# ![@Unclestocknotes Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1789826195602784256.png) @Unclestocknotes Unclestocknote

Several investment firms have recently disclosed their stock holdings. Michael Burry's Scion Asset Management added to several positions, including Estee Lauder, Pinduoduo, and HCA Healthcare. Other firms, such as Grab, have also revealed new positions in companies like Joby Aviation, Aurora Innovation, and Uber.

### Engagements: [------] [#](/creator/twitter::1789826195602784256/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1789826195602784256/c:line/m:interactions.svg)

- [--] Week [-------] +2,429%
- [--] Month [-------] +312%
- [--] Months [-------] +203%
- [--] Year [-------] -43%

### Mentions: [--] [#](/creator/twitter::1789826195602784256/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1789826195602784256/c:line/m:posts_active.svg)

- [--] Week [--] +229%
- [--] Month [--] +148%
- [--] Months [---] +85%
- [--] Year [---] -66%

### Followers: [------] [#](/creator/twitter::1789826195602784256/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1789826195602784256/c:line/m:followers.svg)

- [--] Week [------] +4.80%
- [--] Month [------] +8.60%
- [--] Months [------] +42%
- [--] Year [------] +116%

### CreatorRank: [-------] [#](/creator/twitter::1789826195602784256/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1789826195602784256/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [automotive brands](/list/automotive-brands)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [celebrities](/list/celebrities)  [us election](/list/us-election)  [social networks](/list/social-networks)  [fashion brands](/list/fashion-brands) 

**Social topic influence**
[nvda](/topic/nvda), [$nvda](/topic/$nvda) #625, [meta](/topic/meta), [ai](/topic/ai), [palantir](/topic/palantir), [$amzn](/topic/$amzn), [$pltr](/topic/$pltr), [stocks](/topic/stocks), [$googl](/topic/$googl), [elon musk](/topic/elon-musk)

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@stockmktnewz](/creator/undefined) [@speculatorio](/creator/undefined) [@sawyermerritt](/creator/undefined) [@elonmusk](/creator/undefined) [@palantirtech](/creator/undefined) [@cnbc](/creator/undefined) [@amitisinvesting](/creator/undefined) [@saiseiinvesting](/creator/undefined) [@economyapp](/creator/undefined) [@thexcapitalist](/creator/undefined) [@wallstengine](/creator/undefined) [@firedupwealth](/creator/undefined) [@yahoofinancevideo7379695273615904030t8n9kayyun10r1](/creator/undefined) [@grindeoptions](/creator/undefined) [@krossroads](/creator/undefined) [@notoriousicbm](/creator/undefined) [@wendys](/creator/undefined) [@unusualwhales](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Tesla, Inc. (TSLA)](/topic/tesla) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Intel Corporation (INTC)](/topic/$intc) [Dell Technologies, Inc. (DELL)](/topic/dell) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [Broadcom, Inc. (AVGO)](/topic/broadcom) [Datadog Inc (DDOG)](/topic/$ddog) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Oracle Corporation (ORCL)](/topic/$orcl) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [MongoDB, Inc. (MDB)](/topic/$mdb) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Oklo Inc. (OKLO)](/topic/$oklo) [Centrus Energy Corp. (LEU)](/topic/$leu) [PayPal Holdings Inc (PYPL)](/topic/paypal) [Vistra, Corp. (VST)](/topic/$vst) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Cameco Corporation (CCJ)](/topic/$ccj) [IonQ, Inc. (IONQ)](/topic/$ionq) [GE Vernova Inc. (GEV)](/topic/$gev) [Constellation Energy Corp (CEG)](/topic/$ceg) [Starbucks Corporation (SBUX)](/topic/$sbux) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Apple, Inc. (AAPL)](/topic/aapl) [Bitcoin (BTC)](/topic/bitcoin) [Rally (RLY)](/topic/rally) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Johnson & Johnson (JNJ)](/topic/$jnj) [Confluent, Inc. (CFLT)](/topic/$cflt) [Uber Technologies, Inc. (UBER)](/topic/uber) [NuScale Power Corporation (SMR)](/topic/$smr) [CoreWeave, Inc (CRWV)](/topic/$crwv) [NANO Nuclear Energy Inc. (NNE)](/topic/$nne) [UnitedHealth Group (UNH)](/topic/$unh) [Eli Lilly and Company (LLY)](/topic/$lly) [Mastercard, Inc. (MA)](/topic/$ma) [Nu Holdings Ltd. (NU)](/topic/nu-holdings) [Texas Instruments (TXN)](/topic/$txn) [Coinbase Global Inc. (COIN)](/topic/coinbase) [QUALCOMM, Inc. (QCOM)](/topic/qualcomm) [IBM (IBM)](/topic/ibm) [Basis Cash (BAC)](/topic/$bac) [Morgan Stanley (MS)](/topic/morgan-stanley) [AeroVironment, Inc. (AVAV)](/topic/$avav)
### Top Social Posts
Top posts by engagements in the last [--] hours

"TOP [--] MOST BOUGHT STOCKS BY SUPERINVESTORS IN Q1 OF [----] 👇 [--]. Google I $GOOG 🔍 [--]. UnitedHealth Group I $UNH 😷 [--]. Charter Communications I $CHTR [--]. Apple I $AAPL 🍎 [--]. Microsoft I $MSFT 🖥 [--]. Alibaba I $BABA 📦 [--]. Zoetis I $ZTS 🐶 [--]. Adobe I $ADBE 📽"  
[X Link](https://x.com/Unclestocknotes/status/1791274032211382487)  2024-05-17T01:06Z [--] followers, [--] engagements


"Hedge funds' top picks in Q1: ☁ AI infrastructure: AMZN GOOG META. ⚙ Semis: ASML AVGO MRVL TSM. 🌏 International: CPNG NU. ☁ Software: APP CRM. Dive in for some surprising finds👇 https://www.appeconomyinsights.com/p/hedge-funds-top-picks-in-q1 https://www.appeconomyinsights.com/p/hedge-funds-top-picks-in-q1"  
[X Link](https://x.com/Unclestocknotes/status/1791667882159403182)  2024-05-18T03:11Z [--] followers, [--] engagements


"Last week the S&P [---] saw [--] of its components making a new 1-year high while [--] made a new low. Notable Highs 🚀 $MSFT $NVDA $GOOG $LLY $JPM Notable Lows🐻 $BMY $LULU $TAP $WBA $JBHT"  
[X Link](https://x.com/Unclestocknotes/status/1794768018737963255)  2024-05-26T16:30Z [----] followers, [--] engagements


"Top Tier Dividend Stocks 🌐 $V Visa 🏘 $LOW Lowes 🥤 $PEP PepsiCo 🛒 $COST Costco 💳 $MA Mastercard 🖥 $MSFT Microsoft ☕ $SBUX Starbucks 🧰 $HD Home Depot 📡 $AVGO Broadcom 🏥 $UNH UnitedHealth Group Whats your favourite comapny"  
[X Link](https://x.com/Unclestocknotes/status/1795135037945352394)  2024-05-27T16:48Z [--] followers, [--] engagements


"Here's [--] stocks I spent hours researching last weekend [--]. SentinnelOne $S Cybersecurity [--]. Nu Holdings $NU FinTech [--]. Hims & Hers $HIMS Telehealth [--]. Alarum Technologies $ALAR Data Scraping [--]. Aehr Test Systems $AEHR Semiconductors [--]. SoFi Technologies $SOFI"  
[X Link](https://x.com/Unclestocknotes/status/1795293367288680940)  2024-05-28T03:17Z [----] followers, [---] engagements


"Some companies I believe are undervalued at current prices. 👇☁ Salesforce I $CRM ☕ Starbucks I $SBUX 🍟 McDonald's I $MCD 💸 Paycom I $PAYC 🎲 VICI Properties I $VICI 🏘 Realty Income I $O 💳 Visa I $V 🩺 UnitedHealth Group I $UNH 💊 Johnson & Johnson I $JNJ"  
[X Link](https://x.com/Unclestocknotes/status/1796548302500147681)  2024-05-31T14:24Z 17K followers, [--] engagements


"Berkshire Hathaways stock portfolio: Apple Inc: 39.7% Bank of America: 10.7% American Express: 9.7% Coca-Cola: 6.7% Chevron: 5.3% Occidental Petroleum: 4.2% Kraft Heinz: 3.1% Moodys: 2.7% Mitsubishi Corp: 2.1% Chubb: 1.9% Mitsui & Co: 1.7%"  
[X Link](https://x.com/Unclestocknotes/status/1796597069622411608)  2024-05-31T17:38Z [--] followers, [--] engagements


"10 Buy And Hold FOREVER Dividend Growth Stocks 👇1. Coca-Cola $KO 🥤 [--]. McDonald's $MCD 🍟 [--]. Procter & Gamble $PG 🪥 [--]. Johnson & Johnson $JNJ 💊 [--]. Home Depot $HD 🔧 [--]. Nike $NKE 👟 [--]. S&P Global $SPGI 📊 [--]. Visa $V 💳 [--]. J.P. Morgan Chase $JPM 🏦 [--]. Waste Management $WM"  
[X Link](https://x.com/Unclestocknotes/status/1797475021595807868)  2024-06-03T03:46Z [--] followers, [--] engagements


"Nvidia Announces Next-Generation Rubin AI Platform for 2026"  
[X Link](https://x.com/Unclestocknotes/status/1797475552653365759)  2024-06-03T03:49Z [--] followers, [--] engagements


"FDIC just reported that [--] banks are on the brink of insolvent collapse"  
[X Link](https://x.com/Unclestocknotes/status/1797809606418461162)  2024-06-04T01:56Z [---] followers, [---] engagements


