Posts
ADBE: buy or ignore
So I plotted ADBE revenue per quarter for the past 32 quarters and they grow revenue at an average of 3.5%/quarter. Since ChatGPT came out they’ve averaged 2.5%/quarters. But if you zoom out, this is one of the most consistent companies I’ve seen when it comes to making money. Nothing …
What happens when CapEx slows down or stops?
I’ll start by saying I missed a lot of stocks booming every day and I’m having major fomo while holding duds like MSFT and META. I do remember the 2021 top though so for now I’ve been resisting lol I am also looking at all these hardware stocks going parabolic …
I built an AI workflow for fundamental analysis. Here's what actually works.
I've seen posts here asking whether AI is useful for stock research. The skeptic replies are usually the same: it hallucinates, it's unreliable, it makes up numbers. Those criticisms are valid for the way most people are using it. Prompting ChatGPT for a DCF or asking Claude to summarize an …
93% of SpaceX’s estimated TAM is not space
I keep seeing people ask “how is space a multi trillion dollar industry for SpaceX?” Well, here’s part of the answer. Of the $28.5 trillion estimated total addressable market, $0.3 trillion is estimated in space launch and $1.65 is in connectivity. Where’s the rest? All of it is in an …
Dell shocking profits earning quarter - AI demand is not slowing down
Edit : Dell stocks are currently up +40% after hours after posting its fastest sales growth since return to public markets in 2018 Computer hardware and IT solutions company Dell (NYSE:DELL) reported revenue ahead of Wall Street’s expectations in Q1 CY2026, with sales up 87.5% year on year to $43.84 …
How Elon has "engineered" the SpaceX IPO to benefit insiders...
Came across a video breaking this down and it actually made me sit up. Here are the key points, so wanted to know what you guys think. \--- Key points: the video says that the IPO is structured to spike right after listing and then... First, why insiders NEED this …
Top 3 catalyst trades you ever made?
Anyone done serious DD and ridden a catalyst wave for serious gains, be it playing a market overreaction, capitalising on hype or fears or other trends/cyclicality? What was it? Or did you maybe pull out too early or only dip your toes? Do you have any rides you deeply regret …
Would you hold CSCO?
Hi! I'm getting Cisco stock as my RSU package and as a passive investor, upon each vesting event I immediately sell half of it to buy the MSCI All-World ETF. The last few years have been really good for these stocks but in your opinion, is the other half worth …
Has the P/E ratio actually outlived its usefulness for growth stocks? (Example: Shopify)
Hey everyone, I've been racking my brain lately about the good old P/E ratio and whether it's even relevant anymore. Honestly, the metric feels completely useless for a lot of modern business models. The problem is: P/E only looks in the rearview mirror and tells you zero about future potential. …
Is this Ai market bull run sustainable?
Is the market sustainable? It seems like everything in tech is running up so much... I am wondering if this is actually going to continue? Clearly some of it is justified.. due to extreme capex on Ai... But what about long term revenue from Ai? Is it enough to justify …