OPTO (@optothemes) 's Twitter Profile
OPTO

@optothemes

๐Ÿ“ฑ App: optothemes.onelink.me/BZDG/ygtgjaob

๐Ÿ“บ YouTube: @OptoThemes

๐Ÿ—ž optoforesight.substack.com/28f132db

optothemes.com/disclosures

ID: 1026859783100485637

linkhttps://optothemes.com calendar_today07-08-2018 15:57:05

5,5K Tweet

24,24K Takipรงi

344 Takip Edilen

OPTO (@optothemes) 's Twitter Profile Photo

๐Ÿ’ก Top stories: โšก Can #Bitcoin Weather the Storm? ๐Ÿ’ฅ $NVDA Downturn ๐Ÿ“‰ Hard Luck for SoftBank ๐Ÿš€ Defence Stock Rises on Middle East Tensions ๐Ÿ“ฑ Read the full article in our app: optothemes.onelink.me/BZDG/ygtgjaob

๐Ÿ’ก Top stories:

โšก Can #Bitcoin Weather the Storm?
๐Ÿ’ฅ $NVDA Downturn
๐Ÿ“‰ Hard Luck for <a href="/SoftBank/">SoftBank</a>
๐Ÿš€ Defence Stock Rises on Middle East Tensions

๐Ÿ“ฑ Read the full article in our app: optothemes.onelink.me/BZDG/ygtgjaob
OPTO (@optothemes) 's Twitter Profile Photo

๐ŸŽ™๏ธ New episode out now! ๐Ÿ“‰๐ŸŒ๐Ÿ‡จ๐Ÿ‡ณ Jens Nordvig ๐Ÿ‡ฉ๐Ÿ‡ฐ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡บ๐Ÿ‡ฆ, Co-founder and CEO of MarketReader, delves into why Chinaโ€™s growth slowdown to 2% won't be surprising. The ripple effects on global inflation and monetary policy, from manufactured goods to commodity prices, are significant. ๐Ÿ“บ

OPTO (@optothemes) 's Twitter Profile Photo

๐Ÿ’ก Top stories: ๐Ÿ‘ฎ๐Ÿฝโ€โ™€๏ธ $GOOGL Directly to Jail? ๐Ÿ‡จ๐Ÿ‡ณ China Stocks Up on Chips โšก Hydrogen Breakthrough ๐Ÿ’ฐ Chipmaker Soon to Receive US Loan ๐Ÿ“ฑ Read the full article in our app: optothemes.onelink.me/BZDG/ygtgjaob

๐Ÿ’ก Top stories:

๐Ÿ‘ฎ๐Ÿฝโ€โ™€๏ธ $GOOGL Directly to Jail?
๐Ÿ‡จ๐Ÿ‡ณ China Stocks Up on Chips
โšก Hydrogen Breakthrough
๐Ÿ’ฐ Chipmaker Soon to Receive US Loan

๐Ÿ“ฑ Read the full article in our app: optothemes.onelink.me/BZDG/ygtgjaob
OPTO (@optothemes) 's Twitter Profile Photo

๐Ÿ“ˆ ServiceNow Stock Performance Update โ˜๏ธ ServiceNow $NOW, a leading cloud-based software provider headquartered in Silicon Valley, hit an all-time high on July 25. However, the stock has since pulled back 6.3% amid market turmoil caused by fears of a US recession. Despite

๐Ÿ“ˆ <a href="/ServiceNow/">ServiceNow</a> Stock Performance Update

โ˜๏ธ <a href="/ServiceNow/">ServiceNow</a> $NOW, a leading cloud-based software provider headquartered in Silicon Valley, hit an all-time high on July 25. 

However, the stock has since pulled back 6.3% amid market turmoil caused by fears of a US recession. Despite
OPTO (@optothemes) 's Twitter Profile Photo

๐Ÿ’ก Top stories: ๐Ÿ“ Pentagon U-Turn on $HSAI ๐Ÿ”‹ Carmakers Name SK Battery Suppliers ๐Ÿ‘จ๐Ÿป Elon Musk Defiant ๐Ÿš€ EV Sales Grew in July ๐Ÿ“ฑ Read the full article in our app: optothemes.onelink.me/BZDG/ygtgjaob

๐Ÿ’ก Top stories:

๐Ÿ“ Pentagon U-Turn on $HSAI
๐Ÿ”‹ Carmakers Name SK Battery Suppliers
๐Ÿ‘จ๐Ÿป <a href="/elonmusk/">Elon Musk</a> Defiant
๐Ÿš€ EV Sales Grew in July

๐Ÿ“ฑ Read the full article in our app: optothemes.onelink.me/BZDG/ygtgjaob
OPTO (@optothemes) 's Twitter Profile Photo

