Equity investor
14K posts
Equity investor
@equitydd
Interested in Financial markets, Macro, Stocks Fundamental and Technical Analysis. My tweets are not financial advice.
Planet Earth Katılım Kasım 2021
418 Takip Edilen7.9K Takipçiler
Space Exploration Players
$RKLB $PL $LUNR $ASTS $FLY
$AIR $RDW $BKSY $YSS $SATL
$VSAT $GILT
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Top gainers today
$POET $RXT $BRUN $RDW $PCT
$SEDG $CSCO $WOLF $ADUR
$ENPH $VLN $STRZ $KEEL $WYFI
$BW $OSS $EXTR $ROMA $ASYS
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Notable stocks making new 52 week high today
$TSEM $AAOI $VPG $MEI $FCEL
$NBIS $ALMU $QUIK $VSH $LWLG
$NOK $LUNR $ON $AIP $STM
$PENG $NXT $ST $MRVL $COHR
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@equitydd SK Hynix (000660-KR) can now be ordered via IBKR. Later this year possible listing to ADR as well.
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Understand the types of memory powering AI data centers and the stocks & ETFs exposed to this massive trend.
HBM is becoming one of the biggest bottlenecks in AI infrastructure.
From HBM3E & HBM4 to DDR5 and NAND, memory bandwidth is now critical for AI training & inference.
Memory stocks & ETFs to watch:
$MU $SNDK $STX $WDC
$DRAM $AIS $SOXX $SMH
#HBM #HBM3E #HBM4 #DDR5 #NAND #AI #Semiconductors
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$CSCO earnings beat, stock up +20% AH
Revenue of $15.84B (+11.9% YoY) beats by $280M and EPS of $1.06 beats by $0.02.
Next quarter revenue guidance of 16.8B vs consensus of $15.8B and EPS of $1.17 vs consensus of $1.07
Equity investor@equitydd
$CSCO earnings beat, stock down -7% AH. Revenue of $15.35B (+9.7% YoY) beats by $230M and EPS of $1.04 beats by $0.02. Next quarter guidance: Revenue of $15.5B vs consensus of $15.2B.
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$TSEM earnings beat, stock up 22% today
Revenue of $414M (+15.6% YoY) beats by $3.02M and EPS of $0.57 beats by $0.01.
Next quarter revenue guidance of $455M vs. consensus of $436M reflecting a revenue increase of 22% YoY.
Equity investor@equitydd
High Speed Connectivity is the key to the success of AI Data Center revolution. Here are some of the key players leading the way. $CRDO $MRVL $MXL $MTSI $COHR $LITE $CIEN $LGLW $VIAV $AAOI $GLW $SITM $TSEM $AXTI $ALAB $SIVEF
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$POW AI Power ETF (Electrification Supercycle)
Top holdings
$POWL $PWR $VICR $GEV $NVT $ETN $BELFB $HUBB $CEG $MTZ $AEIS $APH $FLNC $SEDG $NXT $AMSC
$POW up 70% YTD vs. $QQQ up 16% YTD
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$NBIS earnings beat, stock up 12%
Revenue of $399M (+684% YoY) beats by $10.43M and EPS of $2.11 beats by $2.82.
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Top performing stocks sorted by weekly returns
$RXT $MRAM $DGXX $AMBQ $VPG $VSTS $FCEL $BAK $DDD $ROMA $IPI $Q $KOPN $BUUU $ESOA
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$AIS AI ETF holdings include some of the key stocks to ride the AI revolution and seems like a great add to a growth portfolio.
$MU SK Hynix $VRT $AMD $TSM $INTC $SIMO $AVGO $NVDA $MRVL $LITE $MPWR $FN $STX $GLW $SNDK $ASML $WDC $ARM $ALAB $COHR $TSEM $AVGO $CRDO $ANET
Not / never a financial advice, do your own due diligence.
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April Headline CPI inflation came in at 3.8%
And Core CPI at 2.8%
They ran up the market to a perfect level right before the CPI
Equity investor@equitydd
US CPI data for April 2026 is scheduled for release tomorrow, Tuesday, May 12, 2026, at 8:30 a.m. ET by the Bureau of Labor Statistics. Headline CPI Consensus estimate (Apr): +3.7% Previous reading (Mar): +3.3% Previous reading (Feb): +2.4% Core CPI (ex-food & energy) Consensus estimate: +2.7% Previous reading: +2.6%
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