Edgarparser

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…

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…

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…

Market is suggesting that this is a value trap. The reason might be that it's too easy to clone a SaaS using AI, and, for users, it does not matter much what SaaS you're using in the backend and as long as it works. The best days of SaaS might be behind us $ESTC $MDB $DDOG

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

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

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

This is what I mean being cyclical.

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

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