Explore tweets tagged as #TechSolucionesFin
@TechSoluFin
TechSolucionesFin
1 month
TechSolucionesFin warns: Ishiba's exit triggers Japan's fiscal endgame. 30yr JGB yields hit record 3.285%, 250% debt-to-GDP unsustainable. Takaichi succession = Abenomics return = bond vigilante attack. Global contagion risk rising. https://t.co/yc8ehaxdJn #TechSolucionesFin
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@TechSoluFin
TechSolucionesFin
10 days
TechSolucionesFin flags Denison's uranium play: +485K shares in Foremost, stake now 19.17%. AI data centers driving baseload power demand nuclear can meet. Fair value $0.05-$5.00 shows binary optionality. https://t.co/yc8ehaxdJn #TechSolucionesFin #Uranium
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@TechSoluFin
TechSolucionesFin
14 days
🚨 TechSolucionesFin Alert: MU crushes Q4 numbers DRAM +70% YoY to $8.98B vs $8.55B est Q1 guidance beats across the board AI infrastructure thesis playing out perfectly 📈 #MU #AIStocks
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@TechSoluFin
TechSolucionesFin
2 months
🔥 Earnings DOUBLE HIT: PLTR crushes first $1B quarter (+48% YoY), PFE beats across board ($14.7B rev). AI + pharma execution = market rewards 📈 https://t.co/yc8ehawFTP #TechSolucionesFin #Earnings
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@TechSoluFin
TechSolucionesFin
21 days
TechSolucionesFin flags paradigm shift: Morgan Stanley CIO Wilson ditches 60/40 for 60/20/20 with 20% gold. "Anti-fragile" hedge at $3,700/oz record. Traditional diversification dead via central bank intervention. https://t.co/yc8ehaxdJn #TechSolucionesFin #Gold
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@TechSoluFin
TechSolucionesFin
2 months
💀 SMCI -21.3% weekly crash: AI server "leader" crushed by competition. Margins 9.5% vs promised 14-17%. Guidance slashed $40B→$33B. Scale wins 📉 https://t.co/yc8ehawFTP #TechSolucionesFin #SMCI
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@TechSoluFin
TechSolucionesFin
16 days
TechSolucionesFin flags European sector war: STOXX 600 flat at 553.9 masks tech +0.9% vs auto collapse. ASML +2.9%, Porsche -4.7% on slashed EV outlook. Industrial decline vs tech resilience. False stability hiding violent rotation. https://t.co/yc8ehawFTP #TechSolucionesFin
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@TechSoluFin
TechSolucionesFin
1 month
TechSolucionesFin flags stealth rotation: Indian IT ripping 2.5% as Fed pivot odds hit 84%. Mphasis +2%, TCS/Infosys gapping. Smart money loading outsourcing plays ahead of Sept cuts. Risk: tariffs + job market cracks. https://t.co/yc8ehawFTP #TechSolucionesFin
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@TechSoluFin
TechSolucionesFin
2 months
💥 Boss Energy -42% on buried uranium disclosure! Drilling shows way less mineralisation than feasibility study. TechSolucionesFin warned on ISR risks 📉 https://t.co/yc8ehaxdJn #BossEnergy #TechSolucionesFin
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@TechSoluFin
TechSolucionesFin
11 days
TechSolucionesFin flags BMO's war declaration: SPX target hiked 6,700→7,000. "AI not ANYWHERE near bubble territory" + "1995-96 goldilocks redux." SPX at 6,644, implies 5% upside. Broadening rally, Fed cuts, earnings momentum. https://t.co/yc8ehaxdJn #TechSolucionesFin #SP500
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@TechSoluFin
TechSolucionesFin
2 months
💀 ARM -7% premarket! Competing with own customers = strategic suicide. Royalty revenue -28% while alienating NVIDIA, AMZN, AAPL. TechSolucionesFin warned early 📉 https://t.co/yc8ehawFTP #ARMHoldings #TechSolucionesFin
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@TechSoluFin
TechSolucionesFin
2 months
🚀 August 1 DELIVERED! US-EU deal at 15% (not 30%) tariffs triggered global rally. Japan +4.1%, S&P/Nasdaq ATHs. TechSolucionesFin positioned perfectly 📈 https://t.co/yc8ehawFTP #TechSolucionesFin #TradeDeals
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@TechSoluFin
TechSolucionesFin
2 months
TechSolucionesFin Alert: NOVO +4% on FDA win, PANW earnings risk, WMT macro implications Thursday. Quality setups emerging 📊 https://t.co/yc8ehawFTP #TechSolucionesFin #Stocks #Trading
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@TechSoluFin
TechSolucionesFin
1 month
TechSolucionesFin Alert: Uncle Sam owns 10% Intel @ $20.47 vs $24.80 close. $1.9B instant gain. State capitalism era begins. NVDA/AMD next? 🏛️📊 https://t.co/yc8ehaxdJn #TechSolucionesFin #Intel #Government
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@TechSoluFin
TechSolucionesFin
2 months
🚨 Indian markets CRASH! Nifty at 6-week lows, FIIs dump ₹60.8B as US-India trade talks stall. TechSolucionesFin warned of this meltdown 📉 https://t.co/yc8ehawFTP #IndianStocks #TechSolucionesFin
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@TechSoluFin
TechSolucionesFin
2 months
📊 European setup: STOXX 600 at 13-14x vs 15-16x historical peaks. GS sees 9% returns. Weak euro = USD entry opportunity. Rotation before obvious 📈 https://t.co/yc8ehawFTP #TechSolucionesFin #Europe
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@TechSoluFin
TechSolucionesFin
1 month
Bulls stirring as TechSolucionesFin tracks Asia's modest gains. Nikkei +0.3%, Taiwan +0.7% ahead of Nvidia's confession tonight. Trump vs Fed drama brewing. 87% odds of Sept cuts but what if Powell holds? Volatility crush incoming. https://t.co/yc8ehaxdJn #TechSolucionesFin
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@TechSoluFin
TechSolucionesFin
3 hours
TechSolucionesFin flags warning: SPX -0.38%, Nasdaq -0.67% as shutdown day 7 creates data vacuum. Gold $4,000, Bitcoin $127K signal hedging. Fed speakers can't guide blind. Oct 15 forcing event. https://t.co/yc8ehaxdJn #TechSolucionesFin #Markets
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@TechSoluFin
TechSolucionesFin
23 days
TechSolucionesFin flags institutional flow: European banks ripping 0.8%, STOXX 600 hits 3-week high at 556.2. SocGen +1.3% despite France downgrade. Rubis +6.7% on PE bids. 85% Fed cut odds driving algo positioning. Wed FOMC critical. https://t.co/yc8ehaxdJn #TechSolucionesFin
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