Posts
$SOUN DD:The Voice AI Casino Play That Might Print or Send You Back to Wendy’s Dumpster.
So SoundHound (SOUN) is basically trying to fix the fact that every Wendy’s drive-thru speaker sounds like it’s underwater and held together by duct tape. They’re doing voice AI for real businesses restaurants, cars, call centers not just “ask Siri the weather” type stuff. And unlike a lot of AI …
CANNONS
Ad revenue train next stop $APP
Meta is still printing huge ad revenue, Reddit just posted 69% revenue growth and 74% ad revenue growth, and Zeta beat on EPS/revenue with solid growth too. APP is the cleaner way to play performance ads + AI leverage, but the real test is May earnings and guidance. Positions: 22x …
Top AI Companies Agree to Pentagon Deals for Classified Work
It includes GOOGL, MSFT, AMZN, NVDA, TSLA and a startup, Reflection AI
SMH Other Subreddits are so behind on the news cycle
JP Morgan Employees
$WEN DD: A Timeless American Brand Trading at Distressed Valuations With Real Growth Runway
**Wendy’s** closed today at $6.96, resulting in a market cap of approximately $1.33 billion. That is an unusually low valuation for a company with $2.18 billion in TTM revenue, consistent free cash flow, and a brand that has been part of American culture for over 50 years. 🇺🇸 # Updated …
SanDisk -6% after-hours on Q3 FY26: $5.95B revenue vs $4.73B est, $23.41 EPS vs $14.66 est, revenue +251% YoY
Source: [https://www.investing.com/news/earnings/sandisk-q3-revenue-surges-251-crushes-wall-street-targets-on-datacenter-growth-4651278](https://www.investing.com/news/earnings/sandisk-q3-revenue-surges-251-crushes-wall-street-targets-on-datacenter-growth-4651278) Sandisk on Thursday reported 251% jump in its third quarter revenue that sailed past Wall Street expectations helped by strong demand for datacenter offerings and higher prices. The company said its third quarter revenue was $5.95 billion, jumping 251% from the year-ago quarter. It also sailed past analyst …
$724M in net cash. 89.75% gross margins. 23.59% ROIC. Trades at $4.3B.
**TL;DR:** Doximity (DOCS) is a digital platform used by 80% of U.S. physicians for collaboration, telehealth, and medical news. They make money by charging pharma companies for targeted marketing access. The stock sold off because pharma clients delayed ad budgets due to regulatory uncertainty around drug pricing (MFN deals). Wall …
Should investors be concerned about ASML?
Due to recent developments I'm no longer convinced ASML has alpha as benchmarked against other high quality semi conductor names. 1. DeepSeek's performance Writers for the MIT Technological Review recently discussed DeepSeek's performance and were incredibly impressed, putting it only marginally behind U.S. models. While I think this is bullish …