What we are witnessing over the past two and a half weeks is some of the craziest, most irrational market behavior I’ve ever seen in my life. The IGV software index looked like it was starting a clean comeback in …
Been staring at this one all week and I keep landing in different places. The fundamental case is legitimately hard to dismiss. 85.2% revenue growth, 65.6% operating margin, $46B in free cash flow. ROE at 114%. The CUDA moat and …
I’m perplexed by this stock, which is down massively. I’ve done some research and opened a position, but the trend scares me. Pro’s: EPS Beat Zero Debt Even Roaring Kitty is in on this (Own’s 6%) $485 in pure cash …
After the recent selloff for Microsoft stock i compared it to the performance of Alphabet and Amazon going back to January 2024. While Microsoft has returned 0% since January 2024, Alphabet has gained 158% and Amazon 58% in the same …
Hi I am looking at Netflix and it seems like it’s dying. Idk how else to put it. There is minimal activity no motion in the stock. No catalysts. It had attempted to acquire Roku but failed and the stock …
The market punished Wix for cutting its 2026 revenue guidance by $25 million (now expecting low-to-mid teens growth). What the headline algorithms missed, however, is that **Wix actually raised its full-year Free Cash Flow (FCF) target by $20 million to …
When it comes to Adobe, there are 5 main concerns that to me are alarming. 1. ARR Revenue Growth has been decelerating since Jan 2024. Arguably the most important metric to measure Adobe is their ARR (annual recurring revenue) Growth. …
How is it even possible that a technology giant like META with growing earnings and great future has lower PE (21) than these old dying companies with no future (PE 23)? Are you buying META or do you think it …
nothing to add. just a little funny to me.
Serious question. New investor here and no matter where I look, all stocks and ETFs have had significant rallies during the recent years. I'm not talking about AI and quantum, I'm talking about firms in adjacent industries and in different …