Mark

StockMarkets Professional | Find the next x10 bagger on StockScope | CIO @ Vestra Capital | Not Financial Advice. Do Your Own Research.

[Mark @elzayed_mark]

@John_Hempton Im thinking high chance of reinstatement. Too valuable. Too important. Quite a bit of pressure on board building up from current staff on getting him reinstated.
While he should have kept the pen put of the company ink, he is literally on the cusp of a new industries frontier.

[Mark @elzayed_mark]

@ValueStockGeek Yea, i think its a bit more complicated than that.
There will be enough pressure to reinstate Jensen. Just like altman.
Too valuable. Too important.

[Mark @elzayed_mark]

Microsoft outlook still down...

[Mark @elzayed_mark]

US tech futures are down a third of a percent.. is NVDA oversold? Looks like it.
Have the economics changed? NO.

Could staff petition and demand jensen return? Yes. We saw this with Altman.

What happens then?

[Mark @elzayed_mark]

@clairlemon @GetAheadAus @markbouris can you get behind this?

[Mark @elzayed_mark]

The US 10 year yield has risen over 25 bps in four days (this week). In recent years, only four other periods have seen larger moves.

This yield rise is approaching the "epic" stage.

[Mark @elzayed_mark]

Imricor Medical Systems (ASX: IMR) Sees US Revenue Surge 437% as Hospital Expansion Opens New Growth Opportunities via @StockScopeAU https://t.co/SDQDgfftyG

[Mark @elzayed_mark]

Neurizon Therapeutics (ASX: NUZ) Advances ALS Treatment Towards Pivotal 2027 Results as $12 Million Funding Facility Strengthens Outlook via @StockScopeAU https://t.co/uJK4ozy5se

[Mark @elzayed_mark]

A Good Result for Big River Industries given the current Macro Climate.
(ASX: BRI) Secures $156 Million Takeover Deal at 45.9% Premium as Earnings Recovery Gains Momentum via @StockScopeAU https://t.co/akolNSZJQZ

[Mark @elzayed_mark]

Looking at the AUD - Stalling at US$0.68 and sliding on the TWI, and this with interest rates at an 18 year high.

Amongst other factors, this depreciation will see the RBA hiking again or postponing a decision to cut.

Given The RBA's poor record thus far, this should send alarm bells to those interested in
A) Growing the economy, and
B) Job preservation

@JEChalmers Productivity needs to improve. You can't have Productivity increases given the current levels of Taxation in this country. You're current mix of Govt Spending and sustained inflation is pummeling the private sector. This hurts everyday Australian Families and Small Business.

@AngusTaylorMP @GeoffWilsonWAM

[Mark @elzayed_mark]

Cavalier Resources (ASX: CVR) Moves Closer to First Gold as Crawford's $77 Million Opportunity Takes Shape via @StockScopeAU https://t.co/D1QtBGjRT6

[Mark @elzayed_mark]

Tamboran Resources (ASX: TBN) Unlocks Beetaloo Gas Sales as US$240 Million Funding Position Supports Next Growth Phase via @StockScopeAU https://t.co/rmq8Xd4M44

[Mark @elzayed_mark]

@ValueStockGeek Jensen is not simply an employee. He is the founder.

[Mark @elzayed_mark]

Re #nvidia it is being reported jensen had another emplpyee affair, now bringing the tally upto two female executives.
The old lesson rings true here gents - You can not and must not dip your pen in the company ink.
That said, I don't think Jensen should have been ousted.

[Mark @elzayed_mark]

@RealRickRule Yep, it is the public sector that is responsible for the disaster that is inflation. Back to the Gold standard?

[Mark @elzayed_mark]

Yea it was a strange one because their pro forma Q3 revenue and ARR both grew 24% year on year to US$87.9 million and US$355.0 million,
AQX generated US$12.4 million in positive Free Cash Flow (a US$15.5 million year on year improvement) and reaffirmed full year guidance and,
Their planned cost savings regime reached US$66 million, surpassing the initial US$55 million target..

I think the Qoria ramp up time has an impact too. But you have any ideas, post them here

[Mark @elzayed_mark]

Aura Consolidated Group (ASX: AXQ) Surges to US$355 Million in Recurring Revenue as Cash Flow Turnaround Gains Momentum via @StockScopeAU https://t.co/zS6qcmqAWM