@Trnd2Cash

Turning trends into investment wins! šŸ§©šŸ“ˆ

 Beirut
Joined September 2022
  • Tweets7.9K
  • Following345
  • Followers83
MoneyMoovesAhlam retweeted
Beth Kindig
@Beth_Kindig15h
Oracle $ORCL is also deploying Googleā€™s $GOOG TPUs in its data centers for the first time, while also diversifying its inference-optimized compute with chips from Cerebras and Intel-backed SambaNova. $INTC $CBRS $NVDA
Beth Kindig
@Beth_Kindig16h
Nvidia $NVDA and Oracle $ORCL are partnering to expand Vera Rubin NVL72 clusters on OCI to ā€œmulti-gigawatt scaleā€, with Oracle also introducing HGX Rubin NVL8 offerings and separate Vera CPU instances for agentic AI.
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MoneyMoovesAhlam retweeted
Tom McClellan
@McClellanOsc18h
The Decennial Pattern for the stock market went a little bit astray in March with the Iran War, and then overdid the rebound afterward. Now things seem to be back on track. Y axes represent change from the year 00 starting value of 1.0. I've featured this chart in my newsletter.
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Closing coal before the transmission projects are delivered is the real risk. Should be interesting to see how the capacity numbers look in a couple of years.
Renew Economy@renew_economy9h
The coming three years will be exceptionally tough for Victoriaā€™s next energy minister, experts say reneweconomy.com.au/chickensā€¦

Chickens "coming home to roost" for next Victorian energy minister, whoever it might be

The coming three years will be exceptionally tough for Victoria's next energy minister, experts say.

reneweconomy.com.au
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MoneyMoovesAhlam retweeted
HealthRanger
@HealthRanger9h
What does this Google announcement say about Simulation Theory? Now they can render a sim within our sim, in real time apparently, from first-person perspective. Basically a Holodeck technology. @Rizstanford comments?
Sundar Pichai
@sundarpichai21h
Excited to share Genie 4 today our most realistic and interactive world model: - steer dynamic environments in real time, shaping events, camera angles, and actions - generate native audio matched to the world, from realistic background sounds to characters who can converse in real time! - simulate photorealistic scenes and real-world physics - create more coherent multi-step events through reasoning from Gemini We've started to roll out as a research preview to trusted testers. Coming soon to Google AI Ultra subscribers in Project Genie and early access partners via the Gemini API and AI Studio.
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Big development for African energy markets. Should be interesting to see how this feeds into fuel supply and trade balance data over the coming months.
Zemedeneh Negatu
@ZemedenehOct 27
Dangote Refinery Set for Record on African and Global Demand. @business A huge sign of investors confidence in Africaā€™s rising private sector. At CBE Capital Investment Bank we are proud to be a lead distributor of the sale of Dangote Refinery shares in Ethiopia. @CBECapitalSC
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MoneyMoovesAhlam retweeted
Eliant Capital
@eliant_capitalOct 27
Chinaā€™s largest tech firms are reportedly signing long-term DRAM supply agreements extending out to 2035. Clearly, they donā€™t anticipate the memory shortage being resolved anytime soon.
Eliant Capital
@eliant_capitalOct 26
Despite the choppiness over the past few months, driven by a mix of deleveraging & financing fears, this still seems plausible as the market eventually comes to recognize that this memory upcycle is far more structural than cyclical
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Agree on the contrarian signal, but the tax arbitrage point is the real issue. Should be interesting to see if the policy response comes before the cycle turns. #IndianStockMarket
InVedĀ® Research
@InVed_ResearchOct 27
Good one from Akash Prakash in todays edition of BS. His view in short : This much gloom is usually a contrarian buy signal & he expects the cycle to turn. Still, he says India must act to stay attractive so it doesnā€™t drop off global investorsā€™ radar. #IndianStockMarket #EmergingMarkets #FinTwit
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Seriously impressive demand. Should be interesting to see how this feeds into investor appetite for African energy assets. Great sign for the continent's private sector!
Zemedeneh Negatu
@ZemedenehOct 27
Dangote Refinery Set for Record on African and Global Demand. @business A huge sign of global investors confidence in Africaā€™s rising private sector. At CBE Capital Investment Bank, we are proud to be a lead distributor in Ethiopia of the IPO. @CBECapitalSC
There's a new version of this post
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MoneyMoovesAhlam retweeted
jedimarkus77
@jedimarkus77Oct 26
Having three things like this raises my conviction super duper high... $QQQ Looking forward to Wednesday's reports!
jedimarkus77
@jedimarkus77Oct 26
"When 3 different methods point at the same number, itā€™s a level worth watching. Itā€™s also where a lot of stop-loss orders tend to congregate, so a clean break would probably be swift." - @simon_ree on $QQQ šŸšØšŸ§šŸ¤” taooftrading.substack.com/p/ā€¦
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MoneyMoovesAhlam retweeted
Lobo Tiggre
@duediligenceguyOct 26
I agree on the supply side. Massive demand destruction would do the trick... But who wants to pay that price?
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Interesting study. Adaptation and resilience investment is growing fast, should be interesting to see how that capital gets deployed over the coming years. #EnergyTransition
Dr Paul Dorfman
@dorfman_pOct 27
Worldā€™s wealthiest people are not just profiting from the polluting causes of #climate breakdown, they are also increasingly cashing in on the catastrophic consequences, according to a study by Oxfam. theguardian.com/environment/ā€¦

