Alvi @theNeuralstack

🧠 Ex-banker with a passion for deep fundamental research. I cut through the hype and clutter, dig down on numbers and facts to find real opportunities. theneuralstack.substack.com Joined December 2024

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Alvi @theNeuralstack

a month ago

Most people today have a status quo bias, believing that the U.S. dollar is the reserve currency and will remain so forever. But if history teaches us anything, it’s that nothing in this world lasts forever.

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Alvi @theNeuralstack

a month ago

hey @grok will the Russia Ukraine war end in 2025?

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Alvi @theNeuralstack

a month ago

3 Possible Outcomes Of Jerome Powell's Speech On Friday, Fed Chair Jerome Powell will step on stage to deliver his last speech at the Jackson Hole conference. The venue has been used time and again for the Fed to strongly signal its next move. In 2022, they signaled they would…

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Alvi @theNeuralstack

a month ago

$SMCI faces mounting challenges as it continues to lag peers like Foxconn in AI server growth and struggles with inventory and margin pressures. Valuation appears cheap, but margin contraction and uncertain earnings growth make the stock a potential growth trap over the next 6…

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Alvi @theNeuralstack

a month ago

Build wealth like Hetty Green—the ‘Witch of Wall Street. America’s first female tycoon turned $7M into $100M (≈ $2B today). Her methods were simple but brutal. Here’s her timeless playbook for wealth: 1. Ruthless Frugality Hetty lived in a cheap apartment, wore old clothes,…

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Alvi @theNeuralstack

a month ago

What if insider trading was legal?

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Alvi @theNeuralstack

a month ago

Palantir is clearly overvalued based on traditional valuation metrics, even under the extremely bullish scenario. While it doesn't mean that the share price will collapse tomorrow, it wouldn't be an exaggeration to say that Palantir trades in a bubble territory, and the margin of…

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Alvi @theNeuralstack

a month ago

'SPAC king' Chamath Palihapitiya makes a comeback with a new blank-check deal Palihapitiya's American Exceptionalism Acquisition Corp. A is seeking to raise $250 million via an IPO by selling 25 million shares at $10 each. According to the filing on Monday, the blank-check…

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Alvi @theNeuralstack

a month ago

$MSFT comparison with peers

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Alvi @theNeuralstack

a month ago

The FDA has granted breakthrough therapy designation to Bristol Myers Squibb $BMY and SystImmune’s experimental drug iza-bren for treating advanced EGFR-mutant lung cancer after prior therapies fail. prnewswire.com/news-releases/…

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Alvi @theNeuralstack

a month ago

Stock index futures largely hugged the flat line on Monday, with traders turning their attention to retail earnings and Federal Reserve Chair Jerome Powell's speech at Jackson Hole later in the week. finance.yahoo.com/news/rate-cut-…

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Alvi @theNeuralstack

a month ago

$ADBE stock is down 35% while the company just posted RECORD revenue of $5.87B. Let that sink in. Everyone's obsessing over Figma "killing" Adobe, but here's what they're missing: → Adobe has 700M monthly active users vs Figma's ~13M → Acrobat + Express usage is exploding…

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Alvi @theNeuralstack

a month ago

British motorists can now lease a $TSLA electric vehicle for just over half of what they would have paid a year ago reuters.com/business/autos…

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Alvi @theNeuralstack

2 months ago

Russia is severely undervalued. I mean just check out these resource comparisons with other countries. If only they can fix their social and political system + not break up. I think they have a far better future than USA and Europe.

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Alvi @theNeuralstack

2 months ago

Railroads. Telcos. Now maybe AI chips. The boom always feels endless—until it isn’t. $NVDA holds nearly 100% of the AI data center chip market, driving ~75% gross margins. Now, things can change really fast in this landscape. If a rival launches a cheaper chip with similar…

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Alvi @theNeuralstack

2 months ago

Cathie Wood scooped up over 2.5M shares of Bullish. Bullish also owns CoinDesk, giving Ark exposure to both the trading floors and the media megaphones of digital assets.

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Alvi @theNeuralstack

2 months ago

$NU shares jumped 12% after a blockbuster Q2 that crushed Wall Street’s expectations. Revenue hit $3.67B, edging past estimates and climbing from $3.25B last quarter. Net interest income hit a record $2.1B, while purchase volume surged to $33.3B. NuBank also added 4.1M new…

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Alvi @theNeuralstack

2 months ago

According to multiple reports, $70/ kWh is the tipping point. The tipping point for EV adoption isn't just about green sentiment; it's about pure economics. As battery costs plummet, expect a seismic shift in the automotive sector, supply chain disruptions, and a massive…

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Alvi @theNeuralstack

2 months ago

Wealth without workers is just dusty treasure. If the US shuts the immigration tap, it risks turning into Russia or Japan: mountains of resources, but no hands to work them. youtube.com/watch?v=UqqGfp…