$TCOM
-China renaissance downgrades https://t.co/cjRNcxHmd6 to Hold from Buy
Lowers target to $42 from $88
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$TDG
-BMO raises TransDigm Group target to $1525 from $1450
Outperform
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$TECK
-Deutrsche Bank raises Teck Resources target to $68 from $64
Buy
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$TENX
-Chardan Capital maintains Tenax Therapeutics $27 target
Buy
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@At50w50882@breadcrumbsre Totally disagreed.
$TDG targets >20% IRR on all capital allocation. If they thought stock was 15% IRR, is that overvalued?
Nope. Just below their thresholds.
OVERSHOOT & COLLAPSE:
With the recent news of Meta trying to sell compute power and Altman bleeding billions $ per month, the data center mania is about peak & then end.
Congress will not bail out OpenAI for $50B and Antropic for what ever trick he is trying pull, right ahead of midterms.
Immediate implication for data center build up slow down is for NVDA.
America is not 250 years old.
We are just the latest inheritors in a repeating Great Reset cycle that has been ongoing for certainly hundreds, perhaps thousands of years.
If you can look at these towering capitol buildings, cathedrals, and cymatically-mindblowing marvels buried in stories of mud and not have any questions, just believe they were built by ma & pa fur-trappers and blacksmith cowboys in between fighting off Indians and winter starvation...you are kidding yourself.
[🎥: @thedoctorregen]
This video was taken down everywhere. It is from 2017 and explains THE SILENT COUNTER COUP AGAINST HILLARY AND OBAMA. SHARE IT!! We’re not “crazy”. Long time planned MILITARY OPERATION to take back our REPUBLIC! 🔥🇺🇸
POWER BACK TO WE THE PEOPLE🙏🇺🇸💥
HOLD THE LINE🔥
Join Telegram CHL: https://t.co/xO2qpJaQHB
FOLLOW: @QAwakening17, THE NEXT DROP WILL BE SHOCKING.
1898. Brooklyn, New York. ⚡️
Electric Trains Above.
Horses and Wooden Carts Below. 🐎
How Did These Two Worlds
Exist at The Same Time? 🤯
Who Built This Infrastructure?
Why Don’t The Timelines Add Up?
History Is More Complicated
Than We Were Taught. 🕳️🐇