James Campion
James Campion @campervans

Prestaties
Alles

32.93%2025
2025
7.59%2024
2024
-4.00%2023
2023
-0.39%2022
2022
14.77%2021
2021
147.96%2020
2020
74.48%2019
2019
-27.61%2018
2018
62.27%2017
2017
16.51%2016
2016
6.32%2015
2015
148.0%0%-148.0%
Discussies
James Campion
Verenigde Arabische Emiraten
6d
💪 Great earnings by $DDOG (Datadog Inc) "Forecast fourth-quarter revenue between $912 million and $916 million, above analysts' average estimate of $887.27 million" ... "Revenue rose 28% to $885.65 million in the third quarter" Vertalen
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DDOG
Datadog Inc
190.53
-6.97 (-3.52%)
James Campion
Verenigde Arabische Emiraten
16d
Full Self Driving is here: Having ridden in a number of Waymo's recently, it's clear self-driving's the future. Morgan Stanley's Adam Jonas (Head of Global Auto & Shared Mobility Research) --- "From our discussions with @tesla, it appears the only thing preventing Tesla from... Meer weergeven Vertalen
James Campion
Verenigde Arabische Emiraten
27d
Goldman Sachs Q4 Outlook - Key Takeaways Europe's Moment 👉 The Big Contrarian Call: Europe > US Goldman Sachs just dropped their Q4 outlook, and the headline is bold: European assets haven't looked this attractive versus the US in years. The PEG ratio spread between the S&P 500... Meer weergeven Vertalen
James Campion
Verenigde Arabische Emiraten
2m
$ORCL (Oracle Corporation) $NVDA (NVIDIA Corporation) $ASML (ASML Holding NV) $MSFT (Microsoft) Michael Cembalest, JPMorgan: “Other recent AI news: Oracle’s stock jumped by 25% after being promised $60 billion a year from OpenAI, an amount of money OpenAI doesn’t earn yet, to provide cloud computing... Meer weergeven Vertalen
James Campion
Verenigde Arabische Emiraten
2m
The 10 Year yield up 📈, since rates cut on Wednesday... 🍿 Vertalen
James Campion
Verenigde Arabische Emiraten
2m
Timing’s mostly luck, the thesis is mostly skill… Vertalen
James Campion
Verenigde Arabische Emiraten
2m
$GLD (SPDR Gold) is the best *risk adjusted* investment this year - and it’s not even close Vertalen
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GLD
SPDR Gold
385.43
6.12 (1.61%)
James Campion
Verenigde Arabische Emiraten
3m
$NVDA (NVIDIA Corporation) - Goldman Sachs Global Investment Research (James Schneider et al.) In-line print. 2026 upside story intensifies. But cash conversion and China remain watchpoints. - Revenue $46.7bn (+6% QoQ), marginally above Street ($46.5bn); EPS ex-SBC $1.05 vs Street $1.02. - Data Center... Meer weergeven Vertalen
James Campion
Verenigde Arabische Emiraten
3m
Bewerkt
🚨 AI's Bottleneck - HBM Every AI accelerator worth buying now ships with HBM (High Bandwidth Memory) and demand is exploding. Nvidia $NVDA (NVIDIA Corporation) alone will push GPU memory capacity to 1TB with its Rubin Ultra, making it the largest single consumer through 2027. SK hynix, Samsung... Meer weergeven Vertalen
James Campion
Verenigde Arabische Emiraten
4m
ᴡʜᴀᴛ ᴡɪʟʟ ʜᴀᴘᴘᴇɴ ꜰɪʀꜱᴛ? $TSLA (Tesla Motors, Inc.) Tesla - USD 150. (That would be -50% from here) $BTC Bitcoin - USD 200,000 (That would be +70% from here) $IB01.L (iShares $ Treasury Bond 0-1yr UCITS ETF) US Rates - <1% (rates cut by 3.5% from here) $NVDA (NVIDIA Corporation) Nvidia - USD... Meer weergeven Vertalen
Tesla - $150
100.00%
Bitcoin - $200,000
100.00%
US Interest rates - < 1%
100.00%
Nvidia - $350
100.00%
898 Stemmen

Over James Campion
Verenigde Arabische Emiraten
Strategie: Macro

Featured in Bloomberg 🏆 10 Year return 849.21% 🏆
Volledige biografie weergeven Vertalen
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1.2M Volgers

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