Posts
Mega-caps getting into the value territory once again (GOOGL, AMZN, META, MSFT) - generational buying opportunity
Valuations of some of these MAG5 stocks is now lower than it was in April 2025 (after the Trump tarrifs announcement). Lot's of people have missed the opportunity to buy them cheap back then and regretted not pulling the trigger (too afraid). Here is your second chance... I am highly …
Genuinely what on earth is going on with software right now? This is completely unhinged.
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 mid-June, bringing names up significantly. Which made sense because close …
NVDA - the fundamentals might be the strongest I've seen, the valuation is what I can't get past
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 data center buildout argument - that this is a platform …