CascadeMacro

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CascadeMacro

CascadeMacro

@CascadeMacro

Not financial advice. The market can stay irrational longer than you can stay solvent — but have you tried being right?

Katılım Kasım 2021
18 Takip Edilen19 Takipçiler
Motivasyon
Motivasyon@motivasyonhane·
Yavru köpeğe 'Merhaba' demen için 72 saatin var yoksa kötü bir MAYIS'IN olacak
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
Trump on Iran proposal: It’s not acceptable to me. I’ve studied it, I’ve studied everything – it’s not acceptable.
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First Squawk
First Squawk@FirstSquawk·
RECORD NUMBER OF AMERICANS LEAVING US FOR BETTER QUALITY OF LIFE ABROAD: WSJ
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luna
luna@lunarfq·
10 YEARS OF BAD LUCK IF YOU DON'T SAY HI TO WALT
luna tweet media
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Degen CPA
Degen CPA@DrewVento·
Oh no cocaine for me I just wanted to be in this tiny bathroom with my friends
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Ayaz ’
Ayaz ’@lanbisalya·
Prensese merhaba demeyenler için 7 YIL KÖTÜ ŞANS
Ayaz ’ tweet media
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Honey 🛼
Honey 🛼@honeymoon250·
10 YEARS OF BAD LUCK FOR THOSE WHO DON'T SAY HI TO MAX
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CascadeMacro
CascadeMacro@CascadeMacro·
$WOLF ripped 40% Friday. The only 200mm SiC fab on Earth. Replacement cost: $5B+. Market cap: $1.7B. AI data center revenue doubled in three quarters. The Street’s median PT is still $15. Bull/base/bear with a $60 PT ahead of Tuesday’s print: open.substack.com/pub/cascademac… $SPY $QQQ $INTC $AMD $TSM
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CascadeMacro
CascadeMacro@CascadeMacro·
$WOLF ripped 40% Friday. New 52-week high on 2x volume. The only 200mm SiC fab on Earth. Replacement cost: $5B+. Market cap: $1.7B. Renesas converted $2B in deposits to equity in bankruptcy rather than lose the supply. AI data center revenue doubled in three quarters. The Street’s median PT is still $15. $60 12-month target. Bull/base/bear ahead of Tuesday’s Q3 print: open.substack.com/pub/cascademac…
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shipz ✧
shipz ✧@heyshipz·
1 YEAR OF BAD LUCK IF YOU DON'T SAY HI TO DANI
shipz ✧ tweet media
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ImNotHarsh | 📈💸
ImNotHarsh | 📈💸@imnotharsh·
$INTC Wait until people find out Intel is also a memory play (SRAM, adv DRAM, ZAM), and a photonics play, on top of the fact that they’re about to take multiple hyperscalers away from TSMC for Foundry - all in a span of a year. It’s all happening folks. And it’s all going to be so fun to watch. Great companies execute. Intel, under this leadership, is the best in the business. Yes, they have $TSLA / SpaceX TeraFab locked down for 14A. That is the future with exponential growth. The NOW is happening so quick you can’t keep up. Tick tock tick tock. The present looks fantastic. If you don’t understand the Intel memory story, I have written an article here on X. Urge you to read it and do some due diligence. If you don’t understand Foundry and why fab > fabless, I also have an article on that. I love this potato chip company. Long. Live. Intel.
ImNotHarsh | 📈💸 tweet media
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Easy 🅰️
Easy 🅰️@Thelenhadoor·
Diga “oi” para o Porquinho da fortuna ou tenha um péssimo mês de maio
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Heisenberg
Heisenberg@Mr_Derivatives·
$INTC Now that is what you call a runaway gap from a 26 year trendline break. Wow. PS: This is charted with divi's reinvested.
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Deep Thoughts 💭
Deep Thoughts 💭@quotetoponder·
You have 72 hours to say 'Hi' to puppy or you'll have a bad MAY
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Deep Thoughts 💭
Deep Thoughts 💭@quotetoponder·
1 YEAR OF BAD LUCK IF YOU DON'T SAY HI TO CHIBI
Deep Thoughts 💭 tweet media
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