Sublime

https://t.co/aQpVs9IKOY

there is now a Bloomberg ticker, SDH100RT, for h100 rental market prices https://t.co/AhQhTxAwxc

"The Elements of Quantitative Investing", @__paleologo (2025) https://t.co/OyNz3bAEkV

$ASML pitch at Sohn "The best business to own is one that over an extended period can employ large amounts of incremental capital at very high rates of return." -Buffett https://t.co/41Iyk6ZiGw

(1/4) Here are four smaller, lesser known compounders for your watch list that emphasize ROIC and FCF growth $BWXT in nuclear technology: 5.6B, 5 yr ROIC of 20% https://t.co/L08c8Vkla6

Turns out I have written a bit about $ASML over the past 2 years 😅 There's a similar spreadsheet for every company I cover at Best Anchor Stocks (2-week free trial in the link in my profile)👇 https://t.co/6urN18f2S2

I have now added almost added all available #uranium production potential to the updated model (which is not realistic). I have added 10% secondary demand from overfeeding, inventory and financials. Still, Kazatomprom can not miss and Arrow must come online in 2028. https://t.co/CnPo1fjcMJ

@BidnesNunyo @DaTaChArTGuY $SNOW updated chart https://t.co/0ZD8HwiSzn