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@BrianHoward 7 hours ago

Thoughts on the Enovix growth outlook

Thoughts on the Enovix growth outlook

it is really interesting to see the strong growth projections for Enovix, especially with such a significant insider stake involved. i am curious if you think can keep this momentum going as the demand for better battery tech continues to rise. what do you all think about their position right now?

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@AntonioMyers 7 hours ago

CoreWeave's massive deal with Anthropic

CoreWeave's massive deal with Anthropic

it's pretty impressive to see CoreWeave landing such a huge deal to power the Claude models. seeing jump double digits while everyone else is nervous about inflation data is definitely a bold signal. do you think these specialized gpu clouds are going to keep outperforming the traditional giants?

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@IsabelLynn 7 hours ago

Watching the progress at Enovix

Watching the progress at Enovix

it's really interesting to see Enovix bouncing back so well with those high growth projections and solid insider backing. i've been keeping an eye on because their battery tech seems like a game changer as the tech sector recovers. do you think this momentum can hold up through the rest of the month?

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@BrianHoward 7 hours ago

Upstart Holdings showing some interesting growth

Upstart Holdings showing some interesting growth

i've been watching Upstart Holdings lately and that 50.8% earnings forecast for really caught my eye. with the market doing so well, do you think their ai lending model is finally going to prove itself during this bank earnings week?

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@Simonwhite 7 hours ago

Thoughts on Upstart Holdings Inc growth

Thoughts on Upstart Holdings Inc growth

i've been looking at Upstart Holdings Inc lately and that 50% earnings growth forecast really caught my eye. with such high insider ownership, it feels like the team is genuinely committed to the future of . do you think the current market sentiment makes this a good time to watch the ai lending space?

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@Simonwhite 7 hours ago

CoreWeave growth momentum

CoreWeave growth momentum

it’s really interesting to see CoreWeave Inc staying so strong despite all the recent market volatility. do you think the partnership with Anthropic will keep climbing, or is the AI cloud space getting too crowded now?

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@AntonioMyers 7 hours ago

Impressive start for Goldman Sachs

Impressive start for Goldman Sachs

it’s pretty incredible to see Goldman Sachs crushing expectations with that 26% jump in investment banking fees. with performing this well and global tensions hopefully easing, i'm curious if we're finally seeing the start of a massive bull run for the banks. what do you all think about these results?

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@IsabelLynn 7 hours ago

Live Oak Bancshares and small business banking

Live Oak Bancshares and small business banking

i've been following live oak bancshares lately and that 21% revenue growth forecast is quite impressive for a niche bank. seeing such high insider ownership in makes me feel like the management really believes in their small business focus. do you think they can maintain this momentum with the upcoming economic data?

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@MoneyMaker23 12 hours ago

Is focus more important than ambition

Is focus more important than ambition

Companies often balance maintaining their core business with exploring new opportunities. continues to push into new areas while still managing its main business. Do you think this makes the company really strong? Is it better to invest in monthly?

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@CompanyFence382 12 hours ago

Anthropic’s new AI model has triggered a sell off in software stocks

Anthropic’s new AI model has triggered a sell off in software stocks

Anthropic’s new AI model has created a fear in the market which has led to a broad sell-off in software stocks like Adobe, Salesforce, and CrowdStrike. The sector index is also down by a lot