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AJ Investment Research

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@alojoh

For serious investors: ajinvestmentresearch.com
London, England Joined November 2014
367 Following 56K Followers 71K Posts

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AJ Investment Research Verified account @alojoh
Our deep dive into Applied Materials and verdict. Company reported results yesterday. Our forecast was off 0.5% (same as last quarter). Wall Street was off 2.6% (last quarter 3.1%). Our compounded error is marginal. Wall Street's is material.
ajinvestmentresearch.com/applied-materi…
www.ajinvestmentresearch.com Applied Material Post Q3 2026 (Fiscal Q4 2026) Investment Memo Independent research and analysis of global technology companies, providing investors with deep insights, valuation perspectives, and high-conviction ideas.
AJ Investment Research Verified account @alojoh
30,000 stock trades?! WTF
Chuck Schumer Verified account @SenSchumer 1d
I’m actually referring to your 30,000 stock trades (more than all Members of Congress combined), your Qatari-gifted luxury jet, your crypto scams, your Truth Social pay to play scheme, your billionaire-funded ballroom, your insurrectionist slush fund, and your pardons for big donors—just to name a few. 
 
Senate Democrats will ban stock trading for all Members of Congress and White House officials, and hold you and your administration accountable for all the ways your rampant corruption has made life more expensive for families.
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AJ Investment Research Verified account @alojoh
So I get this straight: we lost the greatest founder and CEO alive due to probably fake news?
David Sacks Verified account @DavidSacks 1d
Bombshell story. The spy narrative is collapsing already.

Is there clear & convincing evidence that Alice Huang was a Chinese spy?

- AG says no. (“no conclusions reached”).
- CIA says no. (“not yet convinced”).
- DNI says no (“not entirely accurate and over-torqued”).
- Ranking Democrat on House Intelligence (incoming Chairman) says no. (“today, at least, I don’t know”). This was immediately after he was briefed.

Who argues otherwise? Anonymous officials tell CNN “it strains credulity to believe that she was not acting as an agent of the Chinese government — simply by virtue of the fact that she is a successful Chinese businesswoman working with one of America’s most powerful companies.”

This is their proof after a year of investigating and surveillance? That she was a “successful Chinese businesswoman”?

At this point, the only crime that we know for sure happened is the leaking of the classified memo. Who did that and why?

An investigation should be opened.
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