TimmyK (@myungjoonkim2) 's Twitter Profile
TimmyK

@myungjoonkim2

Mostly about macro studies. President Trump, Please, Bring manufacturing back to America. MAGA: $TSLA $MP $Intel $X $CLF $AA $ALB MAHA: $hims $OSCR

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calendar_today27-09-2021 12:20:03

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AuxReignots (@reignots) 's Twitter Profile Photo

Added to $GAP position. CEO Dickson's Barbie turnaround playbook is in full force at Gap brands, following up on the KATSEYE hit with a Gwyneth Paltrow mother/daughter campaign sure to pull wallets. Zac Posen working his magic. 10x P/E for a great American revival story.

Sharpa (@sharparobotics) 's Twitter Profile Photo

Today we’re thrilled to announce #SharpaWave — our first dexterous robotic hand — now officially in mass production and delivery! Robotic dexterity just took a leap forward. #Sharpa #Robotics #AI #DexterousHand #Robot #Humanoid #TactileSensing

Swan (@swan) 's Twitter Profile Photo

Gold is ripping. Bitcoin’s slipping. This is becoming the story of 2025 — the world’s oldest store of value breaking out while the hardest money ever invented can’t catch a bid. But what if that’s the plan? 🧵👇

Gold is ripping.
Bitcoin’s slipping.

This is becoming the story of 2025 — the world’s oldest store of value breaking out while the hardest money ever invented can’t catch a bid.

But what if that’s the plan? 🧵👇
Mr. VIX (@yieldsearcher) 's Twitter Profile Photo

Worth noting from this graph: Unlike pre-SVB (2023), when small banks lacked cash and large banks were fine, this time, large banks are more strained than in 2023, while small banks are in better shape.

First Squawk (@firstsquawk) 's Twitter Profile Photo

Australian Prime Minister Anthony Albanese is expected to meet US President Donald Trump on Monday in Washington for talks that will include discussions over the supply chain of rare earth materials

Jesse Peltan (@jessepeltan) 's Twitter Profile Photo

Serious integration of solar into structures will bring the cost to near zero. Every building will already have a battery for distribution cost reasons, and you’ll just plug the solar in.

PaganoCapital (@dg_fit61882) 's Twitter Profile Photo

1/2 $OSS Swing Trade: A potential re-rating My trading thesis in $OSS is centered on a significant valuation disconnect. The company is a critical hardware enabler for the AI defense revolution, yet its market cap fails to reflect the scale of its validated, multi-year growth

1/2 $OSS Swing Trade: A potential re-rating

My trading thesis in $OSS is centered on a significant valuation disconnect. The company is a critical hardware enabler for the AI defense revolution, yet its market cap fails to reflect the scale of its validated, multi-year growth
Angina Pectoris (@yeoulabba) 's Twitter Profile Photo

매파의 가면을 쓴 비둘기 거대한 댐의 수문을 여닫듯, 미국 연준은 조용히 돈의 물길을 바꾸고 있다. 표면에선 금리를 올리며 긴축을 외치지만, 이면에선 TGA와 ON RRP라는 보이지 않는 수로를 통해 유동성의 흐름을 섬세하게 조율한다. 2조 달러. 팬데믹 시절 풀린 엄청난 돈이 머니마켓펀드의 ON

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

No-revenue stocks are flying high. People are going to get rug-pulled pretty badly once market sentiment turns negative. Here’s why these no-revenue stocks are skyrocketing: This bull market is now two years old, and attractive opportunities have largely dried up. Investors

No-revenue stocks are flying high.

People are going to get rug-pulled pretty badly once market sentiment turns negative.

Here’s why these no-revenue stocks are skyrocketing:

This bull market is now two years old, and attractive opportunities have largely dried up. 

Investors
Pulte (@pulte) 's Twitter Profile Photo

President Trump made the right decision not to take Freddie and Fannie public during his first term and is opportunistically evaluating an offering this time around, which could be as early as the end of 2025.