
Vice President and Technology Equity Research Analyst @cfraresearch
New York
Joined July 2014
- Tweets27
- Following80
- Followers336
- Likes45
Angelo Zino retweeted
AI Story & Homebuilders power market
Broadening Rally
2026 year of grand slams
"Jobless Prosperity?"
@pulte
@DiMartinoBooth
@AngeloZino
@HedgeFundTips
"Making Money With Charles Payne"
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Angelo Zino retweeted
Will #Nvidia keep dominating the #AI chip race — or will #China and rivals like #Huawei throw a wrench in the bull run? @cfraresearch Sr Equity Analyst @AngeloZino joined @AInvestOfficial to break down what’s at stake this earnings season and beyond. ow.ly/1JGT50WMemO
Angelo Zino retweeted
.@AngeloZino on the future of $NVDA: "Left for dead” a few weeks ago — and it now with a “significantly improved” outlook.
“The most valuable IP we have in this country is Nvidia’s GPU."
Angelo Zino retweeted
🎙️AVOID THESE MONEY MISTAKES! nitter.cf/i/broadcasts/1zqKVjVaR…
Angelo Zino retweeted
"Blackwell will launch, it will ramp, we think it's going to be an enormous cycle....so if you're selling your shares here after hours, we would be careful for that, because this is going to be a free cash flow monster," @cfraresearch's Angelo Zino
@Nvidia $NVDA @JonFortt
Angelo Zino retweeted
"There's clearly going to be risk looking ahead for this name," CFRA Research analyst @AngeloZino says on $NVDA, whose stock continues to fall despite beating Q2 earnings expectations.
His case:
Angelo Zino retweeted
"Overall, it came kind of in line with expectations," CFRA Research analyst @AngeloZino says on $AVGO earnings. "As far as kind of the guidance,... it was pretty much matching what they said three months ago."
Angelo Zino retweeted
𝗜𝗻𝘀𝗶𝗱𝗲 𝗢𝘂𝘁: Previewing big tech earnings 🖥️
🔔 $AMD after the close
🔔 $MSFT after the close
👥 @cfraresearch's Angelo Zino shares his expectations for today's AMD & Microsoft reports, and @TomWhite_S sets up a trade idea in each name: nitter.cf/i/broadcasts/1ynKOyrqo…
Angelo Zino retweeted
"The real problem at Intel right now continues to be on the data center and AI side of things," CFRA Research analyst @AngeloZino says. "The fact of the matter is they don't have the right solutions out there to compete with the Nvidia's [and] AMD's of the world."
Angelo Zino retweeted
"As you look at India today, it’s very similar to China 15 or 20 years ago," @AngeloZino of @cfraresearch told CNBC. @kifleswing cnb.cx/40jcG7k
Angelo Zino retweeted
Apple's India sales hit $6 billion in the year through March, according to Bloomberg.
CFRA Research Senior Equity Analyst Angelo Zino on the opportunities $AAPL has in India for sales and production:
Angelo Zino retweeted
“As far as the long-term is concerned, I don’t think there are many investors out there that are too concerned about” $AAPL, @cfraresearch’s Angelo Zino says, adding: “We’re a little bit more conservative than the rest of The Street.”
Angelo Zino retweeted
US Chipmakers Will Reap Rewards From Chips Act
The amount of chips used in devices and automobiles will increase exponentially over the next several years, says @AngeloZino of CFRA and Bruce Lu of Goldman via @TheStreet.
thestreet.com/investing/us-c…
Angelo Zino retweeted
LIVE: Can $BTC hang on to $20,000? Plus, @CFTC Commissioner discusses the future of crypto regulation and more.
@cftcmersinger, @wave_financial's Nauman Sheikh and @cfraresearch's @AngeloZino join "First Mover" on CoinDesk.TV: nitter.cf/i/broadcasts/1yNGaYAqm…
Angelo Zino retweeted
Jeremy Siegel of the Wharton School ripping apart Powell and the Fed…
“They Know Nothing” 2.0
Angelo Zino retweeted
.@HedgeFundTips, @AngeloZino, @ArthurHoganIII, @SteveSosnick and @EconomistChan discuss why tech IPOs are not returning to the market anytime soon via @TheStreet.
thestreet.com/investing/tech…
Angelo Zino retweeted
.@AngeloZino discusses what to expect from Apple’s launch event today.
The company is expecting to debut new iPhones, watches and an IOS update.
@dagenmcdowell @MariaBartiromo @FoxBusiness
Angelo Zino retweeted
“If you’re a long-term investor, I don’t think you should be too concerned,” @cfraresearch’s Angelo Zino says on $NVDA falling after the U.S. restricted chip exports to China. “The fear here is definitely the fact that the U.S. government could… get more aggressive.”
Angelo Zino retweeted
LIVE: Three Arrows founder says work with liquidators was met with "baiting," Celsius pays off more loans and more.
@TorosoAM's @michael_venuto, @donotpay CEO @joshuabrowder and @cfraresearch's @AngeloZino join "First Mover" on CoinDesk.TV: nitter.cf/i/broadcasts/1YqKDqDQB…
Angelo Zino retweeted
“At the end of the day, we do think Twitter does have the upper hand here,” @cfraresearch Senior Industry Analyst @AngeloZino says on the Elon Musk-Twitter deal. But for $TWTR stock, “things could absolutely get uglier here before they get better.” Full interview:










