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Earth
Joined May 2021
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Added an Agent skill that lets you access 20 years of financial filings for free. Please check it out and let me know if you find it useful!
github.com/ssmlee04/edgarpar…
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BREAKING: US TREASURY SECRETARY BESSENT, WHEN ASKED IF WARSH WOULD CUT RATES: HE WILL DO THE RIGHT THING...
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Created a video about Unity and why they’re losing. Stock price dropping is just a confirmation in my opinion.
$U
youtube.com/watch?v=j3yUoJLs…
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Cloudflare. Their future is not bad imo. I’ve made the clips in this video using their platform.
$net youtu.be/RHZgohC_5lQ?si=RjLY…
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NVIDIA: Growth without limits 🚀
Over the past 3 years:
• Revenue: parabolic YoY and QoQ acceleration.
• Gross margin: ~70%+ and expanding.
• Operating margin: ~60%+.
• Net income: growing 15-20x in 3 years.
This is what paradigm shift looks like. $NVDA
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I still don't see what would make Sidus Space's stock price go up with fundamentals like this. It's a loss-making machine that isn't even growing revenue.
$SIDU
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Tesla's revenue increased 842 times since 2010. Yeah, Elon is hands down the best CEO on this planet.
No exposure to Tesla will not make sense.
$TSLA
Micron's revenue grew 20.57% QoQ and it guided for another 37.5% QoQ next quarter. This is something.
Keep in mind that memory chips are cyclical, so even if things look good now, a sudden downturn in demand is also possible for companies like this
$MU 7baggers.com/stocks/mu
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Costco. In the past 3 years:
- Revenue up ~7% YoY
- Op margin ~3%
- Net income margin ~2.5% to 3%
- Cash, debt and inventory hovers around the same level
This company is trading at a TTM P/E ratio of 60, which is simply too expensive for a company that does not grow. $COST
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Micron
- Revenue soars 3x in 2 years
- Gross margin goes from low of -32% to 44% in 2 years
- Net income margin goes low of -62% to 28% in 2 years
With DRAM prices at this level and demand continuing to surge, I can see the AI-driven growth extending into 2026 and beyond $MU
Duolingo.
- Revenue up 8-10% QoQ for the past 20 quarters.
- Gross margin remains in the 70 - 53% area.
- Op margin jumps from -17% to 13%.
- Net income turns positive.
$DUOL
Chatgpt has been around for 2 years, and we are not seeing AI impacting them in anyway or
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Google.
* Revenue up 16% YoY
* Gross margin expanded from 56% -> 59.6% in ~2 years
* Operating margin improved 27% -> 31%
* Net income up ~70% over the same period
Now imagine a world where TPU makes the growth story even more compelling. $GOOG
The stock market is very hard to understand. It's possible to have a company that grows like this when their stock price is 25% lower than it was in 2021.
Stock market story. $DDOG
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I've always wondered why is their multiples so low when they're growing so fast. It's a product that I had to use everyday at work.
Congrats to $CFLT.
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