Joined August 2012
- Tweets 6,956
- Following 1,082
- Followers 2,841
- Likes 2,071
802 Photos and videos
Jun 10
See, sell-side CAN add value. Wells Fargo with an update on $CMG burrito bowls showing better results than their initial test in 2024.
27 Jun 2024
"To put the 'weight debate' to rest, we consumed 75 like-for-like $CMG burrito bowls in NYC (half in store, half digital, various locations)." - Zachary Fadem and his Wells Fargo team
This is the hard work we'd expect from the sell-side into the final days of II voting.
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Jun 10
"Dating back to June '24, "Store #1" in midtown had the smallest bowl size of 17.7oz; this store now prepares the largest median bowl at 23.3oz, or 31%" - Zachary be like you're welcome, New York
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Jun 9
Perhaps one way to get exposure to Unitree is via $HSAI, which provides Lidars to them. Note that it was added to Dept of War entity list yesterday, so it must be a real company! :)
Jun 8
China's Unitree Will Dominate Global Robotics
The Fastest Iteration Cycle In Next-Gen Robotics Should See Unprecedented Acceleration
newsletter.semianalysis.com/…
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Jun 8
"Chipflation". How long until we get calls for gvt to subsidize buying smartphones/PCs? via Morgan Stanley's Shawn Kim
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Random Muppet retweeted
Jun 5
Jun 5
Walmart coming for DoorDash and Uber Eats'. #LastMile delivery agnostic @JustinBrady $WMT $DASH $UBER modernretail.co/technology/w…
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May 29
I liked $FUTU setup anyway now that China mainland is out of the numbers and overhang removed, leaving the stock pretty cheap w/ clear path to multiple expansion via continued execution. But what caught my eye post earnings conference call is two clear catalyst that could spark the stock - launches of prediction markets in the US and crypto exchange in Hong Kong. Y i get the obvious pushback on geopolitics but there are not too many ways to get exposures to these themes, especially via well executing, very reasonably priced stock.
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May 29
And have to love how aggressive $FUTU was with buyback on this pullbacks.. talk is cheap, have to appreciate company actually making actions when the opportunity arises.
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May 28
So apparently all that data being created and collected indeed needs to be handled properly.. $MDB such an obvious beneficiary, yet most people completely unable to figure it out.
May 1
So, we have a storage boom because of the amount of data collected and generated growing so fast.. "never delete, everything can be useful". Yet, people haven't figured out how $MDB is also a direct play on this theme.. document database the easiest way to handle all of that..
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May 28
markets are funny.. for a while cybersecurity stocks sold off on any slightest hind of threat by Anthropic / OpenAI.. but now when Google basically announces plans to become a full range, AI driven security vendor, nobody seems to even notice.. despite Google actual sector know-how via Viz and Mandiant.. and a large sales organization / client base to sell to. Not saying $CRWD $PANW types should see a violent sell-off on that but complete ignorance seems wrong as well.
cloud.google.com/blog/produc…
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May 28
We have gone from overreacting to some half-random headline that might or might not indicate some future plans to utterly ignoring an actual product launch from one of the largest companies in the world with deep sector expertise that should be viewed as a direct, tangible competitive threat to $CRWD $PANW
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Random Muppet retweeted
May 27
“Yeahh I dumped my $NVDA to go buy the next bottleneck in the supply chain. Ticker symbol is $0028.0006 it trades on the Sri Lankan stock exchange. They make some kind of glue or something man i don’t even know haha, but it’s a big bottleneck i heard”
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May 21
It is really curious $IONQ and $SKYT not getting $$ just like everyone else in quantum did. $IONQ seems like highly likely candidate; $SKYT very probable as well. So what's the holdup - possible that this makes both companies / shareholders consider if that award should have an impact on the agreed and approved acquisition price. Yes, the deal is already approved by the shareholders but since that new information has come to light, so there may be a window. Just using $100m award like most were getting would mean $2 per share for $SKYT. And $GFS as a foundry got $375m. So I think cannot rule out IONQ-SKYT re-pricing the deal higher, along with award announcements when negotiations are done. Would appreciate feedback from merger arb/event driven type of guys.
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May 19
I guess can be viewed as negative for $FSLR
.. between $TSLA plans and Suniva expansion, FSLR no longer the "lone" us-based solar panel maker.
electrek.co/2026/05/19/tesla…
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May 15
Despite the moves over the past few days, I think it is still just a beginning for $ENPH $SEDG re-rating on data center potential. Barely anyone outside the most nimble players have had a change to position for the upside and out of more followed accounts, only @insane_analyst has really picked up these names on the theme.
May 8
Both $ENPH and $SEDG make a lot of sense as powering data center plays - both have introduced solid state transformers, have long-term expertise and experience with GaN / SiC, respectively, both have manufacturing capabilities and capacity to make real impact.. question obviously is timing as it is more of a 2027/28 theme. But, as the market is constantly showing its willingness to start looking ahead - waiting means the risk of missing out..
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May 13
Both $ENPH and $SEDG are at Deutsche solar conference tomorrow - guess it gives people a chance to dig more into their Solid State Transformers roadmaps.
May 8
Both $ENPH and $SEDG make a lot of sense as powering data center plays - both have introduced solid state transformers, have long-term expertise and experience with GaN / SiC, respectively, both have manufacturing capabilities and capacity to make real impact.. question obviously is timing as it is more of a 2027/28 theme. But, as the market is constantly showing its willingness to start looking ahead - waiting means the risk of missing out..
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Apr 28
Great writeup on $WOLF. This name is probably the most leveraged name you can imagine on the power semis theme.
Why $WOLF became one of my 3 long term positions. A margin recovery story. This turned out to be a long deep dive so you might need to set aside a day. Writing this took longer than I expected but it emphasizes why $WOLF made it into a concentrated long term portfolio. 👇✍️
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Apr 29
I think what most people don't realize re $WOLF is the insane operating leverage they have when ramping production.. high fixed costs, which have hurt the bottom line so far.. but when ramping up production there's very little extra costs, basically all of the additional revenue falls right into the bottom line.. no need for additional capex with Mohawk Valley investments already done.
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May 12
$WOLF made it to new Morgan Stanley MSXX800V basket as well, along with the other usual suspects.
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