#  @SanCompounding Sandeep Anand Sandeep Anand posts on X about ai, $nvda, $baba, stocks the most. They currently have [-----------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1000030068452876288/interactions)  - [--] Week [------] +55% - [--] Month [------] +79% - [--] Months [---------] +430% - [--] Year [---------] -1.50% ### Mentions: [--] [#](/creator/twitter::1000030068452876288/posts_active)  - [--] Month [--] -50% - [--] Months [---] +41% - [--] Year [---] +34% ### Followers: [-----------] [#](/creator/twitter::1000030068452876288/followers)  - [--] Week [-----] +0.30% - [--] Month [-----] +1.40% - [--] Months [-----] +14% - [--] Year [-----] +34% ### CreatorRank: [-------] [#](/creator/twitter::1000030068452876288/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) #4257 [automotive brands](/list/automotive-brands) [fashion brands](/list/fashion-brands) [exchanges](/list/exchanges) [social networks](/list/social-networks) [celebrities](/list/celebrities) **Social topic influence** [ai](/topic/ai), [$nvda](/topic/$nvda), [$baba](/topic/$baba) #37, [stocks](/topic/stocks), [china](/topic/china), [$crwv](/topic/$crwv), [$crdo](/topic/$crdo) #3, [meta](/topic/meta), [$nbis](/topic/$nbis), [$hims](/topic/$hims) **Top accounts mentioned or mentioned by** [@ftrinvestors](/creator/undefined) [@jonahlupton](/creator/undefined) [@skhynix](/creator/undefined) [@xai](/creator/undefined) [@openai](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@nvidia](/creator/undefined) [@kyleadamsstocks](/creator/undefined) [@mmmtwealth](/creator/undefined) [@anthropicai](/creator/undefined) [@realbillgross](/creator/undefined) [@wearehers](/creator/undefined) [@andrewdudum](/creator/undefined) [@axios](/creator/undefined) [@investianalyst](/creator/undefined) [@stockmktnewz](/creator/undefined) [@quartrapp](/creator/undefined) [@dianadukic](/creator/undefined) [@briantycangco](/creator/undefined) [@thexcapitalist](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alibaba Group (BABA)](/topic/$baba) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Tesla, Inc. (TSLA)](/topic/$tsla) [Microsoft Corp. (MSFT)](/topic/$msft) [Iris Energy Limited (IREN)](/topic/$iren) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Novo-Nordisk (NVO)](/topic/$nvo) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [AppLovin Corporation (APP)](/topic/$app) [Advanced Micro Devices (AMD)](/topic/$amd) [NuCypher (NU)](/topic/$nu) [4 (FOUR)](/topic/$four) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Bitcoin (BTC)](/topic/bitcoin) [Mario Coin (COIN)](/topic/$coin) [Snowflake Inc. (SNOW)](/topic/$snow) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [GE Vernova Inc. (GEV)](/topic/$gev) [Vistra, Corp. (VST)](/topic/$vst) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Boyd Gaming Corporation (BYD)](/topic/$byd) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Eli Lilly and Company (LLY)](/topic/$lly) [Applied Digital Corp. (APLD)](/topic/$apld) [MongoDB, Inc. (MDB)](/topic/$mdb) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Vertiv Holdings Co (VRT)](/topic/$vrt) [TALEN ENERGY CORP (DE) (TLN)](/topic/$tln) [Cloudflare, Inc. (NET)](/topic/$net) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [American Superconductor Corp (AMSC)](/topic/$amsc) [Shopify Inc (SHOP)](/topic/$shop) [USDC (USDC)](/topic/usdc) [MercadoLibre Inc (MELI)](/topic/$meli) [KLA Corp (KLAC)](/topic/$klac) [XIAOMI CORP (XIACF)](/topic/$xiacf) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Zscaler Inc (ZS)](/topic/$zs) [Strategy (MSTR)](/topic/$mstr) [Arm Holdings plc (ARM)](/topic/$arm) ### Top Social Posts Top posts by engagements in the last [--] hours "🚀Chinese Stocks are on a Tear YTD How to create a portfolio of [--] Stocks - [--] SMID + [--] Large Cap Chinese Stocks with Strong Growth & Explosive Funds Flow YTD These companies are delivering solid sales & profit growth backed by local consumption and huge Chinese government stimulus With high RoCE & consistent performance they could continue to generate high returns 🧵 A detailed thread 👇👇" [X Link](https://x.com/SanCompounding/status/1901703524993679584) 2025-03-17T18:33Z [----] followers, [----] engagements "1 ATOUR Lifestyle $ATAT 💰Market Cap: $4.3 B 📊 P/E: [----] EV/S: [---] 📈 Sales Growth (3Y CAGR): 47.40% 💹 Profit Growth (3Y CAGR): 71.30% ✅ Why Atour operates a chain of hotels in China [---] hotels spanning [---] cities in China. To benefit from the "China travel boom" as it focuses on experience-focused tourism https://twitter.com/i/web/status/1901703528281694557 https://twitter.com/i/web/status/1901703528281694557" [X Link](https://x.com/SanCompounding/status/1901703528281694557) 2025-03-17T18:33Z [----] followers, [--] engagements "Democratization is a very powerful disruptor and invest opportunity. Its a powerful platform and leave it to users to grow. Retail - $Shop $Etsy Payments- $PYPL $SQ Gaming - $Rblx Housing- $Open $Zillow Media - YouTube Instagram $Roku Social- $Pins And many more [--] come" [X Link](https://x.com/SanCompounding/status/1373785786953388033) 2021-03-21T23:57Z [----] followers, [--] engagements "Goldman Sachs Future Tech Leaders Equity ETF - Actively managed fund - To invest in Tech companies with market capitalizations $100 billion across both developed and emerging markets. $GTEK interesting names like Kingdee Entegris Trend shifting from passive to active ETFs" [X Link](https://x.com/SanCompounding/status/1438524331861192711) 2021-09-16T15:25Z [----] followers, [--] engagements "Why is it always not a good idea to assume Tech entrepreneurs as good capital allocators (like bias) Past [--] year returns of few: Virgin Galactic -50% Opendoor -57% Clover health -79% Social Capital IPOD -33% Social Capital IPOF -28% SOFI -28% SPACulation #business #investing" [X Link](https://x.com/SanCompounding/status/1480022931509891072) 2022-01-09T03:45Z [----] followers, [--] engagements "$XME: SPDR Metals & Mining ETF up 50% last [--] months. This uptrend might continue. Here are top [--] holdings: MP Materials Corp Alcoa Corp Century Aluminum Royal Gold Inc Commercial Metals Steel Dynamics Inc Freeport-McMoRan Newmont Corp Nucor Corp Cleveland-Cliffs Inc #ETF" [X Link](https://x.com/SanCompounding/status/1506990441996115978) 2022-03-24T13:44Z [----] followers, [--] engagements "Which was the most downloaded App in the US in Q4 [----] overtaking $Amzn #Shein $Shop Its an obscure new App called TEMU. Owned by Chinese Pinduoduo ( $PDD ) Temu is making waves in US Ecommerce. Can a Temu replicate Sheins success Lets take a deep dive into TEMU" [X Link](https://x.com/SanCompounding/status/1614394950174806016) 2023-01-14T22:52Z [----] followers, [---] engagements "- Temu has already grossed customer growth levels in [--] months that took Shein half a decade to reach - Temu is fast catching up total weekly active users of Shein since launch in Sep [----]. - Temu unlike Shein sells a range of products like fashion electronics consumer goods" [X Link](https://x.com/SanCompounding/status/1614394961277120512) 2023-01-14T22:52Z [----] followers, [---] engagements "But Pinduoduos success in China can be mainly attributed to scaling Logistics network of warehouses and delivery partners. Temu can leverage access to this deep supply chain logistics infrastructure built by Pinduoduo from day [--] in US. Drag: Temu takes 1-2 weeks to deliver" [X Link](https://x.com/SanCompounding/status/1614394979748818944) 2023-01-14T22:52Z [----] followers, [---] engagements "Temu like Shein has product reviews social promotion pages and social collaboration. Sheins success in disrupting ultra fast fashion attributed to - Bottom Up model ( Data Analytics) - Creator/Influencer led social media promotions - Zara H&M model of fast fashion hauling" [X Link](https://x.com/SanCompounding/status/1614395003736051712) 2023-01-14T22:52Z [----] followers, [---] engagements "Colin Huang the founder of Pinduoduo once said The winning secret of Pinduoduo is never about fighting over prices with other platforms instead the key point is about how you influence consumer behaviors by making customers satisfied. Temu might replicate this strategy" [X Link](https://x.com/SanCompounding/status/1614395015006146560) 2023-01-14T22:52Z [----] followers, [---] engagements "@iancassel Your graph exactly matches $Tsla story from 2012-2022. Conviction hold from 2012-2018 with no returns" [X Link](https://x.com/SanCompounding/status/1657855949762093056) 2023-05-14T21:10Z [----] followers, [---] engagements "Cloud security spending is expected to increase by 60% in next [--] months despite macro conditions. Cybersecurity is in secular growth trend with Cloud migrations: $ZS $FTNT $Crwd $S $PANW" [X Link](https://x.com/SanCompounding/status/1658167482224373760) 2023-05-15T17:48Z [----] followers, [---] engagements "Joel Greenblatts latest magic formula list is out. Many good quality names like Cognizant Tech - $CTSH Crocs - $Crox Moderna But what caught my attn: Berkshire Hathaway has [--] names overlapping from Greenblatt list. [--]. Liberty media Sirius [--]. Paramount global Potential 🚀" [X Link](https://x.com/SanCompounding/status/1658225630729625600) 2023-05-15T21:39Z [----] followers, [--] engagements "Fortinet is the fastest grower in Nasdaq [---] when it comes last [--] year EPS (earnings) Fortinet eps grew at 97% CAGR $FTNT stock went up 6X last [--] years / Secure access service edge (SASE) delivers converged network and security as cybersecurity capabilities including" [X Link](https://x.com/SanCompounding/status/1660442205302018048) 2023-05-22T00:27Z [----] followers, [--] engagements "Generative AI large language models and recommender systems are the digital engines of the modern economy said Jensen Huang founder and CEO of $NVDA Key launches from Nvidias Computex conference in Taipei last week:" [X Link](https://x.com/SanCompounding/status/1667007385305530368) 2023-06-09T03:15Z [----] followers, [--] engagements "$AMD is positioned to challenge $NVDA in HPC and Generative AI processing AMD reveals new A.I. chip to challenge Nvidia's dominance https://www.cnbc.com/2023/06/13/amd-reveals-new-ai-chip-to-challenge-nvidias-dominance.html__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard Generative AI large language models and recommender systems are the digital engines of the modern economy said Jensen Huang founder and CEO of $NVDA Key launches from Nvidias Computex conference in Taipei last week: https://t.co/gmkC8TalNe" [X Link](https://x.com/SanCompounding/status/1668789146981400581) 2023-06-14T01:15Z [----] followers, [---] engagements "The Generative AI stack other than chips from Madrona SaaS Tools and platforms will also augment AI agenda for enterprises. Model: OpenAI ( $MSFT) Observability: $DDOG Unstructured Data: $MDB Data driven intelligence: $SNOW Application Framework: Vertex AI" [X Link](https://x.com/SanCompounding/status/1668990555643158531) 2023-06-14T14:35Z [----] followers, [--] engagements "The Renaissance IPO index ETF is now up +25.5% year-to-date vs. +12.0% for S&P [---] Last Bear market has conditioned investors to be skeptical of good news But IPO turnaround is here as new Bull market climbs the wall of worry📈 [--] latest IPO winners: $GTLB $BRZE $U $PRVA $DLO" [X Link](https://x.com/SanCompounding/status/1669135517525635073) 2023-06-15T00:11Z [----] followers, [---] engagements "Indian Aviation at an inflection point: / IndiGo - Indias largest carrier by marketshare did biggest deal in history for [---] Airbus 320neo /This deal came within days of Air India mega order for [---] planes $BA/ $AIR - Scale to benefit platform like Easemytrip (Indias $BKNG)" [X Link](https://x.com/SanCompounding/status/1671328786330304512) 2023-06-21T01:31Z [----] followers, [---] engagements "Pathbreaking AI collaborations that will define the future: MosaicML + Databricks Snowflake + Nvidia PyTorch on AMD Large Data sets plus High Performance computing is a must and potent combination for developing AI models ( $SNOW $NVDA $AMD $META)" [X Link](https://x.com/SanCompounding/status/1675681347598417921) 2023-07-03T01:42Z [----] followers, [--] engagements "Pick and Shovel beneficiaries: There can be many pick and shovel beneficiaries like - A CRM platform leveraging Ad placement - Ecommerce sites benefitting from optimized Ad placements (ex value for buck for merchants in Shopify $Shop) - Connected TVs Ad effectiveness $Roku $TTD" [X Link](https://x.com/SanCompounding/status/1676947940949258249) 2023-07-06T13:35Z [----] followers, [--] engagements "Tradedesk had just $60 Operating cash flow in [----]. The programmatic Ad leader has compounded Operating cash flow and Free Cash flow at 50%+ over last [--] years since. - Tradedesk requires little capital to reinvest and grow - $TTD is trading at [--] X FCF - ADAS a big tailwind" [X Link](https://x.com/SanCompounding/status/1678403707401109504) 2023-07-10T14:45Z [----] followers, [--] engagements "Roku and Shopify partner to let viewers purchase products from Shopify merchants directly from their TV through Roku Action Ads. $roku $shop" [X Link](https://x.com/SanCompounding/status/1678789640416038912) 2023-07-11T15:45Z [----] followers, [--] engagements "Market wants Amazons cloud business AWS listed separately for value unlocking I think a low hanging one is - Amazons Logistics (last mile) which is bigger than UPS - Andy Jassy $UPS market cap is [---] B$ Logistics network Tools & distribution is undervalued part of $AMZN" [X Link](https://x.com/SanCompounding/status/1678989946970071040) 2023-07-12T08:57Z [----] followers, [--] engagements "$TTD $ROKU up. ADAS spreading wings to TV led e-commerce. Big opportunity" [X Link](https://x.com/SanCompounding/status/1678990365976846337) 2023-07-12T08:57Z [----] followers, [---] engagements "$PYPL stock - [--] year total return of negative 15% And still trading at [--] Times Earnings Value or value-trap" [X Link](https://x.com/SanCompounding/status/1682599921994592258) 2023-07-22T05:02Z [----] followers, [---] engagements "Consumer price index in Japan up 3.2% year on year in July July is 14th straight month that inflation rate in the capital came in above the BOJs 2% target Bank of Japan allows long term rates to go over 0.5% (Yield curve control policy) Yen strengthening Vs $DXY Banks on🔥" [X Link](https://x.com/SanCompounding/status/1684865154981257216) 2023-07-30T21:36Z [----] followers, [--] engagements "PC market turning around with inventories clearing off AI based PC called Meteor lakelaunched by Intel Gaudi [--] is Segway to AI. Targeting to be Foundry for AI chip leaders $NVDA Pat Gelsinger compares it to Wi-Fi in PCmoment Mobileye $MBLY: ADAS dark horse for $INTC" [X Link](https://x.com/SanCompounding/status/1687073156941402112) 2023-08-03T12:14Z [----] followers, [---] engagements "Why PE ratio is the worst predictor of valuation $NVDA was always trading at premium valuations. What you miss if you went by PE ratio PE [--] in 2011: $nvda price $5 = 80X next [--] years PE [--] in [----]. price $40 = 10X next [--] years PE [--] in [----]. price $50 = 8X next [--] years" [X Link](https://x.com/SanCompounding/status/1687608683063132160) 2023-08-04T23:56Z [----] followers, [---] engagements "Improve Product Differentiation (Branding): ROIC Breakdown shows company had very low differentiation. So focused on [--]. Branding to differentiate [--]. Value added product categories to aid NOPAT margins. Share of Value added products increased from 42% in [----] to 63% in 2022" [X Link](https://x.com/SanCompounding/status/1689472967158231040) 2023-08-10T03:05Z [----] followers, [--] engagements "3. Large space to grow into: TAM (Total Addressable Market): A. Company should have a large addressable market to grow into B. Or a High Repeat-Demand of a companys products or services will be an advantage if addressable market is shrinking Example - Costco Coke IT services" [X Link](https://x.com/SanCompounding/status/1689826299823403008) 2023-08-11T02:29Z [----] followers, [--] engagements "4. Strong Balance Sheet: / A strong balance sheet with good cash position is a great position to have. / Look for low Debt/ Equity ratio. D/E ratio of [--] is manageable / Debt is not a bad word in business. Financial leverage helps a lot to scale and grow" [X Link](https://x.com/SanCompounding/status/1689826301815709696) 2023-08-11T02:29Z [----] followers, [--] engagements "Berkshire adding [--] home builders in Q2: NVR $NVR LENNAR $LEN DR HORTON $DHI And Burry shorts US stocks ( S&P #Nasdaq ) Whats coming next US interest rate reversal Housing boom again Dollar weakening. EM equity bull market Commodity boom Rhymes 2005- 2008" [X Link](https://x.com/SanCompounding/status/1691287322715697152) 2023-08-15T03:14Z [----] followers, [---] engagements "@StockMarketNerd I think travel demand picking up will be a big tailwind in quarters ahead. As we know $ADYEN is a Volume game Op leverage will kick in to aid margins. Great opportunity isn't it" [X Link](https://x.com/SanCompounding/status/1694054144951107932) 2023-08-22T18:29Z [----] followers, [---] engagements "What is 'Boleto' and 'PIX' You need to know these terms if you are an investor in $MELI or $NU 🔍First let us understand 'Boleto' ✅Boleto means ticket and is a popular Brazilian cash payment method ✅A boleto is a printed or virtual voucher with a barcode payment details and customer information ✅Boletos can be paid at thousands of locations across Brazil from ATMs to digital banks to post offices to in-person branch banks and convenience stores ✅Boleto can be used for anything from paying rent to eCommerce purchases. 🏦What is 'PIX' and Open Banking 🔶PIX is the Brazilian central bank powered" [X Link](https://x.com/SanCompounding/status/1694062836945711542) 2023-08-22T19:03Z [----] followers, [---] engagements "$DIS Bob Iger is on a mission to restructure the company to [--]. Optimize operations [--]. Improve Efficiency [--]. Restore creativity Since his arrival Disneys streamlined approach to operations has put them on track to exceed his initial goal of $5.5 billion in savings The Streaming Purge: Disney has removed slew of movies/series in Q2 and more removal coming up as part of cost optimization Q3 2023: Disney recorded impairment charges of $2.6 Billion relating to removal of content from DTC services. This created net loss of $(460) Million. If you exclude these charges Total segment operating income" [X Link](https://x.com/SanCompounding/status/1695901299949130153) 2023-08-27T20:49Z [----] followers, [--] engagements "$BTC trading volumes have fallen in August month by 94% from peak volume. As of Aug: #BTC Trading volume on all exchanges sat at [------] BTC according to CryptoQuant. On Aug. [--] it fell to [------] BTC its lowest level since Nov [----]. Its now off the March high of [---] million BTC by about 94%" [X Link](https://x.com/SanCompounding/status/1696326600701141195) 2023-08-29T00:59Z [----] followers, [---] engagements "Warren Buffett recommends the largest ETF in the world called S&P [---] index fund because they makes it easy for anyone to invest. The S&P [---] ETF ( $SPY) was the first exchange-traded funds launched in the United States. $SPY started trading in [----] and recently turned [--] If someone invested just $100 a week in $SPY -- would have turned that person into almost a Millionaire over the past [--] years" [X Link](https://x.com/SanCompounding/status/1696375878186410069) 2023-08-29T04:15Z [----] followers, [----] engagements "Grayscale Wins Case Against SEC. Its a Huge Victory for $BTC and $COIN . A spot-based Bitcoin ETF is now likely coming. Coinbase and other Bitcoin-related stocks are surging. $MSTR up along " [X Link](https://x.com/SanCompounding/status/1696543888922579222) 2023-08-29T15:22Z [----] followers, [--] engagements "$NVDA H100 or futuristic H200 explosive AI demand Looks real. Just [--] instance of large order demand I read today. [--]. Google Cloud Next 2023: A3 VMs with NVIDIA H100 GPU: A3 VMs powered by NVIDIAs H100 GPU will be generally available next month. It is purpose-built with high-performance networking and other advances to enable todays most demanding gen AI and large language model (LLM) innovations. [--]. Tesla: Tesla is set to launch a $300 million AI computing cluster according to Oppenheimer analyst Rick Schafer. The supercomputer will employ [-----] Nvidia H100 GPUs and is more powerful than the" [X Link](https://x.com/SanCompounding/status/1696727323926475165) 2023-08-30T03:31Z [----] followers, [---] engagements "AI is real n China too. But stocks are hardly triggered. Regulators in Beijing gave green light to companies to release AI products Baidus called Ernie Bot is already the most-downloaded free app in the country on Apple Inc.s app store capturing more than a million users within its first day $Bidu $kweb $baba" [X Link](https://x.com/anyuser/status/1697583458678165852) 2023-09-01T12:13Z [--] followers, [--] engagements "Barbie is officially the highest-grossing movie of the year in North America. Mattel is the company behind