A bit of knowledge

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A bit of knowledge

A bit of knowledge

@BruChristopher

Write a note, looking forward to a big collision of ideas with you.💡✍️

Michigan Katılım Mart 2011
23 Takip Edilen237 Takipçiler
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T ✨@princesssT_xo·
Geopolitical risks hit the S&P 500, with Goldman Sachs warning that #oil prices will drag down GDP growth. The benchmark index fell by 2% amid increased volatility.💥
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Palantir’s Explosive Growth: From $10 IPO to $150, With 8x Profit Surge in Just 2 Years!
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Mark Blair@MarkBlairi9·
Brent holds above $103, WTI approaches $100. The U.S. strikes Iranian oil facilities, sparking a new surge in global oil markets. Energy prices jump as geopolitical tensions escalate.
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gi@haixgs_·
Oil from the International Energy Agency’s emergency reserves will begin flowing to global markets soon, after member countries pledged to make available 411.9 million barrels, the agency said in a statement on Sunday. #StocksToWatch @KobeissiLetter @unusual_whales
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A bit of knowledge@BruChristopher·
Many people think only of Nvidia when $AI chips are mentioned, but $AMD is quietly emerging as a serious contender. Over the past year, AMD has actually gained 103% outperforming $Nvidia even after falling nearly 30% from its highs. Its market cap is still less than one-tenth
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A bit of knowledge@BruChristopher·
@Ashton_1nvests The story is no longer whether AMD is in AI — it’s whether the market is still underestimating how big that role can become.
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Ashton Invests@Ashton_1nvests·
2. $AMD One of the biggest winners of the AI era. A lot of people still think of AMD as a CPU company. But the real story now is data center and AI accelerators. Over the last decade, AMD transformed itself from a struggling chipmaker into a data center powerhouse competing with $NVDA and $INTC. Revenue has exploded from roughly $4B in 2016 to more than $34B today. And the most important segment is growing even faster. The data center business is exploding, driven by demand for AI chips and cloud infrastructure. Companies like $MSFT, $Meta, and $ORCL are all building massive AI infrastructure. And AMD is right in the middle of that buildout. If AI spending continues over the next decade, AMD could still be early in its growth cycle.
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Ashton Invests@Ashton_1nvests·
Sometimes the best growth stocks are hiding in plain sight. These are 5 of my favorite growth companies in the market right now. All of them are compounding revenue fast. And I think they’re just getting started. 🧵👇 1. $SOFI One of the most misunderstood growth stories in fintech. Look at the chart. Revenue has gone from under $1B a few years ago to roughly $5B today and is still accelerating. The company reported $3.6B in revenue in 2025, up about 38% year over year. But what makes SoFi special isn’t just growth. It’s the ecosystem. SoFi isn’t just a bank. It’s a full financial platform with lending, investing, banking, credit cards, and its tech platform (Galileo + Technisys). Each new product increases the lifetime value of a customer. And it’s working. The company now has over 13 million members, growing roughly 35% year over year. Management expects ~30% revenue CAGR through 2028. If they execute, this could become one of the most important fintech platforms of the next decade.
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A bit of knowledge@BruChristopher·
@thestockwhale People say AMD is “doing nothing,” yet the stock is up over 100%. That tells you how disconnected sentiment still is from reality.
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StockWhale@thestockwhale·
$AMD will still go to $330+ per share in the future. But I expect big red days ahead. This is your perfect opportunity to buy into an amazing company cheap. Rain or shine, keep buying slowly and you'll become rich with me.
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A bit of knowledge@BruChristopher·
@oguzerkan The bull case is clear, but execution still matters. AMD has to prove it can convert AI momentum into sustained earnings.
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Oguz Erkan
Oguz Erkan@oguzerkan·
$AMD Many people feel like $AMD is doing nothing but it’s actually up by 103% over the past year even after nearly 30% decline from its highs. It’s trading at 18x 2027 earnings with 35% revenue CAGR guidance over the next 3-5 years. Why wouldn’t $AMD work from here?
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TheMarketTutor@marketTrader92·
Rising Wedge patterns
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TheMarketTutor@marketTrader92·
Bearish Harami pattern
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A bit of knowledge@BruChristopher·
$TSLA: One of the few pushing humanoid robots toward manufacturing scale, with 1,000+ Optimus units reportedly running in factories.
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A bit of knowledge@BruChristopher·
$ADI, $TXN, $ON, $STM: Analog semiconductors linking digital AI brains to the physical world (sensors, power, motor control). $QCOM: Dragonwing chips enable 5G connectivity and edge AI; $MBLY, $AMBA power vision and perception.
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A bit of knowledge@BruChristopher·
Robot Industry Chain — Quick Overview $NVDA (NVIDIA): Many humanoid robots are first trained in Nvidia’s simulation environments. $GOOGL, $MSFT, $META, $BIDU: Provide foundation models enabling reasoning, vision, and action.
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A bit of knowledge@BruChristopher·
$PLTR, $ORCL: Turn robot sensor data into operational intelligence; $PANW, $CRWD secure the robots’ “nervous system.” $ARM, $SNPS, $CDNS: Design the chips powering robot “brains”; $TSM manufactures them, while $INTC does both design and production.
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