""Snowflake has adopted NVIDIA AI Enterprise software to integrate NeMo Retriever microservices into Snowflake Cortex AI Snowflakes fully managed large language model (LLM) and vector search service""  
[X Link](https://x.com/Unclestocknotes/status/1797841854337368066)  2024-06-04T04:04Z [--] followers, [--] engagements


"How will enterprises manage the upcoming explosion in data driven by AI Storing the data $MDB $SNOW Processing the data $NVDA $AMD Monitoring the data $DDOG Protecting the data $CRWD $ZS Securing network for data $NET Analyzing the data $PLTR"  
[X Link](https://x.com/Unclestocknotes/status/1798013516064149954)  2024-06-04T15:26Z [--] followers, [---] engagements


"Nvidia & AMD launch the next generation of their artificial intelligence (AI) chips in Taiwan as global competition to create generative AI apps has led to soaring demand for the cutting edge chips used in data centers"  
[X Link](https://x.com/Unclestocknotes/status/1798025495122243938)  2024-06-04T16:14Z [--] followers, [--] engagements


"5 Market-Beating Opportunites Right Now 👇1. Starbucks I $SBUX ☕ $82.61 vs $96 fair value2. Paycom I $PAYC 📊 $146.74 vs $260 fair value3. Adobe I $ADBE 📽 $446.81 vs $610 fair value4. Salesforce I $CRM ☁ $234.04 vs $285 fair value5"  
[X Link](https://x.com/Unclestocknotes/status/1798080519047160214)  2024-06-04T19:52Z [----] followers, [---] engagements


"Top [--] Most Valuable Automobiles Brands [----] *(Ranked by brand value) [--]. Mercedes-Benz: $59.44B [--]. Tesla: $58.27B [--]. Toyota: $52.67B [--]. Porsche: $43.12B [--]. BMW: $40.99B [--]. Volkswagen: $33.79B"  
[X Link](https://x.com/Unclestocknotes/status/1798080877739802652)  2024-06-04T19:54Z [--] followers, [--] engagements


"Elon Musk said he thinks Tesla $TSLA will spend between $3B-$4B on Nvidia $NVDA chips this year"  
[X Link](https://x.com/Unclestocknotes/status/1798081087438238177)  2024-06-04T19:55Z [--] followers, [--] engagements


"5 Market-Beating Opportunites Right Now 👇 [--]. Starbucks I $SBUX ☕ $82.61 vs $96 fair value [--]. Paycom I $PAYC 📊 $146.74 vs $260 fair value [--]. Adobe I $ADBE 📽 $446.81 vs $610 fair value [--]. Salesforce I $CRM ☁ $234.04 vs $285 fair value"  
[X Link](https://x.com/Unclestocknotes/status/1798097493668004350)  2024-06-04T21:00Z [----] followers, [---] engagements


"JUST IN: Nvidia $NVDA just passed Apple $AAPL to takeover as the 2nd largest holding in the S&P [---] $SPY"  
[X Link](https://x.com/Unclestocknotes/status/1798097653290434839)  2024-06-04T21:01Z [--] followers, [--] engagements


"This is ASML's latest $380 Million chipmaking machine which weights as much as two Airbus A320s and took [---] engineers [--] months to fully install the first one $ASML says the machine will be essential for chipmakers who want to participate in the AI boom"  
[X Link](https://x.com/Unclestocknotes/status/1798245181520805899)  2024-06-05T06:47Z [--] followers, [--] engagements


"Thank you $LULU Easy money"  
[X Link](https://x.com/Unclestocknotes/status/1798489063173079465)  2024-06-05T22:56Z [--] followers, [--] engagements


"SPDR Portfolio S&P [---] ETF - SPLG Top [--] holdings by % of fund: [--]. Microsoft MSFT - 6.89% [--]. Nvidia NVDA - 6.37% [--]. Apple AAPL - 6.32% [--]. Amazon AMZN - 3.66% [--]. Meta Platforms META - 2.36% [--]. Alphabet GOOGL - 2.29% [--]. Alphabet GOOG - 1.93% [--]. Berkshire Hathaway BRK.B - 1.69%"  
[X Link](https://x.com/Unclestocknotes/status/1798793774866550879)  2024-06-06T19:07Z [---] followers, [---] engagements


"$TSLA has released a software update for its in-car navigation system in China Reuters reported Friday citing a WeChat post from the electric vehicle maker"  
[X Link](https://x.com/Unclestocknotes/status/1799070551090348414)  2024-06-07T13:26Z [---] followers, [--] engagements


"Here's [--] stocks I spent hours researching last weekend that I believe can be multi-baggers over the next [--] years:1. SentinnelOne $S Cybersecurity [--]. Nu Holdings $NU FinTech [--]. Hims & Hers $HIMS Telehealth [--]. Alarum Technologies $ALAR"  
[X Link](https://x.com/Unclestocknotes/status/1799072382940053678)  2024-06-07T13:34Z [----] followers, [---] engagements


"ere is the updated semiconductor comp sheet after Q1 earnings 🧐 Semiconductor comps: $SWKS $ON $QCOM $TSM $INTC $AMAT $MU $AVGO $KLAC $LRCX $ADI $NVDA $TXN $ASML $AMD $SNPS $CDNS $MRVL $ARM $PI $SMH $SOXX $SOXL"  
[X Link](https://x.com/Unclestocknotes/status/1799072723165233522)  2024-06-07T13:35Z 11.9K followers, [---] engagements


"10 most expensive countries to buy the iPhone [--] Pro Max:1. Turkey - $3225 [--]. Brazil - $2536 [--]. India - $2300 [--]. Poland - $2229 [--]. Denmark - $1997 [--]. Norway - $1976 [--]. Canada - $1964 [--]. Sweden - $1940 [--]. Hungary - $1899 [--]. Netherlands - $1897"  
[X Link](https://x.com/Unclestocknotes/status/1799073424268316705)  2024-06-07T13:38Z [---] followers, [--] engagements


"$PYPL Paul Tudor Jones of Tudor Investment sold 78% of his $NVDA position and bought [------] shares of PayPal at an average $64 for about $57 million. Jim Simons Renaissance Technologies sold two-thirds of their stake and bought [---] million PayPal shares also at $64"  
[X Link](https://x.com/Unclestocknotes/status/1799205643829539227)  2024-06-07T22:23Z [---] followers, [---] engagements


"Its official: Nvidia Apple and Microsoft are now bigger than Chinas entire stock market. Truly insane"  
[X Link](https://x.com/Unclestocknotes/status/1799206024705913056)  2024-06-07T22:25Z [---] followers, [--] engagements


"$CRWD is joining the S&P 500"  
[X Link](https://x.com/Unclestocknotes/status/1799229860243443823)  2024-06-08T00:00Z [---] followers, [---] engagements


"Here are my favorite names in each secular growth theme -- set to benefit from multiple tailwinds for the rest of this decade 🧐 Cybersecurity $CRWD $ZS $PANW $NET AI Infrastructure $MSFT $AMZN $GOOGL $DOCN Data $SNOW $MDB $PLTR $DDOG $CFLT"  
[X Link](https://x.com/Unclestocknotes/status/1799438092967027191)  2024-06-08T13:47Z [---] followers, [---] engagements


"BREAKING: The U.S. economy adds [------] jobs in May ABOVE expectations of 170000.The unemployment rate rose to 4.0% ABOVE expectations of 3.9%.The bond market opens [---] which means rates going up That doesnt make sense especially because full-time employment fell by 625K"  
[X Link](https://x.com/Unclestocknotes/status/1799440051463758280)  2024-06-08T13:55Z [---] followers, [--] engagements


"🚨 BREAKING NEWS 🚨 Elon Musk's X to launch VIDEO ONLY FEED to compete with TikTok and YouTube"  
[X Link](https://x.com/Unclestocknotes/status/1799554215787803061)  2024-06-08T21:28Z [---] followers, [--] engagements


"The 2x long Nvidia ETF from Granite Shares $NVDL now has more than $3 Billion in Assets Under Management up from $223M at the start of the year"  
[X Link](https://x.com/Unclestocknotes/status/1799554959052013575)  2024-06-08T21:31Z [---] followers, [---] engagements


"$PYPL Strong finish to the week from $PYPL and has now formed a bullish ascending triangle. Breakout level is at $69.30 This level needs to be flipped to support in order to hit the targets above next"  
[X Link](https://x.com/Unclestocknotes/status/1799556221273243864)  2024-06-08T21:36Z 19.5K followers, [---] engagements


"Wide Moat Stocks With HUGE Margins: 📷$V 54% 📷 Nvidia 49% 📷 Mastercard $MA Johnson & Johnson $JNJ 45% 📷 Novo Nordisk $NVO 37% 📷 Microsoft $MSFT 36% 📷$MCD 33% 📷 Meta 32% 📷 Hermes $RMSBlackrock $BLK 32% 📷 Zoetis $ZTS 27% 📷$ASML 27% 📷 Apple $AAPL 26% 📷 Alphabet 26%"  
[X Link](https://x.com/Unclestocknotes/status/1799658008240411106)  2024-06-09T04:21Z [---] followers, [--] engagements


"Stocks Near [--] Week Lows: Deere & Co $DE - $370 Lululemon $LULU - $320 Accenture $ACN - $291 McDonalds $MCD - $260 Johnson & Johnson $JNJ - $146 United Parcel Service $UPS - $137 Diageo $DEO - $138 Whirlpool $WHR - $89 Nike $NKE - $95 Starbucks $SBUX - $81"  
[X Link](https://x.com/Unclestocknotes/status/1799658669665337716)  2024-06-09T04:23Z [----] followers, [---] engagements


"Revenue generated per hour:Amazon: $66.3 million Apple: $42.0 million Alphabet: $37.3 million Microsoft: $28.6 million Meta: $16.9 million Nvidia: $12.1 million Tesla: $9.9 million"  
[X Link](https://x.com/Unclestocknotes/status/1799659249444037041)  2024-06-09T04:26Z [---] followers, [---] engagements


