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[THREAD] En bourse, la rentabilité est l’un des meilleurs indicateurs de qualité. ➡️ Découvrez 16 entreprises qui excellent dans ce domaine : ✅ Marge opérationnelle supérieure à 50% ✅ Marge nette supérieure à 45% 📌 Pensez à sauvegarder ce post pour plus tard [1/17]
![linvestisseurLT's tweet image. [THREAD]
En bourse, la rentabilité est l’un des meilleurs indicateurs de qualité.
➡️ Découvrez 16 entreprises qui excellent dans ce domaine :
✅ Marge opérationnelle supérieure à 50%
✅ Marge nette supérieure à 45%
📌 Pensez à sauvegarder ce post pour plus tard
[1/17]](https://pbs.twimg.com/media/HAuzXyRaAAI_-f-.jpg)
If you own ANY of these stocks, you’re putting yourself in an AMAZING position. The AI infrastructure + defense + space buildout is the biggest wealth creation event of our generation. These 12 names sit at the center of it. $ASTS - AST SpaceMobile Building 248-satellite…
Quantum computing and AI have had an absolutely insane run over the past couple years, and this ETF can give you exposure to this trend… 👇 QTUM is the Defiance Quantum ETF, a passively managed fund that tracks an index of companies advancing quantum computing, machine…
🚨ALERT: 50% of Data Centers will NEVER connect to the grid. Half of the data centers announced in the last 24 months will NEVER connect to the grid. Kevin O’Leary said it. The data proves it. While everyone’s chasing “paper capacity,” $CIFR and $IREN are sitting on EXECUTED…
"Un jour le nombre d'islamistes et de terroristes en Europe va exploser à cause de votre politiquement correct et de la lâcheté de vos dirigeants, qui croient mieux connaître l'islam que nous." [Ministre des affaires étrangères des Emirats Arabes Unis]
La réalité pique hein ? Détournez donc le regard si vous êtes inconfortables face à celle-ci mais n’oubliez pas que ça ne le fera pas disparaître
President Trump is set to launch a $12B strategic critical-minerals stockpile focused on rare earths and other supply-constrained materials. The move elevates U.S. producers most exposed to national-security demand: • $MP controls the only scaled rare earth mining &…
This is how Wall Street is positioning for semiconductors in 2026. Not Twitter hype. Not retail flow. Actual top picks from JPMorgan, Morgan Stanley, Bank of America, Citi, and Goldman Sachs. Different banks. Different models. Same conclusion. The names that keep showing up:…
Most people are looking at what Nancy Pelosi traded. The real story is how she traded it. She sold common shares of $AAPL, $AMZN, and $NVDA - names everyone assumes she’s “bullish” on. Then she quietly did something far more interesting. She rotated back into the same stocks…
AI ECONOMY HAS THREE FUNDAMENTAL INPUTS RIGHT NOW 1. Compute (GPUs): $NVDA still dominates but $AMD is becoming a credible second source while custom silicon from $GOOGL & $AMZN is earning a real seat at the table as hyperscalers push harder on ASICs. 2. Memory (HBM): AI is…
$ASML CEO warns that without major gains in power efficiency, training frontier AI models could eventually consume the world’s energy supply. If scaling laws hold and no breakthroughs emerge, models trained in 2027 may require $100B+ compute clusters just to run.
14 minutes 22, c'est le temps qu'il vous faut pour regarder cette fiction et comprendre le monde de demain si nous ne faisons rien. Et encore, je trouve cela optimiste par rapport au destin que ces tarés ont déjà commencé à nous concocter. La fin est exceptionnelle et laisse…
[THREAD] ➡️ Investir, c’est bien. Investir avec les bons outils, c’est game changer. 👇 Découvrez 20 outils indispensables pour gagner du temps et optimiser vos investissements. 📌 Sauvegardez ce thread, vous en aurez besoin. [1/22]
![linvestisseurLT's tweet image. [THREAD]
➡️ Investir, c’est bien. Investir avec les bons outils, c’est game changer.
👇 Découvrez 20 outils indispensables pour gagner du temps et optimiser vos investissements.
📌 Sauvegardez ce thread, vous en aurez besoin.
[1/22]](https://pbs.twimg.com/media/G_-wpXeWQAAwgaJ.jpg)
The electricity value chain visualized
ENERGY IS THE BIGGEST BOTTLENECK FOR AI DATA CENTERS Microreactors: $BWXT SMRs: $SMR, $OKLO Battery Storage: $FLNC, $TSLA Transmission/Grid: $NEE, $NGG Oil & Gas: $XOM, $CVX, $BP, $SHEL, $COP Independent Power Producers: $VST, $TLN Renewables: $FSLR, $ENPH, $GEV, $NEE, $SMEGF,…
KEY LEVELS TO WATCH FOR POPULAR STOCKS • Bullish | $NVDA, $AMD, $IREN, $CIFR, $NBIS, $ONDS, $RKLB, $ASTS, $EOSE • Hold | $TSLA, $PLTR, $OPEN, $ACHR, $OKLO, $IONQ, $HOOD, $SOFI • Bearish | $OSCR, $HIMS, $TEM
Critical materials are likely to face serious shortages in the coming years Here’s a list of stocks poised to benefit: Copper Freeport McMoRan | $FCX BHP | $BHP Rio Tinto | $RIO Glencore | $GLNCY Southern Copper | $SCCO Anglo American | $NGLOY First Quantum Minerals | $FQVLF…
DOUG CASEY: "Mining Stocks - The Most Explosive Opportunity of My Lifetime" ⚡ The legendary mining investor speaks: "I've been involved in mining for 50 years... I'm actually playing gold mostly through mining stocks, not through gold itself." "When the market wants into…
Uranium miners closed at new all-time highs this week, and the relative trend is just getting started. $URA $URNM $SPY
$NVDA has been clear that energy is the real bottleneck for AI with Morgan Stanley estimating a 44 GW U.S. power shortfall by 2028 so here’s how the power stack breaks down. NUCLEAR • $SMR industrializing small modular nuclear reactors • $UUUU integrating uranium mining with…
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