Auto from nzxt - Tue 30 Jul 2024 08:49:14 PM EDT

1 files changed, 112 insertions, 1 deletions

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index 314a62b..31662c4 100644
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@@ -16,7 +16,6 @@ Current? + dairy ?
 
 [[Macro]]
 
-[Ideas](/Ideas/index.md)
 
 [[Effect of GLP-1's on investment landscape]]
 
@@ -138,3 +137,115 @@ Character (mental/physical health and skill) —> relationships —> wealth
 
 
 "" When I want to raise cash I put it into bershire hataways "" ....
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+
+[[ABR]]
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+[[ASTS]]
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+[[HE]]
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+[[LPG]]
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+[[LIN]]
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+[[PAYX]]
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+[[TRAK]]
+
+# Russia
+0486.hk - rusal
+SBER.ME - sberbank
+EPAM - US BASED - BELARUS FOUNDER
+BGEO.l - Bank georgia
+
+
+# rate cut play - why ?
+BLND
+RKT
+
+Prepare short MSTR / BTC setup
+
+DMRC
+- High short interest
+- working witht he big boys on digital watermark
+- might come in before election ? catalyst
+
+Regarding TIN, I’ve mentioned the only 2 ways to invest is Alphamin and MLX in Australia
+
+
+PVH - owns both calvin klein & tommy hilfinger
+Kering - owns Gucci
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+
+vitalfarms
+Each box contains info about, and the webcam! address of the specific farm that sources the eggs.
+That's a warm and fuzzy empathy button click for female consumers.
+
+
+Compiling UAS/UAV names
+$avav $rtx $lilm $evtl $amba $achr $ktos $joby $noc  $cgy $keyw $lhx $gd $hon $lmt $tdy $tdg $rtx $txt $eh $pruia $parro $drshf $rcat $dpro $leg $blde $swks $jbl $irdm $kmtuy
+drone - RCAT
+
+@SnowKitten200 - BTU
+
+AI theme still young...
+
+Lingotto/Scolari, arguably one of the best investors in Europe of his generation - keep track of his trades
+Some interesting holdings of theirs $Gato, $VEON, $RRC, $PCOR, $mrna, $sbsw, $PARA, $FATH $INDV
+
+
+recious metals list
+
+Gold
+$GDX $GDXJ $NEM $GOLD $EGO $EQX $KGC $IAG $HMY
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+Silver
+$SIL $SILJ $AEM $PAAS
+
+
+- AXT Inc. (AXTI): Manufactures compound semiconductor substrates, including gallium arsenide and indium phosphide. Category: Raw Materials and Components.
+
+- CEVA, Inc. (CEVA): Licenses wireless connectivity and smart sensing technologies. Category: IP, Design Software, and R&D Tools.
+
+- CVD Equipment Corporation (CVV): Designs and manufactures equipment for the development and production of advanced materials. Category: Manufacturing/Assembly Equipment and Services.
+
+- Aehr Test Systems (AEHR): Develops and manufactures systems for burning-in and testing logic, optical, and memory integrated circuits. Category: Testing and Packaging.
+
+- Ambarella, Inc. (AMBA): Develops high-definition video compression and image processing products. Category: Fabless Chip Designers.
+
+- Qorvo, Inc. (QRVO): Provides technologies and RF solutions for mobile, infrastructure, and aerospace/defense applications. Category: Integrated Device Manufacturers.
+
+- Wolfspeed, Inc. (WOLF): Specializes in silicon carbide and gallium nitride materials and devices. Category: Raw Materials and Components.
+
+- MACOM Technology Solutions (MTSI): Develops and manufactures semiconductor products for data center, telecommunications, and industrial applications. Category: Integrated Device Manufacturers.
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+- Tower Semiconductor (TSEM): Operates semiconductor foundries, manufacturing integrated circuits with geometries ranging from 1.0 to 0.13 micron. Category: Foundries.
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+- Bruker Corporation (BRKR): Provides high-performance scientific instruments and high-value analytical and diagnostic solutions. Category: Manufacturing/Assembly Equipment and Services.
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+- Onto Innovation (ONTO): Provides process control tools for semiconductor manufacturing, including inspection and metrology. Category: Manufacturing/Assembly Equipment and Services.
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+- Advanced Energy Industries, Inc. (AEIS): Designs and manufactures power conversion, measurement, and control solutions for industrial applications. Category: Manufacturing/Assembly Equipment and Services.
+
+- ANSYS, Inc. (ANSS): Develops and markets engineering simulation software used for predicting how product designs will behave in real-world environments. Category: IP, Design Software, and R&D Tools.
+
+- Keysight Technologies (KEYS): Produces electronic design and test instrumentation. Category: IP, Design Software, and R&D Tools.
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+- ACM Research, Inc. (ACMR): Develops wet processing technology and equipment for semiconductor devices. Category: Manufacturing/Assembly Equipment and Services.
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+- Monolithic Power Systems, Inc. (MPWR): Designs integrated power semiconductor solutions and power delivery architectures. Category: Integrated Device Manufacturers.
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+- Microchip Technology Inc. (MCHP): Manufactures microcontroller, mixed-signal, analog, and Flash-IP integrated circuits. Category: Integrated Device Manufacturers.
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+- Silicon Laboratories Inc. (SLAB): Designs and markets a range of silicon, software, and solutions for the Internet of Things, internet infrastructure, industrial automation, consumer, and automotive markets. Category: Fabless Chip Designers.
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+- Skyworks Solutions, Inc. (SWKS): Produces semiconductor products for use in radio frequency and mobile communications systems. Category: Integrated Device Manufacturers.
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+- Synaptics Incorporated (SYNA): Develops human interface solutions including touch, display, and biometrics products for a range of electronic devices. Category: Fabless Chip Designers.
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+- Analog Devices, Inc. (ADI): Specializes in data conversion, signal processing, and power management technology. Category: Integrated Device Manufacturers.
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+- Synopsys, Inc. (SNPS): Provides electronic design automation software that engineers use to design and test integrated circuits. Category: IP, Design Software, and R&D Tools.
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+- Air Products and Chemicals, Inc. (APD): Supplies industrial gases and related equipment to various industries including semiconductors. Category: Raw Materials and Components.