Ozan

@Adam9Green @jet2tweets Uncertain times lets hope things get better with things already pointing at more stability 🤞🏽

@Bull_LFG @jet2tweets Not sure if this helps but the airlines get about 23% of fuel from Hormuz (apparently). So whilst there shouldn't be mass cancellations ala C19, what they are doing is combining flights where poss. Thats why a lot of people are seeing flight times shift by a few hours either way

Hey @jet2tweets you guys aren’t planning on last minute flight cancellations due to potential jet fuel shortages are you? Family holiday booked in May FYI

@gerryferrie @jet2tweets Interesting….

@Bull_LFG @jet2tweets Probably going with Fuel surcharge, can be 6% of Holiday. It’s above lawful. Airlines don’t buy fuel, that’s a myth. Airports buy fuel so your destination is really important.

@danny3oyle @jet2tweets Stressful times….

@Bull_LFG @jet2tweets IV just had same email first thing I thought as well and we don't go untill end of August

@xSuzyJS79x @jet2tweets Yeah end of Next month

@Bull_LFG @jet2tweets Is it next month you go too? I know the shortages are not down to the airline, but EasyJet and Ryanair have admitted that there may be flight cancellations.

@xSuzyJS79x @jet2tweets Yeah thought it was dead wierd receiving this email. Alarm bells ringing 🚨

@Bull_LFG @jet2tweets Feels like it. I wish they would just be honest with their customers.

Bank of America has issued a massive upward revision to the global semiconductor outlook, forecasting the market to hit $1.3 trillion by 2026 and $2 trillion by 2030. This 20% CAGR projection more than doubles the industry’s historical growth rate, driven by a structural shift toward "leading logic intensity" in AI data centers. HERE IS THE SUPPLY CHAIN TIMESTREAM: 1. Cadence $CDNS & Synopsys $SNPS Role: Electronic Design Automation (EDA) software giants. Catalyst: Providing the intricate, complex logic required for next-gen AI chip designs as "logic intensity" ramps up. 2. Applied Materials $AMAT & Lam Research $LRCX Role: Critical manufacturers of wafer fabrication equipment and specialized tools. Catalyst: Serving as the essential "picks and shovels" for the manufacturing ramp-up of more complex, leading-edge chips. 3. Nvidia $NVDA Role: Primary provider of AI training and inference GPUs. Catalyst: Dominating a compute/storage segment projected to jump 43% YoY. 4. Broadcom $AVGO Role: Leader in custom AI accelerators and high-speed networking silicon. Catalyst: Capturing the surge in data center interconnect demand as clusters scale. 5. AMD $AMD & Marvell $MRVL Role: Providers of high-performance server CPUs, custom silicon, and electro-optics. Catalyst: Scaling specialized hardware to meet the diversification needs of global hyperscalers. 6. Microsoft $MSFT & Google $GOOGL Role: Global cloud giants and primary purchasers of high-end semiconductor hardware. Catalyst: Driving the market through massive private programs like Stargate and sovereign AI initiatives. Investment Outlook: The bull case depends on cloud capex exceeding $1T, significantly above the $872B consensus. While AI Compute is surging (+43% YoY), caution is warranted in Wireless (-9% YoY) as Qualcomm $QCOM and Skyworks $SWKS face a "consumer drag" that could last through 2027.

@R2912_ 🥵

🥵

She is tasty 🐱

Type of girl that comes into your life when your portfolio is down 90%

How the stock market’s been acting lately…

😂😂

@snapchatsupport Done

@Bull_LFG Let's see how we can help. Send us a DM with some details on what's happening and we'll take it from there! To send us a DM follow these steps: 1. Go to the Snapchat Support Twitter page 2. Click the little envelope button next to the "Follow" button 3. You'll be taken straight to our DMs!

@snapchatsupport need help getting my account back

Got damn Notting Hill Carnival, recently lost my sugar baby to it as she met someone there last year and eventually started dating FML

@soigomaa Pub

quick question how are men so broke if they don't have to buy makeup or hair products or any beauty products really like what are they spending their money on

@chillicleo Perfect 🤩

posting this before the confidence wears off ahahaha

@rocksty14 @LexiTimes @anyatrades @grok Jheez!

I hope all your wishes come true in 2026 ✨

Anyone else sold $AMD in the high 200’s and now looking at it go mad at $225 wondering if they did the right thing 😂