$ACM Research (ACMR.US)$ it's a big discount relative to the past 2 months and in the earnings report this week the financials look solid despite the chips restrictions so I believe because they have a proper offshoot in China it's a company of its own that allows them to continue to operate China without the same restrictions as other US headquartered companies face.
and also probably these companies will f...
and also probably these companies will f...
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$Recursion Pharmaceuticals (RXRX.US)$ $Exscientia (Delisted) (EXAI.US)$ my jaws dropped when I saw the news that they're merging I've been watching both for a long long time and they're both great companies leaders in this nascent AI driven drug discovery field. and now they're merging to become an even more stellar company with the expertise to lead this space for the coming decades.
if you think the AI story is just getting started, this is one field you must watch... it's a hugely...
if you think the AI story is just getting started, this is one field you must watch... it's a hugely...
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$Super Micro Computer (SMCI.US)$ 100 shares at 485$. don't talk to me about i told you so or this is a bubble. we check back on 2027, 3 fucking years from now and see what happened then. oh wait, most of you all have patience of a goldfish.
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$Illumina (ILMN.US)$ i am a very happy owner of this stock i have been preaching it for months now and i see this going to 200's at least so that's still a lot of upside from here
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$Block (SQ.US)$ $SQ | Jack Dorsey is planning a major restructuring at Block, the company behind Cash App, Square, and Tidal. He said this reorganization might feel "big and disruptive," but it's meant to improve collaboration, craftsmanship, and flexibility.
In a note to employees, Dorsey said, "We’re going to reorganize our entire company by function and disband our business unit reporting structure," adding that this move would take Block ...
In a note to employees, Dorsey said, "We’re going to reorganize our entire company by function and disband our business unit reporting structure," adding that this move would take Block ...
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$Alphabet-C (GOOG.US)$ I don't get it I'm thinking about it again and I don't get it. if the investors who have been long stocks like GOOG because they believe in the AI future they believe that AI will bring in significant boosts to productivity and change the world blabla. if they believe that and the company is investing into capex to do exactly that. and still maintaining very healthy margins while doing so. it makes no sense to...
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