Petr Sazel
@o2luih9kdxx9sz29
Joined Sep 26, 2022
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robs.substack.com/p/ai-investing-for-investor-dummies?utm_source=%2Finbox&utm_medium=reader2
Mar 13, 2024
1 Highlights
yhamiltonblog.substack.com/p/agb-20242-ashtead-group-ahtl?utm_source=%2Finbox&utm_medium=reader2
Mar 13, 2024
6 Highlights
www.bloomberg.com/news/articles/2024-02-21/collapsing-used-ev-prices-see-carmakers-pay-compensation-to-leasing-companies
Mar 12, 2024
5 Highlights
www.bloomberg.com/news/articles/2024-03-06/eu-moves-toward-hitting-china-with-tariffs-on-electric-vehicles
Mar 11, 2024
1 Highlights
www.iea.org/reports/global-ev-outlook-2023/prospects-for-electric-vehicle-deployment
Mar 10, 2024
3 Highlights
bradmunchen.substack.com/p/ev-adoption-slumps-as-hybrid-sales
Mar 10, 2024
4 Highlights
bradmunchen.substack.com/p/tesla-2024-outlook-stock-could-implode
Mar 10, 2024
3 Highlights
bradmunchen.substack.com/p/diary-of-a-tesla-short-seller-bad
Mar 10, 2024
2 Highlights
bradmunchen.substack.com/p/diary-of-a-tesla-short-seller-load
Mar 9, 2024
9 Highlights
cleantechnica.com/2024/02/06/tesla-still-1-in-world-bev-sales-2023-world-ev-sales-report/
Mar 9, 2024
4 Highlights
electrek.co/2024/01/19/tesla-finally-moves-forward-gigafactory-nevada-expansion-tesla-semi-4680-cells/
Mar 9, 2024
2 Highlights
www.tesla.com/en_gb/blog/continuing-our-investment-nevada
Mar 9, 2024
1 Highlights
www.patreon.com/posts/q1-2024-tesla-2-98735318
Mar 9, 2024
1 Highlights
bradmunchen.substack.com/p/teslas-10-k-filing-shows-us-and-eu
Mar 9, 2024
1 Highlights
bradmunchen.substack.com/p/tesla-facing-peak-ev-adoption-hybrid?r=24r7n0&utm_campaign=post&utm_medium=web&triedRedirect=true
Mar 8, 2024
4 Highlights
eepower.com/market-insights/can-tesla-build-20-million-cars-per-year-by-2030/
Mar 8, 2024
1 Highlights
electrek.co/2023/10/11/tesla-4680-battery-cell-production-breakthrough/
Mar 8, 2024
3 Highlights
www.mckinsey.com/industries/automotive-and-assembly/our-insights/disruptive-trends-that-will-transform-the-auto-industry/de-de
Mar 7, 2024
1 Highlights
think.ing.com/articles/global-car-market-outlook-hitting-speed-bumps/
Mar 7, 2024
20 Highlights
www.bloomberg.com/news/features/2023-12-22/bmw-tesla-and-other-electric-used-cars-are-proving-tough-to-sell?sref=TiMiNdYO
Mar 7, 2024
1 Highlights
www.bloomberg.com/opinion/articles/2024-02-07/used-porsche-evs-are-getting-cheaper-as-residual-values-tumble
Mar 7, 2024
6 Highlights
www.ev-volumes.com/
Mar 7, 2024
3 Highlights
www.iea.org/reports/global-ev-outlook-2023/corporate-strategy
Mar 7, 2024
6 Highlights
www.hydrogeninsight.com/policy/eus-2030-targets-for-green-hydrogen-use-in-industry-and-transport-become-law-with-publication-in-official-journal/2-1-1545432
Mar 5, 2024
3 Highlights
think.ing.com/articles/hold-back-to-reality-paving-the-way-for-future-growth-in-hydrogen/
Mar 5, 2024
18 Highlights
about.bnef.com/blog/green-hydrogen-to-undercut-gray-sibling-by-end-of-decade/
Mar 3, 2024
1 Highlights
www.barrons.com/articles/buy-linde-stock-price-pick-51675381732?mod=md_stockoverview_news
Mar 3, 2024
2 Highlights
www.barrons.com/articles/epa-carbon-proposal-stocks-winners-38c666af?mod=md_stockoverview_news
Mar 3, 2024
3 Highlights
www.barrons.com/articles/green-hydrogen-tax-credit-proposal-eligibility-5b633dfa?mod=md_stockoverview_news
Mar 3, 2024
9 Highlights
www.barrons.com/articles/buy-air-products-and-chemicals-stock-pick-51648797321
Mar 3, 2024
1 Highlights
www.airproducts.me/company/news-center/2023/01/0120-air-products-jazan-gasification-and-power-joint-venture-in-saudi-arabia
