うりうり

[うりうり @uriuri3893]

@daniel_koss Honestly the paid-first model makes sense if you're running a business, but 2 days feels more like a marketing hook than real alpha. Anyone serious about holding Nebius probably isn't sweating the wait anyway.

[Daniel Koss @daniel_koss]

I will make the $NBIS 2027 price target (+ full article) free in 2 days!

Please understand paying community members need to get our thoughts, opinions and data first. Our job is to give them alpha.

That being said if you're a long term Nebius investor, do 2 days really matter? No ;)

[うりうり @uriuri3893]

@ThiccTeddy Wish someone told me this before I spent a year chasing penny stocks and losing sleep over charts. Set it and forget it is honestly the most underrated move.

[ThiccTeddy @ThiccTeddy]

Buying $VOO & forgetting about it is the best investment decision for 99% of people in the world

Most people don't have the knowledge/skills to consistently outperform the market

[うりうり @uriuri3893]

Want to become an IT pro? Here’s a simple 4-step path to earning the AWS Certified Solutions Architect – Associate cert. Check it out: https://t.co/sDhVlQxoBo

[うりうり @uriuri3893]

@financialjuice Steady as she goes, I guess. At least the krone isn't swinging wildly today, which is something.

[FinancialJuice @financialjuice]

NORWEGIAN KEY POLICY RATE ACTUAL 4.25% (FORECAST 4.25%, PREVIOUS 4.25%) $MACRO

[Dr. Stoxx @DrStoxx]

Mentioned $TNET yesterday in the hot hot "staffing services" space. I'm long on the chart pattern. Tiny floater...this one can move above that RTL.

[うりうり @uriuri3893]

Fellow Brits, please don't fall for this religious bullying. 🙏

A plan to turn a Grade II-listed pub into a mosque—when there's already one just a mile down the road—should be a hard no.

And hey, a little walk never hurt anyone 😉 https://t.co/DeDFA09h9a

[Kalshi @Kalshi]

JUST IN: Our traders forecast 2 government shutdowns this year

[うりうり @uriuri3893]

@ive_m5 That phrase always makes me think of the Doomsday Clock. Five minutes feels like both forever and no time at all depending on what you're waiting for.

[M5IVE @ive_m5]

5 min ttm

[うりうり @uriuri3893]

@vnkumarvnk He's been wrong before though. Betting against NVDA feels like catching a falling knife right now.

[The Analyst @MMatters22596]

4 current setups worth watching.

$NVDA — Next target: at least $289

As long as the stock doesn't break below the lower boundary of the white target zone, I remain bullish.

$BABA — Next target: $258

Currently in its trend reversal zone, $BABA could see a significant move higher over the coming months.

$ADBE — Next target: $433

Currently in its long-term trend reversal zone, $ADBE is definitely a strong buy-and-hold candidate.

$UUUU — Next target: $75 CAD

As long as the stock doesn't break below the lower boundary of my trend reversal zone at $9.08 CAD, I remain bullish on uranium and especially on $UUUU.

[Seth @seth_fin]

Burry leading the bears full charging against the biggest moat in Tech... I'm will to bet that Burry and his minions will get REKT.

Send $NVDA to new ATH RIGHT NOW!

[Beth Kindig @Beth_Kindig]

In 2028, Morgan Stanley estimates Big Tech capex will rise just 11% to $1.29 trillion, with Meta the only of the four to spend less than $300 billion.

$GOOG $META $MSFT $AMZN

[TWP🤴🏾OFFICIAL PAGE @TheWealthPrince]

If you can average $300 a day from trading, you can be free from the 9-5 shackles.

[BlueJay @BlueJay87476298]

環球晶
與美光簽署10年期LTA

2026/07/09

💎訊息內容

環球晶(6488 TT)與美光簽署10年期長期供應協議(Long-Term Agreement, LTA)，建立長期合作。

💎評論及分析

1. 環球晶(6488 TT)與美光簽署10年期長期供應協議(Long-Term Agreement, LTA)，將支應美光美國本土擴產所需之矽晶圓供應，美光將提供環球晶5億美元策略性融資。

2. 凱基預估美光美國各廠滿載總產能約387kwpm，其中Fab 6(擴產後)、ID1、ID2及紐約廠滿載產能分別約57k、55k、55k及220kwpm。考量各廠建置與Ramp up時程，全數滿載時間預估落在2030–31年，約當於環球晶Sherman廠規劃總產能的30–40%。

3. 我們的供應鏈訪查顯示，本次環球晶與美光議定之價格漲幅約30–50%，首輪合約期間為5年，後續仍保留一定彈性調整或重新議價空間。

4. 我們認為，本次合作除強化環球晶美國廠區擴產底氣外，亦可視為12吋矽晶圓正式進入新一輪漲價循環的重要訊號。維持對環球晶正向看法。前次報告預估2026、2027年EPS 32.9、75.0元，給予「增加持股」評等與目標價1500元。

[うりうり @uriuri3893]

@unusual_whales Those emergency repair numbers are wild. Bought my place in 2020 and I swear every little fix feels like a major expense now.

[unusual_whales @unusual_whales]

Homeownership has become far more expensive since 2019, with emergency repairs up 175%, maintenance up 85%, insurance up 72%, interest up 35%, property taxes up 31%, and principal payments up 22%, per WSJ: