271 Photos and videos
Over Reaction -
Stablecoins arenāt a $V or $MA killer!
Theyāre already building stablecoin capabilities into their networks.
Stablecoins solve settlement.
Visa & Mastercard solve trust:
ā¢ Fraud protection
ā¢ Chargebacks
ā¢ Credit
ā¢ Global acceptance
citybiz.co/article/859778/biā¦
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Trouble brewing inside $Meta?
Reports suggest some employees are growing frustrated with the companyās intense push into AI.
wired.com/story/mark-zuckerbā¦
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Jun 12
These $NVDA estimates are absolutely insane.
2027 estimates:
š Revenue: $392B ( 81%)
š° EPS: $8.96 ( 88%)
š„ Gross Margin: 74.9%
šµ Free Cash Flow: $212B
And somehow the forward P/E is projected at just 22.9x. I just bought more shares!!
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Jun 12
$SCHW continues to look interesting.
āļø Trading below many of its historical valuation ranges
āļø Strong wealth management franchise
āļø Growing dividend
Itās not the flashiest stock in the market, but sometimes steady compounders purchased at a discount produce the best returns.
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Jun 11
My highest conviction stock, $AVGO, just keeps getting more bullish analyst targets.
After last earnings it was $500. Now Morningstar has bumped its fair value estimate againāto $650.
āļø AI networking
ā” Custom AI chips
š” Connectivity
š° Massive cash flow
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Jun 11
A credit card company just raised my credit limit without asking.
I called to have it lowered.
Customer service: āWe canāt do that.ā
Iām trying to accumulate 3 more cards for a hotel points strategy, and this card is out here making executive decisions on my behalf. š”š³
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Jun 10
Are we gonna get 1 more push down?
Or some chop?
š 60% chance we retest the recent lows
ā”ļø 25% chance we chop sideways
š 15% chance of an immediate V-shaped recovery
The selloff was sharp.
The bounce has been weak.
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Jun 10
I screened roughly 200 stocks looking for the highest upside potentials.
A Potential Winner? š
$VST
Yes, the Nancy Pelosi stock.
Iāve been adding while itās been selling off.
Everyone wants AI.
Iām looking at the companies that have to power AI.
No electricity. No AI
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Took profits on $RBRK yesterday
I still like the cybersecurity story, the management team, and the long-term opportunity.
The growth is strong, but not strong enough to justify the multiple in my view.
Great company.
Just not my favorite risk/reward at these levels.
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I Exited $CRWV
I was bullish on the revenue growth, backlog, and AI demand
The bull case:
ā
Massive revenue growth
ā
$99 B backlog
ā
Strong strategic partners
The bear case is harder to ignore:
ā Heavy debt load
ā Massive capex
ā Negative FCF
morningstar.com/stocks/debt-ā¦
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Got within $60k of my $1M Stock Portfolio Goal and of course the market decided it was time for a dip.
The frustrating part?
Iām already retired, so I donāt have a dedicated dip fund yet. Just my monthly DCA contributions.
I invest roughly 50% of my income every month.
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If $MU goes to $2,300, the IRS is going to become one of my largest shareholders.
It would be a 15x for me. Too bad thereās no 1031 exchange for stocks.
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