diff options
Diffstat (limited to 'Finance')
| -rw-r--r-- | Finance/Macro.md | 1 | ||||
| -rw-r--r-- | Finance/index.md.~1~ | 110 |
2 files changed, 1 insertions, 110 deletions
diff --git a/Finance/Macro.md b/Finance/Macro.md index dac5fde..a925ac8 100644 --- a/Finance/Macro.md +++ b/Finance/Macro.md @@ -4,6 +4,7 @@ Strength of Labor Market most important variable for 2024 Initial jobless claim is a good indicator of when FED should start cutting + Will fed pivot trigger another run up in inflation a la 1974-1982 compare 74-76 to 22-24... diff --git a/Finance/index.md.~1~ b/Finance/index.md.~1~ deleted file mode 100644 index 29e68f1..0000000 --- a/Finance/index.md.~1~ +++ /dev/null @@ -1,110 +0,0 @@ -[[ABR]] - -[[ASTS]] - -[[HE]] - -[[LPG]] - -[[LIN]] - -[[PAYX]] - -[[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 - - -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 $HMY - -Silver -$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. - -- Tower Semiconductor (TSEM): Operates semiconductor foundries, manufacturing integrated circuits with geometries ranging from 1.0 to 0.13 micron. Category: Foundries. - -- Bruker Corporation (BRKR): Provides high-performance scientific instruments and high-value analytical and diagnostic solutions. Category: Manufacturing/Assembly Equipment and Services. - -- Onto Innovation (ONTO): Provides process control tools for semiconductor manufacturing, including inspection and metrology. Category: Manufacturing/Assembly Equipment and Services. - -- 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. - -- ACM Research, Inc. (ACMR): Develops wet processing technology and equipment for semiconductor devices. Category: Manufacturing/Assembly Equipment and Services. - -- Monolithic Power Systems, Inc. (MPWR): Designs integrated power semiconductor solutions and power delivery architectures. Category: Integrated Device Manufacturers. - -- Microchip Technology Inc. (MCHP): Manufactures microcontroller, mixed-signal, analog, and Flash-IP integrated circuits. Category: Integrated Device Manufacturers. - -- 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. - -- Skyworks Solutions, Inc. (SWKS): Produces semiconductor products for use in radio frequency and mobile communications systems. Category: Integrated Device Manufacturers. - -- Synaptics Incorporated (SYNA): Develops human interface solutions including touch, display, and biometrics products for a range of electronic devices. Category: Fabless Chip Designers. - -- Analog Devices, Inc. (ADI): Specializes in data conversion, signal processing, and power management technology. Category: Integrated Device Manufacturers. - -- 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. - -- Air Products and Chemicals, Inc. (APD): Supplies industrial gases and related equipment to various industries including semiconductors. Category: Raw Materials and Components. |