🚨Dictator Nicolas Maduro’s narcoterrorist Cartel de los Soles will now have a very hard time smuggling lethal drugs, oil, & illegal mining out of #Venezuela.
All narcoterrorist Cartel de los Soles ships will be subject to seizure and/or destruction.
The end is near.
Denver's biggest snowstorm peaked 112 years ago today, as over 20" of snow fell on Dec. 4, 1913 alone!
In all, 45.7" of snow fell between Dec. 1-5 (mostly on the 4+5), Denver's biggest snowstorm on record.
It took nearly a full month to clean up!
📸: @denverlibrary#COwx
Get your outdoor activities done before 2PM today while it's absolutely gorgeous outside! Change comes later this afternoon in the form of a cold front when we'll turn cooler, cloudier, windier, and (slightly) rainier. We're also tracking a potential mountain wave wind event for Thursday morning.
This & more in today's *Premium* forecast discussion: https://t.co/uosrMyYUi8 #Cowx #Colorado
Enjoy today...the cold/snow is here to stay for a while!
We might have 5 straight days of snow in Denver, though most/all of the accumulation comes Mon. PM-Wednesday.
#COwx
My favourite TOP 10 long term for 2025
$IONQ Quantum computing
$SOFI fintech
$RKLB aerospace
$HIMS Healthcare
$PLTR AI data software
$OKLO nuclear energy
$QS Solid state battery
$IREN Data centre
$ONDS Drone
$ABCL Biotechnology
Here’s my cheat sheet for the top 15 semiconductor companies heading into 2025 🧐
1. $NVDA -- The leader in AI GPUs & a critical enabler of gen AI & deep learning, positioned to dominate as demand for AI compute surges globally.
2. $AVGO -- A semiconductor & connectivity powerhouse benefiting from hyperscaler custom chip demand & its growing role in AI networking infrastructure.
3. $TSM -- The world's largest chip manufacturer & a key player in the AI supply chain, with advanced-node semiconductors giving it unmatched pricing power.
4. $ASML -- The backbone of semiconductor manufacturing with a monopoly on EUV lithography, indispensable for producing the advanced chips driving AI & next-gen technologies.
5. $AMD -- Expanding its market share in AI GPUs & data centers, with the MI300 series providing strong competition to $NVDA in the AI hardware space.
6. $QCOM -- A leader in wireless & mobile chipsets, Qualcomm is set to benefit from AI’s integration into smartphones, IoT devices, & edge computing applications.
7. $AMAT -- A key supplier of semiconductor equipment, specializing in materials engineering & critical technologies required for advanced-node production.
8. $ARM -- At the forefront of the AI & IoT revolution, driving innovation with its energy-efficient IP architecture used across mobile, edge, & cloud AI applications.
9. $MRVL -- A leader in connectivity & custom silicon, benefiting from demand for high-speed networking solutions as AI workloads drive hyperscale data center expansions.
10. $INTC -- In the midst of a turnaround, Intel is heavily investing in its foundry business & advanced-node development, aiming to reclaim leadership in semiconductor manufacturing.
11. $MU -- Positioned to benefit from the explosion in data generated by AI, as a key supplier of DRAM & NAND for high-performance computing and data centers.
12. $LRCX -- A leader in wafer fabrication equipment, benefiting directly from increasing demand for advanced semiconductors used in AI & 5G.
13. $KLAC -- A leader in process control & semiconductor manufacturing equipment, ensuring high yields & efficiency for advanced-node chip production.
14. $CDNS -- Essential in chip design, Cadence’s software tools enable the development of advanced semiconductors, making it a key player in the semiconductor & AI ecosystem.
15. $ALAB – A rising star in AI interconnectivity, enabling seamless data flow in data centers with its CXL & PCIe solutions, critical for next-gen architectures.
From micro, to small, mid, large and mega caps — Here are 25 stocks I'm watching for 2025, and WHY: 👇🏻🧵
1. $MELI
$MELI is IMO a no-brainer company to buy and hold for the next decades.
• Leading e-commerce and fintech platform in Latin America, offering a wide range of services from online shopping to digital payments, logistics, and advertising solutions
• Benefits from a strong network effect, with increasing consumer participation driving more merchants and vice versa, solidifying its dominant position in the region
• Its robust logistics infrastructure and payments ecosystem (Mercado Pago) enhance customer experience, increase transaction volume, and reduce friction in the buying process
• Mercado Ads, the company's advertising platform, is growing very rapidly, allowing brands to reach millions of consumers across $MELI's marketplace and boosting the company’s high-margin revenue streams
• $MELI's leadership in a rapidly evolving digital market, coupled with its scalability, gives it a competitive edge and positions it for continued expansion and profitability
• An important potential catalyst is the rebound of the Argentine economy, which has finally emerged from a severe recession
To be honest, there are very few companies in the world that have executed as well as $MELI over the past decade.
NEW: A large portion of the Santa Cruz pier in California collapses into the water, taking multiple people with it.
City workers could be seen still on the pier after it collapsed into the ocean.
A 150-foot portion of the pier started floating away after the area experienced a large swell, seeing waves of up to 25 feet.
Two of the workers required rescuing from lifeguards while one was able to swim to shore.
Two of the workers were hospitalized.
The National Weather Service Bay Area is telling locals to stay away from the ocean, warning of potential waves of up to 60 feet.
En EE. UU., las hipotecas a 30 años suben al 6,7% 📈 (desde 6,1%), ¡después de que Powell recortara tasas este miércoles! 🤯
El bono a 10 años supera el 4,5%, impulsando las tasas hipotecarias aún más. El mercado inmobiliario, en serios aprietos. 🏠💸