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 …
There's a lot of talk, and strong arguments, in two opposing directions at the moment: 1. AI is the future, and the revenue growth from the infrastructure layer is real. 2. The ROI for AI applications is lacking, and we …
I recently stumpled upon Teleperformance SE. A generic call center & digital service business provider. Trading at a TTM PE of 8.63. So why is Teleperformance SE interesting? One of the most important touch points in the customer journey, is …
Oracle reported Q4 FY2026 a week ago $19.2B revenue (+21% YoY), cloud infrastructure up 93% to $5.8B, EPS of $2.11 beating estimates by 15 cents, and a record $32B in operating cash flow for the year. Backlog sits at $638B. …