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Investing visuals
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Investing visuals
@InvestingVisual
Making sense of investing through visuals | 10 years in tech | +350% since 2023 | Not financial advice | For much more content: https://t.co/oVrgIdqqmE
Netherlands Katılım Mayıs 2023
114 Takip Edilen115.7K Takipçiler
@InvestingVisual Interesting portfolio, but I think one AI stock with huge potential isn't on this list.
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In Q1 2026, Trump bought $NOW, $MSFT, $ORCL, $AMZN and $AVGO amongst others.
Trump's top 10 holdings:
• $DJT - 38%
• $NVDA - 8%
• $APPL - 8%
• $AVGO - 7%
• $MSFT - 7%
• $META - 6%
• $ORCL - 6%
• $GS - 5%
• $BAC - 5%
• $AMZN - 4%
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@TacticzH Definitely! Conviction is great, but it can also bite you in the arse
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@InvestingVisual The thing is, this works both ways.
The photonics and memory boys are learning this the hard way now
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$NBIS vs $IREN: A side by side of two top tier neoclouds.
Who's your favorite?
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@EmmanuelSimond Appreciate it Robin, glad you find it helpful! Many more to come🫡
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I just published the $ASML Q2 2026 one-pager stock analysis, covering:
• Financials
• Key metrics
• Valuation
And much more. You can see the full breakdown and 30+ others on my website. Link in bio & comments!
$TSM is next and will be out tomorrow🫡
Investing visuals@InvestingVisual
$ASML fantastic Q2 2026 earnings: • EPS: €7.59 vs €6.88 est. • Revenue: €9.33B vs €8.87B est. • Gross Margin: 54.0% vs 51.9% est. 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟯 𝟮𝟬𝟮𝟲 Revenue: €11B-$12B vs €10.34B est. 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝟮𝟬𝟮𝟲 Revenue: €43B-$45B vs €39.34B est.
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$ASML Q2 one-pager stock analysis:
investingvisuals.io/asml-one-pager/
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@InvestingVisual So … soxx will fall close to 3% tomorrow , right?
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Kimi: “we're temporarily pausing new subscriptions and prioritizing compute for current members.”
The neocloud thesis in one tweet.
$NBIS, $IREN, $CRWV
Kimi.ai@Kimi_Moonshot
Kimi K3 has received far more love than we expected, and our GPUs are feeling it. Over the past 48 hours, demand has pushed close to the limits of our current capacity. To protect the experience of existing subscribers, we're temporarily pausing new subscriptions and prioritizing compute for current members. Existing subscribed users are not affected. We're adding capacity as fast as we can and will reopen new subscription spots in batches. Going forward, we'll also split membership into two more focused plans: Kimi Membership for Kimi Web, App, and Work; and Kimi Code Membership for coding workflows. This will help us match compute more precisely and keep the experience stable. Thank you for your patience and understanding!
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@InvestingVisual brother just for political reasons i’ll do 70% TSM 30% ASML
ASML monopoly will be broken soon….
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$ASML vs $TSM: the foundational layer of the entire AI buildout.
How would you split $10K between them?
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@paintoshi Better hope not! For the wellbeing of $IBM investors.
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@InvestingVisual IBM already had their preliminary report and crashed 25% so should not be any surprises there
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Exciting earnings week ahead!
• Wednesday: $GEV, $TSLA, $GOOGL, $NOW, $IBM
• Thursday: $NOK, $INTC
All eyes on $GOOGL for AI demand + capex guide and $NOW being the first big software name to report Q2 earnings.
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@FauserKarl27793 Fair point! Should be included next time
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@InvestingVisual RTX on Thursday. Not exactly a company to leave out here.
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Many photonics names are down 30-50% from their highs.
A great time to revisit the value chain and best positioned businesses:
Layer 1: Materials & wafers
• $GLW
• $AXTI
• $IQE
• $AIXA
• $AMS
Layer 2: Core photonic devices
• $IPGP
• $COHR
• $LITE
• $LASR
• $SIVE
• Layer 3: Components & modules
• $AAOI
• $MTSI
• $FN
• $VIAV
• $LPTH
Layer 4: Systems & equipment
• $ASML
• $BESI
• $ASM
• $LPKF
• $MKS
Layer 5: Test, metrology & yield
• $CAMT
• $FORM
• $AEHR
• $ONTO
• $VIAV
The deep dive below covers the sector and layers and companies in much more detail, along with many visuals to help you understand the technical concepts.
Enjoy!
Investing visuals@InvestingVisual
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$SPCX now trades below IPO price and is down nearly 40% from it’s peak.
When $SPCX IPOd, I warned about the classical pump and dump playbook for IPOs.
So far, $SPCX stock is exactly following that playbook.
Investing visuals@InvestingVisual
When (not) to buy $SPCX: four phases of the IPO playbook: 1 - PUMP 2 - DUMP 3 - DEAD MONEY 4 - REDISCOVERY
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$SKHY free cash flow is expected to explode from $28B → $104B
And the stock is now down 42% from it's highs. I added to my $SKHY position, thank you very much.
Investing visuals@InvestingVisual
$SKHY estimated net income growth is insane: • 2024: $13B • 2025: $29B • 2026: $152B (est.) • 2027: $228B (est.) • 2028: $236B (est.) From $13B → $236B in just 5 years.
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