Revenue: $707.43M vs $599.67M est ✅
Adj. EPS: $0.83 vs $0.57 est ✅
FY26 revenue guide: $2.48B–$2.52B vs $2.30B est ✅
BASX backlog: $1.43B, down from $1.62B
$AAON
If we see these things from $AAON earnings report next monday. There is no reason this stock doesnt double from here today at $60.79
$700M+ Revenue
$0.7+ EPS
Reaccelerating margins (like they've promised)
If margins dont reaccelerate. Expect a big drop. Even from these depressed levels.
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T-minus 6 hours… $AAON
Predictions? 👇
If we see these things from $AAON earnings report next monday. There is no reason this stock doesnt double from here today at $60.79
$700M+ Revenue
$0.7+ EPS
Reaccelerating margins (like they've promised)
If margins dont reaccelerate. Expect a big drop. Even from these depressed levels.
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This guy wierd, hes the only person ive muted on X before and i muted him a couple months ago, all bro talks about is, this new stock will 1000x
Why do people think Nvidia CEO “Jensen Huang cheated”? Have people never heard of open relationships? Have people never heard of cuckquean? Have people never heard of compression? I never realized how uneducated people were on kinks and sex subjects until today 😅
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When you thought the narrative couldn’t get any worse, this guy goes and has an affair with a Chinese spy in the biggest tech revolution in his companies history
$NVDA
Jensen has admitted to the affair in a memo sent to Nvidia employees today. The company is now beginning an internal investigation.
Jensen:
“I love our country and our company, and I am committed to protecting Nvidia and supporting America’s national security. Leading NVIDIA is the privilege of my life. My responsibility is to serve you and be worthy of your trust. I have fallen short of that responsibility. I am fully committed to NVIDIA and will work to earn back your confidence.”
“Regarding the national security concerns raised in news reports, NVIDIA’s Board of Directors has initiated an independent investigation. I support the investigation and will cooperate fully. I love our country and our company, and I am committed to protecting NVIDIA and supporting America’s national security.”
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Why is $NVDA getting no love in the 180's? Where as everybody is buying $AVGO.
It is close, but i do think $NVDA is the single best oppurtunity in the market right now and if i was to buy only one it would be them.
$NVDA
Forward P/E: 15.4×
• FY27 Revenue Growth: +90.6% est.
• FY28 Revenue Growth: +68.2% est.
• FY28 EPS Growth: +70.9% est.
• Gross Margin: 75%
• Stronger FCF generation to support reinvestment and EPS growth
• Growing faster from a significantly larger revenue base
• More dominant, mission-critical position in the AI ecosystem
$AVGO is a very close second.
• Forward P/E: 16.9×
• FY27 Revenue Growth: +64.4% est.
• FY27 EPS Growth: +66.9% est.
• AI Semiconductor Revenue Growth: +221% YoY
• Strong custom AI chip and networking opportunity
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I posted that i was losing patience with $SNPS ealier this year. Sold in the $550's and rebought at $375 a couple months ago.
I am now on that same page with $RMS $HESAY. I am one more bad earnings call from seriously re-evaluating my position. However i still remain bullish as of today.
7th largest position for me currently.
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I will buy mastercard near the 10 year low.
I will buy mastercard near the 10 year low.
I will buy mastercard near the 10 year low.
I will buy mastercard near the 10 year low.
I will buy mastercard near the 10 year low.
I will buy mastercard near the 10 year low.
$MA +40% since March
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Guess i didn’t trim enough?
-18.4% 1M 🩸
This dip is a gift….
Personally I stacked up on most names software, semis and all in between from march dips - august.
Then i got to a point i didn’t really feel like any valuations we’re that attractive compared to daily buys the months prior.
Then the last 2 months it’s been weeks of buying and weeks of simply just trimming.
I trimmed over 15% of my portfolio into cash, alot of which was does over the last couple weeks and have used some of that on this latest dio after perfectly catching top and selling $FN at $500 and $COHR at $315, I’ve not bought back at $375 and $230.
Happy too see the names keep dipping more. Eyeing up adds to $NVDA sub $210 $AVGO at $320, $INTC at $86, and another dip to $240 or below on $AMZN would be juicy too.
Trimmed $SHOP at $175 and $PLTR at $210 so would be happy if they dip to add back, also closed my 5% short of $CRWD from $270 to $225 so am now 100% long again for a lovely gain
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Portfolio Update | 5 November 2026 🧘🏼
-8.1% (£2,180) ❌
Cash: £5,500 (22%) 💷
$NVDA 12.72%
$META 7.94%
$AVGO 7.75%
$MSFT 7.54%
$CLS 6.21%
$NOW 5.69%
$RMS 5.30%
$MELI 5.21%
$SKHY 5.07%
$COHR 4.72%
$AMZN 4.38%
$AAON 3.35%
$AMAT 3.35%
$CRDO 3.22%
$AXON 2.63%
$ORCL 2.59%
$NU 2.43%
$TER 2.39%
$SNPS 2.06%
$NBIS 2.02%
Sold $MA 31% gain ✅
Sold $MCD 14% gain ✅
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