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Maps

@Zikode73

Amor Fati - “Love of fate” Author. Investor. Investment Analyst. Real Estate.

 Global
Joined September 2012
  • Tweets10.5K
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  • Followers1.5K
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The best thing you can do on days like today:
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AI stocks: drawdown from their 52-week highs 👇 • $WYFI: -81% • $IREN: -69% • $CRWV: -66% • $SNDK: -62% • $CRDO: -59% • $ALAB: -59% • $COHR: -57% • $MRVL: -54% • $NBIS: -54% • $LITE: -51% • $BE: -46% • $MU: -41% • $AVGO: -36% • $AMD: -33%
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Investing visuals (@InvestingVisual) profile pictureInvesting visuals
@InvestingVisualNov 5
$2.5 trillion wiped away in the blink of an eye today
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Maps retweeted
Barchart (@Barchart) profile picture
Barchart
@BarchartNov 5
Semiconductor Stocks now trade at their widest discount relative to the S&P 500 since 2018 🚨 🚨
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US Senator Bernie Sanders says ending the war on Iran and cutting off Washington’s funding for Israel should be top priorities for the newly elected Democratic majority. 🔴 LIVE updates: aje.news/nmf1ex
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I also contested as a ward candidate while serving as a Mayoral Candidate, and I successfully won my ward! Thank you Ekurhuleni. 🤟🏽
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Lamine Yamal 🔝 #UCL
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Nice job
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We just witnessed history.
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Barchart (@Barchart) profile picture
Barchart
@BarchartNov 6
Berkshire Hathaway is now sitting on a staggering $365 Billion in cash, enough to buy 472 companies in the S&P 500 🚨 🤑
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ESPN
@espnOct 29
THE DREAM FORCE THE FIRST EVER GAME 7 IN WNBA FINALS HISTORY 😤
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"Corporate America is becoming more profitable. The forward profit margin of the S&P 500 excluding its Information Technology sector has been climbing this year, reaching 12.9% in October." @yardeni
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$MSFT reported its first quarter earnings after the bell Wednesday, beating Wall Street's expectations on the top and bottom lines. Microsoft stock is climbing on the report. Read more: yhoo.it/4yORFmb
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$MSFT Q1 2027 earnings: • Revenue: $92.3B vs $90.69B est. (+19% YoY) • Adjusted EPS: $4.89 vs $4.73 est. (+18% YoY) • Oper Income: $45.9B vs $44.06B est. (+21% YoY) • Adjusted net income: $36.4B vs $35.13B est. 𝗞𝗲𝘆 𝗺𝗲𝘁𝗿𝗶𝗰𝘀 • Commercial RPO: $677B • Azure: $33.2B (+48% YoY) • CapEx: $39.4B (Est. $46.59B)
Image from Investing visuals (@InvestingVisual)
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Google’s cloud business is booming. Its ad business is not. Ad revenue came in at $82.01 billion, short of the $83.5 billion analysts expected. The report landed hours after Google debuted its latest AI model, Gemini 4 Carbon. Read more: yhoo.it/3WxbbWQ
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🚨 Lamine Yamal: “It’ll come. Good things take time, and I trust the path I’m building. There’s no rush. I’m full of hope and confidence that one day my moment will come”. “Congratulations to the winners. My focus now returns to what really matters: helping Barcelona win again”.
Image from Fabrizio Romano (@FabrizioRomano)
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Only two of the Mag 7 stocks are outperforming the market this year: Apple and Nvidia. What do they have in common? They rank #1 and #2 in free cash flow. Investors are rewarding cash generation and growing more skeptical of massive AI spending with uncertain future returns.
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Anthropic's IPO will test investors' appetite for a second public listing with an already massive valuation.
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Anthropic's financials for the first half of 2026: Revenue: $16.29 billion Net loss: $80.75 billion
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BREAKING: In an unprecedented comeback, Brazil's President Lula da Silva has defeated Flavio Bolsonaro, securing a 4th term in office. Lula is officially the first presidential candidate in Brazil's modern democratic history to lose the first round of voting and go on to win the runoff. Prior to the election, Lula's implied odds of victory had fallen as low as 10%. This marks one of the most remarkable political comebacks in Brazil's history.
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