Günther (@gunwin69) 's Twitter Profile
Günther

@gunwin69

love it, leave it or change it

ID: 1364438305

calendar_today19-04-2013 13:34:35

104 Tweet

610 Followers

4,4K Following

Oguz O. | 𝕏 Capitalist 💸 (@thexcapitalist) 's Twitter Profile Photo

$AMZN investment thesis: McKinsey estimates that global e-commerce will be at least $14 trillion market and cloud will be at least $1.6 trillion market. Guess who holds the dominant position in these markets? Yes, it’s $AMZN.

$AMZN investment thesis: 

McKinsey estimates that global e-commerce will be at least $14 trillion market and cloud will be at least $1.6 trillion market.

Guess who holds the dominant position in these markets?

Yes, it’s $AMZN.
McKinsey Global Institute (@mckinsey_mgi) 's Twitter Profile Photo

Generative AI has the potential to change the future of work. Which jobs will be in demand? Which ones are shrinking? And which ones could be hardest to fill? Read our report: mck.co/USgenAI

Generative AI has the potential to change the future of work. 

Which jobs will be in demand? 
Which ones are shrinking?
And which ones could be hardest to fill?

Read our report: mck.co/USgenAI
Shay Boloor (@stocksavvyshay) 's Twitter Profile Photo

MY BIGGEST TAKEAWAY FROM $NVDA EARNINGS The real story from Nvidia earnings wasn’t the revenue beat. It wasn’t the guide. It wasn’t even the China write-down. It was the $4.96B in networking revenue. That number -- blowing past the $3.45B estimate -- is the loudest signal we’ve

MY BIGGEST TAKEAWAY FROM $NVDA EARNINGS

The real story from Nvidia earnings wasn’t the revenue beat. It wasn’t the guide. It wasn’t even the China write-down. It was the $4.96B in networking revenue.

That number -- blowing past the $3.45B estimate -- is the loudest signal we’ve
Lin (@speculator_io) 's Twitter Profile Photo

𝗧𝗵𝗲 𝗦𝗶𝘅 𝗟𝗮𝘆𝗲𝗿𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗔𝗜 𝗥𝗲𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻 Tier 0 - Energy $LEU $CEG $OKLO $BE $NXT $VST $TLN $GEV $AMSC $NVTS $BWXT Tier 1 - Chips $TSM $NVDA $AVGO $AMD $ASML $ARM $INTC $MRVL Tier 2 - Data Centers $NBIS $IREN $CRWV $APLD $GLXY $WYFI $ORCL $AMZN $GOOGL

𝗧𝗵𝗲 𝗦𝗶𝘅 𝗟𝗮𝘆𝗲𝗿𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗔𝗜 𝗥𝗲𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻

Tier 0 - Energy
$LEU $CEG $OKLO $BE  $NXT $VST $TLN $GEV $AMSC $NVTS $BWXT

Tier 1 - Chips
$TSM $NVDA $AVGO $AMD $ASML $ARM $INTC $MRVL

Tier 2 - Data Centers
$NBIS $IREN $CRWV $APLD $GLXY $WYFI $ORCL $AMZN $GOOGL
Daniel Romero (@hypertechinvest) 's Twitter Profile Photo

These are all of the AI data-center operator plays available in the market right now: $CRWV | CoreWeave | MC: $61B $NBIS | Nebius Group | MC: $26B $IREN | Iren | MC: $15B $GLXY | Galaxy Digital | MC: $15B $APLD | Applied Digital | MC: $9.5B $CIFR | Cipher Mining | MC: $8B $RIOT

These are all of the AI data-center operator plays available in the market right now:

$CRWV | CoreWeave | MC: $61B
$NBIS | Nebius Group | MC: $26B
$IREN | Iren | MC: $15B
$GLXY | Galaxy Digital | MC: $15B
$APLD | Applied Digital | MC: $9.5B
$CIFR | Cipher Mining | MC: $8B
$RIOT