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amitush

@yuuiko7.bsky.social
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amitush @yuuiko7.bsky.social · 23m
$CRWV A CoreWeave investor says Wall Street misunderstands its $130 billion AI backlog, WSJ reports
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amitush @yuuiko7.bsky.social · 11h
$GOOGL $META Anthropic's revenue per employee runs 2-4x higher than both Meta and Google. - Lean headcount, massive AI-driven output - No bloated org structure slowing it down - Sets a new efficiency benchmark for the sector
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amitush @yuuiko7.bsky.social · 13h
SoftBank is weighing an Allied Universal purchase in a deal near $30 billion, and its ADRs drop about 8% The potential deal would value Allied, the largest U.S. security services firm, at up to $18 billion in equity, or roughly $30 billion in enterprise value including about $12 billion of debt.
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amitush @yuuiko7.bsky.social · 15h
Dynamic Creatures, a Boston Dynamics spinout, is bringing AI-powered robot characters to theme parks and resorts.
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amitush @yuuiko7.bsky.social · 16h
$CRWV shorts pocketed $806M in paper gains Wednesday as the stock dropped 15%+ - Ortex data confirms the single-day mark-to-market windfall - One of the steeper single-session short gains on a newly public name - Bears have been pressing this one hard since the IPO #CRWV
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amitush @yuuiko7.bsky.social · 16h
$DELL Memory crunch is getting worse — Michael Dell warns the shortage isn't close to peaking. - AI infrastructure demand is outpacing memory supply - Pressure mounting across $MU, $WDC, and the broader memory stack - Dell sees no near-term relief on the horizon #MemoryCrunch
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amitush @yuuiko7.bsky.social · 16h
$CXMT 🇨🇳 memory giant just posted a historic turnaround. - Net income: $19.6B–$19.8B vs. -$790M a year ago - Revenue: $39.7B–$40.4B vs. $4.8B last year - 9-month figures only — full-year numbers still ahead #CXMT
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amitush @yuuiko7.bsky.social · 16h
$AAPL under pressure in the UK. - CMA set to recommend Apple modify iOS over its Tap to Pay feature - Regulator concerned Apple restricts NFC access to its own payment system - Could force Apple to open contactless payments to third-party apps #Apple
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amitush @yuuiko7.bsky.social · 17h
$TSM DA Davidson reiterates Buy, $500 PT - Expects strong Q3 2026 beats and estimate raises - 2nm ramp continuing on track - AI demand cited as key driver supporting capex outlook
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amitush @yuuiko7.bsky.social · 17h
France and Germany sign deal to shield Europe's auto industry - Emissions rules set to be loosened as part of the agreement - Paired with new incentives for investment and European production - Coordinated push ahead of broader EU-level negotiations #Autos #EV
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amitush @yuuiko7.bsky.social · 17h
$TSLA Morgan Stanley turns more constructive ahead of Q3 earnings.
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amitush @yuuiko7.bsky.social · 18h
$GOOGL Waymo is heading to Toronto — its first international expansion. - All-electric robotaxis will begin appearing on Toronto streets within days - Ride-hailing service launch targeted for 2028 - Marks Waymo's first move outside the US market
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amitush @yuuiko7.bsky.social · 19h
$NOW — Piper Sandler maintains Overweight, raises PT to $175 from $140. - Multiple 2H26 catalysts flagged - Resilient growth and solid demand cited - Ramping consumption supporting the setup #ServiceNow
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amitush @yuuiko7.bsky.social · 20h
$SCHW just opened spot Bitcoin and Ethereum trading to all 40 million eligible retail clients. - Schwab manages $13T in client assets - Clients can now trade $BTC and $ETH directly on the platform - One of the largest retail brokerages in the US now fully in the spot crypto market $BTC $ETH
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amitush @yuuiko7.bsky.social · 20h
$GLXY — BTIG maintains Buy rating, price target holds at $45. - No change to rating or PT - BTIG staying conviction long on Galaxy Digital - $45 target implies meaningful upside from current levels
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amitush @yuuiko7.bsky.social · 20h
$SMTC — Northland upgrades to Outperform from Market Perform, PT $186 vs. current ~$150.50 (~24% upside).
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amitush @yuuiko7.bsky.social · 20h
$NVDA RTX Spark PCs are now available. - NVIDIA's new RTX Spark lineup hits shelves today - Compact, AI-ready Windows PCs built around the latest RTX architecture - Marks NVIDIA's push into the mini PC market beyond just GPUs #NVDA
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amitush @yuuiko7.bsky.social · 20h
$QXL Quantum X Labs reports a 15–21x reduction in cumulative errors using IBM hardware.
