Christine Short

VP of Research @WallStHorizon. Formerly covered earnings at Estimize, S&P and Thomson Reuters. BK mama of Theo, Penelope (human babies) and Frankie (dog baby).

[Wall Street Horizon @WallStHorizon]

Corporate cash playbooks are changing fast. Tech giants are dialing back share buybacks to fund immediate cash demands for massive AI capex. Meanwhile, a surge in secondary offerings from $GOOGL and highly anticipated tech IPOs are shaking up equity supply. Is the historic buyback bid in jeopardy for upcoming quarters? Dive into the forward-looking insights from @ChristineLShort in her latest: https://t.co/JlUuizSawr $NVDA #stockmarket #investing #buybacks #ipos #tech #spacex

[Christine Short @ChristineLShort]

Software stocks finally closed above their 200-day moving average for the first time since January 📈📈 Guess Anthropic didn't kill them after all 😂

[Christine Short @ChristineLShort]

AI is about to shake up the global job market:

~838 million jobs, or 24% of all positions worldwide, could be affected by generative AI.

High-income countries are most at risk (33% of jobs), with ~6% facing the highest exposure. Roles with repetitive, predictable tasks are

[Christine Short @ChristineLShort]

@fromstacia This really shows how much Amazon is betting on Blue Origin, and that bet might be costing them big time.

[Christine Short @ChristineLShort]

@unusual_whales Tough times for tech, hope those affected land on their feet quickly.

[unusual_whales @unusual_whales]

Wix laying off about 20% of its workforce, per CNBC

[Christine Short @ChristineLShort]

@rustyhues Love when the fundamentals are solid but the market hasn't priced it in yet. Could be a good entry point.

[40 Acres and 40 BTC 🇺🇸 @rustyhues]

$AMBA is looking way more bullish than what the stock price is showing. 🚨📊

They just posted Q1 revenue of $100.4M, up 16.9% from last year, and non-GAAP EPS came in at $0.11.

It was a clean beat.

But the bigger picture goes beyond just this quarter.

Automotive revenue hit an all-time high as AI keeps moving into commercial vehicles.

Pretty much every new vehicle program being developed right now is getting more AI-powered, and $AMBA is right in the middle of that shift.

They've also got $277M in cash, zero debt, and a fresh $50M buyback kicking off July 1.

And after the close, $AMBA announced a massive $800M+ long-term deal with Hanwha in robotics, industrial automation, life sciences, and security.

Record automotive revenue.
Rising ASPs.
Accelerating guidance.
Clean balance sheet.
New buyback.
Decade-long $800M partnership.

Everything is pointing the same way. 🚀

[Christine Short @ChristineLShort]

Breaking 🚨: The stock market’s Shiller PE Ratio is about to blow past its Dot Com Bubble peak 🚨🤯👀

[Christine Short @ChristineLShort]

The Nasdaq just hit another all-time high thanks to a strong rally in tech stocks 📈
$QQQ

[Christine Short @ChristineLShort]

Ever wonder what working capital actually means? 🤔
Here's a straightforward breakdown for you.

[Christine Short @ChristineLShort]

@fromstacia Finally, memory is getting its due credit in the AI boom. Micron's surge makes total sense.

[Christine Short @ChristineLShort]

Big news - S&P 500 is getting a new member! FedEx Freight ($FDXF) joins the index on June 1st, taking the spot of EPAM Systems ($EPAM). 🚚📈 Check it out!

[Christine Short @ChristineLShort]

@care22t Feels like both sides are just digging in, no room to budge.

[Evan @StockMKTNewz]

Cathie Wood and Ark Invest bought 24,186 shares of Amazon $AMZN today

[Christine Short @ChristineLShort]

The people you hang out with and the stuff you read or watch really affect how you feel mentally. Pick them wisely.

[Christine Short @ChristineLShort]

@unusual_whales Healthy close today, feels like a good reset for the week!

[unusual_whales @unusual_whales]

At close: 🥗🥗🥗

https://t.co/F4eY8aRYjU

[Christine Short @ChristineLShort]

@unusual_whales 终于看到实际测试了，期待这个能解决传统跨境支付慢又贵的问题。