MacroValue @pradeeepk
Markets...Value...Macro... Asia Joined August 2009-
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Imo this is due to the refi boom $FICO
Imo this is due to the refi boom $FICO
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Still no $AMZN shopping ads in google $GOOGL in US Nobody talking about👇
Still no $AMZN shopping ads in google $GOOGL in US Nobody talking about👇
They will spend $100bio a year for such useless shit
They will spend $100bio a year for such useless shit
Can't even hold #1 OpenAI wants to spend 1 trillion
Can't even hold #1 OpenAI wants to spend 1 trillion
$GOOGL -> $AMZN switch makes sense here semianalysis.com/2025/09/03/ama…
All this show n tell for OpenAIs next equity raise round They think market is stupid
MacroValue retweeted
Amazon is currently trading around its lowest multiple ever. Current EV/EBIT: 31x Why wouldn't Amazon beat the market over the next 10 years? $AMZN
Mortgage applications makes another new high on refi $FICO
$AMZN best risk/reward in big tech now
MacroValue retweeted
$AMZN Wells Fargo Upgrades to Overweight, 'Anthropic Drives AWS Acceleration' Upgrading AMZN to OW (from EW) on greater conviction in AWS acceleration in '26. Raising AWS growth to +22% from prior/consensus of +19%/+18%. We see Project Rainier, a significant compute capacity…
$AMZN AWS
Bull case for $AMZN AWS at 56min mark
Tokyo Electron 8035.T +33% in 1month Still the cheapest semicap
Goldman Sachs also highlighted Synopsys Inc. $SNPS as a key beneficiary of the Nvidia-Intel collaboration, tying it to a rebound in confidence surrounding one of its largest customers—Intel Corp. "We view this announcement as a positive for Synopsys, as it should help restore…
Every semicap should be up on $INTC $NVDA news $INTC spending will be back
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