正在加载视频...

视频加载失败

加载此视频时出现问题。这可能是由于临时网络问题，或视频可能不可用。

$GFS Global Foundries -- Two "hidden angles" that are not in consensus view today, but significant enough to potentially supercharge this stock in the next 6 months: Nexperia and NPU Jag research: Slide deck:

JaguarAnalytics

74,308 subscribers

49,642 次观看 • 10 个月前 •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

6 条评论

Minerva Capital 的头像

Minerva Capital10 个月前

Hi Fahad, great note as usual. One thing I've noticed is you don't include the opposite view. In this case, the risk is that if the Dutch court rejects the split, allowing Nexperia to resume normal operations. Anyway, I'm also in the $GFS trade, so 🤞

JaguarAnalytics 的头像

JaguarAnalytics10 个月前

Very low probability. Reports indicate the U.S. Department of Commerce has threatened to place Nexperia’s Dutch operations on the "Entity List" if Chinese control is not severed.

Minerva Capital 的头像

Minerva Capital10 个月前

Got it. Between a rock and a hard place

Barnwald 的头像

Barnwald10 个月前

AMKR is better than GFS

Gavin | Options Trading IQ 的头像

Gavin | Options Trading IQ9 个月前

What did you use to make this video?

JaguarAnalytics 的头像

JaguarAnalytics9 个月前

NotebookLM (works better in desktop)

相关视频

$LUNR Intuitive Machines -- I usually reserve notes like this exclusively for Jag clients, but I'm in good mood, so it's your lucky day 😀 Extensive research here. Conclusion: I don't own enough shares! Jag research: Slide deck:

$LUNR Intuitive Machines -- I usually reserve notes like this exclusively for Jag clients, but I'm in good mood, so it's your lucky day 😀 Extensive research here. Conclusion: I don't own enough shares! Jag research: Slide deck:

JaguarAnalytics

32,109 次观看 • 9 个月前

Satellites $PL $LUNR -- Reminder, this regional chaos in the Mideast will likely supercharge growth for companies that provide exclusive high resolution earth imagery services. Wrote about this a month ago. Jag Research: Slides:

Satellites $PL $LUNR -- Reminder, this regional chaos in the Mideast will likely supercharge growth for companies that provide exclusive high resolution earth imagery services. Wrote about this a month ago. Jag Research: Slides:

JaguarAnalytics

49,231 次观看 • 8 个月前

If you're struggling to understand why AI infrastructure stocks like $NBIS, $CIFR, $WULF and $IREN are acting so weak, or $CRWV delayed construction in Texas, or E&C stocks $J and $ACM collapsed after earnings, let me offer this explanation: Slide deck:

If you're struggling to understand why AI infrastructure stocks like $NBIS, $CIFR, $WULF and $IREN are acting so weak, or $CRWV delayed construction in Texas, or E&C stocks $J and $ACM collapsed after earnings, let me offer this explanation: Slide deck:

JaguarAnalytics

261,403 次观看 • 10 个月前

$TXG 10x Genomics -- Why two recent catalysts have created a clear inflection point for growth and valuation: A pivotal court ruling and transition towards industrial scale biology. Slide deck:

$TXG 10x Genomics -- Why two recent catalysts have created a clear inflection point for growth and valuation: A pivotal court ruling and transition towards industrial scale biology. Slide deck:

JaguarAnalytics

28,829 次观看 • 10 个月前

Oil futures are surging and stock futures are lower Energy Secretary acknowledged today gas prices could remain elevated for months and may not return to under $3 a gallon until next year Trump said the war would be over in 4-6 weeks, now entering week 8

Oil futures are surging and stock futures are lower Energy Secretary acknowledged today gas prices could remain elevated for months and may not return to under $3 a gallon until next year Trump said the war would be over in 4-6 weeks, now entering week 8

Selina Wang

10,327 次观看 • 6 个月前

Been saying this since July The stock market has to correct at least 10-20% in the next 3-6 months That will mark the ultimate bottom and we will see a euphoric 2026

Been saying this since July The stock market has to correct at least 10-20% in the next 3-6 months That will mark the ultimate bottom and we will see a euphoric 2026

Fefe Demeny

388,811 次观看 • 11 个月前

Nick Bostrom says Superintelligence could arrive in 6 months, and that it poses an existential risk 😱 "It's really the last invention we will ever need to make... but there are also significant risks including existential risks." "I think we have to take even short timelines seriously, like, you know, could happen in 6 months, a year or two."

