Posts
Google/Nvidia still worth it
As a 24 year old, with around 52,000 into VTI and VXUS(90-10), I haven’t invested in singular companies much. But I was wondering whether Google/Nvidia is still worth it at this price. I see massive growth potential, and a huge run up. Would it be smart to start putting some …
Disney reports Q1 earnings: $26B revenue (5% growth), beats estimates but stock drops 5% on Iger succession concerns
Disney just reported Q1 fiscal 2026 earnings with some interesting contradictions: **The Good:** * Revenue: $26 billion (5% YoY growth) * Net income: $2.48 billion ($1.34 per share) * Beat Wall Street estimates * Theme parks crushed it: $10 billion revenue (record-breaking) * Streaming operating income jumped 72% * Planning …
WTH happened to MSFT? I thought it was a safe company to invest and forget.
I just checked my portfolio which is mostly boring companies. What the heck happened to Microsoft? Should I get out? I like big, boring companies that are reliable and I thought they were the tech version. What happened?
If a self-driving car can generate 50-100% ROI, the entire system is fucked
# Listen up you fucks I dont give a fuck about your little dick opinion on tesla or elon. the adults are talking now. I shouldnt have to spell it out for you regads but i guess i will: big auto is going to cause a financial crisis when they …
Odd Stock Behavior on WNC?
So there is this no-name stock I've been following and holding (ticker WNC). The average trading volume was hovering around 400k to 500k. On Friday, its volume jumped to 2.5 million its earnings report is on the fourth. Today their stock jumped 7%. What does this mean? Is there insider …
TTD isn’t a Turn Around Story
TTD is polarizing. Some believe it to be significantly undervalued. Others believe it’s still a hefty premium. If one were to simply look at TTD finacials they’d be confused. Low debt, high profits, revenue but slowing growth, decent mote…so what gives. Some believe TTD to still be Overvalued. It’s priced …
$IOT Samsara - Rally and Undervalued?
Samsara is off a ton over the last few months, 50 day simple moving average of $36.33 and a 200-day simple moving average of $37.11. The firm has a market cap of $15.57 billion, a PE ratio of -338.58 and a beta of 1.61. Currently parked at $26.41 The chart …
Palantir Reports Revenue Growth of 70% Y/Y; Issues FY 2026 Revenue Guidance of 61% Y/Y
“Palantir’s Rule of 40 score is now an incredible 127%. Last quarter, our U.S. revenue grew 93% year-over-year and U.S. commercial revenue grew 137% year-over-year. We are also announcing a 2026 revenue growth guide of 61% year-over-year. We are an n of 1, and these numbers prove it. Palantir is …
TTD Is a Falling Knife
The Trade Desk is a a polarizing stock. Some believe it’s poised to do well. They have very low debt, attractive forward PE, good financials. So why am I Bearish on TTD? It comes down to belief Some red flags that made me cash out at a loss (3percent) was …
Nvidia shares are down after a report that its OpenAI investment stalled.
Nvidia’s stock fell in early trading Monday after reports emerged that the chipmaker’s plans to invest $100 billion into OpenAI were stalled. The semiconductor giant’s shares were down 1.1% as of 11:18 a.m. ET. Company insiders said there was uncertainty about a deal between Nvidia and OpenAI, according to a …