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amitush @yuuiko7.bsky.social · 20h
Iranian fuel shipments breach the U.S. naval blockade Iran has reportedly exported 4.1 million barrels of LPG aboard at least eight tankers since July, with some cargoes likely headed to China and a separate jet fuel shipment reaching Myanmar.
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amitush @yuuiko7.bsky.social · 21h
$AMZN J.P. Morgan holds its Buy rating and $365 price target on Amazon. - No change to thesis or valuation - $365 PT implies solid upside from current levels - JPM stays convicted heading into next catalyst #AMZN
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amitush @yuuiko7.bsky.social · 21h
$CRWV — JPMorgan reiterates Overweight with a $125 price target. - Analyst calls current concerns overdone - Points to strong demand and execution as key supports - GPU reconditioning ability flagged as an underappreciated edge - Project economics seen as solid despite the selloff
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amitush @yuuiko7.bsky.social · 21h
$MSTR Cantor Fitzgerald raises price target to $208 from $186, maintains Overweight - Higher Bitcoin price assumption drives the revision - Recent market strength cited as additional support - Analyst conviction holds — rating unchanged
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amitush @yuuiko7.bsky.social · 21h
$MSFT — StoneX maintains Buy and raises price target to $600 from $450. - 33% PT increase signals strong conviction in the current setup - $600 target implies significant upside from current levels - Adds to growing analyst confidence heading into next earnings #MSFT
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amitush @yuuiko7.bsky.social · 21h
$BE — Truist maintains Hold but raises price target to $240 from $218. - Bullish revision, not a bullish call — analyst still isn't buying the story - $22 PT bump signals improving fundamentals without conviction to upgrade - Stock needs a catalyst to break the Hold ceiling at Truist
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amitush @yuuiko7.bsky.social · 21h
$FISV — Citi maintains Neutral but cuts price target to $53 from $57. - $4 trim signals reduced near-term confidence - No upgrade despite the pullback - Neutral + lower PT is a quiet bearish lean
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amitush @yuuiko7.bsky.social · 21h
$VSXY — Needham initiates Buy with a $106 price target. - Early-stage, multi-year turnaround thesis - Analyst projects EPS potentially doubling over the next five years - Sees solid growth ahead as the transformation gains traction
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amitush @yuuiko7.bsky.social · 21h
$SPCX Evercore ISI raises price target to $275 from $230, maintaining Outperform. - Analyst cites closer proof points and stronger 2029E adjusted EBITDA - Transformative 2027 catalysts flagged as key upside drivers - PT bump reflects growing conviction in the long-term thesis
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amitush @yuuiko7.bsky.social · 21h
$RKLB — Needham reiterates Buy, keeps $120 PT - Analyst flags a minimum 4-month delay on Neutron - FY27 revenue estimates trimmed as a result - Conviction holds despite the revised timeline
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amitush @yuuiko7.bsky.social · 21h
$KVYO Goldman Sachs cuts Klaviyo from Buy to Neutral, PT $20 - Downgrade driven by reduced visibility into newer growth drivers - Analyst sees multiple paths to stabilize growth, but lacks conviction - PT $20 implies limited upside from current levels
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amitush @yuuiko7.bsky.social · 21h
$RKLB — Citizens maintains Market Outperform but cuts PT to $90 from $130. - Neutron launch pushed to 2027 after tank defects discovered - Manufacturing process has since been fixed and validated - Rating held despite the delay, showing confidence in execution #RocketLab
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amitush @yuuiko7.bsky.social · 21h
$TRV Q3 earnings beat across the board. - Adj. EPS $9.18 vs $7.27 est — beat by 26% - Core pre-tax income $2.40B vs $1.87B est - Combined ratio 86.8%, solid underwriting discipline - $1.77B returned to shareholders; $1.51B in buybacks
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amitush @yuuiko7.bsky.social · 21h
$TSLA — JPMorgan reiterates Neutral, PT $415 - Analyst maintains cautious stance on Tesla - Second-gen Roadster now targeting 2028 production - Features rocket propulsion and advanced aerodynamics
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amitush @yuuiko7.bsky.social · 21h
$GE $BA CFM signs MOU with Turkish Airlines for 300+ LEAP-1B engines. - Supports 100 firm + 50 optional 737 MAX orders - Long-term service deal covers 600+ engines across Turkish Airlines and AJet - Includes support for a new MRO facility in Türkiye
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amitush @yuuiko7.bsky.social · 21h
$NVDA — Germany set to announce a deal with Nvidia next week. - Focus: industrial AI - Deal comes directly from German government sources - Adds a major sovereign partner to Nvidia's European expansion #NVDA
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amitush @yuuiko7.bsky.social · 22h
$CFG Q3 results show the bank firing on all cylinders - Diluted EPS $1.41, +34% YoY - Net income $636M, ROTCE 15.1% - Dividend raised 13% to $0.52/share - Buyback authorization expanded to $1.95B (+$1.3B added)
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amitush @yuuiko7.bsky.social · 22h
$RF Q3 earnings show solid execution across the board. - Adj. EPS $0.73, +16% YoY; revenue $1.97B, +3% - Net interest margin expanded to 3.68% from 3.59% YoY - Net charge-offs dropped to $72M from $102M QoQ - Capital Markets income +27% QoQ to $107M; adj. ROTCE hit 21.7%
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amitush @yuuiko7.bsky.social · 22h
$ECHO — JPMorgan resumes coverage at Overweight with a $144 PT (~61% upside from $89).
