with Yourself ~ Cooperate with Others
NVIDIA GeForce @NVIDIAGeForce
2.9M Followers 987 Following Beyond Gaming. Beyond Streaming. Beyond Creating. This is #BeyondFast powered by NVIDIA Ada Lovelace architecture.
Jon Favreau @jonfavs
1.4M Followers 2K Following The other one. @PodSaveAmerica, @CrookedMedia, https://t.co/mKXKFl0EF4, https://t.co/zvWhe0ETFETreasury Secretary Janet Yellen on Larry Summers's inflation call: "He’s a person who’s been wrong in the past. He said that it would absolutely take a recession to bring inflation down, and that turned out to be a serious misjudgment.” politico.com/news/2024/04/3…
The number of public companies has fallen fast sherwood.news/markets/the-nu…
$AMZN FCF last 5Y: $72.8B FCF next 5Y: $515.2B Lord have mercy Source: Factset
46 years ago today Paul Simonon from The Clash playing in front of a crowd at Rock Against Racism -> 'Carnival Against the Nazis' concert, April 30, 1978. Photo by Syd Shelton #punkrock #paulsimonon #theclash #fightracism #fucknazis #history #punkrockhistory #otd
After seeing the big three cloud infra players -- $AMZN, $GOOGL & $MSFT -- show impressive cloud reacceleration in their earnings results, I feel REALLY confident that cloud usage stocks will have a strong earnings season. Extremely bullish for $SNOW, $MDB, $NET & $DDOG 🤩
(AP) — The U.S. Drug Enforcement Administration will move to reclassify marijuana as a less dangerous drug, The @AP has learned, a historic shift to generations of American drug policy that could have wide ripple-effects across the country $MSOS apnews.com/article/mariju…
.@CFTC Approves Final Rules on Large Trader Reporting for Futures and Options: cftc.gov/PressRoom/Pres…
Japan’s Sakura Internet is planning to boost its Nvidia $NVDA GPU purchase fivefold as it works to expand its cloud services for generative AI. Sakura is now aiming to buy 10,000 GPUs from Nvidia, including the B200, up from its initial 2,000 GPU investment.
Prediction 🔮: $AMZN will initiate a dividend tonight and we will hit all time highs. The board has likely approved it and by board I mean see below:
You can shit talk San Francisco all you want, but SFO Terminal 1 is the best airport experience in the US, hands down.
AWS $AMZN revenue growth accelerated to 17% in Q1, up from 13% in Q4 and ahead of consensus for 15%. Operating income for AWS rose 84% YoY to $9.4B, up from 39% growth in Q4.
Gen Z is still young, but they typically have higher inflation-adjusted net wealth (assets minus debt, including student debt) than prior generations did at their age. Millennials, who were behind for a time due to the timing of the Great Recession, are now ahead of Boomers. /1
MORGAN STANLEY: We expect inflation data “to reverse to downside surprises in April. .. Several data series indicate a rapid deceleration in rents. .. Financial Services inflation is linked with stock market returns, and the reversal in the $SPX in April will likely push this…
MORGAN STANLEY: “.. We would assume that Elon Musk's US national security clearance is higher than that of the typical American CEO due to his control of SpaceX .. Achieving a potential detente with the PRC on such areas as autonomous driving/FSD (with its obvious national…
A yr ago right about now they told us that 'only seven stocks were going up and the bear would come back soon'. I'm old enough to remember explaining that various A/D lines were actually making new all-time highs and it wasn't 7 stocks. Boy, that made them mad.
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
U.S. employment cost index (QoQ) (1Q24): 1.2% vs 0.9% previous; est 1.0%
Copper vs. #PMI prices $HG_F $COPR The recent surge in copper supports an increase in manufacturing prices ahead.
Also strong 💪 quarter reported today 👇 $PYPL
$PYPL recovery 👇
Trends for United States
You might like
