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nuancerocket Profile picture
nuancerocket
@nuancerocket
late-stage capitalist. unreliable narrator. fail better.
Oct 14, 2023 • 6 tweets • 3 min read
i regret to inform you…

rail - expected volume change index: negative & worsening.

worse than pandemic & gfc. worst in 20yrs+.

$cni $cp $csx $nsc $unp
Image uncharted territory.

rail - expected rate change index: negative.

worse than pandemic & gfc. worst in 20yrs+.

$cni $cp $csx $nsc $unp Image
Jul 31, 2023 • 8 tweets • 2 min read
bioprocessing workflows/ steps/ vendors: mrna.

$avtr $dhr $dim.fp $mrk.gy $mrvi $rgen $srt.gy $tmo Image
Jun 23, 2023 • 9 tweets • 4 min read
the $el china overhang.

h/t bs @ bofa china rolling ltm sales - cosmetics (at retail).

$el
Jun 22, 2023 • 8 tweets • 2 min read
total healthcare employment. hospital employment.
Jun 15, 2023 • 15 tweets • 5 min read
pain trade fms results dropped.

some of you are telling on yourselves. Image recession canceled. Image
Jun 14, 2023 • 4 tweets • 2 min read
with the $cohr fiber laser heads for battery welding making a splash, here’s a coincident battery-driven u/g of (clean b/s) $ipgp.

h/t bg @ raja Image the math…
… ev battery capacity to 3TW+ by cy25 (3x+ vs. cy22)
… ~$1M rev per GWh of capacity build
… ev vertical sales ~$1B by cy25 (~20x vs. cy19) incl. ~5% px erosion p.a.

apply ev rev $ growth to cy25 consensus & implies bigly cutting share loss/ gfc outcome. Image
Jun 10, 2023 • 11 tweets • 4 min read
server bom: general vs. ai. ImageImage server illustration: general vs. ai. ImageImage