Barbie toys. Mattel CEO Ynon Kreiz took over the company in [----] and he decided it was time to commit to a Barbie movie. The film would be the first entry in a burgeoning cinematic universe based on the company's toys. Mattel toy stores business were a victim of the e-commerce disruption. The stock was priced the same even in [----] at $7.8 billion and has zero returns in last [--] decades" [X Link](https://x.com/SanCompounding/status/1697677609838997758) 2023-09-01T18:27Z [----] followers, [---] engagements "$DIS This video on Disney is insane. This could well be the bottoming around for Disneys fundamentals. Things can only be better from here for the company and potentially stock doubles in next [--] years" [X Link](https://x.com/SanCompounding/status/1697756409968861375) 2023-09-01T23:40Z [----] followers, [--] engagements "@StockSavvyShay $FTNT $PANW $ZS and $CRWD should do well next [--] years. SASE ZTA are critical for Cloud /AI and even Cybersecurity use cases like ADAS and AD. CAN (Controller Area Network) Vulnerability etc Attacks in ADAS will become more prominent in future" [X Link](https://x.com/SanCompounding/status/1698316577760764379) 2023-09-03T12:46Z [----] followers, [---] engagements "@EugeneNg_VCap Interesting. Also Look at $Rivn grabbing market share like crazy in your chart" [X Link](https://x.com/anyuser/status/1699068974330466702) 2023-09-05T14:36Z [--] followers, [--] engagements "@W_Scott_Griffin I would also add $NKE - On holdings . On shoes are replicating in Tennis/Running as what Nike did in basketball or Adidas does in Soccer" [X Link](https://x.com/SanCompounding/status/1699070921951334848) 2023-09-05T14:44Z [----] followers, [---] engagements "$LKNCY stock is up a whopping [--] Times since the Scandal and Bankruptcy Trading currently at [--] Times earnings. Partnership with strong reputed brands like Moutai is a big Tailwind for the companys future brand rebuilding" [X Link](https://x.com/SanCompounding/status/1699107805154644383) 2023-09-05T17:10Z [----] followers, [--] engagements "This is BIG Fair value accounting will be a big tailwind for $MSTR" [X Link](https://x.com/SanCompounding/status/1699464476561469454) 2023-09-06T16:48Z [----] followers, [--] engagements "@FredaDuan In China TaoBao dominates with almost 80% of the live commerce market. Short video apps including Kuaishou ( $kuasf) and Douyin (Tiktok) are sharing rest of the market share. $Baba will further benefit bcoz Lazada and Alipay is also venturing into live commerce" [X Link](https://x.com/SanCompounding/status/1699596541764264132) 2023-09-07T01:32Z [----] followers, [---] engagements "@CNBC $DIS will turnaround under Iger" [X Link](https://x.com/SanCompounding/status/1699611113103458351) 2023-09-07T02:30Z [----] followers, [----] engagements "Mike Novogratz is a $BTC billionaire and CEO of Galaxy Investment partners. He was asked by David Rubenstein on what retail investors should buy Mike mentioned $BABA stock Gold #Bitcoin" [X Link](https://x.com/SanCompounding/status/1699616236403888444) 2023-09-07T02:51Z [----] followers, [---] engagements "The Rise of Adyen as a Global Digital Bank focused on Embedded Finance is less appreciated in its valuation Today $ADYEY is valued less than $NU Bank $Adyen priced at Mcap of $24 billion $NU priced at Mcap if $32 billion By the by Enterprise Value of Adyen: $18 Billion" [X Link](https://x.com/SanCompounding/status/1700193753485410671) 2023-09-08T17:05Z [----] followers, [----] engagements "Syrma SGS: This company has been on explosive growth last [--] years. The stock has doubled in last [--] months driven by manufacturing tailwinds like PLI China + [--] import substitution Company operates in 4-5 key verticals: [--]. Automotive/ EV: Battery Management Dashboard infortainment FY21-23 Revenue CAGR: 76% [--]. Consumer: Electronics PCBs Fasttag RFID 5G Devices FY21-23: Revenue CAGR 78% [--]. Industrials: Solar Power meters Infra FY21-23: Revenue CAGR 28% [--]. Healthcare: Medical devices FY21-23 Revenue CAGR: 14% [--]. Railways/ IT: Signaling Braking Rail cab equipment FY21-23: Revenue CAGR: 140% FY23:" [X Link](https://x.com/SanCompounding/status/1700289697702928470) 2023-09-08T23:27Z [----] followers, [---] engagements "@_mm85 Now thats the recipe for the beginning of end of $AAPL in China" [X Link](https://x.com/SanCompounding/status/1700599889653088303) 2023-09-09T19:59Z [----] followers, [---] engagements "LESS is MORE when it comes to investing Here are FOUR ways learnt from Warren Buffett and Munger - how you can apply 'Minimalism' for more WEALTH in Investing👇" [X Link](https://x.com/SanCompounding/status/1701687874607882593) 2023-09-12T20:02Z [----] followers, [--] engagements "3) WORRY LESS The antidote to 'worry' in Investing are - To have a low expectations of returns - Avoid Leverage - Avoid 'Noise' (you know what I meant) - Have a long term view. Time is the best friend of "great investors" anywhere in the world" [X Link](https://x.com/SanCompounding/status/1701687885013848516) 2023-09-12T20:03Z [----] followers, [--] engagements "4) TRACK LESS Forget about the day to day: Investors on average check their stock portfolios atleast 3-4 times a day Apply Warren Buffett 'Farm ownership Analogy' Buffett asked "If you buy a farm do you go up and look every couple of weeks to see how far the corn is up"" [X Link](https://x.com/SanCompounding/status/1701687886922260969) 2023-09-12T20:03Z [----] followers, [--] engagements "Coinbase integrating the #Bitcoin Lightning Network into their services is a big move $SQ founder Jack Dorsey is a big proponent of layer [--] the lightning network CashApp was the first to enable sending and receiving bitcoin with the Lightning Network $COIN" [X Link](https://x.com/SanCompounding/status/1702007890058313876) 2023-09-13T17:14Z [----] followers, [----] engagements "Real Interest Rate = Nominal interest Rate - Inflation Inflation has been coming down steadily which makes Real interest rates to go up. Real interest rates going higher itself is a squeeze on the economy that can cause people to curb spending and borrowing. Isnt it aggressive enough to get the desired result if left for some time Just curious #cpidata #inflation" [X Link](https://x.com/SanCompounding/status/1702279416250863859) 2023-09-14T11:13Z [----] followers, [--] engagements "MGM Resorts says cyberattack could have material effect on company. Even credit risks Cybersecurity is becoming a focal point as enterprises transform. Ransomware is the biggest global cyber threat. And the attacks are evolving exponentially. The Cloud Security Market size is currently $20 Billion and projected to Grow 7X to $148 billion by [----] Revenue to Index 22.5% CAGR Over the Next [--] Years for cybersecurity companies. Cybersecurity in more pronounced today with Applications moving to Cloud and Edge. $CRWD $S $PANW" [X Link](https://x.com/SanCompounding/status/1702284350023229585) 2023-09-14T11:33Z [----] followers, [---] engagements "Bob Iger started turnaround mission. $DIS to sell @ABCNetwork to Nexstar. Value unlocking" [X Link](https://x.com/SanCompounding/status/1702442774300115251) 2023-09-14T22:02Z [----] followers, [---] engagements "Magnificent [--] - if you invested $1000 equally in each of them [--] years back your $7000 would have gone up 5X to $36000 The Magnificent Seven $NVDA $TSLA $AMZN $GOOGL $MSFT $AAPL $META And Tesla was the biggest contributor - 13X" [X Link](https://x.com/SanCompounding/status/1702519195869630533) 2023-09-15T03:06Z [----] followers, [---] engagements "The global crypto market cap is $1.08 Trillion. And #Bitcoin is 50% of that with Market cap of $530 Billion. Consolidation of this industry is inevitable with $BTC $ETH becoming mainstream for 'crypto'" [X Link](https://x.com/SanCompounding/status/1704163419434160193) 2023-09-19T15:59Z [----] followers, [--] engagements "Payment companies like $Adyen $Sq reporting weak results Like TPV slowing really indicates something. Probably US/EU economies are tightening and is a harbinger of what lies ahead - Recession" [X Link](https://x.com/SanCompounding/status/1704307898258485282) 2023-09-20T01:34Z [----] followers, [--] engagements "Instacart founder Apoorva Mehta on his entrepreneurial journey . Scratch to Billionaire As they say when you solve problems of billions your company generates billions $CART" [X Link](https://x.com/SanCompounding/status/1704497549288133116) 2023-09-20T14:07Z [----] followers, [--] engagements "$WISE - "A Free Cash Flow Machine" What started as a money transfer company under name "Transferwise" is now few steps closer to becoming a 'Global Digital Bank' called Wise PLC. Mission: To build money without borders by making the worlds money faster cheaper and convenient. Success factor: Fast payments are core to why customers love Wise - More than [--] percent of all cross border payments completed instantly (under [--] seconds) Wise has [--] segments - Wise Account Wise Platform and Wise Business. Product Highlights: [--]. Banking-as-a-service: Wise has banking license in Australia already." [X Link](https://x.com/SanCompounding/status/1704513731521102135) 2023-09-20T15:11Z [----] followers, [---] engagements "Cisco buying legacy Splunk ( $Splk) for $28 billion. Now cutting-edge cloud observability leader $DDOG is priced today at same $28 billion today Datadog is rightly valued based on growth runway ahead. $DDOG IPOd in [----] and stock has jus over doubled in [--] years. But sales had gone up 5X from $360 Million to $1.6 billion Datadog is close to breakeven. Expect the company to post a final loss in [----] before turning a profit of US$196m in 2025" [X Link](https://x.com/SanCompounding/status/1704834172366266805) 2023-09-21T12:25Z [----] followers, [---] engagements "Nio launched their first chip and smart phone that is built to interact with Nio vehicles - LiDAR main control chip based on [--] nm process developed will be used for the interaction. EV makers following $TSLA path to build their own chips. $NIO" [X Link](https://x.com/SanCompounding/status/1704896303216418975) 2023-09-21T16:32Z [----] followers, [---] engagements "$BYD has officially unveiled the "Yangwang" U8 Premium Edition a $150K offroad EV with [---] miles of total range ⚡ This could be a competition to Land Rover Defender [---] if JLR decides to come up with an EV version #TataMotors" [X Link](https://x.com/SanCompounding/status/1705332677564420529) 2023-09-22T21:26Z [----] followers, [---] engagements "Business deep dives with Sandeep Anand Ep#2 - I covered the fastest growing energy drink brand Celsius Holding $CELH Watch a quick snippet here and visit my Youtube channel (link in bio profile) for full video" [X Link](https://x.com/SanCompounding/status/1706328925851324637) 2023-09-25T15:24Z [----] followers, [---] engagements "Mar 2019: Paypal invests $750 Million in Mercado Libre. Paypal was [--] Times Bigger than Mercado Libre. $PYPL Market cap: $108 Billion $MELI Market cap: $25 Billion 2023: Paypal is valued same as Mercado Libre $PYPL Market cap: $64 Billion $MELI Market cap: $64 Billion And Paypals investment in Mercado Libre is worth $1.2 Billion. Paypal should have invested atleast $ [--] Billion in [----] instead of just $750 Million" [X Link](https://x.com/SanCompounding/status/1706357182755676238) 2023-09-25T17:17Z [----] followers, [----] engagements "AWS is the most undervalued AI stock. Wondering how [--]. AWS customers can design their AI Applications on AWS Cloud segment leveraging AI trained models [--]. Its also that AWS custom chips will challenge $NVDA and $AMD in AI turf. Amazons $4 Billion new deal is a clear" [X Link](https://x.com/SanCompounding/status/1706622246486208978) 2023-09-26T10:50Z [----] followers, [--] engagements "Apple' [--] [--] 3- p (nm) This chip is mass-produced by TSMC with advanced EUV lithography systems by $ASML $AAPL deal with $TSMC 👍" [X Link](https://x.com/SanCompounding/status/1706632896952328672) 2023-09-26T11:32Z [----] followers, [---] engagements "📢 $MDB Announced at MongoDBlocal London [--]. Atlas for the Edge [--]. Atlas CLI for local development [--]. Intelligent developer experiences [--]. AI chatbot for documentation [--]. Atlas Vector Search improvements You need to know what Atlas Edge Vector Search mean. Small Thread 👇" [X Link](https://x.com/SanCompounding/status/1706692663041253443) 2023-09-26T15:30Z [----] followers, [---] engagements "Im thrilled at the way this Warren Buffets $BRK stock $NU is turning around at Operating profitability level. This is clean leverage playing out with scale as the company is accelerating revenues. $NU was listed in Dec [----] at $11. The stock is down 35% since. Revenue has gone up 3X since Dec [----] NU turned profitable at operating level in Dec [--] and profits has been accelerating exponentially since. Operating profit has gone up 65X since Sept [--] quarter Stock is priced at 25X Fwd EBT" [X Link](https://x.com/SanCompounding/status/1707070414311014426) 2023-09-27T16:31Z [----] followers, [----] engagements "Full-Funnel Ads in the Grab App delivered [---] x ROAS and increased purchase intent by 8% for Top brands like Lotteria in Vietnam and Amazon in Singapore $Uber venturing into Ad space has precedence from $GRAB ride hailing App. This will increase EBIT profit margin profile for Grab and Uber if leveraged the right way with Ad placements" [X Link](https://x.com/SanCompounding/status/1707130374915063825) 2023-09-27T20:29Z [----] followers, [---] engagements "@StockSavvyShay True. $NU is turned profitable and growing exponential" [X Link](https://x.com/SanCompounding/status/1707450925873332504) 2023-09-28T17:43Z [----] followers, [--] engagements "Square and PayPal - A tale of Two Contradictory Fintechs: $SQ : Jack Dorsey company Squares acquisitions are worst examples of poor capital allocation [--]. Acquired Tidal the music-streaming service backed by Jay-Z for $297 million and was a drag [--]. Square bought Afterpay" [X Link](https://x.com/SanCompounding/status/1708568334675931177) 2023-10-01T19:43Z [----] followers, [--] engagements "BYD offers [--] car models in India. Car price of [--] Lakh for the cheapest model e6 and the price of Atto [--] starts at Rs [--] Lakhs. Company sold 300+ cars in [----]. BYD India aims to sell [-----] EVs next year targeting No.2 spot in EV sales in India. $BYD India has partnered with Landmark Group to sell EVs for Delhi NCR and Mumbai customers. Landmark group is Indias largest Automobile chain and got listed last year. They have dealerships for Mercedes-Benz Honda Jeep BYD Renault MG. They have strong foothold in insurance and car loans originations. Landmark cars has [---] outlets now. Interesting to" [X Link](https://x.com/SanCompounding/status/1708692353379111269) 2023-10-02T03:56Z [----] followers, [---] engagements "Silicon Carbide in Automotive industry expected to grow at 70% CAGR. SIC is becoming the material of choice for EV power electronics. AEHR Test systems $AEHR and OnSemi $ON are direct beneficiaries of this tailwind" [X Link](https://x.com/SanCompounding/status/1709308923604615632) 2023-10-03T20:46Z [----] followers, [---] engagements "Disneys Historical PE was 17X. Stock is still trading at same P/E level but EPS went down by 4X from [----] levels due to depressed sales in parks and high interest cost for streaming. This makes PE at [--] times. A come back in Earnings to historic levels can re-rate P/E" [X Link](https://x.com/SanCompounding/status/1709559873380258204) 2023-10-04T13:23Z [----] followers, [--] engagements "Disney is planning to nearly double parks spending to $60 billion over next [--] years. This is Huge as Bob Iger has described the parks as "a tremendous business". Parks are highly profitable business. Parks generated $32.3 billion LTM FY23. This will increase BV for $DIS" [X Link](https://x.com/SanCompounding/status/1709559876140007427) 2023-10-04T13:23Z [----] followers, [--] engagements "Disney managed to narrow its streaming division losses significantly to last quarter to $512 million from $1.06 billion during the same quarter the year prior. This shows that Disney is on track to turn streaming business profitable in 2024" [X Link](https://x.com/SanCompounding/status/1709559880183333352) 2023-10-04T13:23Z [----] followers, [--] engagements "Since Bob Iger arrival Disneys streamlined approach to operations has put them on track to exceed his initial goal of $5.5 billion in savings by [--]. Purging non-performing titles [--]. Sold Draftkings stake [--]. Bringing Ads based streaming (AVOD) [--]. Removing password sharing" [X Link](https://x.com/SanCompounding/status/1709559882481901586) 2023-10-04T13:23Z [----] followers, [--] engagements "ESPN used to be Disneys cash cow Disney acquired it in [----] ESPNs revenuelargely comes from cable fees/ advertisements ESPN played a major role for Disney to pay for acquisitions of Marvel Lucasfilm Pixar 21st Century Fox $DIS might sell ESPN that can add to the BV" [X Link](https://x.com/SanCompounding/status/1709559884142748013) 2023-10-04T13:23Z [----] followers, [---] engagements "And Finally Disney can pare down debt which can help increase retained earnings over next 5-10 years and increase BV $DIS has $44 Billion Long Term Debt that can be paid off through cost optimization Asset sales like ESPN" [X Link](https://x.com/SanCompounding/status/1709559885774422271) 2023-10-04T13:23Z [----] followers, [---] engagements "SuperDuperDB is an open-source (Apache [---] license) Python project enabling users to jumpstart AI development. Using SuperDuperDB in combination with MongoDB Atlas vector-search developers can easily build different types of AI applications $MDB" [X Link](https://x.com/SanCompounding/status/1709963504461938986) 2023-10-05T16:07Z [----] followers, [--] engagements "$NU at interesting point Im thrilled at the way this Warren Buffets $BRK stock $NU is turning around at Operating profitability level. This is clean leverage playing out with scale as the company is accelerating revenues. $NU was listed in Dec [----] at $11. The stock is down 35% since. Revenue has https://t.co/jhDyKKW495 Im thrilled at the way this Warren Buffets $BRK stock $NU is turning around at Operating profitability level. This is clean leverage playing out with scale as the company is accelerating revenues. $NU was listed in Dec [----] at $11. The stock is down 35% since. Revenue has" [X Link](https://x.com/SanCompounding/status/1710139210483618294) 2023-10-06T03:45Z [----] followers, [---] engagements "$TSLA Tesla is just around losing ground to $BYD in Gross Profit Margins (GM) BYD Auto gross margins is 22.8%. And Teslas was 24.3% in Sept [----]. Latest slew of price cuts by Tesla in China and US are going to draw down its GM by [---] bps and will bring it less than BYDs GM By the by Tesla excludes R&D costs and some other expenses from its gross margin calculations unlike BYD which gives Tesla a couple % higher GM" [X Link](https://x.com/SanCompounding/status/1710388915197350291) 2023-10-06T20:17Z [----] followers, [---] engagements "$MSFT [--] $AAPL [---] $NVDA [--] $GOOGL [--] $META [--] $TSLA [--] $AMZN [--] High ROEs plus High Growth always command a premium valuations. This is why Magnificent [--] stands out. They might Time-correct but not much Price-correct. Its called a Growth trap" [X Link](https://x.com/SanCompounding/status/1710642150034030843) 2023-10-07T13:04Z [----] followers, [---] engagements "David Vlez is the founder and CEO of Nubank. This is a must listen podcast by @patrick_oshag where we get to understand everything about $NU bank Davids lessons from working at Sequoia Fintech Unit economics of the company" [X Link](https://x.com/SanCompounding/status/1711040632754503996) 2023-10-08T15:27Z [----] followers, [---] engagements "Nelson Peltzs Trian Fund Management Acquires $2.5B Stake in Disney Seeks Board Seats This happens when $DIS is trading at its lowest ever valuations This could be a great turnaround story ahead. In my last episode of Game of investing podcast I delved into why Disney is at a certain inflection point and quite attractive from fundamentals view (YT link in bio)" [X Link](https://x.com/SanCompounding/status/1711471602825613506) 2023-10-09T20:00Z [----] followers, [---] engagements "$PANW Nikesh Arora took on the role of CEO at Palo Alto Networks in Oct [----]. Palo Alto Network stock has compounded 29% over last [--] years since he took over which is an Amazing feet achieved for shareholders. During this period: Revenue [--] Yr CAGR: 25% EPS [--] Yr CAGR: 24% Operating Income went from a loss of (129) Million to Gain of [---] Million. What are the [--] things Nikesh and company do Right in its RACE to $100 B Cybersecurity TAM [--]. Sales Focus on Expansive Net Retention Rate (NRR): NRR directly impacts Customer Lifetime Value (CLV); If the company can retain large customers over a longer" [X Link](https://x.com/SanCompounding/status/1711760303308902746) 2023-10-10T15:07Z [----] followers, [--] engagements "$PLTR Palantir is a complete drag when it comes to managing Stock Based