"These tech stocks engaged in the most share buybacks over the past [--] months: $AAPL $GOOG $META $NVDA $MSFT $AVGO $V $TMUS $CMCSA $CRM $NFLX $CSCO $PYPL $FI $ADBE"  
[X Link](https://x.com/Unclestocknotes/status/1799782991700656136)  2024-06-09T12:37Z [----] followers, [---] engagements


"This Weeks Economic Calendar👇 $SPY $QQQ $IWM https://www.instagram.com/p/C8AunY6xXfB/igsh=Y3Awd3kzMDYzcHl5 https://www.instagram.com/p/C8AunY6xXfB/igsh=Y3Awd3kzMDYzcHl5"  
[X Link](https://x.com/Unclestocknotes/status/1799929215476699477)  2024-06-09T22:19Z [---] followers, [--] engagements


"Warren Buffett and Berkshire Hathaway $BRK.B filed for their purchase of [---] Million additional shares of Occidental $OXY for $153.3 Million https://www.instagram.com/p/C8BI00Rs4Fp/igsh=MWo5azgzOXZndzl3dA== https://www.instagram.com/p/C8BI00Rs4Fp/igsh=MWo5azgzOXZndzl3dA=="  
[X Link](https://x.com/Unclestocknotes/status/1799986966634582065)  2024-06-10T02:08Z [---] followers, [---] engagements


"High-end AI server demand from server manufacturers and data center customers is expected to surge to 50% up from 35% last year when Nvidia prioritized GPU shipments to hyperscalers in [----] due to limited CoWoS capacity. $DELL $HPE $TSLA $NVDA $SMCI $AMD $TSM"  
[X Link](https://x.com/Unclestocknotes/status/1799992350862983394)  2024-06-10T02:29Z [---] followers, [----] engagements


"Across the recent three months [--] analysts have shared their insights on Unity Software $U expressing a variety of opinions spanning from bullish to bearish. The table below summarizes their recent ratings showcasing within the past [--] days and comparing to the preceding months"  
[X Link](https://x.com/Unclestocknotes/status/1800155230115709433)  2024-06-10T13:17Z [---] followers, [---] engagements


"Perion Network $PERI shares were down more than 27% as the company cut its Q2 and [----] revenue guidance after being informed by Microsoft $MSFT that it will be excluded from Bing's search distribution marketplace"  
[X Link](https://x.com/Unclestocknotes/status/1800157055959155001)  2024-06-10T13:24Z [----] followers, [---] engagements


"Software stocks are currently on discount. If you're not educating yourself on this sector right now then you're potentially leaving big returns on the table.I'm talking $SNOW $DDOG $ADBE $SHOP etc"  
[X Link](https://x.com/Unclestocknotes/status/1800158912538431549)  2024-06-10T13:31Z [---] followers, [---] engagements


"McDonalds $MCD forms the incredibly rare Golden Arches pattern. LOL"  
[X Link](https://x.com/Unclestocknotes/status/1800159095879795129)  2024-06-10T13:32Z [---] followers, [--] engagements


"I believe these [--] stocks have the highest probability of achieving a mega-cap status ($250B+ valuation) one day 👇🏼 $PLTR Palantir $CRWD Crowdstrike $NOW ServiceNow $MELI MercadoLibre $SNOW Snowflake I'm holding all of them"  
[X Link](https://x.com/Unclestocknotes/status/1800159643265806711)  2024-06-10T13:34Z [---] followers, [---] engagements


"I cannot agree with Musk more. Apple intelligence failed"  
[X Link](https://x.com/Unclestocknotes/status/1800294993648648196)  2024-06-10T22:32Z [---] followers, [--] engagements


"$SNOW insider bought $10M worth of shares at $131 today 👀"  
[X Link](https://x.com/Unclestocknotes/status/1800296618568360226)  2024-06-10T22:38Z [---] followers, [---] engagements


"Breaking 🚨: Pelosi has another 200% winner Crowdstrike $CRWD is joining the S&P [---] & it's up 8% today And up 203% since she bought back on 9/3/2020 Another $1M+ winner for the Pelosi portfolio https://www.instagram.com/reel/C8DkWiqxkos/igsh=ZTk1Y3lsaHcxZHcy https://www.instagram.com/reel/C8DkWiqxkos/igsh=ZTk1Y3lsaHcxZHcy"  
[X Link](https://x.com/Unclestocknotes/status/1800328441142624681)  2024-06-11T00:45Z [---] followers, [---] engagements


"If Microsoft funds OpenAI and OpenAI partners with Apple does it mean Microsoft will have access to Apple users' data too"  
[X Link](https://x.com/Unclestocknotes/status/1800544492581437513)  2024-06-11T15:03Z [---] followers, [--] engagements


"Tesla $TSLA CEO Elon Musk's $56 billion pay package unlikely to receive shareholder approval warns Bernstein"  
[X Link](https://x.com/Unclestocknotes/status/1800544987891003856)  2024-06-11T15:05Z [---] followers, [--] engagements


"Data consumption is expected to rise at a 25% CAGR from $159B in [----] to $632B by [----] -- this is bullish for these stocks Infrastructure $MSFT $GOOGL $AMZN $DOCN Analytics & Platforms $SNOW $DDOG $MDB $PLTR $CFLT Cybersecurity $CRWD $ZS $PANW $NET"  
[X Link](https://x.com/Unclestocknotes/status/1800545258343965014)  2024-06-11T15:06Z [----] followers, [---] engagements


"BREAKING: ELON MUSK SAYS X/TWITTER COULD PARTNER WITH SAMSUNG TO MAKE A PHONE 👀 Elon Musk will tap into any market"  
[X Link](https://x.com/Unclestocknotes/status/1800586728736190587)  2024-06-11T17:51Z [---] followers, [--] engagements


"Ransomware costs are expected to surge 6x to $157B in [----] -- let's delve into the world of cybersecurity & examine where they stand based on [----] FCF multiple 🧐 $NET $CYBR $CRWD $S $ZS $MSFT $PANW $FTNT $OKTA $DV $HACK"  
[X Link](https://x.com/Unclestocknotes/status/1800596740929679570)  2024-06-11T18:31Z [----] followers, [---] engagements


"$HIMS revenue has gone 10X in [--] years. I'm betting that it will happen again"  
[X Link](https://x.com/Unclestocknotes/status/1800597806798753970)  2024-06-11T18:35Z [---] followers, [---] engagements


"$ABNB has: insane financials (40% FCF) huge growth ahead (India & Latin America) strong brand (noun and verb) no real competitor ( $BKNG has different focus) attractive valuation (20x EV/FCF) Why are you not invested in it"  
[X Link](https://x.com/Unclestocknotes/status/1800601021019763190)  2024-06-11T18:48Z [---] followers, [--] engagements


"CPI ESTIMATES FOR TOMORROW TD 3.3% GOLDMAN SACHS 3.4% JP MORGAN 3.4% BMO 3.4% BANK OF AMERICA 3.4% BARCLAYS 3.4% CITI 3.4% MORGAN STANLEY 3.4% HSBC 3.4% UBS 3.4% CITADEL 3.4% WELLS FARGO 3.4% SCOTIABANK 3.5% MEDIAN 3.4%"  
[X Link](https://x.com/Unclestocknotes/status/1800650700495475107)  2024-06-11T22:05Z [---] followers, [---] engagements


"$ORCL Oracle just reported earnings that MISSED expectations but the company announced a partnership with OpenAI and Microsoft 🔹 EPS: $1.63 vs. $1.65 est. 🔴 🔹 Revenue: $14.29B vs. $14.57B est. 🔴 🔸 AH: +9.39% 📈"  
[X Link](https://x.com/Unclestocknotes/status/1800652111002157227)  2024-06-11T22:11Z [---] followers, [---] engagements


"$ORCL Oracle Q4 FY24 (ending in May). CEO Safra Catz: "In Q3 and Q4 Oracle signed the largest sales contracts in our historydriven by enormous demand for training AI large language models in the Oracle Cloud." RPO +44% Y/Y to $98B. Revenue +3% Y/Y to $14.3B ($0.3B miss)"  
[X Link](https://x.com/Unclestocknotes/status/1800653161713066156)  2024-06-11T22:15Z [---] followers, [---] engagements


"$PYPL Another PayPal competitor shuts down - Giropay/Paydirekt - started in [----]. I expect to see many more competitors give up in the coming year"  
[X Link](https://x.com/Unclestocknotes/status/1800659350446637185)  2024-06-11T22:40Z 19.5K followers, [---] engagements


"OPENAI SELECTS ORACLE CLOUD INFRASTRUCTURE Oracle $ORCL Microsoft $MSFT and OpenAl are partnering to extend the Microsoft Azure Al platform to Oracle Cloud Infrastructure (OCI) to provide additional capacity for OpenAl"  
[X Link](https://x.com/Unclestocknotes/status/1800707631243477001)  2024-06-12T01:52Z [---] followers, [---] engagements


"Morgan Stanley analyst Keith Weiss maintains Autodesk (NASDAQ:ADSK) with a Equal-Weight and maintains $255 price target"  
[X Link](https://x.com/Unclestocknotes/status/1800942594437861744)  2024-06-12T17:25Z [---] followers, [--] engagements


"Ever heard of the PEG ratio It's Peter Lynch's go-to metric that if a score is [---] it hints at a bargain while [---] might be a bit pricey -- lets see how Big Tech stacks up after Q1 earnings 🧐 $AMZN $MSFT $GOOGL $AAPL $NVDA $TSLA $META $CRM $AMD $ADBE $QQQ"  
[X Link](https://x.com/Unclestocknotes/status/1800944186587304261)  2024-06-12T17:32Z [---] followers, [---] engagements


