Aeternus Capital
@inverse_DKFundamental investor trying to expand my circle of competence. I also like to code
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@marchandOBGYN
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BYD has a cost advantage due to vertical integration $002594.CN $BYD
The $TSLA robotaxi reveal was very underwhelming, not surprised to see the stock down in pre market
Wild. $BRK in for a world of pain when Buffett is gone if these statements are true
Wow, didn't realize the Todd Combs hate on Reddit. "Removed utensils from all lunch areas." -- Todd Combs has ruined what was once spectacular. Here’s his resume at GEICO Took away profit sharing Eliminated nearly 50% of the associates ~48700 down to ~27000 Took away good…
The era of impressive rev growth for OTAs may be over. Forward expectations for rev growth for OTAs ( $BKNG $EXPE ) are projected to be in line with hotels ( $HLT $MAR), compared to 2-3x the growth rates of hotels pre-COVID h/t Skift
Haven't seen $AMZN or $MSFT talk about RAG in the most recent earnings calls, so suspect the momentum of clients building RAG tools has slowed - interest may have peaked in Q1 of 2024
A quick thread on Retrieval Augmented Generation (RAG): 1/ Various tech companies such as $NVDA $AMZN and $MSFT have mentioned RAG on recent earnings calls as a popular Gen AI use case by enterprises. Let's dig into what RAG is, how it works, and its potential significance (in…
The multiples look stretched for some of the semicap names $AMAT $KLAC $LRCX
$LULU 👀
After this week's drop, Lululemon is trading near its lowest valuation in a decade. • PE: 17.0x • PS: 2.8x • P/FCF: 17.8x • EV/EBIT: 12.1x
Luxury market looking quite benign save for Japan (due to favourable FX rates attracting tourists) $LVMH $MC
Modest revenue and operating income beat from $GOOGL Interesting AI commentary on the call: - More than 1.5mill developers using Gemini through Vertex AI - Rollout of AI features across Search, PMax, Demand Gen campaigns - Full yr CAPEX expected to be $48bill - Early enterprise…
Al accelerator roadmap $TSM $NVDA $AMD $INTC
After this week's drop, Lululemon is trading near its lowest valuation in a decade. • PE: 17.0x • PS: 2.8x • P/FCF: 17.8x • EV/EBIT: 12.1x
A quick thread on Retrieval Augmented Generation (RAG): 1/ Various tech companies such as $NVDA $AMZN and $MSFT have mentioned RAG on recent earnings calls as a popular Gen AI use case by enterprises. Let's dig into what RAG is, how it works, and its potential significance (in…
United States Trends
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- 6. Oliveira 74,5 B posts
- 7. Kansas 23,8 B posts
- 8. #discorddown 7.058 posts
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- 20. Big 12 16,9 B posts
Who to follow
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Marchand Institute for Minimally Invasive Surgery
@marchandOBGYN -
Visc Trad
@ViscoTrading -
Jeff Sr.
@3dom4domfreedom -
WEGOCHAIN (Rubidium)
@WegoChain -
Sleepm Global INC
@sleepmcare -
Millie Vanillionare
@muladamus -
Natsume Wave 💾 🦑
@StudioMokusei -
TON TRUMP 2024
@TONTRUMP_2024 -
Ddu-du ddu
@ddu_dudu_ -
好一只大熊猫
@haoyizhipanda -
OX Lucky
@AdamLiu22599247
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