Compensation (SBC). Company is consistently spending huge amounts towards SBC. SBC as a % of Revenue over years: 2018: 41% 2019: 32% 2020: 116% 2021: 50% 2022: 30%" [X Link](https://x.com/SanCompounding/status/1711769213730271235) 2023-10-10T15:42Z [----] followers, [---] engagements "I had detailed last week why Disney is at an inflection point doing everything right to turnaround. After ABC sale propositions now Disney is looking to sell its India assets. Blackstone is in talks with $DIS to assess the acquisition of Disney's media operations in India. This might include assets like sports properties media rights and the Disney+ Hotstar streaming service. It could even include Disneys Star India TV network over-the-top (OTT) services and a 30% stake in Tata Play. Bob Iger and Team s action to turnaround Disney continues" [X Link](https://x.com/SanCompounding/status/1712181037101420610) 2023-10-11T18:59Z [----] followers, [--] engagements "$ANET Invest in companies that adds value in a hyper growth value chain. Green Cloud and Power efficiency is One big value factor for future of AI driven Data center Computing Space. Arista Networks Cloud Networking is on the Right side of this equation bringing down the Power consumption and Costs. Depending on the location power costs can be as low as $0.03/KWh (Pacific northwest) to $0.30/KWh in Europe. Power efficient [--] Gigabit Ethernet such as Aristas [----] [----] and [----] family can reduce total power consumption and therefore cost by 10-20%. This can result in significant cost savings in" [X Link](https://x.com/SanCompounding/status/1712247779907588267) 2023-10-11T23:24Z [----] followers, [---] engagements "By the by $ANET had great earnings over last [--] consecutive Qs. Shift to Cloud driven by digital and AI are definite tailwinds for Arista" [X Link](https://x.com/SanCompounding/status/1712248956099440996) 2023-10-11T23:28Z [----] followers, [---] engagements "India is on the cusp of another massive boom after IT Pharma and Chemical outsourcing. This time its Manufacturing and Electronics manufacturing is the flagbearer. Domestic production of electronics to reach $300 Bn by FY26 and there are only 4-5 companies leading this hyper growth segments. [--]. Dixon Technologies [--]. Syrma SGS [--]. Amber Enterprises [--]. Kaynes Technologies Here is a chart on Valuations vs Growth of these companies. #StockMarket #Nifty" [X Link](https://x.com/SanCompounding/status/1712539059816640949) 2023-10-12T18:41Z [----] followers, [--] engagements "What Is Net Dollar Retention (NDR) and Why Is It Important NDR is an Invaluable Revenue Metric to understand if you are an investor in SaaS (Subscription) based business. Can also be measured as Net Retention Rate (NRR) NDR measures how your Annual Recurring Revenue has grown from existing customers. A high NRR also means low customer acquisition costs (CAC). A 5% improvement in customer retention can increase a companys profitability by 25%95% and the cost of acquiring a new customer is often [---] times higher than retaining an existing one NDR directly impacts Customer Lifetime Value (CLV)." [X Link](https://x.com/SanCompounding/status/1713700391013974477) 2023-10-15T23:36Z [----] followers, [--] engagements "Hashicorp $HCP = AWS ( $AMZN) Terraform Cloud is an application that helps teams use Terraform to provision infrastructure. It is an infrastructure as code (IaC) tool. Milestone: [--] Billion downloads of Terraform AWS Provider shows value of IaC for infrastructure management for future IaC - lets you define both cloud and on-prem resources in human-readable configuration files Terraform manages low-level components like compute storage and networking resources as well as high-level components like DNS entries and SaaS features Terraform manages resources on cloud platforms through APIs called" [X Link](https://x.com/SanCompounding/status/1713919485256560768) 2023-10-16T14:07Z [----] followers, [---] engagements "Are we near to First Spot Bitcoin ETF approval A spot $BTC ETF will bring in huge institutional inflow to the Digital Assets. Huge tailwinds for Microstrategy $MSTR" [X Link](https://x.com/SanCompounding/status/1713922124815925686) 2023-10-16T14:17Z [----] followers, [---] engagements "$TSLA Teslas Free Cash Flow over last [--] years has compounded at 110% CAGR And $23 billion has been added as FCF. FCF Yield for Tesla is 1.3% By the by $BYD FCF yield is 10X more than Tesla at 11%" [X Link](https://x.com/SanCompounding/status/1714853633974480981) 2023-10-19T03:59Z [----] followers, [---] engagements "$ASML Important point missed: China as a % of revenue is increasing rapidly for ASML now accounting for 46% of revenue. CFO downplaying this due to US AI Chip curbs. Otherwise: [----] will be a supernormal growth cycle and [----] will be a transition year with lull growth. ASML EVP and CFO Roger Dassen talking about Wafer demand seeing a trough and inventory normalizing now. Short term bearish but long term bullish with secular trends like AI ( $NVDA) EV ( $TSLA)" [X Link](https://x.com/SanCompounding/status/1715018358389723545) 2023-10-19T14:53Z [----] followers, [---] engagements "Why dont Onsemi just buy AEHR Test. 90% of $AEHR revenue comes from $ON AEHR is just under a billion $" [X Link](https://x.com/SanCompounding/status/1715038321640972463) 2023-10-19T16:12Z [----] followers, [---] engagements "$NFLX Blockbuster CEO John Antioco laughed us out of the room Mark Randolph Netflix cofounder on trying to sell company now worth over $150 billion for $50 million. Randolph said in same book Im proudest of the fact that I didnt listen when everyoneand I mean everyonetold me That Will Never Work. $PYPL co-founder Peter Thiel 's favorite interview question: What important truth do very few people agree with you on Lesson for investors: Look for contrarian disruptions that are currently written off by the herd. The biggest [---] Baggers comes from those spaces" [X Link](https://x.com/SanCompounding/status/1715092915062444215) 2023-10-19T19:49Z [----] followers, [--] engagements "The next Bill Gates will not build an OS Larry page wont build a search engine and next Mark Zuckerberg will not build the social media. A good listen on investing from Peter Thiel from "Zero To One" book" [X Link](https://x.com/SanCompounding/status/1715093677641478577) 2023-10-19T19:52Z [----] followers, [---] engagements "$VIX up 64% since Sept [--] A 20% correction for S&P [---] from peak of [----] would take it to [----] levels which is another 12% from current levels $SPY $QQQ" [X Link](https://x.com/SanCompounding/status/1715122160287482263) 2023-10-19T21:46Z [----] followers, [---] engagements "The equity risk premium could stake a claim to being the most important number in investment. It simply means: Assessing excess return that investing in the stock market provides over a risk-free rate. Negative equity risk premium means the expected return on stocks is lower than the return on a risk-free asset. Or investors expect to earn less from holding stocks than from holding a low-risk fixed-income investment. Heres a historical ERP chart from the book What works on Wall Street. Clearly shows precedence on what is ahead" [X Link](https://x.com/SanCompounding/status/1715127900066763060) 2023-10-19T22:08Z [----] followers, [--] engagements "#Bitcoin Bitcoin ETF Approval tailwinds for $MSTR" [X Link](https://x.com/SanCompounding/status/1715359971909460337) 2023-10-20T13:31Z [----] followers, [---] engagements "X. Country Risks are Real: Japan Nikkei gave ZERO returns for [--] years from [----] to [----] Y. Company risks are Real: Chinas largest Ecommerce company Alibaba gave Zero returns for almost a decade since IPO in [----] Z. Index level risks are real: Worlds fastest growth Tech Index Nasdaq gave Zero Returns for [--] years from [----] to [----] Solution: [--]. Dollar Cost Average (DCA): DCA into these indexes every month or quarter could have still gave great returns over the same periods [--]. Diversify into Assets: Diversification is for idiots if they know how to value stocks or indexes. If they don't know" [X Link](https://x.com/SanCompounding/status/1715393185017438594) 2023-10-20T15:43Z [----] followers, [--] engagements "Jeff Bezos once said your margin is my opportunity. He was referring to the business model that focuses on volume of transactions and low margins as opposed to one of fewer transactions and higher margins. Tesla has achieved that critical mass and profitability to shift into service oriented growth like FSD as service Charging n/w Energy storage" [X Link](https://x.com/SanCompounding/status/1716296754755244222) 2023-10-23T03:33Z [----] followers, [---] engagements "CrowdStrike is the First Cybersecurity ISV Founded for the Cloud to Exceed $1 Billion in AWS Marketplace Sales. $CRWD Built a Leading Cloud Go-To-Market from scratch. Since launching in AWS marketplace in [----] CrowdStrike has delivered [--]. Rapid growth 3000%+ CAGR in sales [--]. Widespread customer success [----] transactions [--]. Larger transactions on average CrowdStrikes transactions on AWS Marketplace are 140% larger than in its other go-to-market channels CrowdStrike was recently awarded $AMZN AWSs [----] US ISV Partner of the Year Award" [X Link](https://x.com/SanCompounding/status/1716466569205645469) 2023-10-23T14:48Z [----] followers, [---] engagements "Disney nears deal to sell $10-bln valued India business to Reliance industries $DIS is accelerating pace to sell non-performing assets Heres a detailed thread on how Disney paring its debt can increase net margins- Retained Earnings -Book value This can expand Disneys stock multiple significantly higher $DIS Disney [--] Year average prices was [---] X Book Value. It was [---] X pre-covid. Disney is currently trading at [---] X Book value Disneys Assets like Parks Media Licenses and Streaming rights are reflected in Book Value (BV) Heres how $DIS BV will go higher ahead https://t.co/XFrUYz0ANQ $DIS" [X Link](https://x.com/SanCompounding/status/1716469861755269297) 2023-10-23T15:01Z [----] followers, [---] engagements "$Ally Bank has returned -6% over last [--] years since listing in [----] Regional Bank Index $KRE is down 16% over last [--] years US Financials are the most hated sector since a long time now. Opportunity" [X Link](https://x.com/anyuser/status/1716472804910965157) 2023-10-23T15:13Z [----] followers, 14.4K engagements "Supermicro Starts Shipments of NVIDIA GH200 Grace Hopper Superchip-Based Servers the Industry's First Family of NVIDIA MGX Systems. Supermicro offers NVIDIA networking to secure and accelerate AI workloads on the MGX platform $SMCI" [X Link](https://x.com/SanCompounding/status/1716824881965515085) 2023-10-24T14:32Z [----] followers, [--] engagements "$MSTR is an Asymmetrical bet following Dollar Cost Averaging strategy to acquire $BTC: stock is currently valued at $5.5 billion at par with their Bitcoin holdings of [------] which is worth around $5.3 Billion. This might be an asymmetrical bet with low downside but high upside for long periods to come due to factors like: [--]. Very low upside due to cheap valuations if fair value reporting comes into effect for Bitcoin pricing Huge upside for many years to come due to a strong underlying cloud based business (AI and Analytics) that generates cash [--]. Price Derisking with Dollar cost averaging" [X Link](https://x.com/SanCompounding/status/1716848262496264365) 2023-10-24T16:04Z [----] followers, [--] engagements "India To Surpass Japan To Become Second Largest Economy In Asia By 2030: S&P Global Indian ADRs listed: $INFY $IBN $HDB" [X Link](https://x.com/SanCompounding/status/1716855785928462691) 2023-10-24T16:34Z [----] followers, [---] engagements "$SYM is one of the fastest growth companies with Triple digit growth rate🚀 But we need to be aware of Cash Burn Rate for small rapid growth companies that are not generating than 30% Gross Margins The Burn Rate is the rate at which a company spends its cash most often used to analyze the spending of early-stage growth companies Cash Burn Rate in years = Current Cash Balance/ Yearly Operating Expenses Cash Burn rate for Symbotic on forward looking basis is decent and can sustain around [--] and half years" [X Link](https://x.com/SanCompounding/status/1716879311888679337) 2023-10-24T18:08Z [----] followers, [--] engagements "Within [--] minutes of its promotions 8pm start user orders and overall transaction volume skyrocketed to achieve over four times last years figures the Beijing-based company said in a statement. Singles Day campaign runs through November [--]. Keep Selling Chinese stocks $KWEB $BABA $JD 🔥" [X Link](https://x.com/SanCompounding/status/1717164524845863141) 2023-10-25T13:01Z [----] followers, [--] engagements "NVIDIA Partners With Foxconn to Build AI Factories Foxconn will integrate NVIDIA technology to develop new class of Data Centers centers powering a wide range of applications like LLMs based generative AI services Development of AI-powered electric vehicles Provide supercomputing powers to accelerate the development of self-driving cars autonomous machines and industrial robots. $NVDA" [X Link](https://x.com/SanCompounding/status/1717178579362992566) 2023-10-25T13:57Z [----] followers, [--] engagements "EU Payments Slump was expected : $WRDLY crash- Impact on PayPal Adyen and Square $PYPL 18% of revenue from EU $SQ 3% of Revenue is from EU $ADYEN 50% of revenue from EMEA. Not sure how much just from EU" [X Link](https://x.com/SanCompounding/status/1717183403382939751) 2023-10-25T14:16Z [----] followers, [---] engagements "@ChinaBeigeBook 46% of revenues for $ASML comes from China" [X Link](https://x.com/SanCompounding/status/1717386861306388766) 2023-10-26T03:45Z [----] followers, [--] engagements "$EVVTY $EVO Evolution Gaming launched First Person Video Poker live Players can choose their favourite paytable and play up to [---] hands at once for a chance to hit the Royal Flush" [X Link](https://x.com/SanCompounding/status/1717593121976889449) 2023-10-26T17:24Z [----] followers, [---] engagements "QSR companies seeing tepid growth Westlife posted Revenue growth 11% and SSG 1% They are quoting external headwinds as a factor #NiftyMidcap" [X Link](https://x.com/SanCompounding/status/1717606390758302019) 2023-10-26T18:17Z [----] followers, [--] engagements "$AMZN What appeals to me abt Amazon earnings is: Advertising is the fastest growing segment at 26% AWS cloud growing second fastest at 12% with 30% Op margins. If there is a recession or even slow down ahead Amazon Ad revenue cloud decelerate ❌" [X Link](https://x.com/SanCompounding/status/1717647356949115184) 2023-10-26T21:00Z [----] followers, [---] engagements "Dont spend $120000 for an MBA If you are an aspiring Investor. [--] Free courses every investor can take to learn basics that are pre-requisites to Investing:👇" [X Link](https://x.com/SanCompounding/status/1717905959274619279) 2023-10-27T14:07Z [----] followers, [--] engagements "1. Introduction to Financial Accounting by University of Pennsylvania What you will learn To read the three most common financial statements: Income statement Balance sheet and Cash flow statement" [X Link](https://x.com/SanCompounding/status/1717905969823244378) 2023-10-27T14:07Z [----] followers, [--] engagements "Novo Nordisk is the largest company in Denmark. $NVO s Market Capitalization ie currently $325 Billion might soon overtake Denmarks entire GDP of $398 Billion if the GLP-1 Addressable market continues to expand at this rate" [X Link](https://x.com/SanCompounding/status/1717922158100303874) 2023-10-27T15:12Z [----] followers, [--] engagements "One of best small cap Tech growth stock [--] months back was $MDB under a $10 billion market cap ✅" [X Link](https://x.com/SanCompounding/status/1718674295876997626) 2023-10-29T17:00Z [----] followers, [--] engagements "$MSTR Earnings strong. Holds [------] $BTC at carry value of $5.4 billion. As of September [----] the original cost basis and market value of the Companys bitcoin were $4.681 billion and $4.277 billion respectively which reflects an average cost per #BTC of $29582 and a market price per #BTC of $27030. Q4 would see market price per #BTC head to $35000 which will remove the Digital asset impairment loss in P&L This will make Microstrategy operating profits positive instead of loss" [X Link](https://x.com/SanCompounding/status/1719844260566970649) 2023-11-01T22:29Z [----] followers, [---] engagements "Dollar Cost Averaging of $BTC by Microstrategy - Results 👇 $MSTR MicroStrategy's Bitcoin investment is now sitting on $1 billion in gains. The company's initial investment at a cost basis of $4.68 billion has increased in value to $5.62 billion #BTC = Store Of Value $MSTR MicroStrategy's Bitcoin investment is now sitting on $1 billion in gains. The company's initial investment at a cost basis of $4.68 billion has increased in value to $5.62 billion #BTC = Store Of Value" [X Link](https://x.com/SanCompounding/status/1721217872003739897) 2023-11-05T17:28Z [----] followers, [---] engagements "$CELH Firing on all cylinders. Gross Margins up 8% from 42% to 50% Operating profits up 4X 🔥" [X Link](https://x.com/SanCompounding/status/1721893597379956771) 2023-11-07T14:13Z [----] followers, [---] engagements "$DDOG Datadog [----] Container Report [--] KEY FACTS: ✅ Fact 1: $GOOG $AMZN Adoption of serverless containers continues to increase Serverless container adoption is on the rise46 percent of container organizations now run serverless containers up from [--] percent in [----] Serverless containerservices such as GKE Autopilot and Cloud Run from Google saves cost GKE is the most scalable Kubernetes service available in the industry GKE enables customers to leverage the cloud and containers to run AI-driven business-critical applications that transform their businesses. ✅ Fact 2: $NVDA $SMCI Usage of" [X Link](https://x.com/SanCompounding/status/1721969382803321046) 2023-11-07T19:14Z [----] followers, [--] engagements "$AMZN Top [--] Clients of Worlds Biggest Cloud Computing Provider AWS (by spend) [--]. Netflix [--]. Sony [--]. LinkedIn [--]. Facebook [--]. Turner Broadcasting [--]. BBC [--]. Baidu [--]. ESPN [--]. Adobe [--]. Twitter" [X Link](https://x.com/SanCompounding/status/1721996358184239609) 2023-11-07T21:01Z [----] followers, [---] engagements "$ADYEN Return on Equity (ROE) has been on a slump over last [--] Qs. High amounts of cash of $6B on Balance sheet is a drag on returns. In addition slight dents on Margins is another drag. Adyen ROE trend.