intel @intelTrades

compounders only $tdg $hei $nvda $csu $asml Joined November 2020

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Middle East Observer @ME_Observer_

11 hours ago

It was never about china

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intel @intelTrades

14 hours ago

Took nov calls on $RKLB getting tight here, may break out soon. Building a nice base bulls protecting the 50sma

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TrendSpider @TrendSpider

5 days ago

Stock up, valuation down. The good kind of rally. $AMZN 🌱

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Ted Zhang @TedHZhang

2 weeks ago

We aren’t topping out anytime soon with this positioning.

Crowded Market Report @Crowded_Mkt_Rpt

2 weeks ago

We aren’t topping out anytime soon with this positioning.

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$ORCL - We expect Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal year—and then increase to $32 billion, $73 billion, $114 billion, and $144 billion over the subsequent four years

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Oracle @OracleNYSE

2 months ago

$S Palo Alto Networks (PANW) not denying SentinelOne (S) takeover rumor, simply won't comment SI

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Investing visuals @InvestingVisual

5 months ago

Would you rather hold $GOOGL or $MSFT for the next 10 years?

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Sravan Kundojjala @SKundojjala

6 months ago

ASML 1Q25 - Revenue down -16% q/q & up 46% y/y to €7.7B (mid-point of the guidance) - 54% GM vs 51-53% guidance, aided by a higher mix of NXE:3800; EUV ASP up 8% q/q to €230M - China down -19% q/q - CY25 guidance of €30-€35B remains intact despite tariff threat - Net booking…

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Investing visuals @InvestingVisual

6 months ago

$ASML reports earnings on Wednesday: 🔹Est. Revenue: $7.78 Bln (+47.1%) 🔹Est. Earnings per share: $5.78 (+85.8%)

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TMT Breakout @TMTBreakout

6 months ago

The China SIA out stating that that the place of origin of imports to China will be determined by where front-end production takes place. What this basically means is than any chips that are fabbed in the US but packaged in South East Asia and shipped into China will be subject…

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Wasteland Capital @ecommerceshares

6 months ago

It’s highly concerning that Sundar seems to be spending 95% of his time & company cash on the $GOOG Cloud business, a distant #3 with 12% market share, rather than the consumer side, where we get zero features or improved product, and where all the new AI competition is.…

Sundar Pichai @sundarpichai

6 months ago

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Bourbon Capital @BourbonCap

6 months ago

Representative Gil Cisneros added $ASML ASML is going to hit a 3 billion buyback this week.

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unusual_whales @unusual_whales

a year ago

JUST IN: DOJ plans to file antitrust lawsuit against $V Visa saying they illegally monopolized the US debit card market

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Wasteland Capital @ecommerceshares

a year ago

The AI-driven capex forecast for the four Cloud majors is just insane. (Source: Goldman) 😱🤗

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Ben Pouladian @benitoz

a year ago

$NVDA Jensen "Blackwell is in full production- we'll start scaling in q4 and into next year, the demand is so great and everybody wants to be first and most... the intensity is quite extraordinary"

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Dan Nystedt @dnystedt

a year ago

DRAM memory chip prices tumbled in August, with the average contract price of mainstream 8GB DDR4 (Double Data Rate 4) down 2.38% versus July to $2.05, media report, citing DRAMeXchange, and noting prices had been on the rise since October 2023, before hovering at $2.10 per unit…

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Beth Kindig @Beth_Kindig

a year ago

Oracle $ORCL announced a multi-cloud agreement with Amazon's $AMZN AWS, embedding Oracle's Exadata hardware and its database software into AWS data centers, and going live in December this year.

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modest proposal @modestproposal1

a year ago

Prof Damodaran values NVDA at $87/shr because he only has Datacenter revenue getting to $300B and EBIT to $200B by 2034

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Investing visuals @InvestingVisual

a year ago

Magnificent 7 after earnings update thread🧵✨ All of the magnificent 7 have now reported earnings. Here are their updated one-pagers, ranked on year-to-date performance📈👇 #1 NVDIA $NVDA: A graphics powerhouse still firing on all cylinders, up +112% YTD

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TMT Breakout @TMTBreakout

a year ago

$AMZN Hearing that Yip put out a couple +ve datapoints out this morning: 1. AWS upticked to ~21.5% y/y in latest week, highest growth since 2022 (street at 19%) 2. NA Retail upticked to 10%+, highest growth in Q3 (hearing 2 days in Sept actually tracking to high teens fwiw --…