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Anita Ramaswamy
1,362 posts
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Anita Ramaswamy
@AnitaRamaswamy
financial analysis columnist @theinformation
San Francisco, CA
anitaramaswamy.com
Joined October 2016
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  • Pinned
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    Anita Ramaswamy
    @AnitaRamaswamy
    Apr 6, 2023
    a group of two or more men is called a podcast
    118K
  • user avatar
    Anita Ramaswamy
    @AnitaRamaswamy
    Jul 31
    Get up to speed on this week's biggest tech news in less than 15 minutes with me and @meghamama on today's ep of @Marketplace Tech Bytes! ft META/MSFT earnings, AI workers' call for guardrails, and why your fav reality show is coming soon to Youtube
    455
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    Anita Ramaswamy
    @AnitaRamaswamy
    May 26
    feeling pretty good today that the biggest position i initiated when i was portfolio manager of my college investment fund in 2018 was to buy $MU to be fair though, also looked at $NVDA and passed, thinking the gaming market was too niche 😁
    551
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    Anita Ramaswamy
    @AnitaRamaswamy
    May 20
    love @AnjneyMidha's take comparing GPUs to mangoes on today's @theinformation subscriber call on AI infra hosted by @anissagardizy8. he says some batches of vera rubins aren't yet ripe...but once they are, everyone will want them! 🥭
    4.2K
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    Anita Ramaswamy
    @AnitaRamaswamy
    May 11
    i laid out my bull case for MercadoLibre ($MELI) last month. then last friday, Michael Burry of "big short" fame did the same. since then, the stock is down another ~17%. this is one of the most misunderstood companies and a crazy obvious buying opp, imo. here's why ⤵️
    724