@extremetechfund 61% in Cash waiting for this week.

@extremetechfund Data for $AMZN's commerce moat. Quite incredible

I've seen a number of accounts lose money shorting tech last year, here's my methodology which should help you going forward:

1. Short companies operating in competitive industries or with a questionable product, and which are burning lots of cash and will run out of it within…

@extremetechfund adding a few more data points: from 12 September 2023

At the start of the year analysts expected NVIDIA $NVDA revenues this quarter to hit $7.15B

$NVDA just blew their faces off with a $13.51B print

AI related data center revenue +171% YoY

Talk about a beat and raise

Gavin Baker @extremetechfund Fabricated Knowledge Dylan Patel…

@extremetechfund ‘CuLitho’

nvidia.com/en-us/on-deman…

@extremetechfund Their computational litho abilities are rapidly improving in partnership with NVDA:
youtu.be/HxyM2Chu9Vc?si…

TMSC & ASML, an analysis post Q3 , by @extremetechfund techfund.one/p/tmsc-and-asm…

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Eliant Capital top-down macro + equity ideas
Rob’s Educated Guesses tech stock news + fundamental ideas
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jbulltard Option flow breakdown
@extremetechfund tech fundamental deep dives
Oliver Kell best in the…

This is one of the bear cases👇🏼 for sky high gravity defying $NVDA valuation.

Directionally right but euphorically we might see correction.

Let's see!!!

@extremetechfund Dylan Patel Nicholas Rossolillo Eric Jhonsa

🔥 Best stock write-ups we have enjoyed reading in the past 2 weeks…

Featuring...

Value Punks
〽️ichael Kandolin
Adrian Ford
Tristan
@extremetechfund
@overlookedalpha
joe marwood
Vince Martin
Marathoner
MDC
Patrick Flood, CFA
Keith D. Smith, CFA

capitalemployed.com/p/14-smart-sto…

Quartr Nicholas Rossolillo Fabricated Knowledge Faqrul Nasrudin 💎✊ Adrian Saville Loris Dalleau @extremetechfund Long Equity Eric I believe $BA and $RTX came out of $UAL

The Investing for Beginners Podcast @extremetechfund twitter.com/netcapgirl/sta…

@extremetechfund $AMD positioning for higher GPU market share though, most likely the second place winner after $NVDA

@extremetechfund $anet $txn

@extremetechfund Gotta love the self-declared forensic accountants

@extremetechfund Where are they saying that? I thought I heard Amat say legacy was starting to slow (is weakest) at GS last week, but could be wrong

@extremetechfund Cutting edge analysis here my friend

Thapelo Rampolokeng Quartr Anders Storm The Investing for Beginners Podcast Jason A. Moser @Matt_Cochrane7 Terry Cheng ⛽️ 🇺🇸 Invest In Assets 📈 @extremetechfund J.R. | In Case You Missed It ir.appliedmaterials.com/static-files/6…

Disruptor ⚡️ Conch Shell Capital @extremetechfund Fundamental Research & Investor Ruth Capital Appreciate it 🙏🙏 and echo the view on the value those other accounts provide!