👇" [X Link](https://x.com/SanCompounding/status/1722466566275477617) 2023-11-09T04:10Z [----] followers, [---] engagements "$SNAP It has been a disaster if anyone bought snap stock at IPO [--] years ago. Total returns = -59% Was one of the most successful IPO by the by. Stock surged 44% on IPO day" [X Link](https://x.com/SanCompounding/status/1722479092673466375) 2023-11-09T04:59Z [----] followers, [--] engagements "$SOFI is burning cash on Overhead and Indirect expenses SG&A Expenses is 90% of Total Revenues Thats insane spending on Overhead - Marketing and Advertising in addition to other compensations. SoFi spends lavishly on services to its customers including events dinners career coaching. Management hopes that over the long term that these investments will pay off and make for more loyal customers. They need to learn from $NU bank case study on how to focus on Profitable Growth (ROE) and at the same time enhance customer and shareholder value. Here are [--] strategies $NU followed to become worlds" [X Link](https://x.com/SanCompounding/status/1722642334288953540) 2023-11-09T15:48Z [----] followers, [---] engagements "Mexico nearshoring Boom is real and can spur GDP growth plus domestic consumption. What are the companies that will benefit $MELI $NU" [X Link](https://x.com/SanCompounding/status/1722993873146810493) 2023-11-10T15:05Z [----] followers, [---] engagements "Gross Profit Margins (GM) is a very important metric for Small/ Mid Cap ( $30 B Market Cap) Hyper Growth Stocks Tale of [--] Growth Stocks: Here are [--] growth stocks growing 40% and Gross Margins 50% [--]. $ONON : Growing 55% and GM 58% [--]. $MDB : Growing 40% and GM 75% [--]. $TMDX: Growing 100% and GM 66% [--]. $SNOW: Growing 50% and GM 66% [--]. $DNA : Growing 50% and GM 75% [--]. $NU : Growing 100% and OM 50% [--]. $CRWD : Growing 44% and GM 74% [--] Growth Stocks surprises though its not fair to expect high GM for retail or consumer brands like Tech or Platform companies. [--]. $EVO growth slowed to 30% [--]. $CELH GM" [X Link](https://x.com/SanCompounding/status/1723050443104776488) 2023-11-10T18:50Z [----] followers, [---] engagements "$DDOG Impressive" [X Link](https://x.com/SanCompounding/status/1724502155120234922) 2023-11-14T18:58Z [----] followers, [---] engagements "$TCEHY $KWEB Excellent growth across segments by Tencent: Total revenues were up 10% and strong Margin expansion ✅International games revenue up 14% ✅Revenue from online advertising grew 20% ✅Revenue from fintech and business services grew 16%" [X Link](https://x.com/SanCompounding/status/1724832638148493787) 2023-11-15T16:52Z [----] followers, [---] engagements "$BABA Free Cash Flow up 27% at $6.4 Billion P/FCF is [--] times at an annual FCF generation rate of $25 Billion Alibaba has a $40 billion buyback running until March [----] At this buyback and Free cash flow retain rate Alibaba Enterprise value can be around $120 Billion in [----]. Insanely cheap This could be a flush out and a bottom" [X Link](https://x.com/SanCompounding/status/1725138105454272710) 2023-11-16T13:05Z [----] followers, [---] engagements "$MSTR $SNOW $MSFT AI is real and Microstrategy is the cheapest AI play out there after partnership with Azure and Snowflake. Cloud Data Services is the foundation layer for Training AI Models Here is a seamless Large scale Enterprise Data migration of large Teradata databases to the cloud See how Data lake + Snowflake + Microstrategy forms the Data layer 👇" [X Link](https://x.com/SanCompounding/status/1725552597400961227) 2023-11-17T16:32Z [----] followers, [---] engagements "$MELI $NU $BTC Bullish" [X Link](https://x.com/SanCompounding/status/1726419526642737481) 2023-11-20T01:57Z [----] followers, [---] engagements "Spot #Bitcoin ETF Approval is not the only tailwind. There are [--] strong tailwinds that makes bullish case for widescale #BTC Adoption. "Game Of Investing" Podcast EP4: covers [--] strong tailwinds for $BTC and the Excellent Strategy $MSTR is adopting🫵" [X Link](https://x.com/SanCompounding/status/1726816699171610724) 2023-11-21T04:15Z [----] followers, [---] engagements "Exascale Compute/ This is the beginning of Super computer Era: $AMD $NVDA $INTC [--]. AMD-Powered Frontier Remains Fastest Supercomputer in the World. The machine uses a staggering [-------] cores: the connected AMDs EPYC CPUs and Instinct 250X accelerators deliver the machines high-performance computing and artificial intelligence functionalities [--]. Intel-Powered Aurora Takes Second AMD's Frontier holds the performance title at [-----] EFlop/s which is more than twice the performance of Aurora" [X Link](https://x.com/SanCompounding/status/1726948721236083072) 2023-11-21T13:00Z [----] followers, [---] engagements "Peter Lynch said You have to know what you own and why you own it How to define SaaS based Growth companies in one or two words $DDOG : Observability (Cloud) $CRWD : Endpoint Security (Falcon) $MDB : Multi-cloud Data platform (Atlas) $SNOW : Cloud based Data at Scale $PANW : SASE Security $CFLT : Real time Data Streaming Any other companies" [X Link](https://x.com/SanCompounding/status/1726979659517030834) 2023-11-21T15:03Z [----] followers, [---] engagements "$SYM up 29% today AI in real action. Huge revenue growth and first quarter of positive adjusted EBITDA which demonstrates the strong operating leverage of Symbotics business. A quick snapshot 👇" [X Link](https://x.com/SanCompounding/status/1726986301206053218) 2023-11-21T15:29Z [----] followers, [---] engagements "$CELH ⚡ CELSIUS was at inauguralLas Vegas Grand Prix this past weekend as an official Scuderia Ferrari partner of the US races" [X Link](https://x.com/SanCompounding/status/1727021233844424776) 2023-11-21T17:48Z [----] followers, [---] engagements "$MDB Retools State of AI Report Highlights the Rise of Vector Databases Retool recognized Atlas Vector Search for having the highest Net Promoter Score (NPS) in the vector database category and ranked Mongodb as the second most utilized vector database in the market. Customers choose Atlas Vector Search because its integrated with their core MongoDB database eliminating the complexity of managing separate systems so that building and scaling high-performing generative AI apps is frictionless" [X Link](https://x.com/SanCompounding/status/1727037780436414895) 2023-11-21T18:54Z [----] followers, [---] engagements "$CRWD $PANW CrowdStrike and Palo Alto Networks Named Frost Radar Global Leaders for CNAPP (cloud-native application protection platform) Frost & Sullivan had plotted [--] companies in the (CNAPP) market in its [----] Frost Radar analysis" [X Link](https://x.com/SanCompounding/status/1727058908274106467) 2023-11-21T20:18Z [----] followers, [---] engagements "$NVDA vs $ANET AI Switches: Traditional switches are too slow for handling the current generative AI workloads. Traditional switches may suffice for commodity clouds but they cannot provide the required performance for AI cloud loads that involve generative AI NVIDIA announced networking products centered around its Spectrum-X Ethernet platform. NVIDIA claims this is the worlds first high-performance Ethernet product designed specifically for AI NVIDIA has been using a networking communication standard called InfiniBand InfiniBand is commonly used in HPC applications that require high" [X Link](https://x.com/SanCompounding/status/1727333760897552720) 2023-11-22T14:30Z [----] followers, [---] engagements "@StockSavvyShay Great list. I will add [--] small cap AI plays: [--]. Klaviyo $KVYO [--]. Symbotic $SYM [--]. Applied Digital $APLD [--]. Super Micro computer $SMCI" [X Link](https://x.com/SanCompounding/status/1727748124540563646) 2023-11-23T17:57Z [----] followers, [---] engagements "$NVDA Nvidia is not AI growth story till [----]. Nvidias exponential growth has been propelled by the second biggest revolution called Cloud Computing after Internet Cloud computing requires High Performance Data centers and Nvidia was a clear Monopoly in catering Graphics Chips to Multi-Trillion Dollar Addressable Market (TAM) Now AI can grow Cloud/Data center TAM from here on to drive further demand Look at Exponential Data Center revenue growth of Nvidia in the chart 👇" [X Link](https://x.com/SanCompounding/status/1728443749154304379) 2023-11-25T16:01Z [----] followers, [---] engagements "Spendingpulse said on Saturday that U.S. retail sales on Black Friday rose 2.5% year-over-year E-commerce sales on Friday increased by 8.5% year-over-year as consumers shopped for deals online while in-store sales increased by 1.1% $AMZN $SHOP" [X Link](https://x.com/SanCompounding/status/1728798535410233733) 2023-11-26T15:31Z [----] followers, [---] engagements "$AMZN $DDOG Datadog is expanding security and observability for serverless AWS Lambda and Step Functions workloads. New features include: W3C Trace Context OpenTelemetry API compatibility Threat detection Open-source vulnerability detection and Step Function execution visualization" [X Link](https://x.com/SanCompounding/status/1729229780254326949) 2023-11-27T20:04Z [----] followers, [---] engagements "At Temu Every day is a Black Friday . $PDD 🔥" [X Link](https://x.com/SanCompounding/status/1729523120589959647) 2023-11-28T15:30Z [----] followers, [--] engagements "$ZS Free cash flow was $224 million ie 45%of revenue compared to $95.6 million or 27% of revenue in thefirstquarter of fiscal2023. Thats a BIG leap in FCF Margins for Zscaler" [X Link](https://x.com/SanCompounding/status/1729556733981282687) 2023-11-28T17:43Z [----] followers, [---] engagements "$AMZN $NVDA What is Project Ceiba NVIDIA and AWS are partnering to design the worlds fastest GPU-powered AI supercomputeran at-scale system with GH200 NVL32 and Amazon N/W or EFA NVL32 on AWS: AWS will be the first cloud provider to bring NVIDIA GH200 Grace Hopper Superchips to the cloud. The NVIDIA GH200 NVL32 multi-node platform connects [--] Grace Hopper Superchips with NVIDIA NVLink and NVSwitch technologies into [--] instance Nvidias AI-as-a-Service: NVIDIA and AWS will collaborate to host NVIDIA DGX Cloud NVIDIAs AI-training-as-a-serviceon AWS Why AI Service Model is Path-breaking DGX Cloud" [X Link](https://x.com/SanCompounding/status/1729563696672678335) 2023-11-28T18:11Z [----] followers, [---] engagements "$SQ $AMZN $SHOP $PYPL Square just published [----] Holiday Report. Key Takeaway - BNPL is the winner [--] Businesses experienced a 15% growth of in-person shopping year over year along with a 31% growth in subscriptions activated year over year [--] Consumers gravitated toward Buy Now Pay Later methods like Afterpay generating 19% increase year over year. [--] While traditional retailers tend to get heaped with holiday shopping attention restaurants also saw an influx of shoppers experiencing a 15% growth in transactions over Black Friday and Cyber Monday year over year" [X Link](https://x.com/SanCompounding/status/1729635884465565991) 2023-11-28T22:58Z [----] followers, [---] engagements "$AMZN $NVDA $INTC AWS Big Leap into AI Chips: AWS had quietly started production of custom silicon back in [----] with a piece of specialized hardware called 'Nitro' Its now the highest-volume AWS chip. In [----] Amazon launched 'Graviton' (Arm based) rivaling Intel and AMD which became so popular that today they have the 4th Gen which is really Energy Efficient as well. Today all Top [---] AWS EC2 (Compute Services) customers and a total of [-----] customers use Graviton chips AWS recently launched AWS Trainium2 that will power the highest performance compute on AWS for training foundation models" [X Link](https://x.com/SanCompounding/status/1729911440226603353) 2023-11-29T17:13Z [----] followers, [---] engagements "@real_bill_gross $Ally Bank has returned -6% over last [--] years since listing in [----] Regional Bank Index $KRE is down 16% over last [--] years US Financials are the most hated sector since a long time now" [X Link](https://x.com/anyuser/status/1730309594826633626) 2023-11-30T19:35Z [----] followers, [----] engagements "$LULU FCF ratio is Calculated as FCF/OCF. It tells you how much of the operating cash flow is available for other purposes such as paying dividends repaying debt or investing in growth opportunities. A higher FCF ratio means a greater cash flow flexibility and a higher potential for value creation. Look at Lulu Lemons FCF ratio Leap over last [--] years" [X Link](https://x.com/SanCompounding/status/1730711508915556416) 2023-12-01T22:12Z [----] followers, [--] engagements "$CRWD CrowdStrike surpassed $100 million in ARR for its LogScale next-gen SIEM (security information and event management) offering. CrowdStrike CEO Kurtz agreed with an analyst who suggested the current market climate for SIEM is comparable to the environment CrowdStrike found when it started offering endpoint detection and response (EDR) instead of traditional antivirus (AV). NEXT Gen SIEM is a huge addressable opportunity" [X Link](https://x.com/SanCompounding/status/1730779111516221665) 2023-12-02T02:41Z [----] followers, [--] engagements "$SNOW AI21 Labs will be one of the first large language model (LLM) providers available on Snowflakes new runtime for containerized workloads - Snowpark Container Services. The integration will allow Snowflake customers to leverage AI21s generative AI capabilities within their Snowflake-managed environment while maintaining a seamless and secure data cycle" [X Link](https://x.com/SanCompounding/status/1731537508800831954) 2023-12-04T04:54Z [----] followers, [---] engagements "$MSRR $COIN $BTC Had discussed why $MSTR strategy provides an Asymmetric opportunity with #Bitcoin tailwinds in Game of Investing podcast👇" [X Link](https://x.com/SanCompounding/status/1731665383218708683) 2023-12-04T13:22Z [----] followers, [---] engagements "$MSTR Up 4X YTD Adopting Dollar Cost Averaging strategy of #Bitcoin" [X Link](https://x.com/SanCompounding/status/1732138497874723289) 2023-12-05T20:42Z [----] followers, [---] engagements "$MDB steadily increasing Free Cash Flow margins. Operating margin also steadily improved from -33% to -10% over last [--] Quarters. Gross Margins was boosted by an influx of higher-margin licensing revenue. Higher economies of scale slower hiring and other cost-cutting measures boosted its operating margin. FCF Margin expansion last [--] years👇" [X Link](https://x.com/SanCompounding/status/1732258401206378792) 2023-12-06T04:39Z [----] followers, [---] engagements "$AMD MI300X Launch: All key players $Meta OpenAI and Microsoft said they will use AMD's newest AI chip the Instinct MI300X Lisa Su projected the market for AI chips will amount to $400 billion or more in [----] With Google launching Gemini LLMs AI competitive game is getting Real Here is a high level compilation of Models/GPUs/AI supercomputers Large Language Models: $Meta LLAMA $GOOG Gemini $MSFT GPT-4 $AMZN Olympus (TBL) $TSLA Grok AI Supercomputers: $AMD MI300X $NVDA GH200 supercomputer $TSLA DOJO Amazon plus Nvidia AI supercomputer (Project Ceiba) Now China is an all together different arena" [X Link](https://x.com/SanCompounding/status/1732551517872292096) 2023-12-07T00:04Z [----] followers, [---] engagements "$SQ Block launches Bitkey custody of #bitcoin Bitkey is a 2-of-3 multi-signature wallet. That means there are three private keys protecting your money. [--]. One's on your phone [--]. One in your hardware device and [--]. One held for you on the Bitkey server. You always need two out of three keys to sign a transaction giving you extra protection. And because Bitkey only holds one key for you and you hold two Bitkey cant move your money without you. #BitcoinETF" [X Link](https://x.com/SanCompounding/status/1732957283737285095) 2023-12-08T02:56Z [----] followers, [---] engagements "$CRWD 🔀CrowdStrike has been declining in growth but their FCF is steadily increasing ✅Their new AI based cybersecurity tool Charlotte AI could add to optionality" [X Link](https://x.com/SanCompounding/status/1733273443309650122) 2023-12-08T23:52Z [----] followers, [--] engagements "@ftr_investors If legacy Splunk is just added in Nasdaq-100 then I ll add more to $DDOG (long way to go for Datadog in more futuristic Cloud observability space)" [X Link](https://x.com/anyuser/status/1733671783209771112) 2023-12-10T02:15Z [--] followers, [---] engagements "$MSFT $NVDA ☁Chips are the workhorses of the cloud ✅Microsoft recently unveiled custom-designed chips Azure Maia AI Accelerator ✅ Maia [---] AI Accelerators will start to roll out early [----] to Microsofts datacenters powering the companys services such as Microsoft Copilot or Azure OpenAI Service Azure Maia was specifically designed for AI and for achieving the absolute maximum utilization of the hardware" [X Link](https://x.com/SanCompounding/status/1734651752568287297) 2023-12-12T19:09Z [----] followers, [---] engagements "1: Status quo bias: Holding on to winners without making adequate changes based on 'growth' Bad holdings: [--]. Coca cola returned just 2X in last [--] Y [--]. Amex returned just 4X last [--] Y [--]. Wells Fargo 2X last [--] years. So on. 📈Buy and Hold is great but needs Growth orientation" [X Link](https://x.com/SanCompounding/status/1734762004617781714) 2023-12-13T02:27Z [----] followers, [--] engagements "2. Rigid Framework of 'Circle of Competence' : Tech was 'inevitable'. $BRK avoided completely Few real 'Moats' 👇 Social Media - $Meta Digital- $GOOG Streaming - $NFLX Ecommerce - $AMZN Smartphone- Apple EV - $TSLA Chips - $NVDA $ASML Look at wealth creators last [--] Years👇" [X Link](https://x.com/SanCompounding/status/1734762007067238707) 2023-12-13T02:27Z [----] followers, [---] engagements "Changed Strategy: They brought in Ted and Todd who helped investing in Tech/ Growth Sectors Tech investment in Apple in [----]. Now $BRK is the largest holder of Apple (45% of portfolio) $AAPL went up 8X since [----] Also Invested in Amazon Snowflake $NU This helped $BRK" [X Link](https://x.com/SanCompounding/status/1734762009575481676) 2023-12-13T02:27Z [----] followers, [--] engagements "$AMZN An AWS technician gives us a tour of a data center in eastern Oregonsee what it's like inside 👇" [X Link](https://x.com/SanCompounding/status/1734966196619911617) 2023-12-13T15:59Z [----] followers, [---] engagements "FASB Approval News: FASBs new rules will require certain crypto assets to be measured at fair value So Two out of [--] Tailwinds for #Bitcoin has already kicked-off. ✅FASB Approval ✅Widescale Corporate Adoption - $MSTR $SQ and more. [--] More Tailwinds ahead : 🔜Bitcoin ETF Approvals 🔛Widescale Sovereign Adoption" [X Link](https://x.com/SanCompounding/status/1734967733601595501) 2023-12-13T16:05Z [----] followers, [---] engagements "$NVDA $ANET NVIDIA recently unveiled the worlds first SuperNIC tailored for AI computing based on the BlueField-3 networking platform. A SuperNIC is a type of network accelerator for AI cloud data centers that delivers robust and seamless connectivity between GPU servers. It provides lightning-fast network connectivity for GPU-to-GPU communication" [X Link](https://x.com/SanCompounding/status/1735138625375891536) 2023-12-14T03:24Z [----] followers, [---] engagements "$AMZN $NVDA $TSLA $META $MSFT $GOOG Why Capital Spending in Artificial Intelligence will drive Huge growth in US Tech Huge Private Capex in AI boom is possible due to high amounts of Cash in Mag [--] balance sheet 👇 TOTAL CASH in BOOK (in billions) = Half a Trillion Dollars Google : $120 Microsoft. : $143 Nvidia. : $18 Meta. : $61 Amazon. : $64 Tesla. : $26 Apple. : $61 Roaring 20s again" [X Link](https://x.com/SanCompounding/status/1735807962180960622) 2023-12-15T23:44Z [----] followers, [---] engagements "$SNOW [--] AI-Focused Data Leaders to Watch - list created by Snowflake:" [X Link](https://x.com/SanCompounding/status/1737220277703221299) 2023-12-19T21:16Z [----] followers, [---] engagements "All Small/Mid cap hyper growth companies on a tear this month [--]. $DNA [--]. $ONON [--]. $MDB [--]. $DDOG [--]. $EVO [--]. $INDI [--]. $CELH [--]. $TMDX [--]. $AEHR [--]. $FLNC [--]. $NU [--]. $CRWD Gross Profit Margins (GM) is a very important metric for Small/ Mid Cap ( $30 B Market Cap) Hyper Growth Stocks Tale of [--] Growth Stocks: Here are [--] growth stocks growing 40% and Gross Margins 50% [--]. $ONON : Growing 55% and GM 58% [--]. $MDB : Growing 40% and GM 75% https://t.co/CSDjiz0wAS Gross Profit Margins (GM) is a very important metric for Small/ Mid Cap ( $30 B Market Cap) Hyper Growth Stocks Tale of [--] Growth Stocks: Here" [X Link](https://x.com/SanCompounding/status/1737225683691299322) 2023-12-19T21:37Z [----] followers, [----] engagements "$MDB $QQQ Mongodb - One of the biggest innovators joins Nasdaq-100 Index" [X Link](https://x.com/anyuser/status/1738211492514664626) 2023-12-22T14:54Z [--] followers, [---] engagements "$SPY $QQQ The U.S. equity markets is the largest in the world representing 43% of the $106 trillion global equity market cap in [----] or $45.5 trillion. China is the next largest at $10 trillion followed by Japan at $5 and India at $4 trillion. Buffet Indicator: US Market cap to GDP is at 144% China the ratio is 65% Japan its 125% and India the ratio is 120%" [X Link](https://x.com/SanCompounding/status/1738584619778265118) 2023-12-23T15:37Z [----] followers, [---] engagements "Compounding at 32% CAGR over [--] years multiplies your capital by [---] Times (257X) Looks overwhelming but not when you breakdown [--] years into [--] periods of [--] years. So the Question is "How to Compound at 32% CAGR over [--] years" Actually its very easy to do if we follow a simple mental model. It is called "Power of Multiple expansion" Stock Price = EPS X Price Multiple [--]. Companys earnings needs to grow at 15% which means stock will double in [--] years [--]. Multiple expansion by [--] times (2X of PE or PS ratio) which means stock price will expand by 2X [--]. So Stock Price X has doubled once due to" [X Link](https://x.com/SanCompounding/status/1739420920723165566) 2023-12-25T23:00Z [----] followers, [---] engagements "$GOOG $NVDA Google former CEO Eric Schmidt is going deep on AI in MIT Tech review. Its big in Healthcare and a multitude of Science fields applications like weather forecast. Read 👇" [X Link](https://x.com/SanCompounding/status/1739662718242607426) 2023-12-26T15:01Z [----] followers, [--] engagements "$CELH Celsius Holdings will Return 15% on Equity in FY24. And earnings growth of 60% will ensure that PE remains elevated. The premium will sustain as long as Celsius generates profitable growth" [X Link](https://x.com/anyuser/status/1739724688610238916) 2023-12-26T19:07Z [--] followers, [---] engagements "$CELH Markets assign premium valuation for growth and high Returns on Invested capital aiding that growth. Potent Combination: Celsius has grown Operating Cash Flow at a CAGR of 211% Company has exponentially grown Return on Invested Capital over last [--] years. ROIC is 25%👇" [X Link](https://x.com/SanCompounding/status/1741611898120835357) 2024-01-01T00:06Z [----] followers, [---] engagements "$BYD $TSLA BYD close to beating Tesla as worlds top EV maker. BYD sold [--] million new energy vehicles in [----] ✅Annual sales: [-------] NEVs a YoY growth of 61.8% BYD Gross Margins at 19% Tesla Gross Margins at 19% But Enterprise Value of BYD is 1/10th that of Tesla" [X Link](https://x.com/SanCompounding/status/1742370278833832122) 2024-01-03T02:20Z [----] followers, [---] engagements "$INTC Intel and DigitalBridge has formed an independent startup that will offer a full-stack generative AI software platform for enterprise