$1,000 follows their calls into $1,015
Random Walk@MosesSternsteinneat chart on market concentration . . . and imagine if NVDA, MU and AVGO were trading anywhere near what forward earnings should imply
Andrew Thrasher, CMT@AndrewThrasherAI Big 10 (mag 7 plus MU, AVGO, AMD) have now matched the peak concentration of tech bubble. Doesn't mean it can't go further but worth nothing the company that we keep.
Random Walk@MosesSternsteinpretty neat demonstration by @Uber of how they bent the token cost curve -->grew users and usage, while lowering overall cost this will keep happening, at even more impressive scale
Random Walk@MosesSternsteinhousing demand goes soft to softer
Barbarian Capital@BarbarianCapLennar Cuts Deliveries Target Again on Rate Pressure, Housing Market Conditions $LEN
