Mario Timberlake
liked
$Meta Platforms(META.US$
Reality Labs Told to Cut 20% of Expenses
According to a July 18th report by The Information, as Meta's spending on artificial intelligence escalates, company executives have imposed stricter constraints on the Reality Labs division. The hardware team within Reality Labs has been mandated to reduce expenses by nearly 20% over the next two years, with the bulk of these cuts taking effect this year. Meta's Chief Financial Officer...
Reality Labs Told to Cut 20% of Expenses
According to a July 18th report by The Information, as Meta's spending on artificial intelligence escalates, company executives have imposed stricter constraints on the Reality Labs division. The hardware team within Reality Labs has been mandated to reduce expenses by nearly 20% over the next two years, with the bulk of these cuts taking effect this year. Meta's Chief Financial Officer...
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Mario Timberlake
liked
$SPDR S&P 500 ETF(SPY.US$ $Invesco QQQ Trust(QQQ.US$ $Trump Media & Technology(DJT.US$
👉 Key Highlights:
📍 President Joe Biden announces withdrawal from 2024 presidential race.
📍 Decision follows weeks of pressure from fellow Democrats.
📍 Biden cites best interests of party and country for stepping down.
📍 Biden intends to focus on fulfilling his duties for the remainder of his term.
📍 Growing number of Democrats had call...
👉 Key Highlights:
📍 President Joe Biden announces withdrawal from 2024 presidential race.
📍 Decision follows weeks of pressure from fellow Democrats.
📍 Biden cites best interests of party and country for stepping down.
📍 Biden intends to focus on fulfilling his duties for the remainder of his term.
📍 Growing number of Democrats had call...
![President Biden Drops Out of 2024 Presidential Race](https://ussnsimg.moomoo.com/sns_client_feed/70042925/20240722/0652c76be83c487eb0737f8d04db2247.png/thumb?area=999&is_public=true)
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Mario Timberlake
liked
$CrowdStrike(CRWD.US$ $Microsoft(MSFT.US$
👉 Key Highlights:
📍 CrowdStrike update caused a global tech outage affecting 8.5 million Microsoft devices.
📍 Less than 1% of all Windows machines impacted, but broad effects on critical services.
📍 Outage grounded flights, disrupted broadcasters, and affected healthcare and banking.
📍 Microsoft collaborating with AWS and Google Cloud to accelerate fix. $Alphabet-C(GOOG.US$...
👉 Key Highlights:
📍 CrowdStrike update caused a global tech outage affecting 8.5 million Microsoft devices.
📍 Less than 1% of all Windows machines impacted, but broad effects on critical services.
📍 Outage grounded flights, disrupted broadcasters, and affected healthcare and banking.
📍 Microsoft collaborating with AWS and Google Cloud to accelerate fix. $Alphabet-C(GOOG.US$...
![CrowdStrike Software Update Causes Global Tech Outage, Affects 8.5M Microsoft Devices](https://ussnsimg.moomoo.com/sns_client_feed/70042925/20240722/436c92be33c74f9090e395225013d00f.png/thumb?area=999&is_public=true)
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Mario Timberlake
liked
$CrowdStrike(CRWD.US$ $SentinelOne(S.US$ $Palo Alto Networks(PANW.US$
We expect reputational damage for CRWD, recovery could take time, but we expect the stock will recover. Overnight, we learned that CRWD users have been experiencing global Microsoft outage issues related to a software update that seems to be connected to CrowdStrike’s Falcon platform for Windows. The company will need to deal with a reputational black eye as a result, but it is important t...
We expect reputational damage for CRWD, recovery could take time, but we expect the stock will recover. Overnight, we learned that CRWD users have been experiencing global Microsoft outage issues related to a software update that seems to be connected to CrowdStrike’s Falcon platform for Windows. The company will need to deal with a reputational black eye as a result, but it is important t...
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Investor concerns deepened further with a Bloomberg report suggesting that the Biden administration is contemplating stringent trade restrictions on China, particularly targeting access to advanced semiconductor technology.
In response to these developments, investors have shown a preference for perceived safer bets such as $Intel(INTC.US$ over competitors like $Taiwan Semiconductor(TSM.US$ and $NVIDIA(NVDA.US$ both heavily reli...
In response to these developments, investors have shown a preference for perceived safer bets such as $Intel(INTC.US$ over competitors like $Taiwan Semiconductor(TSM.US$ and $NVIDIA(NVDA.US$ both heavily reli...
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Mario Timberlake
liked and voted
I know the company is not worth holding but I’m wondering if you have it on your watchlist because I think there will be a lot of momentum.
![DJT stock skyrockets 60% after Trump assassination attempt](https://ussnsimg.moomoo.com/sns_client_feed/70042948/20240715/d7e61e8bcc7a4925957a26320b2abf81.jpg/thumb?area=100&is_public=true)
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$SPDR S&P 500 ETF(SPY.US$ $Nasdaq Composite Index(.IXIC.US$
Current situation:
1. Tech stocks are falling like we are entering a bear market
2. Small cap stocks are rising like the bull market just began
3. Gold prices are rising like we are entering a recession
4. Bond prices are falling like the economy is strong
5. Oil prices are falling like rate cuts are cancelled
6. The S&P 500 is rising like rate cuts already began
Nothing adds up here.
Current situation:
1. Tech stocks are falling like we are entering a bear market
2. Small cap stocks are rising like the bull market just began
3. Gold prices are rising like we are entering a recession
4. Bond prices are falling like the economy is strong
5. Oil prices are falling like rate cuts are cancelled
6. The S&P 500 is rising like rate cuts already began
Nothing adds up here.
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3
Mario Timberlake
liked
Presidents assassinated:
🔴 1865 - Abraham Lincoln
🔴 1881 - James A. Garfield
🔴 1901 - William McKinley
🔵 1963 - John F. Kennedy
Presidents wounded:
🔴 1912 - Theodore Roosevelt*
🔴 1981 - Ronald Reagan
🔴 2024 - Donald Trump*
Note: * former president while campaigning
🔴 - Republican Party
🔵 - Democratic Party
$Trump Media & Technology(DJT.US$
🔴 1865 - Abraham Lincoln
🔴 1881 - James A. Garfield
🔴 1901 - William McKinley
🔵 1963 - John F. Kennedy
Presidents wounded:
🔴 1912 - Theodore Roosevelt*
🔴 1981 - Ronald Reagan
🔴 2024 - Donald Trump*
Note: * former president while campaigning
🔴 - Republican Party
🔵 - Democratic Party
$Trump Media & Technology(DJT.US$
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TD Cowen today raised its price target on Amazon $Amazon(AMZN.US$ to $245 up from $225 while maintaining its Buy rating
TD Cowen raised its price target on Facebook $Meta Platforms(META.US$ to $600 up from $530 while maintaining its Buy rating
TD Cowen raised its price target on Facebook $Meta Platforms(META.US$ to $600 up from $530 while maintaining its Buy rating
2
Mario Timberlake
liked
$Eli Lilly and Co(LLY.US$ recent larger M&A: $Morphic(MORF.US$ , $PNT, $DICE, Versanis
Common theme: all bought post-POM, pre-POC / full de-risking. Higher clinical risk, offset by lower price
$LLY is uniquely positioned to employ such a strategy right now; admirable to see mgmt recognize & leverage that
Common theme: all bought post-POM, pre-POC / full de-risking. Higher clinical risk, offset by lower price
$LLY is uniquely positioned to employ such a strategy right now; admirable to see mgmt recognize & leverage that
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