New

[EQ Resources Limited @EQResourcesASX]

🎙️ EQR webcast invitation

Shareholders and investors are invited to join EQ Resources’ update webcast on Friday, 31 July 2026 at 11:00am AEST.

MD Craig Bradshaw and CFO Jono Kort will cover the June quarter, FY2027 outlook, tungsten market, operations, exploration, financial performance and US listing briefing.
Recording will be made available.

Register: https://t.co/aymokpp0US

$EQRASX #EQR #Tungsten #CriticalMinerals #ASXNews #MiningNews

[Lin @Speculator_io]

A List of Nuclear Stocks:

Small Modular & Micro Reactors
$SMR NuScale
$OKLO Oklo
$NNE NANO Nuclear
$RR Rolls Royce

Services and Equipment
$BWXT BWX Technologies
$GEV GE Vernova
$CW Curtiss-Wright
$LEU Centrus Energy
$MIR Mirion Technologies
$BEPC Brookfield Renewables (CN)
$ATRL AtkinsRealis (CN)
$ARE Aecon (CN)
$SLX Silex Systems (AU)

Power Producers
$CEG Constellation Energy
$VST Vistra
$TLN Talen Energy
$PEG Public Service Enterprise

Uranium Producers
$CCJ Cameco (CN)
$KAP Kazatomprom (KZ)
$UEC Uranium Energy
$PDN Paladin Energy (AU)
$BOE Boss Energy (AU)
$EFR Energy Fuels (CN)
$EU enCore Energy (CN)
$URE Ur-Energy (CN)
$PEN Peninsula Energy (AU)

Developers
$NXE NextGen Energy (CN)
$DML Denison Mines (CN)
$ISO Iso Energy (CN)
$LAM Lamamide Resources (CN)

[James @heyoliverjane]

NVIDIA just released free online courses on AI.

No payment or fees are required!

Here are 6 courses you don't want to miss in 2024:

[Fiscal.ai @fiscal_ai]

Here are 10 companies that have:

1.) Grown 15% per year

&

2.) Trade at an EV/EBIT below 15x

{Thread}

[GeniusThinking @GeniusGTX]

This is Peter Thiel.

He's worth $7.1 billion after founding & investing in $1B startups.

From creating the "PayPal mafia" to hiring Sam Altman, Reid Hoffman, and partnered with Elon Musk...

He is also the greatest recruiter ever!

His 4 questions to spot future billionaire:

[The Kobeissi Letter @KobeissiLetter]

BREAKING: China's CSI 1000 index is now down 8% today and 30% in the first month of 2024.

Over the last 10 days, China's CSI 1000 index is down a massive 21%.

Just minutes ago, China's government pledged once again to help stabilize markets.

This comes after countless stimulus measures and even a short selling ban at some Chinese brokerages.

Last week, Evergrande, China's largest property developer, was ordered to be liquidated by a Hong Kong court.

What is happening in China?

[JustDario @DarioCpx]

#JustDarioDaily

🚨 $NVDA (PONZI) “LIES” UNDER $NVDA NOSE 🚨

I know a couple of things here and there about running a company, from work and direct experience. One thing is how easy it is to "grow" your revenues when your clients aren't going to pay for the goods you deliver. Another is to understand whether revenues are real or not.

$NVDA revenues grew 85% comparing the first 9 months of 2022 with the same period in 2023 to ~39bn$. Wow, how cool! Well.. very nice if it weren't for a couple of red flags 🤷🏻‍♂️

🚩 If $NVDA salespeople are doing such a spectacular job, why aren't their commissions rising in line with the revenues?

"Sales, General & Administrative" costs for $NVDA increased only 7% in the same timeframe.

Wait, maybe the Salespeople are being paid in $NVDA #stocks? Not according to $NVDA, considering that Stock-Based compensation expenses related to SG&A increased from 498m$ to 633m$ in the period, that's only 27% compared to an 85% increase in sales still! 🤷🏻‍♂️ Furthermore, it accounts for the whole growth into their SG&A items.

Wait, are you telling me that $NVDA turnover almost doubled, and their administration expenses remained unchanged? Ahaha 😂 suuuure!

Anyhow, if sales aren't making the sale, then who's doing that? The management? 😉

🚩 If $NVDA is doing so well, why did their "Accounts Receivable" explode by a whopping 1,637% to 4.5bn$ in the same timeframe between 2022 and 2023 periods we are examining.

Isn't it because you are selling things clients aren't paying for? 🤔

🚩 If $NVDA is doing so well, why did their inventory remain the same? When you sell so many goods and keep booking stellar future orders, there should be a physiological increase in inventory, right? Well, not in the case of $NVDA apparently.

$NVDA inventory stood at 4,454m$ in the first 9 months of 2022. Where is it now? 4,779m$. That's only a 7% increase.

Wait, didn't we just see a 7% increase in SG&A costs?! Ahah, this smells so much of made-up numbers 😆

🚩 People familiar with the chip industry know that companies pay royalties to 3rd parties for every chip they sell due to the jungle of IP patents and copyrights that characterize the industry. This item is a constant and highly correlated with revenues.

Now, despite $NVDA expecting exponential growth in its revenues for orders already in the bag, they reported LOWER "Prepaid Royalties" in the first 9 months of 2023 than the same period in 2022, precisely 369m$ vs 393m$ 🤭

What I find quite hilarious reading through $NVDA financials is that they use a sneaky trick to fool people's eyes. Depending on what's more convenient, they switch the comparison of the data inconsistently against either Dec-22 or Sept-22 throughout the report (so I had to dig out a few numbers from last year's 10-Q).

By the way, in the same $AAPL fashion, $NVDA is such a good Fixed Income trader as well. Actually, they are even better than Tim-Cooking because he still reports some ~11bn$ of losses in the "Other Comprehensive Income" while $NVDA (apparently) never lost a penny despite holding only 3bn$ in cash and all the remaining 15bn$ between Corporate Bonds and US Treasuries! 🤪

If, after reading all I wrote, you still feel confident $NVDA is a safe, sound, and legit investment, then I really did a bad job today.🙈

[New @New06864967]

@DonDurrett Has fed pivot this year or expected to do soon

[New @New06864967]

@DonDurrett What happened to hoschild?

[New @New06864967]

@simonkelleher9 How scary was those recession since I am too young to experience it myself. Thus, I have no idea.

[New @New06864967]

@DonDurrett @J12P12 Why do you think there might be a further correction in gold and PM.miner?

[New @New06864967]

@Shripad03 @AmitPat27163658 @Arunstockguru Why?

[New @New06864967]

@PeterSchiff @SpencerKSchiff Hey peter, what is your target price for gold correction.

[New @New06864967]

@DonDurrett What is your gold price correction target?

[New @New06864967]

@michaeljburry Can I ask you that whether we should take a short by taking a sqqq position on a stock market?

[New @New06864967]

@SajewiczMD @TheDailyGold @DonDurrett Please go to 1800.

[New @New06864967]

@jmroberge Hi can you reply me that news.

[Entrepreneur for Life @Entrepreneurfo3]

📚 50 Must Read Books 📚

Below are some of my favorites from
- Finance
- Investing
- Business
- Personal Development

Not a complete list by any means.

But if you’re looking for a book, a good place to start.

[Ronald Stewart @RonaldS_AuCu]

Couple of simple plots showing the relation between MC & Forecast gold pdn for NA #gold producers. A dramatic change in the slope of the trendline for Seniors compared to their Int & Jnr cousins. Ignores balance sheet & profitability, but still demonstrates value differences.

[New @New06864967]

@DonDurrett @p1r473 Are you expecting that DJIA will correct itself?