"BREAKING NEWS: Apple $AAPL just passed Microsoft $MSFT to retake the crown 👑 as the largest public company in the world"  
[X Link](https://x.com/Unclestocknotes/status/1800944479857172706)  2024-06-12T17:33Z [---] followers, [--] engagements


"Let's take a look at where my growth portfolio holdings stand based on their 'Rule of 40' scores after Q1 earning season 🧐 Unicorn (60+): $CRWD Titan (50-59): $NOW $PLTR $SNOW $GLBE $AMD $DDOG $TTD $TEAM Elite (40-49): $TMDX $ZS $CELH"  
[X Link](https://x.com/Unclestocknotes/status/1800945052962750873)  2024-06-12T17:35Z [---] followers, [---] engagements


"$HIMS is still trading just under [--] times sales. Companies growing at this speed can trade just over [--] times sales which means that purely on a multiples basis $HIMS could be trading at $80/share soon. Flawless GLP-1 execution can do the trick"  
[X Link](https://x.com/Unclestocknotes/status/1800954790815359466)  2024-06-12T18:14Z [---] followers, [---] engagements


"JUST IN: Broadcom $AVGO is doing 10:1 stock split $AVGO will begin trading on a split adjusted basis on July 15th Broadcom is up more than 8% in after hours trading"  
[X Link](https://x.com/Unclestocknotes/status/1800988993955192917)  2024-06-12T20:30Z [---] followers, [---] engagements


"Check out Yahoo Finance's video #TikTok [--] time in [----]. https://www.tiktok.com/@yahoofinance/video/7379695273615904030_t=8n9KaYyUN10&_r=1 https://www.tiktok.com/@yahoofinance/video/7379695273615904030_t=8n9KaYyUN10&_r=1"  
[X Link](https://x.com/Unclestocknotes/status/1801021630396719592)  2024-06-12T22:39Z [---] followers, [--] engagements


"$AVGO Broadcom Q2 FY24. VMWare acquisition completed in Nov [----] (impacting infrastructure software segment). Revenue +43% Y/Y to $12.5B ($480M beat). Non-GAAP EPS $10.96 ($0.12 beat). FY24 guidance Revenue $51B ($50.3B expected). Adjusted EBITDA margin 61% (+1pp)"  
[X Link](https://x.com/Unclestocknotes/status/1801065747856101456)  2024-06-13T01:35Z [---] followers, [---] engagements


"Mega [--] Forward P/E: $GOOGL 23x $META 25x $AAPL 29x $MSFT 36x $AMZN 41x $NVDA 45x $TSLA 68x Which one would you buy at these levels"  
[X Link](https://x.com/Unclestocknotes/status/1801078795346026868)  2024-06-13T02:27Z [---] followers, [---] engagements


"Meta will soon introduce Devices that Read Brain Signals 👉 Mark Zuckerberg announced that Meta will soon introduce consumer neural interfaces. 🧠 These wearable devices on the wrist can interpret subtle nerve signals from the brain"  
[X Link](https://x.com/Unclestocknotes/status/1801091136120836220)  2024-06-13T03:16Z [---] followers, [--] engagements


"The top [--] best business models on Earth are:1. Costco Wholesale $COST [--]. Coca-Cola $KO [--]. Google $GOOGL [--]. Amazon $AMZN [--]. Airbnb $ABNB"  
[X Link](https://x.com/Unclestocknotes/status/1801294732716368361)  2024-06-13T16:45Z [---] followers, [---] engagements


"I track [---] stocks but only a few are growing at 30% with positive margins -- here are a few 👇 $NVDA NVIDIA $CRWD Crowdstrike $COIN Coinbase $NU Nubank $HIMS Hims & Her"  
[X Link](https://x.com/Unclestocknotes/status/1801302693320728870)  2024-06-13T17:16Z [---] followers, [---] engagements


"$HIMS is a dick pill dispenser like no other on Earth"  
[X Link](https://x.com/Unclestocknotes/status/1801302908626989379)  2024-06-13T17:17Z [---] followers, [---] engagements


"TOP TEN HOLDINGS OF THE S&P [---] $SPY & THEIR YTD RETURNS: $AAPL +14% $MSFT +18% $GOOGL +28% $NVDA +157% $BRK.B +14% $LLY +49% $AMZN +23% $AVGO +56% $META +45% S&P [---] Entire Index $SPY +15% Total AUM = $540B $6T sitting on sidelines within money market funds collecting 5%"  
[X Link](https://x.com/Unclestocknotes/status/1801305648237252980)  2024-06-13T17:28Z [---] followers, [---] engagements


"Netflix $NFLX is trading at new [--] WEEK HIGHS today"  
[X Link](https://x.com/Unclestocknotes/status/1801652983727272367)  2024-06-14T16:28Z [---] followers, [----] engagements


"Elon Musk just said he thinks Tesla $TSLA could end up being worth $30 Trillion off the back of AI and Robotics"  
[X Link](https://x.com/Unclestocknotes/status/1801654110925516991)  2024-06-14T16:33Z [---] followers, [---] engagements


"Best Performing Stocks in the Last [--] Years: [--]. NVDA - 25435% [--]. AMD - 4035% [--]. SMCI - 3423% [--]. AVGO - 2447% [--]. FICO - 2141% [--]. ANET - 2058% [--]. AXON - 2001% [--]. MPWR - 1958% [--]. BLDR - 1840% [--]. KLAC - 1665% Most of them are semiconductor industry"  
[X Link](https://x.com/Unclestocknotes/status/1801997019491299687)  2024-06-15T15:15Z [---] followers, [--] engagements


"JUST IN 🚨 Reportedly Sam Altman (CEO of OpenAI) told investors that he is considering making OpenAI a for-profit company. This is a step closer to the company eventually being able to go public. If OpenAI was public would you invest in them 🤔"  
[X Link](https://x.com/Unclestocknotes/status/1802054004408512751)  2024-06-15T19:02Z [---] followers, [---] engagements


"Nvidia $NVDA CEO Jensen Huang just passed Michael Dell to takeover as the 11th richest person in the world currently worth $116 Billion - Bloomberg Billionaire Index"  
[X Link](https://x.com/Unclestocknotes/status/1802106861514055875)  2024-06-15T22:32Z [---] followers, [---] engagements


"Amazon Web Services (AWS) $AMZN is now a $100 Billion annual run rate business"  
[X Link](https://x.com/Unclestocknotes/status/1802108502803964240)  2024-06-15T22:38Z [---] followers, [--] engagements


"BREAKING: Two new contracts for Palantir totaling $30M from the Air Force and Space Systems Command. This comes two weeks after a $480M and $33M contract from the Army/CDAO The US Government business for Palantir grew 12% last quarter up from 6% two quarters ago. $PLTR [--] contracts $30M for a few months of work not bad @PalantirTech Palantir USG Inc. Palo Alto California has been awarded a $21669638 firm-fixed-price modification (P00009) to previously awarded contract FA8806-23-C-0002 for data-as-a-service platform for $PLTR [--] contracts $30M for a few months of work not bad @PalantirTech"  
[X Link](https://x.com/Unclestocknotes/status/1802113072578113887)  2024-06-15T22:56Z [---] followers, [---] engagements


"This scatter plot shows where growth software valuations stand based on [----] revenue growth & EV/GP 🧐 Tier 📷 $CRWD $NET $DDOG $ZS $IOT $PLTR $TTD $NOW $AXON Tier 📷$MNDY $GTLB $S $GLBE $KVYO $CFLT $TEAM $FROG $BRZE Tier 📷  $PANW $VEEV $MDB $DT $DOCN"  
[X Link](https://x.com/Unclestocknotes/status/1802451420777513056)  2024-06-16T21:21Z 19.2K followers, [----] engagements


"$SOFI has: - [--] million accounts - $5 book value per share - 5.91% net interest margin - Strong growth (39% 5-Year CAGR) - Solid balance sheet (Debt/Equity: 1) Why arent you buying it"  
[X Link](https://x.com/Unclestocknotes/status/1802451697278624011)  2024-06-16T21:22Z [----] followers, [---] engagements


"HIS IS HUGE NEWS $DOCN just announced their new CTO is from $AMZN AWS division -- who previously led their AI ML & Data Infrastructure initiatives. This company is SIGNIFICANTLY underrated-- there will surge in startups as AI democratizes software creation 🤩"  
[X Link](https://x.com/Unclestocknotes/status/1802736898227531990)  2024-06-17T16:15Z [---] followers, [---] engagements


"$TSM has huge pricing power and its using it. No other company can manufacture 3nm chips with 70% accuracy. Its set to launch 1.6nm process in [----] and 1nm in [----]. It just says the price and the designers have no choice but to pay. This is why its a great investment"  
[X Link](https://x.com/Unclestocknotes/status/1802739069576716419)  2024-06-17T16:24Z [---] followers, [---] engagements


"$PLTR PALANTIR BACK ABOVE $24 Few things: 1.) Got a PT upgrade to $31 and a PT initiation of $29 today 2.) $CRM & $SNOW continue to struggle money might be leaving some SaaS names for Palantir"  
[X Link](https://x.com/Unclestocknotes/status/1802852452582211792)  2024-06-17T23:54Z [---] followers, [---] engagements


"The Enormous Eight: [----] Returns. Nvidia $NVDA: +165% Meta $META: +43% Netflix $NFLX: +39% Google $GOOGL: +27% Amazon $AMZN: +21% Microsoft $MSFT: +20% -S&P [---] $SPY: +15% Apple $AAPL: +13% Tesla $TSLA: -25% http://bilello.blog/newsletter http://bilello.blog/newsletter"  
[X Link](https://x.com/Unclestocknotes/status/1802856080365793591)  2024-06-18T00:09Z [---] followers, [---] engagements


"$DELL CEO Michael Dell just disclosed a $379.54 million sale of DELL or [----] million shares"  
[X Link](https://x.com/Unclestocknotes/status/1802885478611353846)  2024-06-18T02:06Z [---] followers, [---] engagements


