SarautiyPrecise Market Analysis

66 posts

SarautiyPrecise Market Analysis

SarautiyPrecise Market Analysis

@thatdude906

Katılım Aralık 2021
33 Takip Edilen45 Takipçiler
Serenity
Serenity@aleabitoreddit·
I've monitored the situation for you. TLDR on hyperscaler capex spend (signal aside from $TSM). From $MSFT, $AMZN, $META earnings: Upstream semi supply chains go brrr. $META: 2026 FY capex $115-$135B Revised Q1 ER: $125B-$145B capex raised. -> Higher component prices (price hikes) -> Aggressive AI infra spending -> Custom Model Training $MSFT: was actually $31.9B vs ($35.29B) but due to supply chain bottlenecks, rather than lack of resources. Still waiting for confirmation around $AMZN but their original capex projection was ~$200B from Jassy's note earlier this year. So you can sleep easy, all the semi supply chain names still likely to keep going brr next quarter, since there's so much capex funneled into them. Then you get the new fed chair who is gung-ho all in on AI + rate cuts, with Jerome keeping stuff chill in the back (which markets probably like)
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Serenity
Serenity@aleabitoreddit·
Anyone else getting a little tired of everything from $INTC to $SIMO just going up so much every day? You have Intel, a $300B+ company gaining 11% a day, while Silicon Motion gaining 41%… Large part of it is just going long on the right sector/players...
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Serenity
Serenity@aleabitoreddit·
Happy to see my followers are escaping the permanent underclass with names like $SIVE, $AAOI, or others. Stocks really are positive sum. Everyone benefits if information synthesis / discovery is correct and helps people from their own conviction. I appreciate the $1 the most!
Moments of Life@Moments974

@aleabitoreddit Weekly thank you post 💙🙏🏻 we go brrrrrr , Serenity please make me a multi-millionaire, help me to get out of the hamster wheel 🙏🏻💙 Hopefully by year end this position will be 2,000,000+ M

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SarautiyPrecise Market Analysis retweetledi
Margo
Margo@Raspberry201725·
Handmade charm alert! Just finished these dainty macramé plant hangers—natural cotton, earthy tones, perfect for adding cozy green vibes to your space. Each knot tied with love. DM to grab one! #HandmadeWithLove #MacrameMagic #CozyHome
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Doona Kim
Doona Kim@DoonaKim1·
Late night grind with coffee u0026 deadlines Who’s with me #OvertimeVibes #WorkModeOn
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lbliuem
lbliuem@zadjte·
3-ingredient honey garlic salmon bowl | Pan-sear salmon, toss with honey-garlic glaze, serve over rice + veggies. Ready in 15 mins! #EasyCooking #SalmonRecipe
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