Ren (@ren_aramb) 's Twitter Profile
Ren

@ren_aramb

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calendar_today12-11-2020 17:17:54

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$TE is the company building America’s end-to-end solar supply chain. 5GW factory operational in Dallas, 2.1GW cell fab under construction in Austin, FEOC-compliant and immune to Chinese import bans. At $6 this is the most asymmetric setup in the market right now.

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Yesterday, I sent an open letter to all 75 Dutch senators about the proposed 36% tax on unrealized gains. • They vote in mid March • As it stands, 43 are in favor and 32 are against • If it passes, the tax takes effect in 2028 I’ll keep doing what I can to shift the balance,

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Ray Dalio warned us years ago that the post-1945 world order would eventually break down. We’re now living it in, and everyone on FinX can taste the feeling. At the Munich Security Conference 2026, the verdict was unanimous: 🇩🇪 German Chancellor Merz: “The world order as it

Ray Dalio warned us years ago that the  post-1945 world order would eventually break down. We’re now living it in, and everyone on FinX can taste the feeling. 

At the Munich Security Conference 2026, the verdict was unanimous:

🇩🇪 German Chancellor Merz: “The world order as it
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Key fib levels In watching for watch across the major AI categories right now. Fibonacci extensions between the 0.382 and 0.618 levels tend to be where strong trends pause and consolidate before continuing higher. Real-World AI is where the rubber meets the road, companies

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$CAT Their energy and transportation segment just surpassed construction revenue for the first time ever. They’re supplying generators and gas turbines to hyperscalers building data centers, and a 24/7 data center generator generates 40x more service revenue over its lifetime

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$NBIS is such an outlier… we are still so early anon… Just for comparison this is the growth of other fast growing companies in the next 5 years: AppLovin $APP: +212% Broadcom $AVGO: +273% Rocketlab $RKLB: +283% AMD $AMD: +291% Nvidia $NVDA: +342% Palantir $PLTR: +469% Ondas

$NBIS is such an outlier… we are still so early anon…

Just for comparison this is the growth of other fast growing companies in the next 5 years:

AppLovin $APP: +212%
Broadcom $AVGO: +273%
Rocketlab $RKLB: +283%
AMD $AMD: +291%
Nvidia $NVDA: +342%
Palantir $PLTR: +469%
Ondas
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The data backs it up. DDR4 outpacing DDR5 in price means buyers are scrambling for any DRAM available. No flood coming, just a shortage getting worse. $SNDK $MU

The data backs it up. DDR4 outpacing DDR5 in price means buyers are scrambling for any DRAM available. No flood coming, just a shortage getting worse. $SNDK $MU
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This will keep happening until $NBIS can get out of $CRWV shadow. One is not like the other, I hope the algos catch on that sooner rather than later.