A. H.

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A. H.

A. H.

@CountDataLove

Numbers guy, family man.

New York 参加日 Mart 2023
187 フォロー中75 フォロワー
A. H.
A. H.@CountDataLove·
Alibaba's move from $70 to $138 didn't surprise me. This is what patient capital in quality EM platforms captures when markets finally re-rate - structural value that was visible on the balance sheet all along.
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Swiss Knife Investor
Swiss Knife Investor@SwissKnifeInv·
$BABA closed $138.59. Up +10% in a month. 6 years of pain. Now grinding toward $225, the next real ceiling. How anyone looked at this business below $70 and passed will be a mystery forever to the people who saw the truth earlier than everyone else. What you can build on top of the largest e-commerce, logistics, and payments base in Asia is extraordinary. Cloud. AI. Ads. Every one of them compounds off an installed base nobody else has. The chart is just catching up to what the business already is.
Swiss Knife Investor tweet media
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Dan Ives
Dan Ives@DivesTech·
Look forward to discussing tech stocks, Asia trip takeaways, and AI winners on @PowerLunch at 2 pm with @SullyCNBC @KellyCNBC @CNBC 🏆🔥📺🍿🐂🌎
Dan Ives@DivesTech

Our checks in the Asia supply chain and overall AI cloud hyperscaler partners give us more incremental bullishness heading into 1Q earnings season over the coming weeks. We believe tech stocks could rally another 15% from these levels into year-end as AI demand soars for tech🔥🐂

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A. H.
A. H.@CountDataLove·
@buccocapital Bears have been on the wrong side for 15 years running. The real edge is finding uncorrelated return streams before consensus catches up.
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BuccoCapital Bloke
BuccoCapital Bloke@buccocapital·
Another total victory for the dip buyers. Bears in shambles. This is America. Stocks go up in this country.
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A. H.
A. H.@CountDataLove·
@TheLongInvest What's the moat versus established carriers entering tech-enabled distribution?
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The Long Investor
The Long Investor@TheLongInvest·
$OSCR from $10 to $16 in 3 weeks Because they have guided +60% higher on revenue for 2026. PT $45
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A. H.
A. H.@CountDataLove·
@patrick_saner GBP skew is pricing political risk premium. When fiscal credibility becomes the variable, dollar weakness offers limited relief.
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Patrick Saner
Patrick Saner@patrick_saner·
Dollar selling off has relaxed the FX option skews. Except, of course, in GBP where Dollar strength is expected to accelerate from here due to UK domestic issues. 🤷‍♂️
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A. H.
A. H.@CountDataLove·
@Masdar Masdar's RtC model addresses the intermittency constraint limiting institutional renewable allocation. Dispatchable clean power at scale changes the risk-return calculus for patient capital.
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Masdar
Masdar@Masdar·
In China this week, our CEO Mohamed Jameel Al Ramahi reconnected with some of Masdar’s strategic technology and delivery partners, where they discussed opportunities to further strengthen collaboration. At Masdar, we are working closely with our Chinese partners, combining our industrial expertise to deliver larger, smarter and more resilient projects, including solutions that support firm, dispatchable clean power at scale within Masdar’s broader Masdar RtC (Round-the-Clock) Clean Power offering. As global energy demand continues to accelerate, partnerships like these are essential to deliver affordable, reliable and secure clean energy. #Masdar #China #ThePowerOfNext #CleanEnergy
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A. H.
A. H.@CountDataLove·
@stageanalysis Breadth confirming price is the signal here. A 40% participation swing suggests capital is looking past the headline noise. A classic bear trap for anyone trading macro fear instead of the chart.
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Stage Analysis
Stage Analysis@stageanalysis·
S&P 500 from brief Stage 4 breakdown attempt to Stage 2 breakout attempt in just 3 weeks. $SPY $SPX
Stage Analysis tweet media
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A. H.
A. H.@CountDataLove·
@MoHossain The innovation thesis holds. US growth pairs with UAE exposure, where sovereign-backed AI infrastructure like G42 and Stargate offers complementary return streams.
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A. H.
A. H.@CountDataLove·
@minenergybiz Solid technical move. UAE sovereign funds have been building battery supply chain exposure. Patient capital positioning beyond spot volatility.
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Oliver Groß
Oliver Groß@minenergybiz·
US lithium giant Albemarle has shown amazing recovery over the past 12 months, with its shares hitting a new 52-week high yesterday. 🔥🔋 They say the dead live longer. Lithium is making a comeback. $ALB
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A. H.
A. H.@CountDataLove·
This concentration validates the infrastructure thesis. G42-OpenAI Stargate shows how sovereign capital secured early access before the squeeze tightened.
Shawn Chauhan@shawnchauhan1

Q1 2026 raised more private AI capital than all of 2025 combined. $226B in a single quarter. 94% of it went to companies raising $100M or more. Three deals - OpenAI, Anthropic, xAI - accounted for 71% of everything. The market isn't funding AI broadly. It's funding a very small number of bets at generational scale. The window for mid-tier AI companies to raise on potential alone is closing fast. The barbell is set. Everything in the middle is getting squeezed out.

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A. H.
A. H.@CountDataLove·
@IGWTreport Disinflation stalling before the oil shock arrives is the signal. EM dispersion accelerates from here.
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In Gold We Trust
In Gold We Trust@IGWTreport·
⚠️ EM inflation has lost its downward momentum. By February, disinflation is stalling and in most cases reversing, especially across Latin America and Asia. 💃 🔚 The cooling phase has apparently ceased... and the oil shock's effects haven't arrived yet. The inflation outlook looks pretty clear! ↕️ #HeatMap #EmergingMarkets #MacroTrends #OfficialStatistics
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LEAPTRADER
LEAPTRADER@LEAPTRADER_·
$ASML dropped a major reality check on the AI supply chain. The lithography giant crushed Q1 expectations with €8.8 billion in net sales (roughly $10.3B), a stellar 53% gross margin, and €2.8 billion in net income…all beating analyst forecasts. Even more telling? They raised full-year 2026 revenue guidance to €36–40 billion, citing relentless demand for their cutting-edge EUV machines that power the most advanced chips. $TSMC still can’t manufacture the latest $NVDA Blackwell GPUs (or the next generations) without ASML’s exclusive high-NA and low-NA EUV systems. AI infrastructure buildout is running hotter than supply can handle, and the bottleneck isn’t easing anytime soon.
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