customers. Articul8 was created with intellectual property (IP) and technology developed at Intel. It delivers AI capabilities that keep customer data training and inference within the enterprise security perimeter. They had a successful deployment at Boston Consulting Group (BCG) and will provide customers the choice of cloud on-prem / hybrid deployment" [X Link](https://x.com/SanCompounding/status/1742708666107621789) 2024-01-04T00:44Z [----] followers, [--] engagements "$NVDA Conversational AI is opening new ways for enterprises to interact with customers using applications like ✅Real-time transcription ✅Translation ✅Chatbots ✅Virtual assistants [--]. NVIDIA Megatron is a PyTorch-based framework for training giant language models based on the transformer architecture. In 2023: Nvidia set a record training this model. This model has [---] billion parameters and can generate fluent and coherent text on various topics and tasks. [--]. Meanwhile Nvidia Riva is a fully accelerated conversational AI framework including highly accurate automatic speech recognition" [X Link](https://x.com/SanCompounding/status/1742967457499762822) 2024-01-04T17:53Z [----] followers, [--] engagements "$META $NVDA $LAW $LLY $NU" [X Link](https://x.com/SanCompounding/status/1742975532269019501) 2024-01-04T18:25Z [----] followers, [---] engagements "#Bitcoin Next Goldman Sachs is in talks to be an authorized participant for the spot bitcoin exchange-traded funds that BlackRock and Grayscale are looking to launch Had brought Wide-scale corporate adoption as a major tailwind with #BTC going Mainstream 👇 FASB Approval News: FASBs new rules will require certain crypto assets to be measured at fair value So Two out of [--] Tailwinds for #Bitcoin has already kicked-off. ✅FASB Approval ✅Widescale Corporate Adoption - $MSTR $SQ and more. [--] More Tailwinds ahead : 🔜Bitcoin ETF FASB Approval News: FASBs new rules will require certain crypto assets" [X Link](https://x.com/SanCompounding/status/1742977780071931910) 2024-01-04T18:34Z [----] followers, [---] engagements "Wilson tennis racket maker Amer Sports on Thursday revealed a 30% revenue surge for the first nine months of [----]. Amey sports to go public in the U.S Strong Brand ✅" [X Link](https://x.com/SanCompounding/status/1743260130991280455) 2024-01-05T13:16Z [----] followers, [--] engagements "When will $NVDA overtake $AAPL Market cap" [X Link](https://x.com/SanCompounding/status/1743362745162969297) 2024-01-05T20:04Z [----] followers, [---] engagements "$SNOW $MSFT Frank Slootman Snowflake CEO said There is no AI strategy without a data strategy. Building Applications on Data Platforms will drive the new wave of leveraging AI for Enterprise customers Snowflake created a platform layer called Cortex with a semantic search with language models built into the Snowflake platform. Couple of Use cases: [--]. If you want to create a chatbot on a table you should be able to do that in a snap [--]. If you want a more sophisticated application like a copilot to help you generate SQL that can be leveraged" [X Link](https://x.com/SanCompounding/status/1743435219288338912) 2024-01-06T00:52Z [----] followers, [--] engagements "$PERI $TTD In [----] DOOH became the fastest-growing advertising channel with a remarkable +24.2% growth. By [----] advertisers expect DOOH to account for 45% of total OOH advertising spend. 🌇What is DOOH Digital Out Of Home: DOOH advertising takes advertising engagement to a whole new level. DOOH Ads appear on Massive Screens with eye-catching visuals in bustling public locations 🪟DOOH grabs audience attention and sticks in memory. It has a 82% ad recall from consumers passing by due to big and alluring displays. 🤳Programmatic DOOH will drive the next wave of growth where Ads can be delivered" [X Link](https://x.com/SanCompounding/status/1744422421883408436) 2024-01-08T18:14Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@SanCompounding Sandeep Anand
Sandeep Anand posts on X about ai, $nvda, $baba, stocks the most. They currently have [-----------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +55%
- [--] Month [------] +79%
- [--] Months [---------] +430%
- [--] Year [---------] -1.50%
Mentions: [--] #
- [--] Month [--] -50%
- [--] Months [---] +41%
- [--] Year [---] +34%
Followers: [-----------] #
- [--] Week [-----] +0.30%
- [--] Month [-----] +1.40%
- [--] Months [-----] +14%
- [--] Year [-----] +34%
CreatorRank: [-------] #
Social Influence
Social category influence stocks technology brands finance countries cryptocurrencies #4257 automotive brands fashion brands exchanges social networks celebrities
Social topic influence ai, $nvda, $baba #37, stocks, china, $crwv, $crdo #3, meta, $nbis, $hims
Top accounts mentioned or mentioned by @ftrinvestors @jonahlupton @skhynix @xai @openai @stocksavvyshay @nvidia @kyleadamsstocks @mmmtwealth @anthropicai @realbillgross @wearehers @andrewdudum @axios @investianalyst @stockmktnewz @quartrapp @dianadukic @briantycangco @thexcapitalist
Top assets mentioned NVIDIA Corp. (NVDA) Alibaba Group (BABA) CoreWeave, Inc (CRWV) Credo Technology Group Holding Ltd (CRDO) Nebius Group N.V. Class A Ordinary Shares (NBIS) Hims & Hers Health, Inc. (HIMS) Amazon.com, Inc. (AMZN) Metadium (META) Alphabet Inc Class A (GOOGL) Astera Labs, Inc. (ALAB) Tesla, Inc. (TSLA) Microsoft Corp. (MSFT) Iris Energy Limited (IREN) Broadcom, Inc. (AVGO) Novo-Nordisk (NVO) Crowdstrike Holdings Inc (CRWD) AppLovin Corporation (APP) Advanced Micro Devices (AMD) NuCypher (NU) 4 (FOUR) Palo Alto Networks Inc (PANW) Cipher Mining Inc. Common Stock (CIFR) Bitcoin (BTC) Mario Coin (COIN) Snowflake Inc. (SNOW) Super Micro Computer, Inc. Common Stock (SMCI) GE Vernova Inc. (GEV) Vistra, Corp. (VST) PayPal Holdings Inc (PYPL) Boyd Gaming Corporation (BYD) Coinbase Global Inc. (COIN) Eli Lilly and Company (LLY) Applied Digital Corp. (APLD) MongoDB, Inc. (MDB) Uber Technologies, Inc. (UBER) Vertiv Holdings Co (VRT) TALEN ENERGY CORP (DE) (TLN) Cloudflare, Inc. (NET) Marvell Technology Inc (MRVL) American Superconductor Corp (AMSC) Shopify Inc (SHOP) USDC (USDC) MercadoLibre Inc (MELI) KLA Corp (KLAC) XIAOMI CORP (XIACF) Cadence Design Systems Inc (CDNS) Taiwan Semiconductor (TSM) Circle Internet Group, Inc. (CRCL) Zscaler Inc (ZS) Strategy (MSTR) Arm Holdings plc (ARM)
Top Social Posts
Top posts by engagements in the last [--] hours
"🚀Chinese Stocks are on a Tear YTD How to create a portfolio of [--] Stocks - [--] SMID + [--] Large Cap Chinese Stocks with Strong Growth & Explosive Funds Flow YTD These companies are delivering solid sales & profit growth backed by local consumption and huge Chinese government stimulus With high RoCE & consistent performance they could continue to generate high returns 🧵 A detailed thread 👇👇"
X Link 2025-03-17T18:33Z [----] followers, [----] engagements
"1 ATOUR Lifestyle $ATAT 💰Market Cap: $4.3 B 📊 P/E: [----] EV/S: [---] 📈 Sales Growth (3Y CAGR): 47.40% 💹 Profit Growth (3Y CAGR): 71.30% ✅ Why Atour operates a chain of hotels in China [---] hotels spanning [---] cities in China. To benefit from the "China travel boom" as it focuses on experience-focused tourism https://twitter.com/i/web/status/1901703528281694557 https://twitter.com/i/web/status/1901703528281694557"
X Link 2025-03-17T18:33Z [----] followers, [--] engagements
"Democratization is a very powerful disruptor and invest opportunity. Its a powerful platform and leave it to users to grow. Retail - $Shop $Etsy Payments- $PYPL $SQ Gaming - $Rblx Housing- $Open $Zillow Media - YouTube Instagram $Roku Social- $Pins And many more [--] come"
X Link 2021-03-21T23:57Z [----] followers, [--] engagements
"Goldman Sachs Future Tech Leaders Equity ETF - Actively managed fund - To invest in Tech companies with market capitalizations $100 billion across both developed and emerging markets. $GTEK interesting names like Kingdee Entegris Trend shifting from passive to active ETFs"
X Link 2021-09-16T15:25Z [----] followers, [--] engagements
"Why is it always not a good idea to assume Tech entrepreneurs as good capital allocators (like bias) Past [--] year returns of few: Virgin Galactic -50% Opendoor -57% Clover health -79% Social Capital IPOD -33% Social Capital IPOF -28% SOFI -28% SPACulation #business #investing"
X Link 2022-01-09T03:45Z [----] followers, [--] engagements
"$XME: SPDR Metals & Mining ETF up 50% last [--] months. This uptrend might continue. Here are top [--] holdings: MP Materials Corp Alcoa Corp Century Aluminum Royal Gold Inc Commercial Metals Steel Dynamics Inc Freeport-McMoRan Newmont Corp Nucor Corp Cleveland-Cliffs Inc #ETF"
X Link 2022-03-24T13:44Z [----] followers, [--] engagements
"Which was the most downloaded App in the US in Q4 [----] overtaking $Amzn #Shein $Shop Its an obscure new App called TEMU. Owned by Chinese Pinduoduo ( $PDD ) Temu is making waves in US Ecommerce. Can a Temu replicate Sheins success Lets take a deep dive into TEMU"
X Link 2023-01-14T22:52Z [----] followers, [---] engagements
"- Temu has already grossed customer growth levels in [--] months that took Shein half a decade to reach - Temu is fast catching up total weekly active users of Shein since launch in Sep [----]. - Temu unlike Shein sells a range of products like fashion electronics consumer goods"
X Link 2023-01-14T22:52Z [----] followers, [---] engagements
"But Pinduoduos success in China can be mainly attributed to scaling Logistics network of warehouses and delivery partners. Temu can leverage access to this deep supply chain logistics infrastructure built by Pinduoduo from day [--] in US. Drag: Temu takes 1-2 weeks to deliver"
X Link 2023-01-14T22:52Z [----] followers, [---] engagements
"Temu like Shein has product reviews social promotion pages and social collaboration. Sheins success in disrupting ultra fast fashion attributed to - Bottom Up model ( Data Analytics) - Creator/Influencer led social media promotions - Zara H&M model of fast fashion hauling"
X Link 2023-01-14T22:52Z [----] followers, [---] engagements
"Colin Huang the founder of Pinduoduo once said The winning secret of Pinduoduo is never about fighting over prices with other platforms instead the key point is about how you influence consumer behaviors by making customers satisfied. Temu might replicate this strategy"
X Link 2023-01-14T22:52Z [----] followers, [---] engagements
"@iancassel Your graph exactly matches $Tsla story from 2012-2022. Conviction hold from 2012-2018 with no returns"
X Link 2023-05-14T21:10Z [----] followers, [---] engagements
"Cloud security spending is expected to increase by 60% in next [--] months despite macro conditions. Cybersecurity is in secular growth trend with Cloud migrations: $ZS $FTNT $Crwd $S $PANW"
X Link 2023-05-15T17:48Z [----] followers, [---] engagements
"Joel Greenblatts latest magic formula list is out. Many good quality names like Cognizant Tech - $CTSH Crocs - $Crox Moderna But what caught my attn: Berkshire Hathaway has [--] names overlapping from Greenblatt list. [--]. Liberty media Sirius [--]. Paramount global Potential 🚀"
X Link 2023-05-15T21:39Z [----] followers, [--] engagements
"Fortinet is the fastest grower in Nasdaq [---] when it comes last [--] year EPS (earnings) Fortinet eps grew at 97% CAGR $FTNT stock went up 6X last [--] years / Secure access service edge (SASE) delivers converged network and security as cybersecurity capabilities including"
X Link 2023-05-22T00:27Z [----] followers, [--] engagements
"Generative AI large language models and recommender systems are the digital engines of the modern economy said Jensen Huang founder and CEO of $NVDA Key launches from Nvidias Computex conference in Taipei last week:"
X Link 2023-06-09T03:15Z [----] followers, [--] engagements
"$AMD is positioned to challenge $NVDA in HPC and Generative AI processing AMD reveals new A.I. chip to challenge Nvidia's dominance https://www.cnbc.com/2023/06/13/amd-reveals-new-ai-chip-to-challenge-nvidias-dominance.html__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard Generative AI large language models and recommender systems are the digital engines of the modern economy said Jensen Huang founder and CEO of $NVDA Key launches from Nvidias Computex conference in Taipei last week: https://t.co/gmkC8TalNe"
X Link 2023-06-14T01:15Z [----] followers, [---] engagements
"The Generative AI stack other than chips from Madrona SaaS Tools and platforms will also augment AI agenda for enterprises. Model: OpenAI ( $MSFT) Observability: $DDOG Unstructured Data: $MDB Data driven intelligence: $SNOW Application Framework: Vertex AI"
X Link 2023-06-14T14:35Z [----] followers, [--] engagements
"The Renaissance IPO index ETF is now up +25.5% year-to-date vs. +12.0% for S&P [---] Last Bear market has conditioned investors to be skeptical of good news But IPO turnaround is here as new Bull market climbs the wall of worry📈 [--] latest IPO winners: $GTLB $BRZE $U $PRVA $DLO"
X Link 2023-06-15T00:11Z [----] followers, [---] engagements
"Indian Aviation at an inflection point: / IndiGo - Indias largest carrier by marketshare did biggest deal in history for [---] Airbus 320neo /This deal came within days of Air India mega order for [---] planes $BA/ $AIR - Scale to benefit platform like Easemytrip (Indias $BKNG)"
X Link 2023-06-21T01:31Z [----] followers, [---] engagements
"Pathbreaking AI collaborations that will define the future: MosaicML + Databricks Snowflake + Nvidia PyTorch on AMD Large Data sets plus High Performance computing is a must and potent combination for developing AI models ( $SNOW $NVDA $AMD $META)"
X Link 2023-07-03T01:42Z [----] followers, [--] engagements
"Pick and Shovel beneficiaries: There can be many pick and shovel beneficiaries like - A CRM platform leveraging Ad placement - Ecommerce sites benefitting from optimized Ad placements (ex value for buck for merchants in Shopify $Shop) - Connected TVs Ad effectiveness $Roku $TTD"
X Link 2023-07-06T13:35Z [----] followers, [--] engagements
"Tradedesk had just $60 Operating cash flow in [----]. The programmatic Ad leader has compounded Operating cash flow and Free Cash flow at 50%+ over last [--] years since. - Tradedesk requires little capital to reinvest and grow - $TTD is trading at [--] X FCF - ADAS a big tailwind"
X Link 2023-07-10T14:45Z [----] followers, [--] engagements
"Roku and Shopify partner to let viewers purchase products from Shopify merchants directly from their TV through Roku Action Ads. $roku $shop"
X Link 2023-07-11T15:45Z [----] followers, [--] engagements
"Market wants Amazons cloud business AWS listed separately for value unlocking I think a low hanging one is - Amazons Logistics (last mile) which is bigger than UPS - Andy Jassy $UPS market cap is [---] B$ Logistics network Tools & distribution is undervalued part of $AMZN"
X Link 2023-07-12T08:57Z [----] followers, [--] engagements
"$TTD $ROKU up. ADAS spreading wings to TV led e-commerce. Big opportunity"
X Link 2023-07-12T08:57Z [----] followers, [---] engagements
"$PYPL stock - [--] year total return of negative 15% And still trading at [--] Times Earnings Value or value-trap"
X Link 2023-07-22T05:02Z [----] followers, [---] engagements
"Consumer price index in Japan up 3.2% year on year in July July is 14th straight month that inflation rate in the capital came in above the BOJs 2% target Bank of Japan allows long term rates to go over 0.5% (Yield curve control policy) Yen strengthening Vs $DXY Banks on🔥"
X Link 2023-07-30T21:36Z [----] followers, [--] engagements
"PC market turning around with inventories clearing off AI based PC called Meteor lakelaunched by Intel Gaudi [--] is Segway to AI. Targeting to be Foundry for AI chip leaders $NVDA Pat Gelsinger compares it to Wi-Fi in PCmoment Mobileye $MBLY: ADAS dark horse for $INTC"
X Link 2023-08-03T12:14Z [----] followers, [---] engagements
"Why PE ratio is the worst predictor of valuation $NVDA was always trading at premium valuations. What you miss if you went by PE ratio PE [--] in 2011: $nvda price $5 = 80X next [--] years PE [--] in [----]. price $40 = 10X next [--] years PE [--] in [----]. price $50 = 8X next [--] years"
X Link 2023-08-04T23:56Z [----] followers, [---] engagements
"Improve Product Differentiation (Branding): ROIC Breakdown shows company had very low differentiation. So focused on [--]. Branding to differentiate [--]. Value added product categories to aid NOPAT margins. Share of Value added products increased from 42% in [----] to 63% in 2022"
X Link 2023-08-10T03:05Z [----] followers, [--] engagements
"3. Large space to grow into: TAM (Total Addressable Market): A. Company should have a large addressable market to grow into B. Or a High Repeat-Demand of a companys products or services will be an advantage if addressable market is shrinking Example - Costco Coke IT services"
X Link 2023-08-11T02:29Z [----] followers, [--] engagements
"4. Strong Balance Sheet: / A strong balance sheet with good cash position is a great position to have. / Look for low Debt/ Equity ratio. D/E ratio of [--] is manageable / Debt is not a bad word in business. Financial leverage helps a lot to scale and grow"
X Link 2023-08-11T02:29Z [----] followers, [--] engagements
"Berkshire adding [--] home builders in Q2: NVR $NVR LENNAR $LEN DR HORTON $DHI And Burry shorts US stocks ( S&P #Nasdaq ) Whats coming next US interest rate reversal Housing boom again Dollar weakening. EM equity bull market Commodity boom Rhymes 2005- 2008"
X Link 2023-08-15T03:14Z [----] followers, [---] engagements
"@StockMarketNerd I think travel demand picking up will be a big tailwind in quarters ahead. As we know $ADYEN is a Volume game Op leverage will kick in to aid margins. Great opportunity isn't it"
X Link 2023-08-22T18:29Z [----] followers, [---] engagements
"What is 'Boleto' and 'PIX' You need to know these terms if you are an investor in $MELI or $NU 🔍First let us understand 'Boleto' ✅Boleto means ticket and is a popular Brazilian cash payment method ✅A boleto is a printed or virtual voucher with a barcode payment details and customer information ✅Boletos can be paid at thousands of locations across Brazil from ATMs to digital banks to post offices to in-person branch banks and convenience stores ✅Boleto can be used for anything from paying rent to eCommerce purchases. 🏦What is 'PIX' and Open Banking 🔶PIX is the Brazilian central bank powered"
X Link 2023-08-22T19:03Z [----] followers, [---] engagements
"$DIS Bob Iger is on a mission to restructure the company to [--]. Optimize operations [--]. Improve Efficiency [--]. Restore creativity Since his arrival Disneys streamlined approach to operations has put them on track to exceed his initial goal of $5.5 billion in savings The Streaming Purge: Disney has removed slew of movies/series in Q2 and more removal coming up as part of cost optimization Q3 2023: Disney recorded impairment charges of $2.6 Billion relating to removal of content from DTC services. This created net loss of $(460) Million. If you exclude these charges Total segment operating income"
X Link 2023-08-27T20:49Z [----] followers, [--] engagements
"$BTC trading volumes have fallen in August month by 94% from peak volume. As of Aug: #BTC Trading volume on all exchanges sat at [------] BTC according to CryptoQuant. On Aug. [--] it fell to [------] BTC its lowest level since Nov [----]. Its now off the March high of [---] million BTC by about 94%"
X Link 2023-08-29T00:59Z [----] followers, [---] engagements
"Warren Buffett recommends the largest ETF in the world called S&P [---] index fund because they makes it easy for anyone to invest. The S&P [---] ETF ( $SPY) was the first exchange-traded funds launched in the United States. $SPY started trading in [----] and recently turned [--] If someone invested just $100 a week in $SPY -- would have turned that person into almost a Millionaire over the past [--] years"
X Link 2023-08-29T04:15Z [----] followers, [----] engagements
"Grayscale Wins Case Against SEC. Its a Huge Victory for $BTC and $COIN . A spot-based Bitcoin ETF is now likely coming. Coinbase and other Bitcoin-related stocks are surging. $MSTR up along "
X Link 2023-08-29T15:22Z [----] followers, [--] engagements
"$NVDA H100 or futuristic H200 explosive AI demand Looks real. Just [--] instance of large order demand I read today. [--]. Google Cloud Next 2023: A3 VMs with NVIDIA H100 GPU: A3 VMs powered by NVIDIAs H100 GPU will be generally available next month. It is purpose-built with high-performance networking and other advances to enable todays most demanding gen AI and large language model (LLM) innovations. [--]. Tesla: Tesla is set to launch a $300 million AI computing cluster according to Oppenheimer analyst Rick Schafer. The supercomputer will employ [-----] Nvidia H100 GPUs and is more powerful than the"
X Link 2023-08-30T03:31Z [----] followers, [---] engagements
"AI is real n China too. But stocks are hardly triggered. Regulators in Beijing gave green light to companies to release AI products Baidus called Ernie Bot is already the most-downloaded free app in the country on Apple Inc.s app store capturing more than a million users within its first day $Bidu $kweb $baba"
