Tsachy Mishal
@CapitalObserver
Tweets are not recommendations or offers of services & are for educational purposes only. I may buy or sell securities I tweet about for myself or clients.
915 Following 16K Followers
Tomorrow's Nasdaq 100 quaterly rebalancing is projected to sell over $20 billion in stocks (mostly large cap tech), to buy $SPCX. $RSP or $IWM may be the better way to play an oversold rally
Last 5 Wisconsin Governor Democratic Primary Polls
State Navigate: 🔵 Hong +22
Public Policy Polling: 🔵 Hong +18
Marquette University: 🔵 Hong +25
State Navigate: 🔵 Hong +29
Public Policy Polling: 🔵 Hong +20
Results (88% Reporting): 🟡Crowley +0.5
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Trump has had multiple assassination attempts on his life. Any sane person in that situation would try not to get killed. There are a lot of reasons to criticize Trump, but this just stupid and says more about the people hurling the criticism
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I've generally been supportive of Israel, but the way they made Hunter Biden become a crackhead, sleep with his brother's widow, abandon his child, photograph his degenerate behavior, store it all on a laptop, drop it off at a computer repair shop, and never pick it up is just crossing a line.
Thankfully we have Qatari foreign agent Tucker Carlson to explain it all.
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On the plus side this offers a chance for her to encounter people with more moderate views than her normal circle
CRWD trailing PS ratio end-2021: 38.4
(63% revenue growth in the most recent Q)
CRWD trailing PS today: 43.5
(26% revenue growth this past Q)
Everyone was blaming degenerate S. Koreans for the crazy moves in semis. Turns out it was degenerate hedge funds
Bloomberg: “Value Aligned Research Advisors, a New Jersey-based hedge fund .. fell 44% last month .. The losses pared the year-to-date returns for the $20 billion flagship AI Fund to 65% through July .. It was up nearly 200% through June, according to an investor document seen by Bloomberg News.”
"In total, the firm managed about $26.4 billion at the end of June, 16 months after launching its hedge fund. Founded by Ben Hoskin and David Field, Value Aligned Research Advisors focuses on stocks likely to benefit from what they called the rise of “transformative AI.”
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The ducks are hungry
EXCLUSIVE: Intel is seeking to increase the amount it’s raising in a share sale to about $20 billion, pricing the offering at around $95 per share
I just want to point out that I have grown my biotech portfolio 400X over the last 20 years while taking minimal binary risk. you DO NOT have to bet it all on something like $TENX to make big money . You can become very rich buy only buying post data .
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Some personal news...
Today I'm excited to announce the launch of the Housing Frame, a Substack where I'll be analyzing the economy through a housing lens. My debut piece is the Housing Recession is Over. Follow and subscribe here:
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Those who love the AI trade getting stuffed. Anthropic and Open AI on deck. The proceeds will be used to further increase capacity. But I'm sure they won't overbuild
INTEL: ANNOUNCES PROPOSED $15 BILLION COMMON STOCK OFFERING
Jason does great work with stats
This tiny RED dot is Israel, surrounded by Muslim countries.
They want you to believe that the tiny RED dot is the oppressor and colonizer, and that the GREEN Muslim countries surrounding it are the oppressed.
Sheer lunacy.
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Berkshire helped offset some of the record supply of stock we saw in Q2
So much for Buffett preparing for a market collapse?
"Berkshire was a net buyer of publicly traded stocks for the first time after fourteen consecutive quarters as a net seller, purchasing roughly $23.5 billion of equities and selling $3.7 billion during the quarter," via Glenview's Bill Stone.
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"The more times the war ends, the higher the market will go"
-Warren Buffett
I'm happy $NFLX is doing poorly for the purely selfish reason that I need better shows to watch. Their shows have become garbage. Maybe this will motivate them to do better
