Optimist
Joined February 2021
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- Following439
- Followers6.3K
- Likes12.1K
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Whoa - UBS Managing Director who covers Micron $MU on a podcast just released on Youtube.
Here comes the roller coaster ride:
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The Stranger retweeted
Ein stabiles Äthiopien ist wichtig für die ganze Region. Jede Eskalation am Horn von Afrika muss vermieden werden, deshalb unterstützt Deutschland weiter die Stabilisierungsbemühungen in Nordäthiopien. - @AussenMinDE im Gespräch mit @GHessebon .
A deadlock in Iran has cost the @realDonaldTrump and his adminstration not only the midterms, but potentially much more -unless the Democrats fumble this opportunity. And it is telling. We will be back to this tweet in two years.
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The Stranger retweeted
As said. That zero-something guy is busy spreading FUD about war and all that. In the long run, optimists survive, not pessimists.
As said. That zero-something guy is busy spreading FUD about war and all that. In the long run, optimists survive, not pessimists.
The Stranger retweeted
OMG!! $ORCL just answered the only question that mattered to Wall Street!!
For a year, the bear case on $ORCL it was spending like a hyperscaler without a hyperscaler's balance sheet and investors kept asking who pays for all those data centers. As of this afternoon that thesis is DEAD!!
Spending peaks in FY27–28 and falls after that. Free cash flow turns positive in the second half of FY28 and reaches $30bn+ in FY29. That's a ~$54bn swing in three years.
From FY29, growth funds itself. New capital raising is capped at $20bn through 2030, split between $10bn of equity and $10bn of debt. The dilution and debt fears just got a ceiling.
The growth story is even bigger than report today imo. Maybe we’ll hear more about it on the earnings call. Revenue goes from $90bn next year to $225bn+ by FY30, growing 35%+ a year, with 40%+ operating margins and $21+ of EPS.
The market spent a year pricing Oracle like a debt fuelled AI bet and if OpenAI goes bankrupt then the company goes bankrupt…so how do you model a price target for these estimates now? Bullish af
WOW!
$ORCL New Mexico datacenter lease has "hell or high water" terms, so it can't be terminated and the company must pay rent whether or not the site has power…
And @AbiyAhmedAli says/does nothing. The main reason so many people in the Amhara region, and in many other places, feel betrayed by this man is that they would rather die supporting or fighting alongside the rebels than continue trusting his government.
More than 60 Christians killed in Ethiopia 'massacre', church official says bbc.in/4swbUDS
.@JensenHuang knows where the real value lies: physical AI and industrial AI.
Germany knows how to build, and now it’s bringing that expertise to industrial AI. 🇩🇪
Tonight in Berlin, @JensenHuang and Chancellor @_FriedrichMerz discussed combining German engineering with NVIDIA AI to advance manufacturing and automotive.
We’re also backing Germany’s builders, with new planned investments in Agile Robots SE, @aveliosmed, @MireloAI, and @reflexaerospace, spanning robotics, healthcare, creative tools, and space.
Meet the companies and catch up on today’s news from Berlin: blogs.nvidia.com/blog/german…
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The Stranger retweeted
ASML is featured in The @NewYorker's deep dive into what it takes to make the world's most advanced chips. Behind them are years of shared engineering, expertise and trust across the ecosystem. No one does it alone.
Read more (subscription required): ⬇️ ms.spr.ly/6019avDAx
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One thing every tech investor should watch:
Bond yields.
When yields rise, future earnings become less valuable in today's dollars. That can pressure high-growth stocks, even when the underlying business hasn't changed.
Sometimes the biggest threat to an AI stock isn't its competitor.
It's the cost of capital.
Be greedy when others are fearful, especially if you own common stocks.
$MU
169
One thing every tech investor should watch:
Bond yields.
When yields rise, future earnings become less valuable in today's dollars. That can pressure high-growth stocks, even when the underlying business hasn't changed.
Sometimes the biggest threat to an AI stock isn't its competitor.
It's the cost of capital.
Be greedy when others are fearful, especially if you own common stocks.
$MU
🚨 Key catalysts for AI stocks this week:
🇳🇱 Wednesday — $ASML earnings, 7:00 AM CET
🇺🇸 Wednesday — US CPI, 8:30 AM ET
🇹🇼 Thursday — $TSMC earnings
I'll be watching guidance, margins, and the market reaction for clues on semiconductor demand and AI infrastructure spending.
The key isn't just the headline. It's what the numbers tell us about the AI trade.
The Stranger retweeted
🚨 Key catalysts for AI stocks this week:
🇳🇱 Wednesday — $ASML earnings, 7:00 AM CET
🇺🇸 Wednesday — US CPI, 8:30 AM ET
🇹🇼 Thursday — $TSMC earnings
I'll be watching guidance, margins, and the market reaction for clues on semiconductor demand and AI infrastructure spending.
The key isn't just the headline. It's what the numbers tell us about the AI trade.
🚨 Key catalysts for AI stocks this week:
🇳🇱 Wednesday — $ASML earnings, 7:00 AM CET
🇺🇸 Wednesday — US CPI, 8:30 AM ET
🇹🇼 Thursday — $TSMC earnings
I'll be watching guidance, margins, and the market reaction for clues on semiconductor demand and AI infrastructure spending.
The key isn't just the headline. It's what the numbers tell us about the AI trade.