54th Parallel
54thparallel.bsky.social
54th Parallel
@54thparallel.bsky.social
L/S tech, consumer
Reposted by 54th Parallel
APOLLO: “There are more data centers in the US than in all other major countries combined.” 🇺🇸
December 5, 2024 at 5:51 PM
Since Nov 28, 1900, gold has underperformed the S&P 500 by 21,365% (1st chart).

Between Jan 21, 1980 and June 30, 2008, gold underperformed the S&P 500 by 1,033% (2nd chart).

I am cherry picking dates, but this is so you are aware that gold isn't the safe haven you think it is. Cash flows win.
November 27, 2024 at 1:47 PM
We will finally get a thinner iPhone next year

The rumored iPhone 17 "Air" will be 6.00mm thin. Not quite as thin as the new iPad Pro (5.1mm) or the last iPod Nano (5.4mm) but a welcome change after seeing the width increase to 8.0mm in the latest models

$AAPL
November 21, 2024 at 10:30 PM
Thoughts on bad $GOOGL news being a positive for $META?
November 21, 2024 at 4:05 PM
1/

Canada Goose $GOOS

Lots of haters on FinTwit on the name but they bring a poor game. I just don't see it. Canada Goose is gaining market share globally and growing (see chart).
 
Would love to hear more bearish views please!
August 2, 2023 at 2:39 AM