Mike (@mikelongterm) 's Twitter Profile
Mike

@mikelongterm

LT Investor
Largest holding $PLTR $AMD $TSLA (75%)
Others $XYZ $AMZN $NVDA $LMT $HIMS $BTC $PYPL $META $SNAP $GOOG $PSFE $DIS $GRAB $WING $DKNG $ADBE $BROS $TSM

ID: 1280587925336530948

calendar_today07-07-2020 19:42:13

17,17K Tweet

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321 Takip Edilen

AMD (@amd) 's Twitter Profile Photo

“We’re proud to deepen our collaboration with AMD as we usher in a new era of AI-powered computing. With the addition of the new Expert series — built from the ground up to revolutionize performance and efficiency for the modern workplace — to our broad AI PC portfolio, and

“We’re proud to deepen our collaboration with AMD as we usher in a new era of AI-powered computing. With the addition of the new Expert series — built from the ground up to revolutionize performance and efficiency for the modern workplace — to our broad AI PC portfolio, and
Mike (@mikelongterm) 's Twitter Profile Photo

JPMorgan CEO Jamie Dimon on Economic Risks, Federal Reserve, China Business Jamie Dimon gave me the "we gonna have a deal with China" vibe. youtube.com/watch?v=odL6i6…

Mike (@mikelongterm) 's Twitter Profile Photo

BREAKING hims Hims & Hers Introduces 6-Month Wegovy® New Customer Offer SAN FRANCISCO--(BUSINESS WIRE)--Hims & Hers Health, Inc. (NYSE: $HIMS) today announced eligible customers can access 6 months of prescription-only Wegovy® at a new, affordable price, making proven

BREAKING <a href="/wearehims/">hims</a>

Hims &amp; Hers Introduces 6-Month Wegovy® New Customer Offer

SAN FRANCISCO--(BUSINESS WIRE)--Hims &amp; Hers Health, Inc. (NYSE: $HIMS) today announced eligible customers can access 6 months of prescription-only Wegovy® at a new, affordable price, making proven
Mike (@mikelongterm) 's Twitter Profile Photo

BREAKING Palantir Goldman Sachs $GS declared $PLTR as Prime Beneficiary of President Trump's $175B Golden Dome. On May 20, President Donald Trump, Secretary of Defense Pete Hegseth, and top military leaders pitched the Golden Dome as a multi-layered national missile

BREAKING <a href="/PalantirTech/">Palantir</a> <a href="/GoldmanSachs/">Goldman Sachs</a> 

$GS declared $PLTR as Prime Beneficiary of President Trump's $175B Golden Dome. 

On May 20, President Donald Trump, Secretary of Defense Pete Hegseth, and top military leaders pitched the Golden Dome as a multi-layered national missile
*Walter Bloomberg (@deitaone) 's Twitter Profile Photo

*JAPAN APRIL CORE CONSUMER PRICES RISE 3.5% Y/Y; EST. +3.4% *JAPAN APRIL CPI EX-FRESH FOOD, ENERGY RISES 3% Y/Y; PREV. 2.9% *JAPAN APRIL OVERALL CONSUMER PRICES RISE 3.6% Y/Y; EST. +3.5%

Mike (@mikelongterm) 's Twitter Profile Photo

I didnt think BNPL gonna keep our economy this consistent. But it is doing the magic work on Q1 2025 ER. Will be interesting to see how it helps consumers for Q2 and the rest of the year. Definitely something consumers enjoy these days from grocery to big purchases.

I didnt think BNPL gonna keep our economy this consistent. But it is doing the magic work on Q1 2025 ER. 

Will be interesting to see how it helps consumers for Q2 and the rest of the year. 

