Ulisse di Itaca

curioso

[Investing visuals @InvestingVisual]

Stocks at crucial choke points in the AI data center buildout are absolutely flying YTD:

Memory
• $HYNSE +80%
• $SMSD +70%
• $MU + 42%

Network & optics
• $AAOI +312%
• $MRVL +65%
• $AVGO +15%

Power & cooling
• $VRTV +78%
• $ETN +25%
• $SU +16%

[Francesca Albanese, UN Special Rapporteur oPt @FranceskAlbs]

🇮🇹 Il DDL approvato dal Senato italiano oggi non contrasta l'antisemitismo: contrasta solo le critiche alle politiche israeliane. Per assicurarsi che gli Italiani tacciano mentre Israele completa la pulizia etnica della Palestina. Onestamente, una vergogna.

[Vladimiro Giacché @Comunardo]

E’ bastato che Di Maio si distraesse un attimo per preparare le sue lezioni al King’s College e guarda che casino…

[Local Team @localteamit]

È stato completato il posizionamento sull'Arno dalla prima parte del nuovo ponte che collegherà Bellariva e il parco dell'Anconella. La parte mancante della struttura sarà aggiunta successivamente, mentre l'inaugurazione ufficiale avverrà nei prossimi mesi.

[The Future Investors @ftr_investors]

The Future Investors presents the 40 quality stocks with the highest projected EPS growth for 2026! 💎🚀

1. $BESI | BE Semiconductor - 93.4%
2. $ONON | On Holding - 79.0%
3. $AMD | AMD - 63.6%
4. $SPOT | Spotify - 62.3%
5. $NVDA | Nvidia - 61.3%
6. $FSLR | First Solar - 60.7%
7. $SOFI | SoFi - 56.7%
8. $NKE | Nike - 49.9%
9. $MELI | MercadoLibre - 48.5%
10. $RHM | Rheinmetall - 46.8%
11. $TER | Teradyne - 45.9%
12. $SE | Sea Limited - 44.7%
13. $NU | Nu Holdings - 43.8%
14. $ADS | Adidas - 43.6%
15. $CCO | Cameco - 41.8%
16. $RDDT | Reddit - 41.5%
17. $PLTR | Palantir - 39.5%
18. $LLY | Eli Lilly - 38.8%
19. $LSCC | Lattice Semiconductor - 38.5%
20. $AVGO | Broadcom - 38.5%
21. $IFX | Infineon - 37.6%
22. $CRDO | Credo Technologies - 34.0%
23. $APP | AppLovin - 33.8%
24. $ALAB | Astera Labs - 33.3%
25. $PEN | Penumbra - 33.2%
26. $ARM | Arm - 32.2%
27. $GWRE | Guidewire - 30.7%
28. $VRT | Vertiv - 28.1%
29. $NFLX | Netflix - 28.1%
30. $SHOP | Shopify - 27.3%
31. $MRVL | Marvell - 26.7%
32. $PODD | Insulet - 26.5%
33. $FICO | Fair Isaac - 26.2%
34. $AS | Amer Sports - 25.7%
35. $WDC | Western Digital - 25.4%
36. $ON | On Semiconductor - 25.0%
37. $TSM | TSMC - 23.5%
38. $MU | Micron - 23.4%
39. $DASH | DoorDash - 23.1%
40. $ADYEN | Adyen - 22.6%

𝗖𝗿𝗶𝘁𝗲𝗿𝗶𝗮
- Gross Margin >30%
- Net income margin >0%
- FCF+
- Altman Z-Score >3
- Marketcap >$10B

What are your favourite stocks for 2026? 🤔🚀

[Evan @StockMKTNewz]

Here are some of the IPOs that could be coming in 2026

[Lin @Speculator_io]

