Visa $V just reported its Q3 earnings:
Net revenue: $12.1–12.14, up ~13% vs. consensus of ~$12.90B ✅️
Adjusted/non-GAAP EPS: $3.48, vs consensus of ~$3.44 up ~17% ✅️
GAAP EPS: $3.19 (up ~22% YoY).
GAAP net income: $6.0 billion, up ~18% YoY.
Key volume drivers (constant-dollar basis):
Payments volume: +9%
Cross-border volume: +14%
Processed transactions: ~74.2 billion
Other notes: Operating margin (GAAP) around 60%; client incentives grew faster than revenue in the quarter.
Shareholder returns (buybacks + dividends) were ~$5.2 billion. ✅️
Why $MU is not actually cheap..
A: I can sell you my 50m² apartment for $1B..
B: Well thats expensive
A: Ok you are right, I will reduce price by 99%, just for you, $10M
B: Oh wow amazing discount, I will take it.
In short term market is a voting machine, and thats why some stocks go far above their intrinsic value..
$MU, $SKHY and samsung can sustain this kind of insane earnings..
Guys, are we excited? $TTWO
Who is playing GTA 6 on 23rd? 🤯
Good morning good people! ☕
Are we ready for this week and the upcoming earnings?
Earnings I will be watching..
Monday:
- $WHR
- $CINF
Tuesday:
- $HOOD
- $SOFI 👀
- $SKHY
- $UPS
- $V 👀
- $KO
- $ENPH
- $PYPL
- $SPGI 👀
- $WM
Wednesday:
- $MSFT 👀
- $GOOG 👀
- $TMUS
- $FDX
- $CMG
Thursday:
- $LLY
- $RDDT 👀
- $COIN
- $AMZN 👀
- $SBUX
Friday:
- $CNI 👀
$META going back to 530-550 range would be an easy all-in for me..
Today we hit 18,000 followers✅, and I want to say something I don’t say enough: THANK YOU! 🙏
To make it even better, I got one of the most viral posts ever on this channel, today!🥳
If you’d told me when I started that this many people would care about what I write about red flags and undervalued stocks, I’d have laughed..
What I do isn't the flashy side of investing, but the opposite. I go against the crowd and I try to offer different kind of opinion where I see that the hype isn't justified..
But here we are.. 🤯
Looking back, the best part hasn’t been the picks that worked. It’s the replies, the DMs, and the connections I made with people who have different point of view from the crowd..
It’s knowing that somewhere, someone read a post of mine and realized that his decision to put money in some stock was due to hype or FOMO and saved them from gambling..
It also feels great and inspiring to put effort into something, and see it grow and evolve over the time, this is what keeps me going..
Looking ahead, I want to dig deeper, share more of my process, and keep finding the hidden gems others overlook, or run away from stocks where everybody and their barber is jumping in..
I can’t promise every pick will win. I can promise honesty, effort, and respect for your time..
Thank you for being here. Let’s keep building something great together. 🙌
New Goal: 22,000 by End of the year! 📈
18,000/22,000 -> ▓▓▓▓▓▓▓▓░░ 81.8%⌛
Let's Fucking GO!💪
CEO of $NVDA, Jensen Huang, was found eating kebab in Berlin yesterday..
He also signed the wall of the kebab place!
$BTC and other crypto might be hedge against getting rich..
Great morning guys, I have been working on an article for last few days..
I was curious which one of $GOOG, $AMZN, $META is currently the best buy, what are projected upsides from current valuations, and what are the risks..
I researched and made some different point of view valuations and comparisons with some interesting charts and data..
Stay tuned, will post it later today!
Check my BIO 👆









