A bit of knowledge retweetledi
A bit of knowledge
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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
A bit of knowledge retweetledi
A bit of knowledge retweetledi

Without Nvidia's GPUs, the AI market today might not even exist. Both major AI frameworks, PyTorch and TensorFlow, heavily rely on CUDA.
@CNBC @Stocktwits @__paleologo
#AIStocks #TechStocks #Semiconductors #NASDAQ


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A bit of knowledge retweetledi
A bit of knowledge retweetledi

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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@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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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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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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@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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@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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@marketTrader92 Where did all these strange images come from?
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