JPOW (unlimited wealth)

Investerare. $AMD $PANW $META $ELF $ZETA $CELH $HIMS $FUBO SWE/ENG contrarian och lägger mycket tid på research inom halvledar industrin.

[Count @counthq]

The information you need to answer real business questions lives in five different systems. Count connects your warehouse, your CRM, your spreadsheets, and your business apps.

[Consensus Media @ConsensusGurus]

BlackBerry $BB earnings on deck later this week - some prep materials:

[JPOW (unlimited wealth) @GGX04562020]

@Engbl0m Snyggt, har aldrig riktigt varit intresserad av Sverige själv pga sämre tillväxt gentemot staterna. Här är min april och maj månad. AMD draglok, kan börja bli dags att balansera om portföljen nästa vecka. YTD 62%

[JPOW (unlimited wealth) @GGX04562020]

$DELL HOLY

[JPOW (unlimited wealth) @GGX04562020]

@ConsensusGurus That’s actually nuts

[JPOW (unlimited wealth) @GGX04562020]

Köpa Sivers 15.30 varje dag och sälja vid stängning? Infinite money glitch? $SIVE

[SemiAnalysis @SemiAnalysis_]

AMD ALERT 🚀 MI355 is now 40% cheaper than B200 on GLM5 architecture for Single Node serving FP8 14 weeks after the initial launch of GLM5 on both non-MTP & MTP with spec decode for SGLang v0.12 for both CUDA & ROCm.  SPEED IS THE MOAT!! Great work to @AnushElangovan, @roaner, HaiShaw & his team!

Next step is for MI355X to catch up to CUDA when composing production inference optimizations like FP4 & on distributed inferencing where you can gang up MI355 boxes such that per GPU performance goes up thus the cost per million tokens goes down.

[JPOW (unlimited wealth) @GGX04562020]

I am genuinely dumbfounded by this move in $CELH after earnings…

[Research & Invest @R_and_Invest]

Wow ISI said $Amd EPS power $50

[TheStockGuy @TheStockGuyTV]

Just remember, people have been shorting this market for 2 years

[JPOW (unlimited wealth) @GGX04562020]

Det känns helt okej att sitta på 60st $AMD aktier idag kan man säga. Har länge skrikit om bolaget potential men inte många som lyssnat förrän nu då alla ska in samtidigt…😉

[Mindset for Money @Mindset4Money_X]

Mark Zuckerberg deciding what his company does every 3 years:

[JPOW (unlimited wealth) @GGX04562020]

Har sagt detta länge nu

[JPOW (unlimited wealth) @GGX04562020]

Brutalt, AMD ånglok i väskan

[JPOW (unlimited wealth) @GGX04562020]

@Engbl0m Finns inget fel med att plocka hem lite vinst!

[JPOW (unlimited wealth) @GGX04562020]

@ariaradnia $AMD 100%. Lisa loves to sandbag

[JPOW (unlimited wealth) @GGX04562020]

$IWM Russel tapped the 200 day EMA and bounced right of of it, tomorrow will be the deciding day for continuation.

[JPOW (unlimited wealth) @GGX04562020]

Sounds like things are escalating not de escalating… $QQQ $SPY $IWM $USO

[*Walter Bloomberg @DeItaone]

🚨IRAN'S LEADER MOJTABA KHAMENEI: ALL US BASES SHOULD IMMEDIATELY BE CLOSED IN THE REGION AND THOSE BASES WILL BE ATTACKED

[JPOW (unlimited wealth) @GGX04562020]

$QQQ cratering mostly do to $NVDA, but also $GOOGL and $AMZN