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Moby retweeted

Jeremy F. Berke

The AI skeptics and circularity prognosticators just got another tool in their toolkit today. $INTC Here's what I wrote for @MobyInvest: "Investors have started asking whether the AI buildout is real demand or chipmakers and their customers passing the same dollars around in a circle."

Image from Jeremy F. Berke (@jfberke)

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Eli Lilly $LLY crushed another quarter 🟢 Revenue $24.4B vs ~$22.5B expected 🟢 EPS $7.48 vs ~$5.70 expected Mounjaro and Zepbound drove two-thirds of sales Shares are up 6%

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DoorDash $DASH to acquire Instacart $CART in a $17 billion deal.

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@MobyInvestOct 28

Oracle shares jumped 12% Wednesday afternoon after the company targeted at least $225 billion in fiscal 2030 revenue, implying more than 35% annual growth over the next four years. $ORCL

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@MobyInvestOct 28

SK Hynix $SKHY is surging after delivering a record Q3. US-listed shares jumped more than 12%, with Micron $MU (+4%) and Sandisk $SNDK (+6%) rallying alongside.

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@MobyInvestOct 28

Wendy’s $WEN opened 15% higher after Nelson Peltz’s Trian offered $1.4B to take the burger chain private. The $7.35/share cash bid is a 20% premium to Tuesday’s close.

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Moby retweeted

Michael Ferrari@MichaelRFerrariOct 26

New on Moby-Labs: Our latest Bridge Horizon (BH) strategy assessment, call performance, and updated market review: moby.co/moby-labs/bridge-hor… @MobyInvest

Image from Michael Ferrari (@MichaelRFerrari)

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@MobyInvestOct 26

Anthropic filed to go public on Monday under the ticker “ANT.” app.moby.co/share/news/news-…

Anthropic Files To Go Public

Anthropic Files To Go Public

Anthropic’s hotly awaited S-1 is out. The lengthy document highlights the earth-shattering risks and lofty promises of AI.

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@MobyInvestOct 22

Moby's research is about to reach a much larger audience through an expanded partnership with Yahoo Finance. moby.co/newsroom/moby-expand…

Image from Moby (@MobyInvest)

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@MobyInvestOct 21

Looks like someone overvalued the powers of Bill Simmons... $NFLX

Image from Moby (@MobyInvest)

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@MobyInvestOct 21

Is “deeply wrong” a campaign-finance category? Asking for the guy spending hundreds of millions to keep Ken Paxton’s political corpse warm.

@elonmuskOct 21

There is something deeply wrong with Talarico

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@MobyInvestOct 21

It's nice to know that the $SPCX $TSLA merger deliberations are TOTALLY not just Elon Musk talking to Elon Musk in a mirror and complimenting each other's brilliance app.moby.co/share/news/news-…

Elon Musk Thinks Elon Musk’s Companies Should Merge

Elon Musk Thinks Elon Musk’s Companies Should Merge

SpaceX and Tesla have formed independent committees to weigh the biggest deal in corporate history, a deal their shared CEO already blessed on a public earnings call.

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@MobyInvestOct 20

Down 18% YTD, will $TTWO see a rebound?

@unusual_whalesOct 20

BREAKING: “Grand Theft Auto VI” could cost the US economy $1 billion in a single day. The long-awaited game drops Nov. 19, and up to 1.5 million Americans could call in sick or take the day off to play it, according to estimates cited by the International Business Times.

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Moby retweeted

Michael Ferrari@MichaelRFerrariOct 15

El Niño Escalates: Tracking the Surge and Q4 Market Ramifications moby.co/moby-labs/el-nino-es… @MobyInvest #commodities #ClimateEconomics

Image from Michael Ferrari (@MichaelRFerrari)

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Moby retweeted

Thornton McEnery

@ThorntonMcEneryOct 15

$CRWV investors right now

Image from Thornton McEnery (@ThorntonMcEnery)

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@MobyInvestOct 15

TSMC $TSM leads a packed Thursday, with the AI chip bellwether reporting alongside a heavy slate of banks.

Image from Moby (@MobyInvest)

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@MobyInvestOct 14

Bending Spoons $BSP rockets more than 40% after Berkshire Hathaway $BRK.B invests another $330 million.

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@MobyInvestOct 14

Big banks keep rolling through earnings season. Bank of America, Morgan Stanley, BlackRock, and State Street all report today, with ASML giving the first read on chip demand.

Image from Moby (@MobyInvest)

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@MobyInvestOct 13

Six Flags Entertainment $FUN sank more than 14% Tuesday after a rider died on the Goliath coaster at Six Flags Over Georgia. Shares are now down 30%+ this year.

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@MobyInvestOct 13

Big banks take the stage today. JPMorgan, Goldman Sachs, Wells Fargo, and Citi report alongside Johnson & Johnson and UnitedHealth, with Domino’s and Albertsons also on deck.

Image from Moby (@MobyInvest)

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