SarautiyPrecise Market Analysis

42 posts

SarautiyPrecise Market Analysis

SarautiyPrecise Market Analysis

@verrijerri

Katılım Ekim 2021
34 Takip Edilen39 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)
English
79
76
1.5K
158.1K
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

English
91
31
1.3K
177.2K
SarautiyPrecise Market Analysis
Fresh is best! Grab crisp veggies, juicy fruits u0026 hearty grains for your weekly meals—stock up now!
SarautiyPrecise Market Analysis tweet media
English
0
0
0
4
SarautiyPrecise Market Analysis retweetledi
朔
@ffoopi·
5-min Creamy Avocado Toast! Mash 1 ripe avocado + pinch salt + squeeze lime. Spread on toasted sourdough, top with red pepper flakes u0026 a poached egg. Sprinkle black pepper—crack u0026 enjoy!
朔 tweet media
English
0
1
1
10
SarautiyPrecise Market Analysis
"Traded my 9-to-5 desk for a laptop by the sea Now my commute’s the sound of waves, and deadlines pair with sunset hues. Small shift, huge joy—proof life’s best upgrades aren’t always at the store."
English
0
0
1
6
SarautiyPrecise Market Analysis retweetledi
Zari Camille
Zari Camille@CamilleZari·
Traded 30 mins of mindless scrolling for a morning walk—sunlight, birds, and actual good vibes. Game. Changer.
Zari Camille tweet media
English
0
2
0
3
SarautiyPrecise Market Analysis
Turn ordinary moments into magic—today’s the day to pause, celebrate, and savor the little (or big!) joys. Happy [Festival Name]!
English
0
2
2
7
SarautiyPrecise Market Analysis retweetledi
hilton
hilton@hilton88486137·
Traded my 6AM alarm for 30 mins of morning reading + a walk. Now I don’t hit snooze 5x. Small shift, big vibe boost!
hilton tweet media
English
0
1
0
3
SarautiyPrecise Market Analysis
"Hot crispy fried squid + tangy chili-lime dip = street food joy! Grab a skewer at the night market—crunchy, zesty, irresistible."
SarautiyPrecise Market Analysis tweet media
English
0
0
1
4
SarautiyPrecise Market Analysis retweetledi
波浪理沦学习——备忘录fna
波浪理沦学习——备忘录fna@ConiRiveraRiver·
"From tiny pup to adventure buddy Every wag, zoom, and snuggle is a step in their big journey. Love grows with them—one happy moment at a time! #PetGrowth #DogLove"
波浪理沦学习——备忘录fna tweet media
English
0
3
2
31
SarautiyPrecise Market Analysis
"A small 'how are you' can turn a quiet moment into a warm connection. Listen more, speak with care—small acts build big bonds. "
SarautiyPrecise Market Analysis tweet media
English
0
0
1
4
SarautiyPrecise Market Analysis retweetledi
Yannick Pedou
Yannick Pedou@pedouyannick1·
Tired of hitting snooze u0026 feeling sluggish Try this 2-step tweak: 1 Sleep 15 mins earlier tonight 2 Wake up without snoozing tomorrow Small shifts = big energy wins #SleepHacks #EnergyBoost
Yannick Pedou tweet media
English
0
1
0
2