X Link 2023-09-01T12:13Z [--] followers, [--] engagements
"Barbie is officially the highest-grossing movie of the year in North America. Mattel is the company behind Barbie toys. Mattel CEO Ynon Kreiz took over the company in [----] and he decided it was time to commit to a Barbie movie. The film would be the first entry in a burgeoning cinematic universe based on the company's toys. Mattel toy stores business were a victim of the e-commerce disruption. The stock was priced the same even in [----] at $7.8 billion and has zero returns in last [--] decades"
X Link 2023-09-01T18:27Z [----] followers, [---] engagements
"$DIS This video on Disney is insane. This could well be the bottoming around for Disneys fundamentals. Things can only be better from here for the company and potentially stock doubles in next [--] years"
X Link 2023-09-01T23:40Z [----] followers, [--] engagements
"@StockSavvyShay $FTNT $PANW $ZS and $CRWD should do well next [--] years. SASE ZTA are critical for Cloud /AI and even Cybersecurity use cases like ADAS and AD. CAN (Controller Area Network) Vulnerability etc Attacks in ADAS will become more prominent in future"
X Link 2023-09-03T12:46Z [----] followers, [---] engagements
"@EugeneNg_VCap Interesting. Also Look at $Rivn grabbing market share like crazy in your chart"
X Link 2023-09-05T14:36Z [--] followers, [--] engagements
"@W_Scott_Griffin I would also add $NKE - On holdings . On shoes are replicating in Tennis/Running as what Nike did in basketball or Adidas does in Soccer"
X Link 2023-09-05T14:44Z [----] followers, [---] engagements
"$LKNCY stock is up a whopping [--] Times since the Scandal and Bankruptcy Trading currently at [--] Times earnings. Partnership with strong reputed brands like Moutai is a big Tailwind for the companys future brand rebuilding"
X Link 2023-09-05T17:10Z [----] followers, [--] engagements
"This is BIG Fair value accounting will be a big tailwind for $MSTR"
X Link 2023-09-06T16:48Z [----] followers, [--] engagements
"@FredaDuan In China TaoBao dominates with almost 80% of the live commerce market. Short video apps including Kuaishou ( $kuasf) and Douyin (Tiktok) are sharing rest of the market share. $Baba will further benefit bcoz Lazada and Alipay is also venturing into live commerce"
X Link 2023-09-07T01:32Z [----] followers, [---] engagements
"@CNBC $DIS will turnaround under Iger"
X Link 2023-09-07T02:30Z [----] followers, [----] engagements
"Mike Novogratz is a $BTC billionaire and CEO of Galaxy Investment partners. He was asked by David Rubenstein on what retail investors should buy Mike mentioned $BABA stock Gold #Bitcoin"
X Link 2023-09-07T02:51Z [----] followers, [---] engagements
"The Rise of Adyen as a Global Digital Bank focused on Embedded Finance is less appreciated in its valuation Today $ADYEY is valued less than $NU Bank $Adyen priced at Mcap of $24 billion $NU priced at Mcap if $32 billion By the by Enterprise Value of Adyen: $18 Billion"
X Link 2023-09-08T17:05Z [----] followers, [----] engagements
"Syrma SGS: This company has been on explosive growth last [--] years. The stock has doubled in last [--] months driven by manufacturing tailwinds like PLI China + [--] import substitution Company operates in 4-5 key verticals: [--]. Automotive/ EV: Battery Management Dashboard infortainment FY21-23 Revenue CAGR: 76% [--]. Consumer: Electronics PCBs Fasttag RFID 5G Devices FY21-23: Revenue CAGR 78% [--]. Industrials: Solar Power meters Infra FY21-23: Revenue CAGR 28% [--]. Healthcare: Medical devices FY21-23 Revenue CAGR: 14% [--]. Railways/ IT: Signaling Braking Rail cab equipment FY21-23: Revenue CAGR: 140% FY23:"
X Link 2023-09-08T23:27Z [----] followers, [---] engagements
"@_mm85 Now thats the recipe for the beginning of end of $AAPL in China"
X Link 2023-09-09T19:59Z [----] followers, [---] engagements
"LESS is MORE when it comes to investing Here are FOUR ways learnt from Warren Buffett and Munger - how you can apply 'Minimalism' for more WEALTH in Investing👇"
X Link 2023-09-12T20:02Z [----] followers, [--] engagements
"3) WORRY LESS The antidote to 'worry' in Investing are - To have a low expectations of returns - Avoid Leverage - Avoid 'Noise' (you know what I meant) - Have a long term view. Time is the best friend of "great investors" anywhere in the world"
X Link 2023-09-12T20:03Z [----] followers, [--] engagements
"4) TRACK LESS Forget about the day to day: Investors on average check their stock portfolios atleast 3-4 times a day Apply Warren Buffett 'Farm ownership Analogy' Buffett asked "If you buy a farm do you go up and look every couple of weeks to see how far the corn is up""
X Link 2023-09-12T20:03Z [----] followers, [--] engagements
"Coinbase integrating the #Bitcoin Lightning Network into their services is a big move $SQ founder Jack Dorsey is a big proponent of layer [--] the lightning network CashApp was the first to enable sending and receiving bitcoin with the Lightning Network $COIN"
X Link 2023-09-13T17:14Z [----] followers, [----] engagements
"Real Interest Rate = Nominal interest Rate - Inflation Inflation has been coming down steadily which makes Real interest rates to go up. Real interest rates going higher itself is a squeeze on the economy that can cause people to curb spending and borrowing. Isnt it aggressive enough to get the desired result if left for some time Just curious #cpidata #inflation"
X Link 2023-09-14T11:13Z [----] followers, [--] engagements
"MGM Resorts says cyberattack could have material effect on company. Even credit risks Cybersecurity is becoming a focal point as enterprises transform. Ransomware is the biggest global cyber threat. And the attacks are evolving exponentially. The Cloud Security Market size is currently $20 Billion and projected to Grow 7X to $148 billion by [----] Revenue to Index 22.5% CAGR Over the Next [--] Years for cybersecurity companies. Cybersecurity in more pronounced today with Applications moving to Cloud and Edge. $CRWD $S $PANW"
X Link 2023-09-14T11:33Z [----] followers, [---] engagements
"Bob Iger started turnaround mission. $DIS to sell @ABCNetwork to Nexstar. Value unlocking"
X Link 2023-09-14T22:02Z [----] followers, [---] engagements
"Magnificent [--] - if you invested $1000 equally in each of them [--] years back your $7000 would have gone up 5X to $36000 The Magnificent Seven $NVDA $TSLA $AMZN $GOOGL $MSFT $AAPL $META And Tesla was the biggest contributor - 13X"
X Link 2023-09-15T03:06Z [----] followers, [---] engagements
"The global crypto market cap is $1.08 Trillion. And #Bitcoin is 50% of that with Market cap of $530 Billion. Consolidation of this industry is inevitable with $BTC $ETH becoming mainstream for 'crypto'"
X Link 2023-09-19T15:59Z [----] followers, [--] engagements
"Payment companies like $Adyen $Sq reporting weak results Like TPV slowing really indicates something. Probably US/EU economies are tightening and is a harbinger of what lies ahead - Recession"
X Link 2023-09-20T01:34Z [----] followers, [--] engagements
"Instacart founder Apoorva Mehta on his entrepreneurial journey . Scratch to Billionaire As they say when you solve problems of billions your company generates billions $CART"
X Link 2023-09-20T14:07Z [----] followers, [--] engagements
"$WISE - "A Free Cash Flow Machine" What started as a money transfer company under name "Transferwise" is now few steps closer to becoming a 'Global Digital Bank' called Wise PLC. Mission: To build money without borders by making the worlds money faster cheaper and convenient. Success factor: Fast payments are core to why customers love Wise - More than [--] percent of all cross border payments completed instantly (under [--] seconds) Wise has [--] segments - Wise Account Wise Platform and Wise Business. Product Highlights: [--]. Banking-as-a-service: Wise has banking license in Australia already."
X Link 2023-09-20T15:11Z [----] followers, [---] engagements
"Cisco buying legacy Splunk ( $Splk) for $28 billion. Now cutting-edge cloud observability leader $DDOG is priced today at same $28 billion today Datadog is rightly valued based on growth runway ahead. $DDOG IPOd in [----] and stock has jus over doubled in [--] years. But sales had gone up 5X from $360 Million to $1.6 billion Datadog is close to breakeven. Expect the company to post a final loss in [----] before turning a profit of US$196m in 2025"
X Link 2023-09-21T12:25Z [----] followers, [---] engagements
"Nio launched their first chip and smart phone that is built to interact with Nio vehicles - LiDAR main control chip based on [--] nm process developed will be used for the interaction. EV makers following $TSLA path to build their own chips. $NIO"
X Link 2023-09-21T16:32Z [----] followers, [---] engagements
"$BYD has officially unveiled the "Yangwang" U8 Premium Edition a $150K offroad EV with [---] miles of total range ⚡ This could be a competition to Land Rover Defender [---] if JLR decides to come up with an EV version #TataMotors"
X Link 2023-09-22T21:26Z [----] followers, [---] engagements
"Business deep dives with Sandeep Anand Ep#2 - I covered the fastest growing energy drink brand Celsius Holding $CELH Watch a quick snippet here and visit my Youtube channel (link in bio profile) for full video"
X Link 2023-09-25T15:24Z [----] followers, [---] engagements
"Mar 2019: Paypal invests $750 Million in Mercado Libre. Paypal was [--] Times Bigger than Mercado Libre. $PYPL Market cap: $108 Billion $MELI Market cap: $25 Billion 2023: Paypal is valued same as Mercado Libre $PYPL Market cap: $64 Billion $MELI Market cap: $64 Billion And Paypals investment in Mercado Libre is worth $1.2 Billion. Paypal should have invested atleast $ [--] Billion in [----] instead of just $750 Million"
X Link 2023-09-25T17:17Z [----] followers, [----] engagements
"AWS is the most undervalued AI stock. Wondering how [--]. AWS customers can design their AI Applications on AWS Cloud segment leveraging AI trained models [--]. Its also that AWS custom chips will challenge $NVDA and $AMD in AI turf. Amazons $4 Billion new deal is a clear"
X Link 2023-09-26T10:50Z [----] followers, [--] engagements
"Apple' [--] [--] 3- p (nm) This chip is mass-produced by TSMC with advanced EUV lithography systems by $ASML $AAPL deal with $TSMC 👍"
X Link 2023-09-26T11:32Z [----] followers, [---] engagements
"📢 $MDB Announced at MongoDBlocal London [--]. Atlas for the Edge [--]. Atlas CLI for local development [--]. Intelligent developer experiences [--]. AI chatbot for documentation [--]. Atlas Vector Search improvements You need to know what Atlas Edge Vector Search mean. Small Thread 👇"
X Link 2023-09-26T15:30Z [----] followers, [---] engagements
"Im thrilled at the way this Warren Buffets $BRK stock $NU is turning around at Operating profitability level. This is clean leverage playing out with scale as the company is accelerating revenues. $NU was listed in Dec [----] at $11. The stock is down 35% since. Revenue has gone up 3X since Dec [----] NU turned profitable at operating level in Dec [--] and profits has been accelerating exponentially since. Operating profit has gone up 65X since Sept [--] quarter Stock is priced at 25X Fwd EBT"
X Link 2023-09-27T16:31Z [----] followers, [----] engagements
"Full-Funnel Ads in the Grab App delivered [---] x ROAS and increased purchase intent by 8% for Top brands like Lotteria in Vietnam and Amazon in Singapore $Uber venturing into Ad space has precedence from $GRAB ride hailing App. This will increase EBIT profit margin profile for Grab and Uber if leveraged the right way with Ad placements"
X Link 2023-09-27T20:29Z [----] followers, [---] engagements
"@StockSavvyShay True. $NU is turned profitable and growing exponential"
X Link 2023-09-28T17:43Z [----] followers, [--] engagements
"Square and PayPal - A tale of Two Contradictory Fintechs: $SQ : Jack Dorsey company Squares acquisitions are worst examples of poor capital allocation [--]. Acquired Tidal the music-streaming service backed by Jay-Z for $297 million and was a drag [--]. Square bought Afterpay"
X Link 2023-10-01T19:43Z [----] followers, [--] engagements
"BYD offers [--] car models in India. Car price of [--] Lakh for the cheapest model e6 and the price of Atto [--] starts at Rs [--] Lakhs. Company sold 300+ cars in [----]. BYD India aims to sell [-----] EVs next year targeting No.2 spot in EV sales in India. $BYD India has partnered with Landmark Group to sell EVs for Delhi NCR and Mumbai customers. Landmark group is Indias largest Automobile chain and got listed last year. They have dealerships for Mercedes-Benz Honda Jeep BYD Renault MG. They have strong foothold in insurance and car loans originations. Landmark cars has [---] outlets now. Interesting to"
X Link 2023-10-02T03:56Z [----] followers, [---] engagements
"Silicon Carbide in Automotive industry expected to grow at 70% CAGR. SIC is becoming the material of choice for EV power electronics. AEHR Test systems $AEHR and OnSemi $ON are direct beneficiaries of this tailwind"
X Link 2023-10-03T20:46Z [----] followers, [---] engagements
"Disneys Historical PE was 17X. Stock is still trading at same P/E level but EPS went down by 4X from [----] levels due to depressed sales in parks and high interest cost for streaming. This makes PE at [--] times. A come back in Earnings to historic levels can re-rate P/E"
X Link 2023-10-04T13:23Z [----] followers, [--] engagements
"Disney is planning to nearly double parks spending to $60 billion over next [--] years. This is Huge as Bob Iger has described the parks as "a tremendous business". Parks are highly profitable business. Parks generated $32.3 billion LTM FY23. This will increase BV for $DIS"
X Link 2023-10-04T13:23Z [----] followers, [--] engagements
"Disney managed to narrow its streaming division losses significantly to last quarter to $512 million from $1.06 billion during the same quarter the year prior. This shows that Disney is on track to turn streaming business profitable in 2024"
X Link 2023-10-04T13:23Z [----] followers, [--] engagements
"Since Bob Iger arrival Disneys streamlined approach to operations has put them on track to exceed his initial goal of $5.5 billion in savings by [--]. Purging non-performing titles [--]. Sold Draftkings stake [--]. Bringing Ads based streaming (AVOD) [--]. Removing password sharing"
X Link 2023-10-04T13:23Z [----] followers, [--] engagements
"ESPN used to be Disneys cash cow Disney acquired it in [----] ESPNs revenuelargely comes from cable fees/ advertisements ESPN played a major role for Disney to pay for acquisitions of Marvel Lucasfilm Pixar 21st Century Fox $DIS might sell ESPN that can add to the BV"
X Link 2023-10-04T13:23Z [----] followers, [---] engagements
"And Finally Disney can pare down debt which can help increase retained earnings over next 5-10 years and increase BV $DIS has $44 Billion Long Term Debt that can be paid off through cost optimization Asset sales like ESPN"
X Link 2023-10-04T13:23Z [----] followers, [---] engagements
"SuperDuperDB is an open-source (Apache [---] license) Python project enabling users to jumpstart AI development. Using SuperDuperDB in combination with MongoDB Atlas vector-search developers can easily build different types of AI applications $MDB"
X Link 2023-10-05T16:07Z [----] followers, [--] engagements
"$NU at interesting point Im thrilled at the way this Warren Buffets $BRK stock $NU is turning around at Operating profitability level. This is clean leverage playing out with scale as the company is accelerating revenues. $NU was listed in Dec [----] at $11. The stock is down 35% since. Revenue has https://t.co/jhDyKKW495 Im thrilled at the way this Warren Buffets $BRK stock $NU is turning around at Operating profitability level. This is clean leverage playing out with scale as the company is accelerating revenues. $NU was listed in Dec [----] at $11. The stock is down 35% since. Revenue has"
X Link 2023-10-06T03:45Z [----] followers, [---] engagements
"$TSLA Tesla is just around losing ground to $BYD in Gross Profit Margins (GM) BYD Auto gross margins is 22.8%. And Teslas was 24.3% in Sept [----]. Latest slew of price cuts by Tesla in China and US are going to draw down its GM by [---] bps and will bring it less than BYDs GM By the by Tesla excludes R&D costs and some other expenses from its gross margin calculations unlike BYD which gives Tesla a couple % higher GM"
X Link 2023-10-06T20:17Z [----] followers, [---] engagements
"$MSFT [--] $AAPL [---] $NVDA [--] $GOOGL [--] $META [--] $TSLA [--] $AMZN [--] High ROEs plus High Growth always command a premium valuations. This is why Magnificent [--] stands out. They might Time-correct but not much Price-correct. Its called a Growth trap"
X Link 2023-10-07T13:04Z [----] followers, [---] engagements
"David Vlez is the founder and CEO of Nubank. This is a must listen podcast by @patrick_oshag where we get to understand everything about $NU bank Davids lessons from working at Sequoia Fintech Unit economics of the company"
X Link 2023-10-08T15:27Z [----] followers, [---] engagements
"Nelson Peltzs Trian Fund Management Acquires $2.5B Stake in Disney Seeks Board Seats This happens when $DIS is trading at its lowest ever valuations This could be a great turnaround story ahead. In my last episode of Game of investing podcast I delved into why Disney is at a certain inflection point and quite attractive from fundamentals view (YT link in bio)"
X Link 2023-10-09T20:00Z [----] followers, [---] engagements
"$PANW Nikesh Arora took on the role of CEO at Palo Alto Networks in Oct [----]. Palo Alto Network stock has compounded 29% over last [--] years since he took over which is an Amazing feet achieved for shareholders. During this period: Revenue [--] Yr CAGR: 25% EPS [--] Yr CAGR: 24% Operating Income went from a loss of (129) Million to Gain of [---] Million. What are the [--] things Nikesh and company do Right in its RACE to $100 B Cybersecurity TAM [--]. Sales Focus on Expansive Net Retention Rate (NRR): NRR directly impacts Customer Lifetime Value (CLV); If the company can retain large customers over a longer"
X Link 2023-10-10T15:07Z [----] followers, [--] engagements
"$PLTR Palantir is a complete drag when it comes to managing Stock Based Compensation (SBC). Company is consistently spending huge amounts towards SBC. SBC as a % of Revenue over years: 2018: 41% 2019: 32% 2020: 116% 2021: 50% 2022: 30%"
X Link 2023-10-10T15:42Z [----] followers, [---] engagements
"I had detailed last week why Disney is at an inflection point doing everything right to turnaround. After ABC sale propositions now Disney is looking to sell its India assets. Blackstone is in talks with $DIS to assess the acquisition of Disney's media operations in India. This might include assets like sports properties media rights and the Disney+ Hotstar streaming service. It could even include Disneys Star India TV network over-the-top (OTT) services and a 30% stake in Tata Play. Bob Iger and Team s action to turnaround Disney continues"
X Link 2023-10-11T18:59Z [----] followers, [--] engagements
"$ANET Invest in companies that adds value in a hyper growth value chain. Green Cloud and Power efficiency is One big value factor for future of AI driven Data center Computing Space. Arista Networks Cloud Networking is on the Right side of this equation bringing down the Power consumption and Costs. Depending on the location power costs can be as low as $0.03/KWh (Pacific northwest) to $0.30/KWh in Europe. Power efficient [--] Gigabit Ethernet such as Aristas [----] [----] and [----] family can reduce total power consumption and therefore cost by 10-20%. This can result in significant cost savings in"
X Link 2023-10-11T23:24Z [----] followers, [---] engagements
"By the by $ANET had great earnings over last [--] consecutive Qs. Shift to Cloud driven by digital and AI are definite tailwinds for Arista"
X Link 2023-10-11T23:28Z [----] followers, [---] engagements
"India is on the cusp of another massive boom after IT Pharma and Chemical outsourcing. This time its Manufacturing and Electronics manufacturing is the flagbearer. Domestic production of electronics to reach $300 Bn by FY26 and there are only 4-5 companies leading this hyper growth segments. [--]. Dixon Technologies [--]. Syrma SGS [--]. Amber Enterprises [--]. Kaynes Technologies Here is a chart on Valuations vs Growth of these companies. #StockMarket #Nifty"
X Link 2023-10-12T18:41Z [----] followers, [--] engagements
"What Is Net Dollar Retention (NDR) and Why Is It Important NDR is an Invaluable Revenue Metric to understand if you are an investor in SaaS (Subscription) based business. Can also be measured as Net Retention Rate (NRR) NDR measures how your Annual Recurring Revenue has grown from existing customers. A high NRR also means low customer acquisition costs (CAC). A 5% improvement in customer retention can increase a companys profitability by 25%95% and the cost of acquiring a new customer is often [---] times higher than retaining an existing one NDR directly impacts Customer Lifetime Value (CLV)."
