Auto from nzxt - Thu 01 Aug 2024 08:21:35 PM EDT

2 files changed, 1 insertions, 110 deletions

diff --git a/Finance/Macro.md b/Finance/Macro.md
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@@ -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
 
 
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 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~
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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]]
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-# Russia
-0486.hk - rusal
-SBER.ME - sberbank
-EPAM - US BASED - BELARUS FOUNDER
-BGEO.l - Bank georgia
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-# rate cut play - why ?
-BLND
-RKT
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-Prepare short MSTR / BTC setup
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-DMRC
-- High short interest
-- working witht he big boys on digital watermark
-- might come in before election ? catalyst
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-Regarding TIN, I’ve mentioned the only 2 ways to invest is Alphamin and MLX in Australia
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-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.
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-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
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-@SnowKitten200 - BTU
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-AI theme still young...
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-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 $INDV
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-
-recious metals list
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-Gold
-$GDX $GDXJ $NEM $GOLD $EGO $EQX $KGC $IAG $HMY
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-Silver
-$SIL $SILJ $AEM $PAAS
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-- AXT Inc. (AXTI): Manufactures compound semiconductor substrates, including gallium arsenide and indium phosphide. Category: Raw Materials and Components.
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-- CEVA, Inc. (CEVA): Licenses wireless connectivity and smart sensing technologies. Category: IP, Design Software, and R&D Tools.
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-- CVD Equipment Corporation (CVV): Designs and manufactures equipment for the development and production of advanced materials. Category: Manufacturing/Assembly Equipment and Services.
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-- Aehr Test Systems (AEHR): Develops and manufactures systems for burning-in and testing logic, optical, and memory integrated circuits. Category: Testing and Packaging.
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-- Ambarella, Inc. (AMBA): Develops high-definition video compression and image processing products. Category: Fabless Chip Designers.
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-- Qorvo, Inc. (QRVO): Provides technologies and RF solutions for mobile, infrastructure, and aerospace/defense applications. Category: Integrated Device Manufacturers.
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-- Wolfspeed, Inc. (WOLF): Specializes in silicon carbide and gallium nitride materials and devices. Category: Raw Materials and Components.
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-- 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.
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-- 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.
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-- 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.