Mar 2, 2024
3 Highlights
acwapower.com/en/projects/neom-green-hydrogen-project/
Mar 2, 2024
2 Highlights
carbonherald.com/air-products-to-go-ahead-with-7-billion-hydrogen-project-in-louisiana-with-carbon-capture-included/
Mar 2, 2024
1 Highlights
www.investing.com/news/stock-market-news/earnings-call-air-products-outlines-strong-earnings-growth-and-ambitious-clean-energy-plans-93CH-3226090
Mar 2, 2024
2 Highlights
www.hydrogeninsight.com/production/air-products-now-has-almost-15bn-of-low-carbon-hydrogen-projects-under-development/2-1-1594464
Mar 1, 2024
1 Highlights
www.michiganfarmnews.com/combine-harvesters-see-solid-sales-to-close-out-2023-while-us-tractor-sales-fall
Feb 28, 2024
2 Highlights
www.dtnpf.com/agriculture/web/ag/equipment/article/2023/12/12/us-tractor-combine-manufacturers
Feb 28, 2024
1 Highlights
ag.purdue.edu/commercialag/home/resource/2024/01/the-outlook-for-corn-soybeans/
Feb 28, 2024
5 Highlights
www.wsj.com/articles/deere-de-q1-earnings-report-2023-18226f1d?mod=article_inline
Feb 28, 2024
6 Highlights
www.theverge.com/2023/1/9/23546323/john-deere-right-to-repair-tractors-agreement
Feb 28, 2024
4 Highlights
www.ers.usda.gov/topics/farm-economy/farm-sector-income-finances/farm-sector-income-forecast/
Feb 28, 2024
1 Highlights
www.fool.com/investing/2023/09/22/why-deere-stock-continues-to-fall/
Feb 28, 2024
1 Highlights
www.therichiestreetinvestor.com/post/transocean-still-presents-a-significant-upside-in-value-after-the-fleet-status-report-and-q4-earning?utm_source=twitter&utm_medium=blog.post-promoter&utm_campaign=766e97e8-f292-4855-abdf-aabac16b9f50
Feb 26, 2024
1 Highlights
www.dtnpf.com/agriculture/web/ag/crops/article/2023/12/04/global-nitrogen-fertilizer-supply
Feb 26, 2024
7 Highlights
www.linkedin.com/jobs/view/3819418761/?refId=PhNpx8uiRLyFDXP1elqNKw%3D%3D&trackingId=3ttTEtfEQau4mpVK9Zup6g%3D%3D
Feb 23, 2024
9 Highlights
www.allianzgi.com/en/insights/outlook-and-commentary/mineral-commodities-primer-potash
Feb 22, 2024
2 Highlights
www.hfir.com/p/public-chesapeake-plays-the-role
Feb 22, 2024
7 Highlights
www.cfindustries.com/newsroom/2022/fertilizerpricefaq
Feb 20, 2024
11 Highlights
www.lightreading.com/optical-networking/ciena-stock-rebounds-on-cloud-demand-and-market-share-gains
Feb 19, 2024
1 Highlights
acacia-inc.com/blog/coherent-is-knocking-on-the-data-center-door/
Feb 19, 2024
37 Highlights
acacia-inc.com/blog/coherent-applications-trending-to-the-edge/
Feb 19, 2024
9 Highlights
www.ciena.com/insights/blog/2023/the-journey-to-1-6-terabit-understanding-the-technologies-making-1-6tbs-possible
Feb 18, 2024
6 Highlights
www.keysight.com/blogs/en/inds/2023/02/15/key-challenges-and-innovations-for-800g-and-16t-networking
Feb 18, 2024
12 Highlights
www.keysight.com/blogs/en/inds/2023/02/08/the-vital-role-of-16t-networking-in-emerging-technology
Feb 18, 2024
13 Highlights
www.semianalysis.com/p/thick-cables-thin-margins-microsoft?utm_source=%2Fsearch%2Fdsp&utm_medium=reader2
Feb 16, 2024
6 Highlights
www.fabricatedknowledge.com/p/at-the-heart-of-the-datacenter-400zr
Feb 16, 2024
19 Highlights
www.semianalysis.com/p/marvells-dsp-dilemma-networkings?utm_source=%2Fsearch%2Fnetworking&utm_medium=reader2
Feb 16, 2024
28 Highlights
www.semianalysis.com/p/marvelldeepdive2022
Feb 16, 2024
6 Highlights
www.fibermall.com/blog/800g-optical-transceiver-market-analysis.htm
Feb 16, 2024
25 Highlights
www.marvell.com/products/coherent-dsp.html
Feb 16, 2024
2 Highlights
www.fibermall.com/blog/application-of-coherent-optical-technology.htm
Feb 16, 2024
