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@ScroogeCap
"$NKE future looking worse than ever missed yet again on already low expectations pulled FY guidance and weak Spring '25 orders raise red flags. With no signs of bottoming out new CEO faces an uphill battle. Bulls banking on a 2026 turnaround That feels way too optimistic"
@ScroogeCap on X 2024-10-02 11:17:17 UTC 2156 followers, 1750 engagements
"Jefferies Asian arm Fubon has super interesting slide they sent out this morning. $AMD had a 200k MI308 rush order haven't seen this elsewhere. This would mean a casual +$3b when street models 2025 GPU revenue at 7-8B. I am long some" @ScroogeCap on X 2025-07-07 11:25:53 UTC 2158 followers, 5416 engagements
"Anyone listening to the $NXPI call can not ignore the analog comments made by them. I would expect $TXN $MCHP $ADI and $ON to catch a bid today. Bellwether TXN reports tonight too looks like scales will be tipped now" @ScroogeCap on X 2025-07-22 13:00:27 UTC 2156 followers, XXX engagements
"@TheShortBear CAPEX ramp is prob to get Gemini expansion" @ScroogeCap on X 2025-07-23 21:49:30 UTC 2157 followers, XX engagements
"Yall remember what happened to $MRVL when they started sharing ASIC revenue Im short some $AVGO" @ScroogeCap on X 2025-07-23 12:09:15 UTC 2157 followers, 1113 engagements
"Add what OpenAI just published into the mix: I'm long some $ORCL today" @ScroogeCap on X 2025-07-22 10:48:06 UTC 2156 followers, XXX engagements
"In addition $MU from Raymond James: TECH from Kyunga Lee/Yonghwan Lee Samsung Electronics (005930 KS) has successfully developed its 6th-generation (D1c) 10-nanometer-class DRAM chip completing the Production Readiness Approval (PRA) process as reported by ajunews. oThis achievement which will be utilized for HBM die production positions Samsung to intensify competition in the global DRAM market and accelerate its development of HBM4. SK Hynix (000660 KS) is expected to see its 2Q DRAM bit growth exceed XX% QoQ significantly higher than its previous forecast of low 10s driven by strong demand" @ScroogeCap on X 2025-07-01 13:21:54 UTC 2156 followers, 1559 engagements
"There is a certain 3P boutique out there saying $GOOGL search revenue has ACCELERATED over the last X weeks. From 8-9% late June to a whopping XX% now. What AI scare" @ScroogeCap on X 2025-07-18 12:07:17 UTC 2158 followers, 4299 engagements