"Warren Buffett is back Berkshire Hathaway just bought $176 million worth of $OXY. The Oracle of Omaha can't get enough of this one"  
[X Link](https://x.com/Unclestocknotes/status/1802885887220437193)  2024-06-18T02:07Z [---] followers, [---] engagements


"📈 $SMCI what is the setup called"  
[X Link](https://x.com/Unclestocknotes/status/1802888039212933397)  2024-06-18T02:16Z [---] followers, [---] engagements


"President Bidens [--] million Hollywood fundraiser set new record. https://www.instagram.com/reel/C8WB_OuP7xy/igsh=bTU1c21oaDZrcmVk https://www.instagram.com/reel/C8WB_OuP7xy/igsh=bTU1c21oaDZrcmVk"  
[X Link](https://x.com/Unclestocknotes/status/1802927013168115867)  2024-06-18T04:51Z [---] followers, [--] engagements


"Dell CEO interview on AI PC. https://www.instagram.com/reel/C8WCUaROP7H/igsh=bmoyYmZ4cm84YmZ0 https://www.instagram.com/reel/C8WCUaROP7H/igsh=bmoyYmZ4cm84YmZ0"  
[X Link](https://x.com/Unclestocknotes/status/1802927679936614638)  2024-06-18T04:53Z [---] followers, [--] engagements


"Dell CEO interview on AI PC potential. https://www.instagram.com/reel/C8WCmgyqYCx/igsh=MWI3ZGNpamFzMjR6Mg== https://www.instagram.com/reel/C8WCmgyqYCx/igsh=MWI3ZGNpamFzMjR6Mg=="  
[X Link](https://x.com/Unclestocknotes/status/1802928769948098737)  2024-06-18T04:58Z [---] followers, [--] engagements


"FED rate has 35% of being too late. https://www.instagram.com/reel/C8WFkOLNoer/igsh=Zm9zMjlvYnlmdmZ2 https://www.instagram.com/reel/C8WFkOLNoer/igsh=Zm9zMjlvYnlmdmZ2"  
[X Link](https://x.com/Unclestocknotes/status/1802935187874976182)  2024-06-18T05:23Z [---] followers, [--] engagements


"Notable Politician Sell Alert Senator Tommy Tuberville just sold $2000000 worth of stocks Including selling: $1M of Cleveland Cliffs $CLF$500K of Intel $INTC$250K of Gold $GLD$250K of Paypal $PYPL$250K of Paramount $PARA This is one of the larger sales by a politician"  
[X Link](https://x.com/Unclestocknotes/status/1803101640389488868)  2024-06-18T16:25Z [----] followers, [---] engagements


"Morgan Stanley just shared a note stating that The Modern Data Stack will be a $173 billion TAM by [----] -- growing at a 26% CAGR. Bullish for $SNOW $MDB $DDOG & $CFLT 8:00 AM Jun [--] [----] Views10.9K"  
[X Link](https://x.com/Unclestocknotes/status/1803105473949999475)  2024-06-18T16:40Z [---] followers, [---] engagements


"$AAPL SUSPENDS WORK ON NEXT HIGH-END HEADSET FOCUSED ON RELEASING CHEAPER MODEL IN LATE [----] Apple told at least one supplier that it has suspended work on its next high-end Vision headset. Apple is still working on releasing a more affordable Vision product with fewer feature"  
[X Link](https://x.com/Unclestocknotes/status/1803106221278498855)  2024-06-18T16:43Z [---] followers, [---] engagements


"The market is interpreting the news about $AMZNs pharmacy move from today as a positive thing for $HIMS"  
[X Link](https://x.com/Unclestocknotes/status/1803128768682479645)  2024-06-18T18:12Z [---] followers, [---] engagements


"How will enterprises protect against the upcoming explosion in data driven by AI Protect endpoints $CRWD Secure connections $ZS Shield networks $NET Manage identities $OKTA Fortify networks $FTNT Guard privileges $CYBR Secure the cloud $PANW"  
[X Link](https://x.com/Unclestocknotes/status/1803134153455706174)  2024-06-18T18:34Z [----] followers, [---] engagements


"Palantir's $PLTR revenue every quarter since going public Q3 2020: $289.4M Q4: $322.1M Q1 2021: $341.2M Q2: $375.6M Q3: $392.2M Q4: $432.9M Q1 2022: $446.4M Q2: $473M Q3: $477.9M Q4: $508.6M Q1 2023: $525.2M Q2: $533.3M Q3: $558.2M Q4: $608.4M Q1 2024: $634.3M"  
[X Link](https://x.com/Unclestocknotes/status/1803135581830140270)  2024-06-18T18:39Z [---] followers, [---] engagements


"$NVDA agreed to buy in a deal that values the software startup at $100 million Bloomberg reported Tuesday citing people familiar with the matter4Shoreline was founded in [----] by Anurag Gupta a former Amazon Web Services executive the report said. http://Shoreline.io http://Shoreline.io"  
[X Link](https://x.com/Unclestocknotes/status/1803148242487746662)  2024-06-18T19:30Z [---] followers, [---] engagements


"$NVDA reportedly plans to design server racks for its upcoming GB200 flagship AI chips a job that server designers such as $DELL $HPE and Supermicro $SMCI have long handled - The Information"  
[X Link](https://x.com/Unclestocknotes/status/1803183172454400041)  2024-06-18T21:49Z [---] followers, [---] engagements


"Microsoft $MSFT CEO Satya Nadella just said: Today marks the beginning of a new era for Windows with the launch of Copilot+ PCs"  
[X Link](https://x.com/Unclestocknotes/status/1803257752682152325)  2024-06-19T02:45Z [---] followers, [---] engagements


"Why the DOW is a key stock market index. https://www.instagram.com/reel/C8YaxtiP-gz/igsh=MWljZW85Nm5yZHh2bQ== https://www.instagram.com/reel/C8YaxtiP-gz/igsh=MWljZW85Nm5yZHh2bQ=="  
[X Link](https://x.com/Unclestocknotes/status/1803263258972864909)  2024-06-19T03:07Z [---] followers, [--] engagements


"Google $GOOGL CEO Sundar Pichai announced the launch of its Gemini mobile app in India"  
[X Link](https://x.com/Unclestocknotes/status/1803307793220305349)  2024-06-19T06:04Z [---] followers, [---] engagements


"Warren Buffett's Berkshire Hathaway now owns 29% of Occidental Petroleum $OXY. Buffett also owns preferred stock and warrants which could eventually push the stake up to 40%"  
[X Link](https://x.com/Unclestocknotes/status/1803312682830815626)  2024-06-19T06:23Z [----] followers, [---] engagements


"$HIMS Leader in telemedicine with 49% market share. It just started to offer GLP-1 treatment that will skyrocket the revenue in this quarter. It also has +$120 billion untapped market opportunity"  
[X Link](https://x.com/Unclestocknotes/status/1803425294725816830)  2024-06-19T13:51Z [---] followers, [---] engagements


"Here are growth tech stocks with founder-led leadership poised to dominate the rest of this decade 👇 [--]. $NVDA Nvidia [--]. $META Meta Platforms [--]. $TSLA Tesla [--]. $PLTR Palantir [--]. $MELI MercadoLibre [--]. $CRWD CrowdStrike [--]. $DDOG Datadog [--]. $TTD The Trade Desk"  
[X Link](https://x.com/Unclestocknotes/status/1803426770625978432)  2024-06-19T13:57Z [---] followers, [---] engagements


"Elon Musk just said: $DELL is assembling half of the racks that are going into the supercomputer that xAI is building"  
[X Link](https://x.com/Unclestocknotes/status/1803466074794385908)  2024-06-19T16:33Z [---] followers, [---] engagements


"$NVDA & $AVGO both announced a 10-1 stock split setting a trend I expect to see continue throughout [----] -here are my [--] predictions on wholl be next $MELI 15-1 stock split $ASML 10-1 stock split $AXON 5-1 stock split $NFLX 8-1 stock split $CRWD 5-1 stock"  
[X Link](https://x.com/Unclestocknotes/status/1803466713524216140)  2024-06-19T16:35Z [----] followers, [---] engagements


"Mag [--] Forward P/E: $GOOGL 24x $META 25x $AAPL 33x $MSFT 38x $AMZN 41x $NVDA 50x"  
[X Link](https://x.com/Unclestocknotes/status/1803479244326006990)  2024-06-19T17:25Z [---] followers, [---] engagements


"🚨 BREAKING NEWS 🚨 SEC permanently suspends its investigation into Ethereum"  
[X Link](https://x.com/Unclestocknotes/status/1803568421797286111)  2024-06-19T23:19Z [---] followers, [--] engagements


"6/18 Notable Inside Days: $AAPL $TSLA $AMZN $MARA $PFE $RIOT $SNAP $MSFT $HOOD $SBUX $KO $COIN $JNJ $SNOW $TMUS $JD $AFRM $GE $RBLX $ONON $CRWD $TGT $DDOG $PANW NOTES: - $SPY bull flag. Breaking [------] is more upside - $AAPL wedging"  
[X Link](https://x.com/Unclestocknotes/status/1803626279284932852)  2024-06-20T03:09Z [---] followers, [---] engagements


"5 Stocks with a Net Profit Margin 35% Visa $V 54% Nvidia $NVDA 53% Mastercard $MA 46% Microsoft $MSFT 36% Texas Instruments $TXN 36% How many do you hold"  
[X Link](https://x.com/Unclestocknotes/status/1803626489541284090)  2024-06-20T03:10Z [---] followers, [---] engagements


"Google $GOOGL said it will invest an additional $2.3 Billion to support [--] Data Center campuses in central Ohio - AP"  
[X Link](https://x.com/Unclestocknotes/status/1803627899766923318)  2024-06-20T03:16Z [---] followers, [---] engagements