X Link 2023-10-15T23:36Z [----] followers, [--] engagements
"Hashicorp $HCP = AWS ( $AMZN) Terraform Cloud is an application that helps teams use Terraform to provision infrastructure. It is an infrastructure as code (IaC) tool. Milestone: [--] Billion downloads of Terraform AWS Provider shows value of IaC for infrastructure management for future IaC - lets you define both cloud and on-prem resources in human-readable configuration files Terraform manages low-level components like compute storage and networking resources as well as high-level components like DNS entries and SaaS features Terraform manages resources on cloud platforms through APIs called"
X Link 2023-10-16T14:07Z [----] followers, [---] engagements
"Are we near to First Spot Bitcoin ETF approval A spot $BTC ETF will bring in huge institutional inflow to the Digital Assets. Huge tailwinds for Microstrategy $MSTR"
X Link 2023-10-16T14:17Z [----] followers, [---] engagements
"$TSLA Teslas Free Cash Flow over last [--] years has compounded at 110% CAGR And $23 billion has been added as FCF. FCF Yield for Tesla is 1.3% By the by $BYD FCF yield is 10X more than Tesla at 11%"
X Link 2023-10-19T03:59Z [----] followers, [---] engagements
"$ASML Important point missed: China as a % of revenue is increasing rapidly for ASML now accounting for 46% of revenue. CFO downplaying this due to US AI Chip curbs. Otherwise: [----] will be a supernormal growth cycle and [----] will be a transition year with lull growth. ASML EVP and CFO Roger Dassen talking about Wafer demand seeing a trough and inventory normalizing now. Short term bearish but long term bullish with secular trends like AI ( $NVDA) EV ( $TSLA)"
X Link 2023-10-19T14:53Z [----] followers, [---] engagements
"Why dont Onsemi just buy AEHR Test. 90% of $AEHR revenue comes from $ON AEHR is just under a billion $"
X Link 2023-10-19T16:12Z [----] followers, [---] engagements
"$NFLX Blockbuster CEO John Antioco laughed us out of the room Mark Randolph Netflix cofounder on trying to sell company now worth over $150 billion for $50 million. Randolph said in same book Im proudest of the fact that I didnt listen when everyoneand I mean everyonetold me That Will Never Work. $PYPL co-founder Peter Thiel 's favorite interview question: What important truth do very few people agree with you on Lesson for investors: Look for contrarian disruptions that are currently written off by the herd. The biggest [---] Baggers comes from those spaces"
X Link 2023-10-19T19:49Z [----] followers, [--] engagements
"The next Bill Gates will not build an OS Larry page wont build a search engine and next Mark Zuckerberg will not build the social media. A good listen on investing from Peter Thiel from "Zero To One" book"
X Link 2023-10-19T19:52Z [----] followers, [---] engagements
"$VIX up 64% since Sept [--] A 20% correction for S&P [---] from peak of [----] would take it to [----] levels which is another 12% from current levels $SPY $QQQ"
X Link 2023-10-19T21:46Z [----] followers, [---] engagements
"The equity risk premium could stake a claim to being the most important number in investment. It simply means: Assessing excess return that investing in the stock market provides over a risk-free rate. Negative equity risk premium means the expected return on stocks is lower than the return on a risk-free asset. Or investors expect to earn less from holding stocks than from holding a low-risk fixed-income investment. Heres a historical ERP chart from the book What works on Wall Street. Clearly shows precedence on what is ahead"
X Link 2023-10-19T22:08Z [----] followers, [--] engagements
"#Bitcoin Bitcoin ETF Approval tailwinds for $MSTR"
X Link 2023-10-20T13:31Z [----] followers, [---] engagements
"X. Country Risks are Real: Japan Nikkei gave ZERO returns for [--] years from [----] to [----] Y. Company risks are Real: Chinas largest Ecommerce company Alibaba gave Zero returns for almost a decade since IPO in [----] Z. Index level risks are real: Worlds fastest growth Tech Index Nasdaq gave Zero Returns for [--] years from [----] to [----] Solution: [--]. Dollar Cost Average (DCA): DCA into these indexes every month or quarter could have still gave great returns over the same periods [--]. Diversify into Assets: Diversification is for idiots if they know how to value stocks or indexes. If they don't know"
X Link 2023-10-20T15:43Z [----] followers, [--] engagements
"Jeff Bezos once said your margin is my opportunity. He was referring to the business model that focuses on volume of transactions and low margins as opposed to one of fewer transactions and higher margins. Tesla has achieved that critical mass and profitability to shift into service oriented growth like FSD as service Charging n/w Energy storage"
X Link 2023-10-23T03:33Z [----] followers, [---] engagements
"CrowdStrike is the First Cybersecurity ISV Founded for the Cloud to Exceed $1 Billion in AWS Marketplace Sales. $CRWD Built a Leading Cloud Go-To-Market from scratch. Since launching in AWS marketplace in [----] CrowdStrike has delivered [--]. Rapid growth 3000%+ CAGR in sales [--]. Widespread customer success [----] transactions [--]. Larger transactions on average CrowdStrikes transactions on AWS Marketplace are 140% larger than in its other go-to-market channels CrowdStrike was recently awarded $AMZN AWSs [----] US ISV Partner of the Year Award"
X Link 2023-10-23T14:48Z [----] followers, [---] engagements
"Disney nears deal to sell $10-bln valued India business to Reliance industries $DIS is accelerating pace to sell non-performing assets Heres a detailed thread on how Disney paring its debt can increase net margins- Retained Earnings -Book value This can expand Disneys stock multiple significantly higher $DIS Disney [--] Year average prices was [---] X Book Value. It was [---] X pre-covid. Disney is currently trading at [---] X Book value Disneys Assets like Parks Media Licenses and Streaming rights are reflected in Book Value (BV) Heres how $DIS BV will go higher ahead https://t.co/XFrUYz0ANQ $DIS"
X Link 2023-10-23T15:01Z [----] followers, [---] engagements
"$Ally Bank has returned -6% over last [--] years since listing in [----] Regional Bank Index $KRE is down 16% over last [--] years US Financials are the most hated sector since a long time now. Opportunity"
X Link 2023-10-23T15:13Z [----] followers, 14.4K engagements
"Supermicro Starts Shipments of NVIDIA GH200 Grace Hopper Superchip-Based Servers the Industry's First Family of NVIDIA MGX Systems. Supermicro offers NVIDIA networking to secure and accelerate AI workloads on the MGX platform $SMCI"
X Link 2023-10-24T14:32Z [----] followers, [--] engagements
"$MSTR is an Asymmetrical bet following Dollar Cost Averaging strategy to acquire $BTC: stock is currently valued at $5.5 billion at par with their Bitcoin holdings of [------] which is worth around $5.3 Billion. This might be an asymmetrical bet with low downside but high upside for long periods to come due to factors like: [--]. Very low upside due to cheap valuations if fair value reporting comes into effect for Bitcoin pricing Huge upside for many years to come due to a strong underlying cloud based business (AI and Analytics) that generates cash [--]. Price Derisking with Dollar cost averaging"
X Link 2023-10-24T16:04Z [----] followers, [--] engagements
"India To Surpass Japan To Become Second Largest Economy In Asia By 2030: S&P Global Indian ADRs listed: $INFY $IBN $HDB"
X Link 2023-10-24T16:34Z [----] followers, [---] engagements
"$SYM is one of the fastest growth companies with Triple digit growth rate🚀 But we need to be aware of Cash Burn Rate for small rapid growth companies that are not generating than 30% Gross Margins The Burn Rate is the rate at which a company spends its cash most often used to analyze the spending of early-stage growth companies Cash Burn Rate in years = Current Cash Balance/ Yearly Operating Expenses Cash Burn rate for Symbotic on forward looking basis is decent and can sustain around [--] and half years"
X Link 2023-10-24T18:08Z [----] followers, [--] engagements
"Within [--] minutes of its promotions 8pm start user orders and overall transaction volume skyrocketed to achieve over four times last years figures the Beijing-based company said in a statement. Singles Day campaign runs through November [--]. Keep Selling Chinese stocks $KWEB $BABA $JD 🔥"
X Link 2023-10-25T13:01Z [----] followers, [--] engagements
"NVIDIA Partners With Foxconn to Build AI Factories Foxconn will integrate NVIDIA technology to develop new class of Data Centers centers powering a wide range of applications like LLMs based generative AI services Development of AI-powered electric vehicles Provide supercomputing powers to accelerate the development of self-driving cars autonomous machines and industrial robots. $NVDA"
X Link 2023-10-25T13:57Z [----] followers, [--] engagements
"EU Payments Slump was expected : $WRDLY crash- Impact on PayPal Adyen and Square $PYPL 18% of revenue from EU $SQ 3% of Revenue is from EU $ADYEN 50% of revenue from EMEA. Not sure how much just from EU"
X Link 2023-10-25T14:16Z [----] followers, [---] engagements
"@ChinaBeigeBook 46% of revenues for $ASML comes from China"
X Link 2023-10-26T03:45Z [----] followers, [--] engagements
"$EVVTY $EVO Evolution Gaming launched First Person Video Poker live Players can choose their favourite paytable and play up to [---] hands at once for a chance to hit the Royal Flush"
X Link 2023-10-26T17:24Z [----] followers, [---] engagements
"QSR companies seeing tepid growth Westlife posted Revenue growth 11% and SSG 1% They are quoting external headwinds as a factor #NiftyMidcap"
X Link 2023-10-26T18:17Z [----] followers, [--] engagements
"$AMZN What appeals to me abt Amazon earnings is: Advertising is the fastest growing segment at 26% AWS cloud growing second fastest at 12% with 30% Op margins. If there is a recession or even slow down ahead Amazon Ad revenue cloud decelerate ❌"
X Link 2023-10-26T21:00Z [----] followers, [---] engagements
"Dont spend $120000 for an MBA If you are an aspiring Investor. [--] Free courses every investor can take to learn basics that are pre-requisites to Investing:👇"
X Link 2023-10-27T14:07Z [----] followers, [--] engagements
"1. Introduction to Financial Accounting by University of Pennsylvania What you will learn To read the three most common financial statements: Income statement Balance sheet and Cash flow statement"
X Link 2023-10-27T14:07Z [----] followers, [--] engagements
"Novo Nordisk is the largest company in Denmark. $NVO s Market Capitalization ie currently $325 Billion might soon overtake Denmarks entire GDP of $398 Billion if the GLP-1 Addressable market continues to expand at this rate"
X Link 2023-10-27T15:12Z [----] followers, [--] engagements
"One of best small cap Tech growth stock [--] months back was $MDB under a $10 billion market cap ✅"
X Link 2023-10-29T17:00Z [----] followers, [--] engagements
"$MSTR Earnings strong. Holds [------] $BTC at carry value of $5.4 billion. As of September [----] the original cost basis and market value of the Companys bitcoin were $4.681 billion and $4.277 billion respectively which reflects an average cost per #BTC of $29582 and a market price per #BTC of $27030. Q4 would see market price per #BTC head to $35000 which will remove the Digital asset impairment loss in P&L This will make Microstrategy operating profits positive instead of loss"
X Link 2023-11-01T22:29Z [----] followers, [---] engagements
"Dollar Cost Averaging of $BTC by Microstrategy - Results 👇 $MSTR MicroStrategy's Bitcoin investment is now sitting on $1 billion in gains. The company's initial investment at a cost basis of $4.68 billion has increased in value to $5.62 billion #BTC = Store Of Value $MSTR MicroStrategy's Bitcoin investment is now sitting on $1 billion in gains. The company's initial investment at a cost basis of $4.68 billion has increased in value to $5.62 billion #BTC = Store Of Value"
X Link 2023-11-05T17:28Z [----] followers, [---] engagements
"$CELH Firing on all cylinders. Gross Margins up 8% from 42% to 50% Operating profits up 4X 🔥"
X Link 2023-11-07T14:13Z [----] followers, [---] engagements
"$DDOG Datadog [----] Container Report [--] KEY FACTS: ✅ Fact 1: $GOOG $AMZN Adoption of serverless containers continues to increase Serverless container adoption is on the rise46 percent of container organizations now run serverless containers up from [--] percent in [----] Serverless containerservices such as GKE Autopilot and Cloud Run from Google saves cost GKE is the most scalable Kubernetes service available in the industry GKE enables customers to leverage the cloud and containers to run AI-driven business-critical applications that transform their businesses. ✅ Fact 2: $NVDA $SMCI Usage of"
X Link 2023-11-07T19:14Z [----] followers, [--] engagements
"$AMZN Top [--] Clients of Worlds Biggest Cloud Computing Provider AWS (by spend) [--]. Netflix [--]. Sony [--]. LinkedIn [--]. Facebook [--]. Turner Broadcasting [--]. BBC [--]. Baidu [--]. ESPN [--]. Adobe [--]. Twitter"
X Link 2023-11-07T21:01Z [----] followers, [---] engagements
"$ADYEN Return on Equity (ROE) has been on a slump over last [--] Qs. High amounts of cash of $6B on Balance sheet is a drag on returns. In addition slight dents on Margins is another drag. Adyen ROE trend.👇"
X Link 2023-11-09T04:10Z [----] followers, [---] engagements
"$SNAP It has been a disaster if anyone bought snap stock at IPO [--] years ago. Total returns = -59% Was one of the most successful IPO by the by. Stock surged 44% on IPO day"
X Link 2023-11-09T04:59Z [----] followers, [--] engagements
"$SOFI is burning cash on Overhead and Indirect expenses SG&A Expenses is 90% of Total Revenues Thats insane spending on Overhead - Marketing and Advertising in addition to other compensations. SoFi spends lavishly on services to its customers including events dinners career coaching. Management hopes that over the long term that these investments will pay off and make for more loyal customers. They need to learn from $NU bank case study on how to focus on Profitable Growth (ROE) and at the same time enhance customer and shareholder value. Here are [--] strategies $NU followed to become worlds"
X Link 2023-11-09T15:48Z [----] followers, [---] engagements
"Mexico nearshoring Boom is real and can spur GDP growth plus domestic consumption. What are the companies that will benefit $MELI $NU"
X Link 2023-11-10T15:05Z [----] followers, [---] engagements
"Gross Profit Margins (GM) is a very important metric for Small/ Mid Cap ( $30 B Market Cap) Hyper Growth Stocks Tale of [--] Growth Stocks: Here are [--] growth stocks growing 40% and Gross Margins 50% [--]. $ONON : Growing 55% and GM 58% [--]. $MDB : Growing 40% and GM 75% [--]. $TMDX: Growing 100% and GM 66% [--]. $SNOW: Growing 50% and GM 66% [--]. $DNA : Growing 50% and GM 75% [--]. $NU : Growing 100% and OM 50% [--]. $CRWD : Growing 44% and GM 74% [--] Growth Stocks surprises though its not fair to expect high GM for retail or consumer brands like Tech or Platform companies. [--]. $EVO growth slowed to 30% [--]. $CELH GM"
X Link 2023-11-10T18:50Z [----] followers, [---] engagements
"$DDOG Impressive"
X Link 2023-11-14T18:58Z [----] followers, [---] engagements
"$TCEHY $KWEB Excellent growth across segments by Tencent: Total revenues were up 10% and strong Margin expansion ✅International games revenue up 14% ✅Revenue from online advertising grew 20% ✅Revenue from fintech and business services grew 16%"
X Link 2023-11-15T16:52Z [----] followers, [---] engagements
"$BABA Free Cash Flow up 27% at $6.4 Billion P/FCF is [--] times at an annual FCF generation rate of $25 Billion Alibaba has a $40 billion buyback running until March [----] At this buyback and Free cash flow retain rate Alibaba Enterprise value can be around $120 Billion in [----]. Insanely cheap This could be a flush out and a bottom"
X Link 2023-11-16T13:05Z [----] followers, [---] engagements
"$MSTR $SNOW $MSFT AI is real and Microstrategy is the cheapest AI play out there after partnership with Azure and Snowflake. Cloud Data Services is the foundation layer for Training AI Models Here is a seamless Large scale Enterprise Data migration of large Teradata databases to the cloud See how Data lake + Snowflake + Microstrategy forms the Data layer 👇"
X Link 2023-11-17T16:32Z [----] followers, [---] engagements
"$MELI $NU $BTC Bullish"
X Link 2023-11-20T01:57Z [----] followers, [---] engagements
"Spot #Bitcoin ETF Approval is not the only tailwind. There are [--] strong tailwinds that makes bullish case for widescale #BTC Adoption. "Game Of Investing" Podcast EP4: covers [--] strong tailwinds for $BTC and the Excellent Strategy $MSTR is adopting🫵"
X Link 2023-11-21T04:15Z [----] followers, [---] engagements
"Exascale Compute/ This is the beginning of Super computer Era: $AMD $NVDA $INTC [--]. AMD-Powered Frontier Remains Fastest Supercomputer in the World. The machine uses a staggering [-------] cores: the connected AMDs EPYC CPUs and Instinct 250X accelerators deliver the machines high-performance computing and artificial intelligence functionalities [--]. Intel-Powered Aurora Takes Second AMD's Frontier holds the performance title at [-----] EFlop/s which is more than twice the performance of Aurora"
X Link 2023-11-21T13:00Z [----] followers, [---] engagements
"Peter Lynch said You have to know what you own and why you own it How to define SaaS based Growth companies in one or two words $DDOG : Observability (Cloud) $CRWD : Endpoint Security (Falcon) $MDB : Multi-cloud Data platform (Atlas) $SNOW : Cloud based Data at Scale $PANW : SASE Security $CFLT : Real time Data Streaming Any other companies"
X Link 2023-11-21T15:03Z [----] followers, [---] engagements
"$SYM up 29% today AI in real action. Huge revenue growth and first quarter of positive adjusted EBITDA which demonstrates the strong operating leverage of Symbotics business. A quick snapshot 👇"
X Link 2023-11-21T15:29Z [----] followers, [---] engagements
"$CELH ⚡ CELSIUS was at inauguralLas Vegas Grand Prix this past weekend as an official Scuderia Ferrari partner of the US races"
X Link 2023-11-21T17:48Z [----] followers, [---] engagements
"$MDB Retools State of AI Report Highlights the Rise of Vector Databases Retool recognized Atlas Vector Search for having the highest Net Promoter Score (NPS) in the vector database category and ranked Mongodb as the second most utilized vector database in the market. Customers choose Atlas Vector Search because its integrated with their core MongoDB database eliminating the complexity of managing separate systems so that building and scaling high-performing generative AI apps is frictionless"