๐Ÿ’ก Top stories: ๐Ÿ›’ Why Did $INTC Sell $ARM? ๐Ÿ”‹ $ZK Debuts New Fast-Charging Battery ๐Ÿ’ฐ $AZN Tops ยฃ200bn ๐ŸŽฎ Tencent Games is on the Mend ๐Ÿ“ฑ Read the full article in our app: optothemes.onelink.me/BZDG/ygtgjaob

๐Ÿ’ก Top stories:

๐Ÿ›’ Why Did $INTC Sell $ARM?
๐Ÿ”‹ $ZK Debuts New Fast-Charging Battery
๐Ÿ’ฐ $AZN Tops ยฃ200bn
๐ŸŽฎ <a href="/TencentGames/">Tencent Games</a> is on the Mend

๐Ÿ“ฑ Read the full article in our app: optothemes.onelink.me/BZDG/ygtgjaob
OPTO (@optothemes) 's Twitter Profile Photo

The Bull Case for Reddit ๐Ÿš€ Any bull case for $RDDT hinges on the company's ability to boost user numbers, engagement, and revenue. ๐Ÿ“ˆ Deutsche Bank analyst Ben Black is optimistic due to $RDDT user growth over the last four quarters. He also notes Reddit's potential in data

The Bull Case for <a href="/Reddit/">Reddit</a>

๐Ÿš€ Any bull case for $RDDT hinges on the company's ability to boost user numbers, engagement, and revenue. 

๐Ÿ“ˆ <a href="/DeutscheBank/">Deutsche Bank</a> analyst Ben Black is optimistic due to $RDDT user growth over the last four quarters. He also notes Reddit's potential in data
OPTO (@optothemes) 's Twitter Profile Photo

๐Ÿš€ Rocket Labโ€™s Vision for the Future ๐Ÿ”ฎ ๐ŸŽ™๏ธ Peter Beck, the Founder & CEO of $RKLB Rocket Lab, outlines his vision for the companyโ€™s future as it cements its status as a prominent leader in the emerging space age. ๐Ÿ“บ Watch the full interview in our app (UK & US only):

OPTO (@optothemes) 's Twitter Profile Photo

๐Ÿ’ก Top stories: ๐Ÿค– Drones over the UK, Robots in LA ๐ŸŒก๏ธ Regulators Turn Up the Heat on Big Tech โšก The AI Chip Link-Up that Might Have Been ๐Ÿงช Health Stocks Pop on Mpox ๐Ÿ“ฑ Read the full article in our app: optothemes.onelink.me/BZDG/ygtgjaob

๐Ÿ’ก Top stories:

๐Ÿค– Drones over the UK, Robots in LA
๐ŸŒก๏ธ Regulators Turn Up the Heat on Big Tech
โšก The AI Chip Link-Up that Might Have Been
๐Ÿงช Health Stocks Pop on Mpox

๐Ÿ“ฑ Read the full article in our app: optothemes.onelink.me/BZDG/ygtgjaob
OPTO (@optothemes) 's Twitter Profile Photo

Redditโ€™s Path to Profitability ๐Ÿ“ˆ ๐Ÿ’ธ According to analysts polled by FactSet, $RDDT may see another narrow loss in Q3 2024, but could post its first profitable quarter since its listing in Q4. ๐Ÿฆพ Co-founder and CEO Steve Huffman believes integrating AI into the platform can

Redditโ€™s Path to Profitability ๐Ÿ“ˆ

๐Ÿ’ธ According to analysts polled by <a href="/FactSet/">FactSet</a>, $RDDT may see another narrow loss in Q3 2024, but could post its first profitable quarter since its listing in Q4. 

๐Ÿฆพ Co-founder and CEO Steve Huffman believes integrating AI into the platform can
OPTO (@optothemes) 's Twitter Profile Photo

๐Ÿš€ Scaling the heights of space exploration is no small feat! ๐ŸŽ™๏ธ As Rocket Labโ€™s CEO Peter Beck says, โ€œI reckon it takes about 50 rockets before you start to get into a groove.โ€ ๐Ÿ“บ Watch the full interview: optothemes.onelink.me/BZDG/ygtgjaob #SpaceInnovation #RocketScience #RocketLab

OPTO (@optothemes) 's Twitter Profile Photo

๐Ÿš€ Credo $CRDO: A Booming Opportunity in Data Center Infrastructure? ๐Ÿ“Š While Credo $CRDO falls under the broader #Semiconductors theme, its specific focus is on the booming data center infrastructure market. This market hit $3.2B in 2023 and is projected to reach $12.5B by

๐Ÿš€ Credo $CRDO: A Booming Opportunity in Data Center Infrastructure?

๐Ÿ“Š While Credo $CRDO falls under the broader #Semiconductors theme, its specific focus is on the booming data center infrastructure market. 

