Forest Hill

Fundamental analyst. US equities. Generalist. Nothing is investment advice. Views are my own.

[Forest Hill @foresthillcap]

@P_Remarks Maybe its skill issue

[Forest Hill @foresthillcap]

That was the bottom for $AMD

[Forest Hill @foresthillcap]

$AMD investors hope you held onto your position. Elon's endorsement of AMD's advancement in small to mid sized AI model training could counteract prior negative sentiments.

[Forest Hill @foresthillcap]

$AMD investors hope you held onto your position. Elon's endorsement of AMD's advancement in small to mid sized AI model training could counteract prior negative sentiments.

[Elon Musk @elonmusk]

@zephyr_z9 😂

Although AMD is now working pretty well for small to medium sized models

[Forest Hill @foresthillcap]

Microsoft reorgs may have impacted Microsoft Office development.

Improvements and new features on Office "feels" stagnant, and the user experience is increasingly dated compared to competing productivity suites.

[Forest Hill @foresthillcap]

@fejau_inc @StoryProtocol @blockworks @ForwardGuidance Bob you lost weight!

[Forest Hill @foresthillcap]

@stevehou

[Forest Hill @foresthillcap]

$AMD bag holdoor this is your signal

[Elon Musk @elonmusk]

@zephyr_z9 😂

Although AMD is now working pretty well for small to medium sized models

[Forest Hill @foresthillcap]

Think $GOOG really do have much rooms to run here

[Forest Hill @foresthillcap]

$GOOG is the man 2025

[Forest Hill @foresthillcap]

@shortseller Can you do duol

[Forest Hill @foresthillcap]

@Citrini7 @DisAnalyst More like 6% from 25th…not 15%…

[Forest Hill @foresthillcap]

@DadInvest and you are absolutely right

[Forest Hill @foresthillcap]

My first AI art. Titled: "Cramer Chaos on the Trading Floor"

[Forest Hill @foresthillcap]

@londoncap100 Better. Without a doubt

[Forest Hill @foresthillcap]

What are your thoughts on $TSLA trajectory? Are you doubling down or trimming exposure? Let’s discuss.

[Forest Hill @foresthillcap]

1/ Tesla $TSLA reported Q2 2025 deliveries of 384,122 vehicles, missing Wall Street consensus of 389,407 by ~1.4%. This marks another quarter of YoY decline, reflecting ongoing demand and operational challenges.

Let’s unpack the numbers and what they mean for investors:

[Forest Hill @foresthillcap]

7/ Outlook for H2 2025:

Analysts expect a delivery rebound in Q3/Q4, hitting 1M+ units to meet revised 1.6mm estimates

Model Y refresh and Cybertruck ramp could drive upside, but demand recovery hinges on brand repair and competitive response.