"📲SMARTPHONES $ARM architecture used in 99% of smartphone CPU cores and boosted by $AAPL's announcement of new AI features for iPhones. 💻AI INNOVATION $TSM is developing a new chip packaging method to meet AI-driven demand in collaboration with $NVDA and $AAPL enabling more"  
[X Link](https://x.com/Unclestocknotes/status/1803884340625183128)  2024-06-20T20:15Z [---] followers, [---] engagements


"$SOFI omg Sofi is back trading at a [---] price to book ratio the legacy of all legacy banking metrics Anything growth related or tech related BAAS related has been thrown in the dumpster Sofi is guiding for a +800% EPS growth by 2026"  
[X Link](https://x.com/Unclestocknotes/status/1803884617721958744)  2024-06-20T20:16Z [----] followers, [---] engagements


"US TV Time May 2024: Streaming 38.8% (+2.4pp Y/Y). YouTube 9.7% (+1.2pp Y/Y). Netflix 7.6% (-0.3pp Y/Y). Hulu 3.1% (-0.6pp Y/Y). Prime Video 3.0% (-0.1pp Y/Y). Disney+ 1.8% (flat Y/Y). Source: Nielsen. $GOOG $NFLX $DIS $AMZN"  
[X Link](https://x.com/Unclestocknotes/status/1803886713007411303)  2024-06-20T20:24Z [---] followers, [---] engagements


"$SMCI So many catalysts: 1) Nasdaq addition eventually 2) Stock split 3) Huge deal with xAI for their racks 4) Triple digit revenue growth and forward P/E only [--] for [----]. Am I crazy for thinking about starting a position at this price"  
[X Link](https://x.com/Unclestocknotes/status/1803891357410562405)  2024-06-20T20:43Z [---] followers, [---] engagements


"How does the semiconductor ecosystem support the AI revolution 🧐 Building AI Brains $NVDA $AMD $INTC Optimizing Data Centers for AI $DELL $SMCI Making the Chips $ASML $TSM $LRCX $AMAT Customizing AI Chips $ADI $QCOM $ARM"  
[X Link](https://x.com/Unclestocknotes/status/1803975196313030969)  2024-06-21T02:16Z [----] followers, [---] engagements


"BREAKING 🚨 Jensen Huang just sold $31.9 million worth of $NVDA shares He's sold over $63 million in the last week alone. Stock fell 3.4% today but still up 39% in a month"  
[X Link](https://x.com/Unclestocknotes/status/1803983847991701588)  2024-06-21T02:50Z [---] followers, [---] engagements


"DENVER--(BUSINESS WIRE)-- @PalantirTech Technologies Inc. (NYSE: $PLTR) today announced that it has been selected by the Advanced Research Projects Agency for Health (ARPA-H) to support the agencys mission to accelerate better health outcomes"  
[X Link](https://x.com/Unclestocknotes/status/1804020150942736796)  2024-06-21T05:14Z [---] followers, [---] engagements


"AWS $AMZN is investing more than [----] billion euros ($17B) to expand its AI and data center infrastructure in northeast Spain over the next decade. $MSFT $GOOG $NVDA $AVGO"  
[X Link](https://x.com/Unclestocknotes/status/1804161472819564765)  2024-06-21T14:36Z [---] followers, [---] engagements


"Realty Income $O continues to struggle down 12% in the past year and continues to trade below $55 per share. 📉 This REIT pays an attractive near 6% yield and pays it every month to its shareholders. 📷 Are you picking up shares of $O here 📷 🤔"  
[X Link](https://x.com/Unclestocknotes/status/1804167191392325754)  2024-06-21T14:59Z [---] followers, [---] engagements


"$AMZN is planning a $5-$10 monthly fee for using a GenAI revamped Alexa (also a free version). With $AMZN selling more than 500M Alexa enabled devices so far the new GenAI revenue could be significant for the company. $AMZN remains one of my biggest positions"  
[X Link](https://x.com/Unclestocknotes/status/1804197534929424398)  2024-06-21T16:59Z [---] followers, [---] engagements


"Inside Day on $AMZN today. Watch [---]. BREAK OUT BREWING. Draw the trendline on Weekly timeframe you will see what I am talking about"  
[X Link](https://x.com/Unclestocknotes/status/1804217485887181036)  2024-06-21T18:19Z [---] followers, [----] engagements


"$PYPL According to Baymard who compiled an aggregate of [--] studies checkout cart abandonment occurs at a 70% rate. PayPal's Fastlane solves [--] of the [--] top abandonment reasons and boasts conversion rates at nearly 80% for returning Fastlane users"  
[X Link](https://x.com/Unclestocknotes/status/1804218760913375345)  2024-06-21T18:24Z [---] followers, [---] engagements


"X CEO Linda Yaccarino announces the company aims to achieve profitability in 2024"  
[X Link](https://x.com/Unclestocknotes/status/1804239226730614954)  2024-06-21T19:45Z [---] followers, [---] engagements


"#PLTR The Advanced Research Projects Agency for Health enters into a $19M contract with Palantir for their Artificial Intelligence Platform. AIP and Foundry software will support the young health research agencys data infrastructure and track the progress of its programs"  
[X Link](https://x.com/Unclestocknotes/status/1804240041838788739)  2024-06-21T19:48Z [---] followers, [---] engagements


"Tesla Van - Camper Edition 🏕 The ultimate road trip vehicle equipped with Tesla Solar and Starlink WiFi to explore your favorite routes on earth. 📷 Cant wait for this thing to be built one day 📷 😍"  
[X Link](https://x.com/Unclestocknotes/status/1804244616230658389)  2024-06-21T20:06Z [---] followers, [---] engagements


"Is this a dream $PYPL"  
[X Link](https://x.com/Unclestocknotes/status/1804254080556241074)  2024-06-21T20:44Z 19.5K followers, [---] engagements


"Tesla $TSLA has reduced the size of its workforce by at least 14% this year after Elon Musk said layoffs would exceed 10% - CNBC"  
[X Link](https://x.com/Unclestocknotes/status/1804257610474098856)  2024-06-21T20:58Z [---] followers, [---] engagements


"BREAKING: The US Justice Department is considering a deal with Boeing $BA that would see the aerospace giant avoid criminal prosecution but may appoint a federal supervisor to oversee company progress on safety improvements per NYT"  
[X Link](https://x.com/Unclestocknotes/status/1804265085331751029)  2024-06-21T21:28Z [---] followers, [---] engagements


"Today is the last trading day before CrowdStrike $CRWD $KKR and GoDaddy $GDDY become a part of the S&P 500"  
[X Link](https://x.com/Unclestocknotes/status/1804332449016524838)  2024-06-22T01:55Z [----] followers, [---] engagements


"Jensen Huang just sold another $31 million of $NVDA. That brings his total sales this week to over $90 milli. Its his largest cluster of sales in [--] years"  
[X Link](https://x.com/Unclestocknotes/status/1804360484394565687)  2024-06-22T03:47Z [---] followers, [---] engagements


"Existing home sales in May were essentially flat. 5"  
[X Link](https://x.com/Unclestocknotes/status/1804366638369706328)  2024-06-22T04:11Z [---] followers, [---] engagements


"Buy now pay later is excluded from your credit score"  
[X Link](https://x.com/Unclestocknotes/status/1804370381169475713)  2024-06-22T04:26Z [---] followers, [--] engagements


"$AAPL $QCOM $NXPI $AVGO"  
[X Link](https://x.com/Unclestocknotes/status/1804402966578774297)  2024-06-22T06:36Z 11.9K followers, [----] engagements


"Stock to buy ROIC 20% Fwd P/E [--] EPS Growth 15%+ $GOOGL ROIC 28% Fwd PE 23x EPS Growth 27% $META ROIC 26% Fwd PE 26x EPS Growth 73% $LRCX ROIC 39% Fwd PE 28x EPS Growth 15% $QCOM ROIC 24% Fwd PE 20x EPS Growth 15%"  
[X Link](https://x.com/Unclestocknotes/status/1804404767742894291)  2024-06-22T06:43Z [---] followers, [---] engagements


"Glad to have most of them listed here. $NVDA $CRWD $COIN $NU $HIMS $AVGO $MELI $APP $CELH I track [---] stocks but only a few are growing at 30% with positive margins -- here is the full list 👇 $NVDA NVIDIA $CRWD Crowdstrike $COIN Coinbase $NU Nubank $HIMS Hims & Her Health $ALAB Astera Lab $FOUR Shift4 $DUOL Duolingo $FSLR I track [---] stocks but only a few are growing at 30% with positive margins -- here is the full list 👇 $NVDA NVIDIA $CRWD Crowdstrike $COIN Coinbase $NU Nubank $HIMS Hims & Her Health $ALAB Astera Lab $FOUR Shift4 $DUOL Duolingo $FSLR"  
[X Link](https://x.com/Unclestocknotes/status/1804532202933281264)  2024-06-22T15:09Z [---] followers, [----] engagements


"There are [--] areas within the DOD that probably already are connected using palantir technology the value of the contract that gets awarded to palantir may be based on how much data is required to launch that software no i am not an expert in how all this works so would love to hear from someone in the $pltr community that can chime in without copy pasting giant articles i prefer your thoughts over giant explanation essays"  
[X Link](https://x.com/Unclestocknotes/status/1804533028863332550)  2024-06-22T15:12Z [---] followers, [---] engagements


"Realty Income seems stuck in [----]. $O is down around 9% Do you think this is a buying opportunity when interest rates down"  
[X Link](https://x.com/Unclestocknotes/status/1804558950177923556)  2024-06-22T16:55Z [---] followers, [---] engagements


"5  [--]. #AAPL [--]. #BAC [--]. #AXP [--]. #KO [--]. #CVX"  
[X Link](https://x.com/Unclestocknotes/status/1804560165162946874)  2024-06-22T17:00Z [---] followers, [--] engagements