Definitely something consumers enjoy these days from grocery to big purchases.
Mike (@mikelongterm) 's Twitter Profile Photo

BREAKING Grab Singapore $HEMZX - Virtus Vontobel Emerging Markets Opportunities Fund started a large brandnew position on $GRAB with 2,878,274 shares

BREAKING <a href="/GrabSG/">Grab Singapore</a> 

$HEMZX - Virtus Vontobel Emerging Markets Opportunities Fund started a large brandnew position on $GRAB with 2,878,274 shares
Mike (@mikelongterm) 's Twitter Profile Photo

BREAKING AMD A top executive at Advanced Micro Devices Inc. (NASDAQ: $AMD) made a sizable open market purchase in the stock this week, signaling confidence in the chipmaker’s prospects, amid strengthening fundamentals and easing geopolitical pressures. What Happened:

BREAKING <a href="/AMD/">AMD</a> 

A top executive at Advanced Micro Devices Inc. (NASDAQ: $AMD) made a sizable open market purchase in the stock this week, signaling confidence in the chipmaker’s prospects, amid strengthening fundamentals and easing geopolitical pressures.

What Happened:
*Walter Bloomberg (@deitaone) 's Twitter Profile Photo

🚨 INDIA & U.S. NEAR TRADE DEAL BREAKTHROUGH Sources tell CNBC-TV18 that India and the U.S. may reach an initial trade agreement within 7–10 days. Key highlights: 🔸 The U.S. is expected to partially exempt Indian goods from the 26% reciprocal tariffs. 🔸 A 10% tariff may be

🚨 INDIA &amp; U.S. NEAR TRADE DEAL BREAKTHROUGH

Sources tell CNBC-TV18 that India and the U.S. may reach an initial trade agreement within 7–10 days. Key highlights:

🔸 The U.S. is expected to partially exempt Indian goods from the 26% reciprocal tariffs.

🔸 A 10% tariff may be
Mike (@mikelongterm) 's Twitter Profile Photo

Yet #oil traders are still trying to rally based on the hope somehow the Federal Reserve gonna push FFR down to 0-1% to support aggregated demand.

AMD (@amd) 's Twitter Profile Photo

Can your business scale with changing demand? AMD and Microsoft Azure help you effortlessly adapt to meet evolving AI needs so you can respond in real time, optimize supply chains, and take charge of change.

Mike (@mikelongterm) 's Twitter Profile Photo

BREAKING Palantir $IWF - iShares Russell 1000 Growth ETF increased $PLTR Position by 402,080 shares to total holding of 7,669,959 shares

BREAKING <a href="/PalantirTech/">Palantir</a> 

$IWF - iShares Russell 1000 Growth ETF increased $PLTR Position by 402,080 shares to total holding of 7,669,959 shares
Mike (@mikelongterm) 's Twitter Profile Photo

Absolutely aligned, I been saying this for years. The reality is bondbuyers are asking for higher yield due to reckless fiscal spending trend. youtube.com/watch?v=19hgAb…

Mike (@mikelongterm) 's Twitter Profile Photo

Interest rate and Earning 🧵 Companies' Earning should be slightly bearish toward year end, and re-spike in 2026. Volatility will top the chart during Q3 2025, especially the scary guidance into Q4. This is buying opportunity just like 2022, just like 2018-2019 or Covid low.

Interest rate and Earning 🧵

Companies' Earning should be slightly bearish toward year end, and re-spike in 2026. 

Volatility will top the chart during Q3 2025, especially the scary guidance into Q4. 

This is buying opportunity just like 2022, just like 2018-2019 or Covid low.
Palantir (@palantirtech) 's Twitter Profile Photo

For decades, supporting American and allied dominance was unfashionable. The tide, however, is turning. A series of stirring new reviews of the #1 New York Times Bestseller The Technological Republic, coming in from both sides of the Atlantic. "Bracing." — The New Criterion

For decades, supporting American and allied dominance was unfashionable. The tide, however, is turning.

A series of stirring new reviews of the #1 New York Times Bestseller The Technological Republic, coming in from both sides of the Atlantic.

"Bracing." — The New Criterion