Small sample, anecdotal. Hit rate = share of tracked calls in profit now.
“While everyone’s watching America’s AI buildout, Southeast Asia is running hot: Malaysia is becoming very AI-friendly, and @Bitdeer_AI just secured another 127MW there in four days”
“Well, Ben, because the market is telling you that earnings won't grow 33%, especially since most of the "growth" comes directly from debt where the new issuance pipeline is already clogged up”
“All downhill from here [quoting: Flash Crash: Kioxia Warns NAND Price Surge Ending, Sending Sandisk Plunging]”
“not gonna work this time either *AMAZON 3Q EPS $1.89, EST. $1.97”
“If Oracle has cash flow visibility all the way to 2029 maybe they can answer something far simpler: when will the force majeure on their massive NM data center be lifted?”
“Google advertising revenue $82.01 billion, estimate $83.57 billion. AI starting to really cannibalize search and ads.”
“Has Apple Peaked? [article: At 40x earnings, the growing gap between its reputation and its actual innovation is becoming difficult to ignore.]”
“Athene (Apollo) “life insurer” just a little exposed to AI…”
“There will be many macro fund casualties tomorrow from Brazil shitshow”