"MediaTek is reportedly developing an Arm-based CPU for Microsofts Windows OS as it works to enter the AI PC chip market in [----] and challenge Qualcomm once its Arm exclusivity deal expires at the end of [----]. $ARM $QCOM $MSFT $NVDA $INTC $DELL $AMD"  
[X Link](https://x.com/Unclestocknotes/status/1804634404754698440)  2024-06-22T21:55Z [---] followers, [---] engagements


"Windows Arm CPU2025 PC [----] Arm $MSFT $NVDA $INTC $DELL $AMD"  
[X Link](https://x.com/Unclestocknotes/status/1804634619284685267)  2024-06-22T21:56Z [---] followers, [--] engagements


"2033 13027% $MSFT $GOOGL $AAPL $V $NVDA $AMD"  
[X Link](https://x.com/Unclestocknotes/status/1804636135592972565)  2024-06-22T22:02Z [---] followers, [--] engagements


"The global generative AI in financial services market size is projected to reach $13B by [----] growing at a CAGR of 27% driven by companies improving risk management and fraud detection offering more personalized services and refining investment strategies. $MSFT $GOOGL $AAPL $V $NVDA $AMD"  
[X Link](https://x.com/Unclestocknotes/status/1804636793612210628)  2024-06-22T22:05Z [----] followers, [---] engagements


"$PLTR Palantir director Woersching sells shares worth $78000 AI News 🚀 [--]. Director Woersching sold [----] PLTR shares for $78000 at $26/share. [--]. Transaction part of Rule 10b5-1 plan to prevent insider trading accusations. [--]. Woersching still holds [-----] shares indicating continued interest in company. https://stocknews.ai/ai-news/palantir-director-woersching-sells-shares-worth-78-000-by-investing-com/667621d970588d1b140f9c28 https://stocknews.ai/ai-news/palantir-director-woersching-sells-shares-worth-78-000-by-investing-com/667621d970588d1b140f9c28"  
[X Link](https://x.com/Unclestocknotes/status/1804640255431319582)  2024-06-22T22:19Z [---] followers, [---] engagements


"$PLTR Palantir Woersching [-----] 🚀 [--]. Woersching [-----] [--] [----] PLTR [--]. 10b5-1 [--]. Woersching32843"  
[X Link](https://x.com/Unclestocknotes/status/1804640375648497950)  2024-06-22T22:19Z [---] followers, [--] engagements


"Last [--] years: Nvidia +27687% Bitcoin +10608% Microsoft +1173% Tesla +1105% Amazon +1059% Netflix +988% Apple +923% Meta (Facebook) +671% Google +537% QQQ +425% S&P [---] +233%"  
[X Link](https://x.com/Unclestocknotes/status/1804644038831702046)  2024-06-22T22:34Z [---] followers, [--] engagements


"Broadcom is rapidly expanding in AI chips aiming for $11 billion in revenue by [----] challenging Nvidia's dominance. Despite Nvidia's lead Broadcom's strategic moves with major tech firms underscore its rising influence in AI. Investors and analysts are optimistic about Broadcom's competitive stance in the booming AI market. #BroadcomAI #AIchips #TechInvesting #NvidiaChallenge #SemiconductorLeader"  
[X Link](https://x.com/Unclestocknotes/status/1804664004415021299)  2024-06-22T23:53Z [---] followers, [---] engagements


"Ruchir Sharma author of "What Went Wrong with Capitalism" on supernormal profits"  
[X Link](https://x.com/Unclestocknotes/status/1804672026356994074)  2024-06-23T00:25Z [---] followers, [--] engagements


"How Amazon 'decimated a lot of companies' using an NDA clause"  
[X Link](https://x.com/Unclestocknotes/status/1804673537107464454)  2024-06-23T00:31Z [----] followers, [--] engagements


"I hold $CRWD $NET $DDOG $ZS $PLTR $TTD $S $CFLT $SHOP $PANW $MDB $DOCN $PAYC $ADSK $U. And you This scatter plot shows where growth software valuations stand based on [----] revenue growth & EV/GP 🧐 Tier [--] $CRWD $NET $DDOG $ZS $IOT $PLTR $TTD $NOW $AXON Tier [--] $MNDY $GTLB $S $GLBE $KVYO $CFLT $TEAM $FROG $BRZE Tier [--] $SHOP $PANW $VEEV $MDB https://t.co/44yy7tf40r This scatter plot shows where growth software valuations stand based on [----] revenue growth & EV/GP 🧐 Tier [--] $CRWD $NET $DDOG $ZS $IOT $PLTR $TTD $NOW $AXON Tier [--] $MNDY $GTLB $S $GLBE $KVYO $CFLT $TEAM $FROG $BRZE Tier [--] $SHOP $PANW"  
[X Link](https://x.com/Unclestocknotes/status/1804678331415380207)  2024-06-23T00:50Z [----] followers, [----] engagements


"You can fail at what you dont want. So you might as well take a chance on doing what you love. Jim Carrey I love it. You can fail at what you dont want. So you might as well take a chance on doing what you love. Jim Carrey https://t.co/jt6Qsom0tJ You can fail at what you dont want. So you might as well take a chance on doing what you love. Jim Carrey https://t.co/jt6Qsom0tJ"  
[X Link](https://x.com/Unclestocknotes/status/1804680423743816168)  2024-06-23T00:58Z [---] followers, [---] engagements


"The EV Boom to Bust $TSLA $NIO $RIVN $LCID $XPEV $NKLA"  
[X Link](https://x.com/Unclestocknotes/status/1804692891349999987)  2024-06-23T01:48Z [---] followers, [---] engagements


"Nationwide pending home sales fell 3.8% the biggest year-over-year decline in nearly four months 👉 Pending sales fell most YoY in: [--]. Houston -15% [--]. West Palm Beach -13% [--]. Miami -12% [--]. New Brunswick -11% [--]. Atlanta -11%"  
[X Link](https://x.com/Unclestocknotes/status/1804697979665764647)  2024-06-23T02:08Z [---] followers, [---] engagements


"#NVDA [--] [----]  #SHEL - $220B #TMO - $215B #WFC - $202B #MCD - $186B #DIS - $186B #NVDA LOST $222 BILLION IN MARKET CAP IN THE LAST [--] DAYS THAT'S MORE THAN $SHEL Shell - $220B $TMO Thermo Fisher - $215B $WFC Wells Fargo - $202B $MCD McDonald's - $186B $DIS Disney - $186B"  
[X Link](https://x.com/Unclestocknotes/status/1804704810500862273)  2024-06-23T02:35Z [---] followers, [--] engagements


"Microstrategy buys an additional 11931bitcoins for $786 million Michael Saylor may know something we don't"  
[X Link](https://x.com/Unclestocknotes/status/1804718118838669434)  2024-06-23T03:28Z [---] followers, [---] engagements


"ETH ETF ETH ETF passed and free of Gas fee"  
[X Link](https://x.com/Unclestocknotes/status/1804767397481422961)  2024-06-23T06:44Z [---] followers, [---] engagements


"its solar supply chain. China owns more than 60% from top to down. Visualizing Chinas Dominance in the Solar Panel Supply Chain ☀ https://t.co/U78mu54Emi https://t.co/KoZXk4TSN6 Visualizing Chinas Dominance in the Solar Panel Supply Chain ☀ https://t.co/U78mu54Emi https://t.co/KoZXk4TSN6"  
[X Link](https://x.com/Unclestocknotes/status/1804837325597274358)  2024-06-23T11:22Z [---] followers, [---] engagements


"I hold Paycom. Its really a good opportunity to hold it tie The [--] Best Opportunities In The Market Right Now In My Opinion & A Brief Why 👇 [--]. Paycom $PAYC - Paycom is the best opportunity in the market right now in my opinion because they are disrupting the HCM space and significantly undervalued. They are differentiating themselves and The [--] Best Opportunities In The Market Right Now In My Opinion & A Brief Why 👇 [--]. Paycom $PAYC - Paycom is the best opportunity in the market right now in my opinion because they are disrupting the HCM space and significantly undervalued. They are"  
[X Link](https://x.com/Unclestocknotes/status/1805007627518197860)  2024-06-23T22:38Z [---] followers, [---] engagements


"Elon Musk mentioned HW5 which has been renamed to AI5 and Tesla AI5 Computer has 10X the capability of HW4 computer. Cannot wait"  
[X Link](https://x.com/Unclestocknotes/status/1805013988729856172)  2024-06-23T23:04Z [---] followers, [---] engagements


"RXO Inc. has agreed to acquire Coyote Logistics the asset-light freight brokerage business of United Parcel Service Inc. for more than $1 billion. The deal will make RXO becoming the third-largest transportation provider in North America"  
[X Link](https://x.com/Unclestocknotes/status/1805017961436266924)  2024-06-23T23:19Z 11.7K followers, [---] engagements


"Go $AMZN $SHOP https://x.com/i/trending/1805004240462713280 https://x.com/i/trending/1805004240462713280"  
[X Link](https://x.com/Unclestocknotes/status/1805019191805952021)  2024-06-23T23:24Z [---] followers, [---] engagements


"Three artificial intelligence-fueled stocks currently dominate the top of the market. $NVDA has rocketed higher over the past [--] months briefly surpassing both $MSFT and $AAPL as the most valuable company in the world. After Friday's close Microsoft had the highest market cap at $3.34 trillion followed by Apple at $3.18 trillion and Nvidia at $3.11 trillion. Which one will reach [--] trillion first"  
[X Link](https://x.com/Unclestocknotes/status/1805020942604943545)  2024-06-23T23:31Z [---] followers, [---] engagements


