CrossChecker @CrossCheck23564

MLB Mania Florida Joined December 2023

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172
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2K

Evan @StockMKTNewz

2 years ago

WARREN BUFFETT’S BERKSHIRE HATHAWAY $BRK.B CUT ITS APPLE $AAPL INVESTMENT BY ~13% IN Q1 Berkshire just reported its Apple shares ended Q1 worth $135.4 billion, implying ~790M shares which would mark a 13% decrease from the 905.6M shares they owned as of the end of Q4 - CNBC

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brian hanly 📈📹 @hanlyman

3 years ago

Stop hitting on me 😘 @denk_tweets @beehiiv @BullishRippers

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Jesse Felder @jessefelder

2 years ago

"The only way you'll have success in the stock market is if you have a variant perception, something different from the masses." -Ted Weschler ft.com/content/fd3b33…

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unusual_whales @unusual_whales

2 years ago

Oh, no:

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Brad Setser @Brad_Setser

2 years ago

China's current account (b/c of lags and slow RMB adjustment) peaked in 07/08 at 10% of GDP, and true reserve accumulation reached 15% -- far too much both China and the US. So I don't grade US financial diplomacy during the pre GFC era as highly as Mark. 3/3

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Benoît Cœuré @BCoeure

2 years ago

An authoritative account of two decades of 🇺🇸/🇨🇳 financial interdependence. 👏 Brad for the tour de force. I would love to read the same on 🇪🇺 and 🇨🇳, with the added layer of 🇪🇺 complexity (and minus the exorbitant privilege).

Brad Setser @Brad_Setser

2 years ago

IFRI (France's leading foreign policy think tank) just published -- in French and English -- my new paper thinking through the strategic implications of Sino-American financial interdependence. 1/ ifri.org/en/publication…

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Convequity @convequity

2 years ago

Interesting that $INTC's demo highlighted 1.5x perf/TCO advantage that their Gaudi 2 AI chip has over $NVDA H100. That's quite a small advantage given CUDA's ecosystem moat and ROI. Also, the new Blackwell will simply 2x perf/TCO. But still good given Gaudi 2 on 7nm

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Convequity @convequity

2 years ago

For further analysis of this topic, check our premium report on PANW. We will also address it in the upcoming network security taxonomy report. convequity.com/updates-panw-2…

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Michael A. Arouet @MichaelAArouet

2 years ago

Median household income. European policies make people in Europe poorer than folks in the US. We call it regulation and social justice to make it feel better though.

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Stock Market Nerd @StockMarketNerd

2 years ago

$NET quarter looks rock solid. Just paying 125x earnings for 20% earnings growth. Likely that sell-side just wanted a larger raise. On the other hand... guide did sound conservative. Get why ST-minded folks will punish this. Don't think long term investors who are willing to pay this hefty price tag should fret. Special, special company. Bit too expensive for me.

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App Economy Insights @EconomyApp

2 years ago

$MELI MercadoLibre Q1 FY24: • GMV +71% Y/Y fxn (fx neutral). • TPV +86% Y/Y fxn. • Revenue +94% Y/Y fxn to $4.3B ($0.5B beat). 📦 Commerce +113% Y/Y fxn to $2.5B. 💳 Fintech +74% Y/Y fxn to $1.8B. • EPS $6.78 ($0.83 beat).

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MacroEdge @MacroEdgeRes

2 years ago

Nearly One-Third of National Office CMBS Is Now Distressed (Defaulted or at Risk of Default) According to KRBA Credit Analytics

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Nic @puckrin

2 years ago

Sell in May & go away... Over the past 5 years: - Buying BTC in October & selling in April had 1,449% cumulative returns. - However, buying in May & selling in September had -29% Will we see the same this year? Let's dig in 👇

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Bullish Rippers @BullishRippers

2 years ago

Check out the latest Bullish Rippers Mid-Week Recap where we cover the stocks that are ripping & dipping, the Tiktok Ban Bill, and celebrate Microsoft’s IPO Read Below: bullishrippers.com/p/bullish-ripp…

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Investors @Investors___X

2 years ago

This is why I have so much money in Chinese stocks: they are dirt cheap! Long $BABA, $JD, $PDD, $KWEB

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Giovanni Staunovo🛢 @staunovo

2 years ago

From the IEA April oil market report: Oil remains extremely important to the global economy, and across some of its key applications, alternatives still cannot easily be substituted. In the absence of additional energy and climate policies and an increased investment push into clean energy technologies, the decline in global oil demand following the peak will not be a steep one, leaving demand close to current levels for some time. #oott

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The AI Investor @The_AI_Investor

2 years ago

"Larger models are still more capable - and current evidence suggests that scaling laws remain intact and that the next gen models from later this year from OpenAI, Anthropic, Google, Meta and others will continue to get much bigger. They will have trillions of parameters that will enable higher performance and more capabilities like reasoning and action. You can put these large models onto a single node of Blackwell NVDA chips (GB200 NVL72 can hold a ~13T parameter model on FP8) but currently would require a huge datacenter for Groq chips (1,000+ racks / 150MW+ DC) to run 1 copy of GPT-5. The upfront investment / architectural differences are huge. So for inference on these large models, Nvidia wins before we even get started." Agreed with this take!

Clark Tang @_clarktang

2 years ago

Groq’s pivot to become a high speed inference cloud through the acquisition of @DefinitiveIO and @sundeep was brilliant - but Chamath’s comments on @theallinpod comparing @GroqInc and $NVDA misses the mark. Groq provides tremendous price / speed on smaller models - and there is

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Giovanni Staunovo🛢 @staunovo

2 years ago

#SaudiArabia expressed its deep concern regarding military escalations in the region and the seriousness of their repercussions, a statement from the Kingdom’s foreign ministry said early on Sunday. The Kingdom called on all parties to exercise the “utmost levels” of restraint and spare the region and its people the dangers of wars. english.alarabiya.net/News/saudi-ara…

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unusual_whales @unusual_whales

2 years ago

BREAKING: President Biden has said that 'our commitment to Israel’s security against threats from Iran and its proxies is ironclad'

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Alexander Stahel 🌻 @BurggrabenH

2 years ago

The LME and CME will not be able to trade any new Russian aluminium, copper or nickel. Russia supplies about 6% of the world’s aluminium, 5% of nickel and 4% of copper. #Metals on.ft.com/3VSOiuI