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WTCM

@WTCM3

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Following
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Joined January 2019
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@WTCM3
WTCM
7 years
"A simple stock research system" h/t @VJ_Rabindranath. 1. Do less .2. Calculate even less.3. Read a lot.4. Be passionately curious.5. Think alone.6. Wait for no-brainers.7. Make few decisions and make them count.8. Invest when it's safe not to diversify.9. Record your decisions.
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@WTCM3
WTCM
2 days
SPX high beta vs. low vol crowding
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@WTCM3
WTCM
3 days
"The median cost of insuring a Skoda is now 21% higher than the cheapest Ferrari quote in a UK market that appears poorly focused on profitability" cc: $ADM.
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@WTCM3
WTCM
7 days
Porsche CEO: "Our business model, which has served us well for many decades, no longer works in its current form" $P911.
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@WTCM3
WTCM
8 days
lesson: don't overcomplicate it.
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@WTCM3
WTCM
8 days
CC Wei $TSM 2Q25 greatest hits: "We have systems integration, we have CoWoS-L, we have a lot of different names that I can't even remember. "; "I think the first a [humanoid robot] will be used for taking care of the people getting old like me. ".
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@WTCM3
WTCM
9 days
(logic) litho demand/intensity debate $ASML cc: $TSM $INTC $005930 $MU $000660
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@WTCM3
WTCM
9 days
RT @noyesclt: @JerryCap Being able to say the patient is ill and can’t walk is different than being the doc that can fix them. I like green….
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@WTCM3
WTCM
10 days
"Very few players in financial data have successfully created this closed-loop flywheel between B2B underwriting and B2C distribution" $EXPN cc: $EFX.
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WTCM
10 days
$SONY mix shifts
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WTCM
12 days
EU cyclicals "have reached escape velocity. "
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@WTCM3
WTCM
14 days
RT @jiratickets: how amazing that anyone can just buy stock in the world’s most innovative companies and reap the benefits. don’t even need….
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@WTCM3
WTCM
15 days
"Our aftermarket is not only sticky, it grows faster than equipment during downturns" $EPIA.
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@WTCM3
WTCM
15 days
on the Epiroc 'migration' (and re-rating) $EPIA $ATCOA cc: $METSO
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@WTCM3
WTCM
15 days
WFE share by application, 2010-2026E (via $IT) $AMAT $ASML
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WTCM
15 days
"pathways to relevance" $NVDA $WCN $NOW $ALC
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@WTCM3
WTCM
17 days
"We acknowledge [Samsung] earnings are de-risked and bottomed, there is a credible ‘bull case’ around the HBM4 new opportunity, it's the weakest performer in DRAM YTD, and at book value, the stock is becoming difficult to ignore" $005930 $000660 $MU cc: $NVDA
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