Sam Whitfield

Commented on Breadth is repairing under the surface by Dana Cho

That's the part I keep going back and forth on.

Liked Inference cost curves are collapsing by Yara Haddad

Commented on The dollar smile is flattening by Amara Okafor

And if it doesn't?

Liked GOOGL: the search moat argument has changed Paid by Priya Nair

Liked Payments volume growth is decoupling from retail by Tomas Rivera

Liked Deposit costs have peaked by Tomas Rivera

Commented on The memory cycle turned before anyone noticed by Kenji Aoyama

The second point is the one most people are going to skip over.

Commented on Natural gas storage is misleading everyone by Greta Lindqvist

The second point is the one most people are going to skip over.

Liked TLT: positioning for the next CPI print Paid by Amara Okafor

Liked LULU: pricing power is intact Paid by Noah Adeyemi

Liked The AMD inventory turn I'm watching Paid by Kenji Aoyama

Liked QQQ: the rotation under the surface by Dana Cho

Liked Why GDX has room to run Paid by Dmitri Volkov

Liked LRCX and the memory upcycle Paid by Lena Brandt

Liked LMT — the defence budget tailwind Paid by Conor Walsh

Liked TSLA: the rotation under the surface Paid by Sofia Marchetti