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$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:

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JaguarAnalytics

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49,597 görüntüleme • 7 ay önce •via X (Twitter)

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$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:
7:02

$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

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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:
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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

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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:
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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

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When will GPT-6 be released? Big steps forward in model capability are expected soon, potentially within 6 months or even sooner. The focus is on integration, not just research.
0:52

When will GPT-6 be released? Big steps forward in model capability are expected soon, potentially within 6 months or even sooner. The focus is on integration, not just research.

Chubby♨️

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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
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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

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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
1:26

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

388,742 görüntüleme • 8 ay önce

$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 👇
7:58

$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

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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. 😳👇
7:06

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

445,134 görüntüleme • 5 ay önce

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
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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

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$GRMN Garmin -- Such an innovative high growth stock that steadily compounds, but rarely gets enough attention on X. Expect another strong year of growth.
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$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 görüntüleme • 4 ay önce

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.
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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

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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.
20:04

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

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"I'm not ready to declare it over, but this was, undoubtedly, a significant moment in this competition. I definitely think yesterday and then tomorrow are very significant days..." ➡️ Ashley Bastock w/ Daryl Ruiter and Nick Pedone on how Saturday's storylines have changed the view of the #Browns QB competition
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"I'm not ready to declare it over, but this was, undoubtedly, a significant moment in this competition. I definitely think yesterday and then tomorrow are very significant days..." ➡️ Ashley Bastock w/ Daryl Ruiter and Nick Pedone on how Saturday's storylines have changed the view of the #Browns QB competition

92.3 The Fan

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🇺🇸 6 Months, 6 Wins President Donald J. Trump restored common sense and biological truth that there are only two sexes — MALE AND FEMALE. We acted to ensure men are not allowed in HUD-funded shelters for women.
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🇺🇸 6 Months, 6 Wins President Donald J. Trump restored common sense and biological truth that there are only two sexes — MALE AND FEMALE. We acted to ensure men are not allowed in HUD-funded shelters for women.

Scott Turner

85,844 görüntüleme • 1 yıl önce

OK, this is insanely cool ... - screen mirroring into the protoverse - Shared multi-player view for anyone in this scene - Not fast enough for video (yet) but good enough for code - can type on laptop and view in VR :)
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OK, this is insanely cool ... - screen mirroring into the protoverse - Shared multi-player view for anyone in this scene - Not fast enough for video (yet) but good enough for code - can type on laptop and view in VR :)

martin_casado

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Fundstrat’s Tom Lee believes it is “highly probable” that Bitcoin hits $250,000 in the next 12 months and even higher if the US adopts a strategic Bitcoin reserve. You are not bullish enough.
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Fundstrat’s Tom Lee believes it is “highly probable” that Bitcoin hits $250,000 in the next 12 months and even higher if the US adopts a strategic Bitcoin reserve. You are not bullish enough.

The ₿itcoin Therapist

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$RKLB I expect Rocket Lab annual sales to climb to $15+ billion in 10 years vs approx $600M today. That's 25x from here. Much of this will depend on success of Neutron that's launching in 2026. A lot of data-driven research. I asked AI to dumb it down to produce this video:
6:24

$RKLB I expect Rocket Lab annual sales to climb to $15+ billion in 10 years vs approx $600M today. That's 25x from here. Much of this will depend on success of Neutron that's launching in 2026. A lot of data-driven research. I asked AI to dumb it down to produce this video:

JaguarAnalytics

40,651 görüntüleme • 9 ay önce