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Sam Ro 📈
131.8K posts
Sam Ro 📈
@SamRo
Award-winning writer of @TKerLLC, the newsletter about how the stock market usually goes up. 34k+ subs. Long-term optimist. Short-term cautious optimist.
New York, NY Katılım Ocak 2011
3K Takip Edilen75.4K Takipçiler
Sam Ro 📈 retweetledi
Core US Factory Orders Surged In March To Best YoY Growth Since Nov 2022 zerohedge.com/economics/core…
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Sam Ro 📈 retweetledi
Sam Ro 📈 retweetledi
NEW from me:
The US is building a record amount of power infrastructure, especially solar & batteries, and has broken out of a multi-decade period of grid stagnation
Yet this hasn’t been nearly enough, and America has a widening electricity shortage that’s driving up prices 🧵
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Sam Ro 📈 retweetledi
"We’re now the second largest grocer in the U.S." - Amazon CEO Andy Jassy (via @TheTranscript_ )
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"Corporate America announced plans to buy back $665 billion worth of shares in S&P 500 Index companies in the four months through April, the most ever to start a year, according to data from Birinyi Associates."
Bloomberg@business
As investors begin to wonder if a torrid rise in US equities is running out of steam, one of the market’s most important buyers shows its unwavering support remains bloomberg.com/news/articles/…
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Happy birthday to my brother from another mother @sonusvarghese! 🍰 🎈 🥳 🎉
Here's a video of our fun adventures over the years.
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Sam Ro 📈 retweetledi
📈🛢️This chart maps out the definitive story of the current energy crisis. The sudden structural breakdown in Hormuz shipping traffic serves as the exact inflection point for Brent Crude pricing in a massive risk premium above $110/bbl. The anatomy of a supply shock, visualized;
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“…big beautiful bowls…”
Brian Sozzi@BrianSozzi
Caught up with Chipotle's CEO Scott Boatwright inside a NYC Chipotle. We had some chips and guac. Asked him what he would tell people who complain their once large burrito bowls are getting smaller: "You should ask for a little more. It has always been our brand ethos and it is still to this day, we serve big beautiful bowls and burritos. Full stop, no questions asked. If you want more, just ask the team member. I promise you there's never a team member on that line that's going to say no,” he says. Makes sense. (V/Power Players podcast on @YahooFinance) 📈Yahoo Finance: finance.yahoo.com/video/chipotle… 🎙️Spotify: open.spotify.com/episode/28uyss… 🎧Apple: podcasts.apple.com/us/podcast/how… 🎵Amazon: music.amazon.com/podcasts/7b6dd…
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Sam Ro 📈 retweetledi
67% of profits go to the top 0.1%? That’s almost as slanted as the US economy amirite
The Wall Street Journal@WSJ
A WSJ analysis found 67% of Polymarket profits goes to just 0.1% of accounts, while most traders are in the red. Most Kalshi users also lose money. on.wsj.com/4td9UPy
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Sam Ro 📈 retweetledi
Love the optimism of anyone who thinks that if they watch a one hour lecture they’ll have a marketable skill with that much money.
Roan@RohOnChain
Anthropic pays $750,000+ a year for engineers who can build LLM architectures from scratch. Stanford taught the entire thing in 1 hour lecture & released it for free. Bookmark & watch this today before someone takes it down.
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Sam Ro 📈 retweetledi
Raising deepfake awareness by creating a deepfake of his own...
TKer@TKerLLC
Bizarre moment at Berkshire's annual meeting spotlights cyber risk🤖tker.co/p/warren-buffe…
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Sam Ro 📈 retweetledi
“Since the start of the Iran war in late February, the cost of jet fuel has doubled, forcing airlines to raise ticket prices…The total number of seats available on all airlines during May has fallen from 132mn to 130mn between mid and late April…”
@FT
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Sam Ro 📈 retweetledi
The stock market balloon keeps climbing on rising earnings revisions, not just hot air. Sentiment remains lackluster, leaving plenty of room to run higher.
🟢 Open
quicktak.es/htrh
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Sam Ro 📈 retweetledi
🚨🚨🚨SCOOP: @ryancohen's GameStop is offering to buy eBay for $125/sh, or $56 billion. GameStop has built a roughly 5% stake in eBay already. I spoke to Ryan Cohen exclusively about why he's pursuing this deal. $GME $EBAY
wsj.com/business/deals…
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fascinating listen
The Compound@TheCompoundNews
How to Find 100 Bagger Stocks On episode 240, @michaelbatnick and @Downtown are joined by @neerajkhemlani and Matt Ankrum to discuss: - What 100 bagger stocks look like - The search for high quality companies - Compounding and exponential growth and more!
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