Remember that revenue lag and backlog thesis about BlackBerry I posted about? Then you guys called me a retard and my post got taken down. Well well well... the Q2 numbers just dropped, and the fundamental shift is playing out …
Inverse me and you’ll probably make money. No DD just full regard
Cybersecurity companies are in a major hype cycle, i know. That was also the case during covid. CrowdStrike currently trades at forward P/E of around 180 based on non-GAAP. At such a high P/E multiple you are essentially paying for …
Feels like a good entry, ideally can close this on a gap up tomorrow morning or later this afternoon
Listen up fellow Wendians. The situation is fluid (pun intended), but it's not oil, it's not iran, it's not the epstein regime, and it's not killer AI that will bring on the new depression. It's not any of the front …
See my other post: [https://www.reddit.com/r/wallstreetbets/s/vjEf5cB5i6](https://www.reddit.com/r/wallstreetbets/s/vjEf5cB5i6) AI Stock down. My Chipotle stock is up. Analysts targeting $44. BofA says $53 I think $50 is possible this week DD: Taco Tuesday [chipotle moon](https://imgur.com/a/VsTgPXb)
I believe this is a potential value play. I think the stock is at least fairly valued if not underpriced. Any way you look at it, they are selling at fair to great price. Without sharing too much detail (you …
DD: I spent $3k there last year so I'm basically an insider. TA: Sitting at $31, analysts say $44, BofA says $53. That's 40% upside on a burrito already on sale. Not advice, I eat crayons with guac 🌯🚀 They’re …
Loading up on Amazon at $250. This stock is only up \~50% over the last 5 years. AWS, ads, logistics, etc all ripping. AWS growth is accelerating. Deal with meta for Muse compute. Efficiency from robotics in warehouses and logistics. …
My thesis is easy, there is just no enough GPUs to rent right now in the market. Every time you go to a site like Runpod or similar finding a GPU is getting more and more challenging but market did …