J.P. Morgan's Top Picks for 2026

$GOOGL Alphabet
$AVGO Broadcom
$LLY Eli Lilly
$V Visa
$XOM Exxon Mobil
$CAT Caterpillar
$CRM Salesforce
$TMO Thermo Fisher
$C Citigroup
$DIS Disney
$SCHW Charles Schwab
$GEV GE Vernova
$T AT&T
$BA Boeing
$ANET Arista Networks
$KLAC KLA Corporation
$BSX Boston Scientific
$PANW Palo Alto Networks
$CVS CVS Health
$SBUX Starbucks
$CVNA Carvana
$CP Canadian Pacific
$SNPS Synopsys
$CRH CRH
$WMB Williams Companies
$VRT Vertiv
$SLB SLB
$AZO AutoZone
$ALL Allstate
$DLR Digital Realty
$CBRE CBRE Group
$ETR Entergy
$UAL United Airlines
$VIK Viking Holdings
$PPG PPG Industries
$DVN Devon Energy
$RL Ralph Lauren
$MKC McCormick & Company
$DKNG DraftKings
$GWRE Guidewire Software
$TRU TransUnion
$ROKU Roku
$RVMD Revolution Medicines
$AVY Avery Dennison
$CELH Celsius Holdings
$GL Globe Life
$VMI Valmont Industries
$CMC Commercial Metals Co.
$MHK Mohawk Industries
$VLY Valley National Bancorp
BFAM Bright Horizons
FOLD Amicus Therapeutics
XENE Xenon Pharmaceuticals
DAN Dana
LC LendingClub
TRTX TPG RE Finance Trust

[The Future Investors @ftr_investors]

The Future Investors presents the 40 stocks with the highest projected revenue growth for 2026! 📈🚀

1. $NBIS | Nebius - 521.1%
2. $IREN | IREN - 134.6%
3. $NVDA | Nvidia - 49.8%
4. $PLTR | Palantir - 43.3%
5. $BESI | BE Semiconductor - 42.8%
6. $ALAB | Astera Labs - 42.2%
7. $CRDO | Credo Technologies - 40.1%
8. $RDDT | Reddit - 38.7%
9. $AVGO | Broadcom - 35.9%
10. $APP | AppLovin - 35.6%
11. $CLS | Celestica - 33.4%
12. $RHM | Rheinmetall - 32.2%
13. $FIGR | Figure Tech Solutions - 31.9%
14. $NU | Nu Holdings - 31.8%
15. $CELH | Celsius Holdings - 31.6%
16. $AMD | AMD - 31.5%
17. $BE | Bloom Energy - 31.3%
18. $LITE | Lumentum Holdings - 31.2%
19. $PRX | Prosus - 31.2%
20. $TKO | TKO Group - 29.8%
21. $DASH | DoorDash - 29.8%
22. $MELI | MercadoLibre - 29.1%
23. $ORCL | Oracle - 28.4%
24. $DY | Dycom - 27.6%
25. $CVNA | Carvana - 27.3%
26. $BROS | Dutch Bros - 25.7%
27. $AXON | Axon - 25.5%
28. $SOFI | SoFi - 25.3%
29. $KRMN | Karman Holdings - 24.9%
30. $AFRM | Affirm - 24.6%
31. $FTAI | FTAI Aviation - 24.4%
32. $SE | Sea Limited - 24.2%
33. $SHOP | Shopify - 23.5%
34. $BRO | Brown & Brown - 23.3%
35. $TER | Teradyne - 23.0%
36. $ON | On Holding - 22.6%
37. $DUOL | Duolingo - 22.6%
38. $ANET | Arista Networks - 22.4%
39. $SMCI | Super Micro Computer - 22.2%
40. $ADYEN | Adyen - 22.0%

Source: @KoyfinCharts

𝗖𝗿𝗶𝘁𝗲𝗿𝗶𝗮
- Revenue TTM >$250M
- Net income margin >0%
- Altman Z-Score >3
- Marketcap >$8B

What are your favourite growth stocks for 2026? 🤔🚀

[Market Rebellion @RebellioMarket]

Fibonacci Is a Probability Tool — Not Magic:
1.Fibonacci
2.Breakout
3.Reversal
4.Elliott Wave
5.Failure Value Gap
6.Candlesticks
7.Heikin Ash
8.Moon Phases
9.Renko
10.Harmonic Patterns
https://t.co/JRjV1wNi4L and resistance
12.Dynamic S&R
13.Trend lines
14.Gann Angels
15.Momentum Indicators
16.Oscillators
17.Divergence
18.Volume

[Ulisse di Itaca @ulysses414]

https://t.co/85Y4q41GFR

[B C Manjunath @bcmanjunath]

CARNAMENCO

#Carnatic version of #Flamenco

This is not Flamenco, it is just an inspiration out of it (-:

Thanks to @akramkhancompany for asking me to do this.

Sincere gratitude to @pramathkiran and @fstopro for amazing sound and Video 🙏🙏🙏

#Konnakol #khanjira #temple

[Ulisse di Itaca @ulysses414]

https://t.co/ek7FxbQs1N

[The Future Investors @ftr_investors]

The Future Investors presents:
𝗧𝗵𝗲 𝗣𝗿𝗼𝗳𝗶𝘁 𝗞𝗶𝗻𝗴𝘀 — 30 Quality Stocks with the Highest Net Margins 🤑🚀

1. $NVDA | Nvidia - 52.4%
2. $V | Visa - 52.2%
3. $ADYEN | Adyen - 45.5%
4. $MA | Mastercard - 44.9%
5. $TSM | TSMC - 42.5%
6. $APP | AppLovin - 42.3%
7. $ANET | Arista Networks - 40.9%
8. $META | Meta - 40.0%
9. $DOCS | Doximity - 39.9%
10. $MSCI | MSCI - 39.5%
11. $MSFT | Microsoft - 36.2%
12. $NVO | Novo Nordisk - 35.6%
13. $CPRT | Copart - 33.4%
14. $FICO | FICO - 32.8%
15. $AVGO | Broadcom - 31.6%
16. $GOOGL | Alphabet - 31.1%
17. $SNPS | Synopsys - 31.0%
18. $VRSK | Verisk Analytics - 30.7%
19. $FTNT | Fortinet - 30.6%
20. $TXN | Texas Instruments - 30.2%
21. $ADBE | Adobe - 30.0%
22. $PAYX | Paychex - 29.7%
23. $ASML | ASML - 29.3%
24. $LRCX | Lam Research - 29.0%
25. $FSLR | First Solar - 29.0%
26. $RMS | Hermes - 28.5%
27. $ISRG | Intuitive Surgical - 28.5%
28. $BESI | BE Semiconductor - 28.2%
29. $DT | Dynatrace - 27.8%
30. $VEEV | Veeva Systems - 27.3%

Source: @KoyfinCharts

📊 Quality Criteria
- EPS & Revenue next 3Y >8%
- Gross Profit Margin >40%
- Altman Z- Score >3
- Marketcap >$10B
- GAAP Net income
- No capital market, biotech, gold mining companies.

✨ In which of these high net margin stocks do you invest?

[Shay Boloor @StockSavvyShay]

HERE ARE THE TOP 15 GROWTH PERFORMERS OF 2025

1. $OPEN +467%
2. $PGY +327%
3. $MP +307%
4. $OKLO +290%
5. $IREN +246%
6. $NBIS +226%
7. $HOOD +209%
8. $JMIA +159%
9. $ONDS +156%
10. $TEM +156%
11. $PL +142%
12. $OUST +137%
13. $RBLX +130%
14. $HIMS +130%
15. $PLTR +127%

[il manifesto @ilmanifesto]

Alla vigilia del Consiglio Ue la premier in aula si scaglia contro il Manifesto di Ventotene di Altiero Spinelli e Ernesto Rossi: «Non so se questa è la vostra Europa, certamente non è la mia». Insorgono le opposizioni, che si ricompattano. Schlein: «Oltraggio». Gelo dal Colle

[Ulisse di Itaca @ulysses414]

#resilienza

https://t.co/LlfZ2AURyN

[ottolinatv @ottolinatv]

Quello a cui stiamo assistendo è una Blitzkrieg per tentare di salvare l'Impero

come durante quella del secolo scorso, il nuovo Führer può contare sul sostegno incondizionato della destra reazionaria, sempre pronta a idolatrare l'uomo forte del momento, e sulla complicità dei liberali, che hanno sempre come unica priorità difendere gli affari delle oligarchie che gli pagano lo stipendio

come l'altra volta, a fermarlo ci dovranno pensare poi Russia e Cina. Ma solo dopo che avrà raso definitivamente al suolo il Vecchio Continente

non so quanto sia ancora il caso di dare il rituale buogiornissimoh

[Fabio @marklinoutlet]

@LaStampa

[Ulisse di Itaca @ulysses414]

https://t.co/9lN2sAEzJn

[Ulisse di Itaca @ulysses414]

https://t.co/aTzCeneFOH