2 Highlights
www.fibermall.com/blog/use-dsp-in-coherent-optical-communication.htm
Feb 16, 2024
1 Highlights
www.semianalysis.com/p/broadcoms-google-tpu-revenue-explosion
Feb 16, 2024
82 Highlights
picmagazine.net/article/118145/From_transceivers_to_speed-of-light_AI
Feb 15, 2024
1 Highlights
www.ciena.com/insights/blog/2023/pluggable-coherent-optics-what-is-the-best-management-approach
Feb 15, 2024
1 Highlights
connectorsupplier.com/high-speed-solutions-are-co-packaged-optics-moving-toward-reality/
Feb 15, 2024
4 Highlights
semiengineering.com/will-co-packaged-optics-replace-pluggables/
Feb 15, 2024
22 Highlights
gigalight.medium.com/why-infiniband-networks-are-crucial-in-high-performance-computing-data-centers-cb74d37516c8
Feb 14, 2024
1 Highlights
acacia-inc.com/blog/key-challenges-and-requirements-for-800g-msa-pluggables/
Feb 14, 2024
3 Highlights
www.ciena.com/insights/what-is/what-is-ip-and-optical-convergence.html
Feb 13, 2024
7 Highlights
www.sec.gov/ixviewer/ix.html?doc=/Archives/edgar/data/936395/000093639523000044/cien-20231028.htm
Feb 7, 2024
7 Highlights
www.infrastructureinvestor.com/power-struggles-emerge-as-ai-fuels-data-centre-growth/
Feb 6, 2024
4 Highlights
oakmark.com/news-insights/oakmark-fund-third-quarter-2019/
Feb 5, 2024
1 Highlights
www.fool.com/investing/2019/05/18/ao-smiths-quiet-market-dominance.aspx
Feb 5, 2024
26 Highlights
investor.aosmith.com/node/20566/html
Feb 5, 2024
28 Highlights
www.stonehagefleming.com/gbi/
Feb 1, 2024
6 Highlights
twitter.com/i/lists/create
Feb 1, 2024
1 Highlights
home.treasury.gov/news/press-releases/jy2062
Jan 31, 2024
4 Highlights
careers.arm.com/job/san-jose/director-investor-relations/33099/60648974256
Jan 31, 2024
11 Highlights
newsfilter.io/a/4847be8db6a14532221eb25ce919577e
Jan 30, 2024
4 Highlights
substack.com/inbox/post/141049707
Jan 29, 2024
3 Highlights
www.spglobal.com/commodityinsights/en/ci/research-analysis/osvs-fleet-ages-worldwide-.html
Jan 29, 2024
9 Highlights
www.offshore-mag.com/rigs/article/14298424/westwood-global-energy-group-report-no-resurgence-seen-for-newbuild-rig-construction
Jan 26, 2024
9 Highlights
www.offshore-mag.com/vessels/article/14286856/sp-global-rig-construction-market-remains-quiet-but-with-room-for-long-term-possibilities
Jan 26, 2024
7 Highlights
www.bloomberg.com/news/articles/2024-01-25/yellen-says-americans-seeing-inflation-well-under-control
Jan 25, 2024
www.bea.gov/news/2024/gross-domestic-product-fourth-quarter-and-year-2023-advance-estimate
Jan 25, 2024
10 Highlights
www.city-journal.org/article/the-feds-monetary-handover
Jan 24, 2024
13 Highlights
www.moneysavingexpert.com/mortgages/student-loan-mortgage-impact/
Jan 23, 2024
1 Highlights
www.barrons.com/articles/stock-picks-market-record-high-barrons-roundtable-4333dab8?gaa_at=la&gaa_ts=65ad4002
Jan 23, 2024
14 Highlights
www.bloomberg.com/news/articles/2024-01-23/china-mulls-stock-market-rescue-package-backed-by-278-billion
Jan 23, 2024
2 Highlights
thecoaltrader.substack.com/p/chinas-coal-fired-future
Jan 21, 2024
4 Highlights
thecoaltrader.substack.com/p/comparing-coal-equities-for-2022
Jan 21, 2024
4 Highlights
thecoaltrader.substack.com/p/met-coal-2022-early-outlook
Jan 21, 2024
2 Highlights
thecoaltrader.substack.com/p/crude-oil-switch-to-contango/comments
Jan 21, 2024
3 Highlights
thecoaltrader.substack.com/p/crude-oil-switch-to-contango
Jan 21, 2024
5 Highlights
thecoaltrader.substack.com/p/metallurgical-coal-prices
Jan 21, 2024
6 Highlights
thecoaltrader.substack.com/p/alpha-metallurgical-resources-amr
Jan 21, 2024
7 Highlights