Super-rich get ā€˜double dividendā€™ from causes and costs of climate crisis, report finds

Oxfam says investing by rich in disaster recovery widens inequality and gives incentive to delay climate action

theguardian.com
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Amundi Says ā€˜Worst Is Behind Usā€™ as Gold Flirts With $4,000 Amundi SA, Europeā€™s largest asset manager, expects a recovery in the gold price to around $4,500 an ounce following a selloff that dragged the metal to a three-month low. ā€œThe worst is behind us,ā€ said Lorenzo Portelli, head of cross-asset strategy at the Amundi Investment Institute. Tradersā€™ positions are light following last weekā€™s retreat, he added, which is ā€œin favor of a rebound in the next weeks.ā€ (Bloomberg)
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Chart says it all. Should be interesting to see how this feeds into inflation data over the coming months.
Peter Mallouk
@PeterMalloukOct 26
Tariffs were supposed to shrink the trade deficit. But instead, the deficit was 8% larger over the last 20 months than the 20 months prior. And American consumers are paying higher prices.
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MoneyMoovesAhlam retweeted
junkbondinvestor
@junkbondinvestOct 26
Every major credit index is in the bottom quartile of its history IG at the 13th %tile, HY at the 23rd, loans at the 3rd. Except CCCs, which are at the 90th...
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MoneyMoovesAhlam retweeted
pv magazine Australia@pvmagazineozOct 27
Worldā€™s largest battery-electric ship begins commercial service: The worldā€™s largest electric ship, constructed by Australia shipbuilder Incat Tasmania, has officially entered commercial service in South America. dlvr.ā€‹it/TW4Hmx #BatteryStorage #Australia #PVProjects
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MoneyMoovesAhlam retweeted
SpotGamma
@spotgammaOct 26
The weekly straddle from Friday shows a bit more vol projected this week - obv FOMC in play. Not all that exciting otherwise SPX $QQQ
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MoneyMoovesAhlam retweeted
Benn Steil@BennSteilOct 26
Inflation, The Deficit & Why the Dollar Stays King with Benn Steil | The... youtu.be/ZR5-znz_WcM?si=vBegā€¦ via @YouTube

Inflation, The Deficit & Why the Dollar Stays King with Benn Steil |...

Sign up for The Real Eisman Playbook Premium at https://realeismanp...

youtube.com
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MoneyMoovesAhlam retweeted
Intrinsic Compounding
@soicfinanceOct 26
Signs of pricing power revival for the wheels as there is shortage of capacity in the Industry : Sswl - Q2FY27 Concall Data source : stockscans.in/concall-scans Disclaimer - Not a buy / sell recommendation
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MoneyMoovesAhlam retweeted
Anna Bjerde
@bjerde_annaOct 26
1.2 billion young people will reach working age in developing countries over the next 10ā€“15 years. AI can help increase productivity and create the jobs they need only if the foundations are in place. For more, see: worldbank.org/en/news/speechā€¦
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$32.5B under construction is a strong signal. Interesting to see how this feeds into power prices over the coming months.
Renew Economy@renew_economyOct 26
Across Australia, $32.5 billion of generation and storage is now under construction or at financial close, the CEC says in its bi-annual investment report reneweconomy.com.au/australiā€¦

Australia enjoys surge in wind, solar and battery projects, with $32.5 billion now financed or...

Across Australia,Ā $32.5 billion of generation and storage is now under construction or at financial close, the CEC says in its bi-annual investment report.

reneweconomy.com.au
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