X Link 2023-11-21T18:54Z [----] followers, [---] engagements
"$CRWD $PANW CrowdStrike and Palo Alto Networks Named Frost Radar Global Leaders for CNAPP (cloud-native application protection platform) Frost & Sullivan had plotted [--] companies in the (CNAPP) market in its [----] Frost Radar analysis"
X Link 2023-11-21T20:18Z [----] followers, [---] engagements
"$NVDA vs $ANET AI Switches: Traditional switches are too slow for handling the current generative AI workloads. Traditional switches may suffice for commodity clouds but they cannot provide the required performance for AI cloud loads that involve generative AI NVIDIA announced networking products centered around its Spectrum-X Ethernet platform. NVIDIA claims this is the worlds first high-performance Ethernet product designed specifically for AI NVIDIA has been using a networking communication standard called InfiniBand InfiniBand is commonly used in HPC applications that require high"
X Link 2023-11-22T14:30Z [----] followers, [---] engagements
"@StockSavvyShay Great list. I will add [--] small cap AI plays: [--]. Klaviyo $KVYO [--]. Symbotic $SYM [--]. Applied Digital $APLD [--]. Super Micro computer $SMCI"
X Link 2023-11-23T17:57Z [----] followers, [---] engagements
"$NVDA Nvidia is not AI growth story till [----]. Nvidias exponential growth has been propelled by the second biggest revolution called Cloud Computing after Internet Cloud computing requires High Performance Data centers and Nvidia was a clear Monopoly in catering Graphics Chips to Multi-Trillion Dollar Addressable Market (TAM) Now AI can grow Cloud/Data center TAM from here on to drive further demand Look at Exponential Data Center revenue growth of Nvidia in the chart 👇"
X Link 2023-11-25T16:01Z [----] followers, [---] engagements
"Spendingpulse said on Saturday that U.S. retail sales on Black Friday rose 2.5% year-over-year E-commerce sales on Friday increased by 8.5% year-over-year as consumers shopped for deals online while in-store sales increased by 1.1% $AMZN $SHOP"
X Link 2023-11-26T15:31Z [----] followers, [---] engagements
"$AMZN $DDOG Datadog is expanding security and observability for serverless AWS Lambda and Step Functions workloads. New features include: W3C Trace Context OpenTelemetry API compatibility Threat detection Open-source vulnerability detection and Step Function execution visualization"
X Link 2023-11-27T20:04Z [----] followers, [---] engagements
"At Temu Every day is a Black Friday . $PDD 🔥"
X Link 2023-11-28T15:30Z [----] followers, [--] engagements
"$ZS Free cash flow was $224 million ie 45%of revenue compared to $95.6 million or 27% of revenue in thefirstquarter of fiscal2023. Thats a BIG leap in FCF Margins for Zscaler"
X Link 2023-11-28T17:43Z [----] followers, [---] engagements
"$AMZN $NVDA What is Project Ceiba NVIDIA and AWS are partnering to design the worlds fastest GPU-powered AI supercomputeran at-scale system with GH200 NVL32 and Amazon N/W or EFA NVL32 on AWS: AWS will be the first cloud provider to bring NVIDIA GH200 Grace Hopper Superchips to the cloud. The NVIDIA GH200 NVL32 multi-node platform connects [--] Grace Hopper Superchips with NVIDIA NVLink and NVSwitch technologies into [--] instance Nvidias AI-as-a-Service: NVIDIA and AWS will collaborate to host NVIDIA DGX Cloud NVIDIAs AI-training-as-a-serviceon AWS Why AI Service Model is Path-breaking DGX Cloud"
X Link 2023-11-28T18:11Z [----] followers, [---] engagements
"$SQ $AMZN $SHOP $PYPL Square just published [----] Holiday Report. Key Takeaway - BNPL is the winner [--] Businesses experienced a 15% growth of in-person shopping year over year along with a 31% growth in subscriptions activated year over year [--] Consumers gravitated toward Buy Now Pay Later methods like Afterpay generating 19% increase year over year. [--] While traditional retailers tend to get heaped with holiday shopping attention restaurants also saw an influx of shoppers experiencing a 15% growth in transactions over Black Friday and Cyber Monday year over year"
X Link 2023-11-28T22:58Z [----] followers, [---] engagements
"$AMZN $NVDA $INTC AWS Big Leap into AI Chips: AWS had quietly started production of custom silicon back in [----] with a piece of specialized hardware called 'Nitro' Its now the highest-volume AWS chip. In [----] Amazon launched 'Graviton' (Arm based) rivaling Intel and AMD which became so popular that today they have the 4th Gen which is really Energy Efficient as well. Today all Top [---] AWS EC2 (Compute Services) customers and a total of [-----] customers use Graviton chips AWS recently launched AWS Trainium2 that will power the highest performance compute on AWS for training foundation models"
X Link 2023-11-29T17:13Z [----] followers, [---] engagements
"@real_bill_gross $Ally Bank has returned -6% over last [--] years since listing in [----] Regional Bank Index $KRE is down 16% over last [--] years US Financials are the most hated sector since a long time now"
X Link 2023-11-30T19:35Z [----] followers, [----] engagements
"$LULU FCF ratio is Calculated as FCF/OCF. It tells you how much of the operating cash flow is available for other purposes such as paying dividends repaying debt or investing in growth opportunities. A higher FCF ratio means a greater cash flow flexibility and a higher potential for value creation. Look at Lulu Lemons FCF ratio Leap over last [--] years"
X Link 2023-12-01T22:12Z [----] followers, [--] engagements
"$CRWD CrowdStrike surpassed $100 million in ARR for its LogScale next-gen SIEM (security information and event management) offering. CrowdStrike CEO Kurtz agreed with an analyst who suggested the current market climate for SIEM is comparable to the environment CrowdStrike found when it started offering endpoint detection and response (EDR) instead of traditional antivirus (AV). NEXT Gen SIEM is a huge addressable opportunity"
X Link 2023-12-02T02:41Z [----] followers, [--] engagements
"$SNOW AI21 Labs will be one of the first large language model (LLM) providers available on Snowflakes new runtime for containerized workloads - Snowpark Container Services. The integration will allow Snowflake customers to leverage AI21s generative AI capabilities within their Snowflake-managed environment while maintaining a seamless and secure data cycle"
X Link 2023-12-04T04:54Z [----] followers, [---] engagements
"$MSRR $COIN $BTC Had discussed why $MSTR strategy provides an Asymmetric opportunity with #Bitcoin tailwinds in Game of Investing podcast👇"
X Link 2023-12-04T13:22Z [----] followers, [---] engagements
"$MSTR Up 4X YTD Adopting Dollar Cost Averaging strategy of #Bitcoin"
X Link 2023-12-05T20:42Z [----] followers, [---] engagements
"$MDB steadily increasing Free Cash Flow margins. Operating margin also steadily improved from -33% to -10% over last [--] Quarters. Gross Margins was boosted by an influx of higher-margin licensing revenue. Higher economies of scale slower hiring and other cost-cutting measures boosted its operating margin. FCF Margin expansion last [--] years👇"
X Link 2023-12-06T04:39Z [----] followers, [---] engagements
"$AMD MI300X Launch: All key players $Meta OpenAI and Microsoft said they will use AMD's newest AI chip the Instinct MI300X Lisa Su projected the market for AI chips will amount to $400 billion or more in [----] With Google launching Gemini LLMs AI competitive game is getting Real Here is a high level compilation of Models/GPUs/AI supercomputers Large Language Models: $Meta LLAMA $GOOG Gemini $MSFT GPT-4 $AMZN Olympus (TBL) $TSLA Grok AI Supercomputers: $AMD MI300X $NVDA GH200 supercomputer $TSLA DOJO Amazon plus Nvidia AI supercomputer (Project Ceiba) Now China is an all together different arena"
X Link 2023-12-07T00:04Z [----] followers, [---] engagements
"$SQ Block launches Bitkey custody of #bitcoin Bitkey is a 2-of-3 multi-signature wallet. That means there are three private keys protecting your money. [--]. One's on your phone [--]. One in your hardware device and [--]. One held for you on the Bitkey server. You always need two out of three keys to sign a transaction giving you extra protection. And because Bitkey only holds one key for you and you hold two Bitkey cant move your money without you. #BitcoinETF"
X Link 2023-12-08T02:56Z [----] followers, [---] engagements
"$CRWD 🔀CrowdStrike has been declining in growth but their FCF is steadily increasing ✅Their new AI based cybersecurity tool Charlotte AI could add to optionality"
X Link 2023-12-08T23:52Z [----] followers, [--] engagements
"@ftr_investors If legacy Splunk is just added in Nasdaq-100 then I ll add more to $DDOG (long way to go for Datadog in more futuristic Cloud observability space)"
X Link 2023-12-10T02:15Z [--] followers, [---] engagements
"$MSFT $NVDA ☁Chips are the workhorses of the cloud ✅Microsoft recently unveiled custom-designed chips Azure Maia AI Accelerator ✅ Maia [---] AI Accelerators will start to roll out early [----] to Microsofts datacenters powering the companys services such as Microsoft Copilot or Azure OpenAI Service Azure Maia was specifically designed for AI and for achieving the absolute maximum utilization of the hardware"
X Link 2023-12-12T19:09Z [----] followers, [---] engagements
"1: Status quo bias: Holding on to winners without making adequate changes based on 'growth' Bad holdings: [--]. Coca cola returned just 2X in last [--] Y [--]. Amex returned just 4X last [--] Y [--]. Wells Fargo 2X last [--] years. So on. 📈Buy and Hold is great but needs Growth orientation"
X Link 2023-12-13T02:27Z [----] followers, [--] engagements
"2. Rigid Framework of 'Circle of Competence' : Tech was 'inevitable'. $BRK avoided completely Few real 'Moats' 👇 Social Media - $Meta Digital- $GOOG Streaming - $NFLX Ecommerce - $AMZN Smartphone- Apple EV - $TSLA Chips - $NVDA $ASML Look at wealth creators last [--] Years👇"
X Link 2023-12-13T02:27Z [----] followers, [---] engagements
"Changed Strategy: They brought in Ted and Todd who helped investing in Tech/ Growth Sectors Tech investment in Apple in [----]. Now $BRK is the largest holder of Apple (45% of portfolio) $AAPL went up 8X since [----] Also Invested in Amazon Snowflake $NU This helped $BRK"
X Link 2023-12-13T02:27Z [----] followers, [--] engagements
"$AMZN An AWS technician gives us a tour of a data center in eastern Oregonsee what it's like inside 👇"
X Link 2023-12-13T15:59Z [----] followers, [---] engagements
"FASB Approval News: FASBs new rules will require certain crypto assets to be measured at fair value So Two out of [--] Tailwinds for #Bitcoin has already kicked-off. ✅FASB Approval ✅Widescale Corporate Adoption - $MSTR $SQ and more. [--] More Tailwinds ahead : 🔜Bitcoin ETF Approvals 🔛Widescale Sovereign Adoption"
X Link 2023-12-13T16:05Z [----] followers, [---] engagements
"$NVDA $ANET NVIDIA recently unveiled the worlds first SuperNIC tailored for AI computing based on the BlueField-3 networking platform. A SuperNIC is a type of network accelerator for AI cloud data centers that delivers robust and seamless connectivity between GPU servers. It provides lightning-fast network connectivity for GPU-to-GPU communication"
X Link 2023-12-14T03:24Z [----] followers, [---] engagements
"$AMZN $NVDA $TSLA $META $MSFT $GOOG Why Capital Spending in Artificial Intelligence will drive Huge growth in US Tech Huge Private Capex in AI boom is possible due to high amounts of Cash in Mag [--] balance sheet 👇 TOTAL CASH in BOOK (in billions) = Half a Trillion Dollars Google : $120 Microsoft. : $143 Nvidia. : $18 Meta. : $61 Amazon. : $64 Tesla. : $26 Apple. : $61 Roaring 20s again"
X Link 2023-12-15T23:44Z [----] followers, [---] engagements
"$SNOW [--] AI-Focused Data Leaders to Watch - list created by Snowflake:"
X Link 2023-12-19T21:16Z [----] followers, [---] engagements
"All Small/Mid cap hyper growth companies on a tear this month [--]. $DNA [--]. $ONON [--]. $MDB [--]. $DDOG [--]. $EVO [--]. $INDI [--]. $CELH [--]. $TMDX [--]. $AEHR [--]. $FLNC [--]. $NU [--]. $CRWD Gross Profit Margins (GM) is a very important metric for Small/ Mid Cap ( $30 B Market Cap) Hyper Growth Stocks Tale of [--] Growth Stocks: Here are [--] growth stocks growing 40% and Gross Margins 50% [--]. $ONON : Growing 55% and GM 58% [--]. $MDB : Growing 40% and GM 75% https://t.co/CSDjiz0wAS Gross Profit Margins (GM) is a very important metric for Small/ Mid Cap ( $30 B Market Cap) Hyper Growth Stocks Tale of [--] Growth Stocks: Here"
X Link 2023-12-19T21:37Z [----] followers, [----] engagements
"$MDB $QQQ Mongodb - One of the biggest innovators joins Nasdaq-100 Index"
X Link 2023-12-22T14:54Z [--] followers, [---] engagements
"$SPY $QQQ The U.S. equity markets is the largest in the world representing 43% of the $106 trillion global equity market cap in [----] or $45.5 trillion. China is the next largest at $10 trillion followed by Japan at $5 and India at $4 trillion. Buffet Indicator: US Market cap to GDP is at 144% China the ratio is 65% Japan its 125% and India the ratio is 120%"
X Link 2023-12-23T15:37Z [----] followers, [---] engagements
"Compounding at 32% CAGR over [--] years multiplies your capital by [---] Times (257X) Looks overwhelming but not when you breakdown [--] years into [--] periods of [--] years. So the Question is "How to Compound at 32% CAGR over [--] years" Actually its very easy to do if we follow a simple mental model. It is called "Power of Multiple expansion" Stock Price = EPS X Price Multiple [--]. Companys earnings needs to grow at 15% which means stock will double in [--] years [--]. Multiple expansion by [--] times (2X of PE or PS ratio) which means stock price will expand by 2X [--]. So Stock Price X has doubled once due to"
X Link 2023-12-25T23:00Z [----] followers, [---] engagements
"$GOOG $NVDA Google former CEO Eric Schmidt is going deep on AI in MIT Tech review. Its big in Healthcare and a multitude of Science fields applications like weather forecast. Read 👇"
X Link 2023-12-26T15:01Z [----] followers, [--] engagements
"$CELH Celsius Holdings will Return 15% on Equity in FY24. And earnings growth of 60% will ensure that PE remains elevated. The premium will sustain as long as Celsius generates profitable growth"
X Link 2023-12-26T19:07Z [--] followers, [---] engagements
"$CELH Markets assign premium valuation for growth and high Returns on Invested capital aiding that growth. Potent Combination: Celsius has grown Operating Cash Flow at a CAGR of 211% Company has exponentially grown Return on Invested Capital over last [--] years. ROIC is 25%👇"
X Link 2024-01-01T00:06Z [----] followers, [---] engagements
"$BYD $TSLA BYD close to beating Tesla as worlds top EV maker. BYD sold [--] million new energy vehicles in [----] ✅Annual sales: [-------] NEVs a YoY growth of 61.8% BYD Gross Margins at 19% Tesla Gross Margins at 19% But Enterprise Value of BYD is 1/10th that of Tesla"
X Link 2024-01-03T02:20Z [----] followers, [---] engagements
"$INTC Intel and DigitalBridge has formed an independent startup that will offer a full-stack generative AI software platform for enterprise customers. Articul8 was created with intellectual property (IP) and technology developed at Intel. It delivers AI capabilities that keep customer data training and inference within the enterprise security perimeter. They had a successful deployment at Boston Consulting Group (BCG) and will provide customers the choice of cloud on-prem / hybrid deployment"
X Link 2024-01-04T00:44Z [----] followers, [--] engagements
"$NVDA Conversational AI is opening new ways for enterprises to interact with customers using applications like ✅Real-time transcription ✅Translation ✅Chatbots ✅Virtual assistants [--]. NVIDIA Megatron is a PyTorch-based framework for training giant language models based on the transformer architecture. In 2023: Nvidia set a record training this model. This model has [---] billion parameters and can generate fluent and coherent text on various topics and tasks. [--]. Meanwhile Nvidia Riva is a fully accelerated conversational AI framework including highly accurate automatic speech recognition"
X Link 2024-01-04T17:53Z [----] followers, [--] engagements
"$META $NVDA $LAW $LLY $NU"
X Link 2024-01-04T18:25Z [----] followers, [---] engagements
"#Bitcoin Next Goldman Sachs is in talks to be an authorized participant for the spot bitcoin exchange-traded funds that BlackRock and Grayscale are looking to launch Had brought Wide-scale corporate adoption as a major tailwind with #BTC going Mainstream 👇 FASB Approval News: FASBs new rules will require certain crypto assets to be measured at fair value So Two out of [--] Tailwinds for #Bitcoin has already kicked-off. ✅FASB Approval ✅Widescale Corporate Adoption - $MSTR $SQ and more. [--] More Tailwinds ahead : 🔜Bitcoin ETF FASB Approval News: FASBs new rules will require certain crypto assets"
X Link 2024-01-04T18:34Z [----] followers, [---] engagements
"Wilson tennis racket maker Amer Sports on Thursday revealed a 30% revenue surge for the first nine months of [----]. Amey sports to go public in the U.S Strong Brand ✅"
X Link 2024-01-05T13:16Z [----] followers, [--] engagements
"When will $NVDA overtake $AAPL Market cap"
X Link 2024-01-05T20:04Z [----] followers, [---] engagements
"$SNOW $MSFT Frank Slootman Snowflake CEO said There is no AI strategy without a data strategy. Building Applications on Data Platforms will drive the new wave of leveraging AI for Enterprise customers Snowflake created a platform layer called Cortex with a semantic search with language models built into the Snowflake platform. Couple of Use cases: [--]. If you want to create a chatbot on a table you should be able to do that in a snap [--]. If you want a more sophisticated application like a copilot to help you generate SQL that can be leveraged"
X Link 2024-01-06T00:52Z [----] followers, [--] engagements
"$PERI $TTD In [----] DOOH became the fastest-growing advertising channel with a remarkable +24.2% growth. By [----] advertisers expect DOOH to account for 45% of total OOH advertising spend. 🌇What is DOOH Digital Out Of Home: DOOH advertising takes advertising engagement to a whole new level. DOOH Ads appear on Massive Screens with eye-catching visuals in bustling public locations 🪟DOOH grabs audience attention and sticks in memory. It has a 82% ad recall from consumers passing by due to big and alluring displays. 🤳Programmatic DOOH will drive the next wave of growth where Ads can be delivered"
X Link 2024-01-08T18:14Z [----] followers, [---] engagements
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