"Looks $AMD becoming more attractive now. AMD owns GPU CPU and gaming market. Nvidia is the most expensive stock in the S&P [---] Index with its shares trading for roughly [--] times the companys projected sales over the next [--] months https://t.co/9nlOFGe8JX Nvidia is the most expensive stock in the S&P [---] Index with its shares trading for roughly [--] times the companys projected sales over the next [--] months https://t.co/9nlOFGe8JX"  
[X Link](https://x.com/Unclestocknotes/status/1805034928561893445)  2024-06-24T00:27Z [---] followers, [---] engagements


"@GrindeOptions im the long term invester holding $TSLA and $SOFI. Let's keep our faith"  
[X Link](https://x.com/Unclestocknotes/status/1805039661531730046)  2024-06-24T00:46Z [---] followers, [--] engagements


"Bytedance owns solid data to train their AI. Exclusive: China's ByteDance working with Broadcom to develop advanced AI chip sources say https://t.co/4nkdyQocQu https://t.co/E4II2s1hud Exclusive: China's ByteDance working with Broadcom to develop advanced AI chip sources say https://t.co/4nkdyQocQu https://t.co/E4II2s1hud"  
[X Link](https://x.com/Unclestocknotes/status/1805080299979567132)  2024-06-24T03:27Z [---] followers, [---] engagements


"2024  [--]  #META#SQ#GOOGL#LULU [--]  #UBER#MSFT#INTU#AMD#NFLX#AMZN#MA#V#ADBE [--]  #COST#WMT#AAPL [--]  #NKE#INTC#MCD#IBM#DIS#CAT META GOOGL LULU AMZN ADBE AMD AAPL"  
[X Link](https://x.com/Unclestocknotes/status/1805270339989144059)  2024-06-24T16:02Z [---] followers, [--] engagements


"Paycom #PAYC 74% EV/EBIT: 13.8x  SaaS Adobe #ADBE 88% Paycom #PAYC 87% UiPath #PATH 85% ServiceNow #NOW 79% Fortinet #FTNT 77% Zoom #ZM 76% Salesforce #CRM 76% Workday #WDAY 76% Okta #OKTA 75% CrowdStrike #CRWD 75% Palo Alto #PANW 74% Duolingo #DUOL 73% Oracle #ORCL 71% Microsoft #MSFT 70% Snowflake #SNOW 68% Cisco #CSCO 65% Alphabet #GOOGL 57% International Business Machine #IBM 56% Automatic Data Processing #ADP 48%"  
[X Link](https://x.com/Unclestocknotes/status/1805399127343141031)  2024-06-25T00:34Z [---] followers, [--] engagements


"Fast fashion retailer #Shein confidentially files for London IPO as U.S. listing stalls"  
[X Link](https://x.com/Unclestocknotes/status/1805426589645095057)  2024-06-25T02:23Z [---] followers, [---] engagements


"Arm CEO: "Arm is going to be the center of Al undoubtedly" ARM CEO ON PERFORMANCE SINCE IPO @CNBC"  
[X Link](https://x.com/Unclestocknotes/status/1805431757329646072)  2024-06-25T02:44Z [---] followers, [---] engagements


"Bitcoin fell below $60000 threshold on Monday. @cnbc"  
[X Link](https://x.com/Unclestocknotes/status/1805433812811235421)  2024-06-25T02:52Z [---] followers, [---] engagements


"$AMZN is working on an AI chatbot that competes directly with the OpenAI's ChatGPT. https://x.com/i/trending/1805439844719771659 https://x.com/i/trending/1805439844719771659"  
[X Link](https://x.com/Unclestocknotes/status/1805445882395099428)  2024-06-25T03:40Z [---] followers, [---] engagements


"AMD GPU Nvidia MI400 [----] Nvidia Rubin"  
[X Link](https://x.com/Unclestocknotes/status/1805755806463541656)  2024-06-26T00:11Z [---] followers, [--] engagements


"$MRVL Director Dan Durn bought the semiconductor dip yesterday picking up $100049 worth of Marvell shares"  
[X Link](https://x.com/Unclestocknotes/status/1805760308038058238)  2024-06-26T00:29Z [---] followers, [---] engagements


"Cathie Wood $ARKK sold [-----] shares of $NVDA Nvidia today"  
[X Link](https://x.com/Unclestocknotes/status/1805807863513989520)  2024-06-26T03:38Z [---] followers, [---] engagements


"Mark Zuckerberg-led Meta Platforms Inc. (NASDAQ:META) is reportedly experimenting with a new feature for its Quest headsets which allows users to freely position windows in a manner similar to Apple Inc.'s (NASDAQ:AAPL) Vision Pro"  
[X Link](https://x.com/Unclestocknotes/status/1805815311985524909)  2024-06-26T04:08Z [----] followers, [---] engagements


"It was reported on June [--] that according to documents disclosed by the U.S. Securities and Exchange Commission (SEC) on June [--] $Hims & Hers Health Chi Michael sold at an average price of $22.07 per share on June [--]. million shares of common stock valued at approximately $381900. http://HIMS.US http://HIMS.US http://HIMS.US http://HIMS.US"  
[X Link](https://x.com/Unclestocknotes/status/1805816103266091507)  2024-06-26T04:11Z [----] followers, [---] engagements


"Bruce Willis and Demi Moore"  
[X Link](https://x.com/Unclestocknotes/status/1806075931045544266)  2024-06-26T21:23Z [---] followers, [---] engagements


"$PLTR CEO Dr. Alex Karp was asked about using Starlink and products made by Elon Musk. Alex Karp: His products work. I am in the business of delivering. You could ask him will you stop using Palantir because Karp is going to support Ukraine We never really got clarification on if $TSLA or SpaceX or any other Elon-related companies were actually using Palantir right"  
[X Link](https://x.com/Unclestocknotes/status/1806165600613404729)  2024-06-27T03:20Z [---] followers, [---] engagements


"Microsoft AI CEO on race between Microsoft and OpenAl"  
[X Link](https://x.com/Unclestocknotes/status/1806538921431453943)  2024-06-28T04:03Z [---] followers, [---] engagements


"Nvidia CEO: Blackwell Architecture will likely be the "most successful" product in our history"  
[X Link](https://x.com/Unclestocknotes/status/1806541354329104748)  2024-06-28T04:13Z [---] followers, [---] engagements


"Airbnb CEO Brian Chesky on the Taylor Swift effect"  
[X Link](https://x.com/Unclestocknotes/status/1806545105559400571)  2024-06-28T04:28Z [---] followers, [---] engagements


"Jim Cramer says the Al-driven runway for Nvidia is still clear"  
[X Link](https://x.com/Unclestocknotes/status/1806547727460765909)  2024-06-28T04:38Z [---] followers, [---] engagements


"According to CME's "Fed Watch": the probability of the Federal Reserve keeping interest rates unchanged in July is 89.7% and the probability of cutting interest rates by [--] points is 10.3%. The probability that the Fed will keep interest rates unchanged until September is 32.3% the probability of a cumulative 25-point interest rate cut is 61.1% and the probability of a cumulative 50-point interest rate cut is 6.6%. San Francisco Fed President Daly said the cooling of inflation shows that the Fed's monetary policy is working. The Feds (path to fight inflation) is not over yet but the PCE data"  
[X Link](https://x.com/Unclestocknotes/status/1806690048202428721)  2024-06-28T14:04Z [----] followers, [---] engagements


"Twilio (TWLO) has an average hold rating and price target range of $49 to $110 according to analysts polled by Capital IQ"  
[X Link](https://x.com/Unclestocknotes/status/1806701009554551178)  2024-06-28T14:47Z [---] followers, [---] engagements


"RBC Capital analyst Daniel Perlin reiterates PayPal Holdings (NASDAQ:PYPL) with a Outperform and maintains $84 price target"  
[X Link](https://x.com/Unclestocknotes/status/1806701098754822570)  2024-06-28T14:48Z [---] followers, [---] engagements


"#MDB - #MDB SQL - Postgres $MDB - AWS DocumentDB Azure Cosmos DB #MDB - RAG - #MDB GenAI Source:"  
[X Link](https://x.com/Unclestocknotes/status/1806741759243727355)  2024-06-28T17:29Z [---] followers, [--] engagements


"Congratulations everyone long in $SOFI"  
[X Link](https://x.com/Unclestocknotes/status/1806894968285327790)  2024-06-29T03:38Z [----] followers, [----] engagements


"NVIDIA CEO Jensen Huang to Deliver SIGGRAPH [----] Keynote AI and Graphics for the New Computing Revolution July [--] [----] 1:30 pm2:30 pm PST"  
[X Link](https://x.com/Unclestocknotes/status/1806897837491302739)  2024-06-29T03:49Z [---] followers, [---] engagements


"Cathie said $TSLA will go over [----] per share in [--] years Cathie Wood says $TSLA will go over $2000/share in [--] years. What do you think I agree. https://t.co/2HaswSBUlL Cathie Wood says $TSLA will go over $2000/share in [--] years. What do you think I agree. https://t.co/2HaswSBUlL"  
[X Link](https://x.com/Unclestocknotes/status/1807034309833880002)  2024-06-29T12:52Z [---] followers, [---] engagements


"Chipotle's 50-1 stock split: What New Yorkers think"  
[X Link](https://x.com/Unclestocknotes/status/1807303016489382034)  2024-06-30T06:39Z 17K followers, [---] engagements


"NEWS: Tesla has completed the installation of six massive fans at Giga Texas to cool a $2B 50000-unit Nvidia GPU cluster and their own hardware $TSLA"  
[X Link](https://x.com/Unclestocknotes/status/1807536923348754587)  2024-06-30T22:09Z [---] followers, [---] engagements


"JUST IN 🚨: New York Times is calling on President Joe Biden to drop out of the race"  
[X Link](https://x.com/Unclestocknotes/status/1807541301824626878)  2024-06-30T22:26Z [----] followers, [---] engagements

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