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amitush @yuuiko7.bsky.social · 22h
$IRTC — Piper Sandler initiates at Overweight with a $160 PT (~45% upside from $110.67)
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amitush @yuuiko7.bsky.social · 22h
$LI secures RMB 1.625B ($230M) equity financing for chip subsidiary MHX Technology
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amitush @yuuiko7.bsky.social · 23h
$ZETA — Goldman Sachs upgrades to Buy from Neutral, PT $45 vs. ~$34.51 today (~30% upside).
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amitush @yuuiko7.bsky.social · 16/10/2026
EU's message to Zelenskyy is clear: support holds, pressure stays. - EU Council President Costa confirms bloc's backing for Ukraine remains unchanged - Explicitly rules out any easing of sanctions on Russia - Signal comes as ceasefire talks and peace pressure mount on Kyiv #Ukraine #EU
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amitush @yuuiko7.bsky.social · 16/10/2026
$CRWV Asia selloff was driven by CoreWeave's credit market — not just rates.
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amitush @yuuiko7.bsky.social · 16/10/2026
$F recall alert — 2,276 vehicles affected in the US - Filed directly with NHTSA - Specific models and defect details pending NHTSA release - Owners should monitor Ford's recall site for VIN lookup #Ford
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amitush @yuuiko7.bsky.social · 15/10/2026
$NFLX Chief Content Officer Bela Bajaria is leaving Netflix. - One of the most powerful executives in streaming - Oversaw global content strategy and the push into live events - No successor announced yet
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amitush @yuuiko7.bsky.social · 15/10/2026
$AMD $NVDA rival Bolt Graphics is raising ~$100M at a ~$700M valuation. - Early-stage GPU startup entering a market dominated by Nvidia and AMD - $700M valuation signals serious investor conviction in the space - Funding round confirmed by Reuters #AIChips
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amitush @yuuiko7.bsky.social · 15/10/2026
$PINS just upgraded its credit facility: - New 5-year, $700M revolving credit facility signed Oct. 15, 2026 - Replaces the previous $500M facility from October 2022 - 40% increase in borrowing capacity
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amitush @yuuiko7.bsky.social · 15/10/2026
$YUM $KO $PEP KFC is dropping Pepsi and switching to Coca-Cola, per WSJ. - Affects thousands of KFC locations across the U.S. - Major win for $KO, a significant blow to $PEP's restaurant portfolio - $YUM Brands confirms the shift is in motion #Coca-Cola
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amitush @yuuiko7.bsky.social · 15/10/2026
Anthropic is privately exploring a $2 trillion valuation as it eyes a potential IPO. - Talks are still early — no timeline confirmed - Valuation would rank it among the most valuable private tech companies ever - Comes as the broader IPO market remains hesitant heading into 2026 #AI #IPO
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amitush @yuuiko7.bsky.social · 15/10/2026
EU to fast-track Project Bromo — Airbus, Leonardo & Thales joint venture aimed at building a European satellite rival to SpaceX.
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amitush @yuuiko7.bsky.social · 15/10/2026
$META launches Muse Spark Open — a 816B parameter sparse MoE model - Activates ~42B parameters per token - First advanced agentic AI model designed to run locally on desktop - Optimized for Apple M5 Ultra Mac Studios - Brings frontier-level capabilities without cloud dependency
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