Nick Bostrom says Superintelligence could arrive in 6 months, and that it poses an existential risk 😱 "It's really the last invention we will ever need to make... but there are also significant risks including existential risks." "I think we have to take even short timelines seriously, like, you know, could happen in 6 months, a year or two."

Ori Nagel

23,232 次观看 • 10 天前

NEW: Grayscale Head of Research Zach Pandl joined us TOKEN2049 to warn that investors may be sleeping on $ETH and $SOL as main beneficiaries in the next wave of the crypto cycle: "The smart contract platforms ... are not a consensus trade"

NEW: Grayscale Head of Research Zach Pandl joined us TOKEN2049 to warn that investors may be sleeping on $ETH and $SOL as main beneficiaries in the next wave of the crypto cycle: "The smart contract platforms ... are not a consensus trade"

Coinage ♻️

13,927 次观看 • 27 天前

$CRWV The CoreWeave Canary My first cut at using NotebookLM (new product launched by Google). Used a single Jag research note (pdf) that I issued to clients last week, and asked AI to generate a video without diving into deep thinking. Intentionally kept very basic. Result 👇

$CRWV The CoreWeave Canary My first cut at using NotebookLM (new product launched by Google). Used a single Jag research note (pdf) that I issued to clients last week, and asked AI to generate a video without diving into deep thinking. Intentionally kept very basic. Result 👇

JaguarAnalytics

62,614 次观看 • 11 个月前

$GRMN Garmin -- Such an innovative high growth stock that steadily compounds, but rarely gets enough attention on X. Expect another strong year of growth.

$GRMN Garmin -- Such an innovative high growth stock that steadily compounds, but rarely gets enough attention on X. Expect another strong year of growth.

JaguarAnalytics

10,690 次观看 • 6 个月前

I know y'all are angry, but y'all are not angry enough. Please listen to this veteran on the tragedy that is unfolding in Iran and the Middle East due to two criminals: America's pedophile führer and Israel's Benjamin Netanyahu. 😳👇

I know y'all are angry, but y'all are not angry enough. Please listen to this veteran on the tragedy that is unfolding in Iran and the Middle East due to two criminals: America's pedophile führer and Israel's Benjamin Netanyahu. 😳👇

Bill Madden

445,386 次观看 • 8 个月前

Windrose devs are working on the Ashlands biome. - 40 new building pieces and improvements are expected to arrive this week - A roadmap reveal is planned within the next month or two - Ashlands is set to to arrive in 6+ months

Windrose devs are working on the Ashlands biome. - 40 new building pieces and improvements are expected to arrive this week - A roadmap reveal is planned within the next month or two - Ashlands is set to to arrive in 6+ months

Survival Game News

131,681 次观看 • 6 个月前

Powell: In terms of cutbacks in funding and for science, we do see, particularly in cities with lots of universities and research hospitals, research institutions, we are hearing significant layoffs and significant impacts on employment. I don't know how much that will total. In addition cutting back on scientific research may have implications for economic growth, productivity, health, but those are difficult to estimate in real time.

Powell: In terms of cutbacks in funding and for science, we do see, particularly in cities with lots of universities and research hospitals, research institutions, we are hearing significant layoffs and significant impacts on employment. I don't know how much that will total. In addition cutting back on scientific research may have implications for economic growth, productivity, health, but those are difficult to estimate in real time.

Acyn

248,069 次观看 • 1 年前

But I was told they all went home. Two months on in Ceuta and the tents are still up, the police vans are still parked next to them, and the roadsides are still full.

But I was told they all went home. Two months on in Ceuta and the tents are still up, the police vans are still parked next to them, and the roadsides are still full.

WasAcop

11,091 次观看 • 1 个月前

This is enough a sermon for Churches, Mosques and all manner of religious centres in Nigeria. They should just play this video for their worshippers and that should suffice for the next 6 months.

This is enough a sermon for Churches, Mosques and all manner of religious centres in Nigeria. They should just play this video for their worshippers and that should suffice for the next 6 months.

Lere Olayinka - Aresa 1

96,721 次观看 • 1 年前

Living abroad has taught me how to make hay while the sun shines. 6 months is the actual time you have to plant and store, while the other 6 months are winter period and you can’t even get to buy any cheap produce again. This is how tomatoes are sold in cases, and I’ll show you how we store food for the next 6 months in this video.

Living abroad has taught me how to make hay while the sun shines. 6 months is the actual time you have to plant and store, while the other 6 months are winter period and you can’t even get to buy any cheap produce again. This is how tomatoes are sold in cases, and I’ll show you how we store food for the next 6 months in this video.

Ola 🇨🇦🍁

841,300 次观看 • 2 个月前