This market hit $3.2B in 2023 and is projected to reach $12.5B by
OPTO (@optothemes) 's Twitter Profile Photo

Credo's Client Base Expansion: A Fuel for Rapid Growth? Credo's $CRDO reliance on Microsoft (Customer Z) has lessened, with a second hyperscaler (Customer Y) now making up 20% of total revenue. Diversifying its client base could be the tailwind Credo needs for the rapid growth

Credo's Client Base Expansion: A Fuel for Rapid Growth?

Credo's $CRDO reliance on <a href="/Microsoft/">Microsoft</a> (Customer Z) has lessened, with a second hyperscaler (Customer Y) now making up 20% of total revenue. Diversifying its client base could be the tailwind Credo needs for the rapid growth
OPTO (@optothemes) 's Twitter Profile Photo

โœจ Credo's Growth Potential Outshines Competitors Broadcom's $AVGO revenue growth is projected to stay steady over the next four years, while Credo $CRDO and Astera $ALAB are expected to see significant increases. If these trends continue, Credo shares bought today could

โœจ Credo's Growth Potential Outshines Competitors

Broadcom's $AVGO revenue growth is projected to stay steady over the next four years, while Credo $CRDO and Astera $ALAB are expected to see significant increases. If these trends continue, Credo shares bought today could
OPTO (@optothemes) 's Twitter Profile Photo

NOW Outperforms CRM and WDAY on Future Revenue ๐Ÿ“Š Salesforce's $CRM RPO increased by 15% to $53.9B in Q1 2025. Workday $WDAY noted that strong renewals in fiscal 2024 are impacting RPO growth this year. Although ServiceNow's $NOW revenue projections are stronger, its

NOW Outperforms CRM and WDAY on Future Revenue

๐Ÿ“Š <a href="/salesforce/">Salesforce</a>'s $CRM RPO increased by 15% to $53.9B in Q1 2025. <a href="/Workday/">Workday</a> $WDAY noted that strong renewals in fiscal 2024 are impacting RPO growth this year. 

Although <a href="/ServiceNow/">ServiceNow</a>'s $NOW revenue projections are stronger, its
OPTO (@optothemes) 's Twitter Profile Photo

๐Ÿ”ฌ Is $ADMA Biologics falling behind on innovation? ๐Ÿงช In 2023, $ADMA spent just 1.28% of revenue on R&Dโ€”a drop of 8.69% from last year. Meanwhile, Grifols $GRF invested 5.25%, and the top pharma companies average 22%, with some hitting 58.4%. $ADMA โ€™s reduced focus on R&D

๐Ÿ”ฌ Is $ADMA Biologics falling behind on innovation?

๐Ÿงช In 2023, $ADMA spent just 1.28% of revenue on R&amp;Dโ€”a drop of 8.69% from last year. Meanwhile, Grifols $GRF invested 5.25%, and the top pharma companies average 22%, with some hitting 58.4%.

$ADMA โ€™s reduced focus on R&amp;D
OPTO (@optothemes) 's Twitter Profile Photo

๐Ÿš€ Could $ROKU's specialisation give it an edge in the growing smart streaming market? ๐Ÿ“บ The market is projected to hit $14.2B by 2029 (8.98% CAGR). In 2022, Roku led with a 32% revenue share, beating Google and Amazon's combined 22%. $ROKU's focused approach might help it

๐Ÿš€ Could $ROKU's specialisation give it an edge in the growing smart streaming market?

๐Ÿ“บ The market is projected to hit $14.2B by 2029 (8.98% CAGR). In 2022, <a href="/Roku/">Roku</a> led with a 32% revenue share, beating <a href="/Google/">Google</a> and <a href="/amazon/">Amazon</a>'s combined 22%.

$ROKU's focused approach might help it
OPTO (@optothemes) 's Twitter Profile Photo

๐Ÿฆ What a year itโ€™s been for #bitcoin! ๐Ÿš€ The launch of ETFs tracking the cryptocurrencyโ€™s spot price in January set the stage for record-breaking inflows. Just four months later, the fourth bitcoin halving took the block reward โ€” the amount that miners are paid, in bitcoin, for

OPTO (@optothemes) 's Twitter Profile Photo

Cathie Wood Cuts ServiceNow Position by 99.7% in Q2 ๐Ÿ“ˆ According to Stockcircle, Cathie Wood was the only institutional investor to trade $NOW stock in Q2 2023. She offloaded around 15,700 shares, reducing her position by 99.7%. ARK Investโ€™s site suggests any remaining

Cathie Wood Cuts ServiceNow Position by 99.7% in Q2 

๐Ÿ“ˆ According to <a href="/cheaperthanguru/">Stockcircle</a>, <a href="/CathieDWood/">Cathie Wood</a>
was the only institutional investor to trade $NOW stock in Q2 2023. She offloaded around 15,700 shares, reducing her position by 99.7%. <a href="/ARKInvest/">ARK Invest</a>โ€™s site suggests any remaining