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Qualtrim @qualtrim

Get AI-powered stock analysis, DCF calculators, earnings calendars, custom KPIs, portfolio insights, and 30 years of financials - all in beautiful charts.

Joined May 2025
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Qualtrim
@qualtrim
Apr 19
At Qualtrim, we don’t think powerful research should come with a premium price tag. → 7-day free trial → Full access: $8.25/month Stop paying up for tools you can get for less. Institutional-grade analytics, built for serious investors.
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Nebius just 9x'd its AI Cloud business. Reported revenue: $389M Management is targeting $3B to $3.4B by the end of 2026. That's the roadmap. $NBIS
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Microsoft doesn't need extraordinary assumptions. 18.5% EPS growth and a 25x multiple gets you close to a $1,000 stock by 2031. $MSFT
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Strip out the one-time termination payment, and Netflix's quarter looks very different. - EPS w/Fee: $1.23 - EPS without fee: $0.70 That's only 6% YoY growth. Netflix would have missed their own target of $0.76 EPS. $NFLX
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Super-Investor Li Lu held 11,400,000 shares of Micron. In 2023, he sold 100%. If he still held this position, it would be worth over $11 billion dollars today. $MU
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Azure is roughly 70% the size of AWS. But Azure has a 1.7x larger RPO, growing backlog at 99% YoY and revenue expanding 1.4x faster. Which cloud platform would you rather own for the next decade? $MSFT $AMZN
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Meta trades at 20.7x earnings. The 10Y average is 26.9x. If the market simply valued Meta at its historical average, the stock would be worth roughly $740. $META
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“Behind all the smoke and noise on the market’s surface, it’s important to remember ... corporate earnings drive stock prices.” – Peter Lynch $MSFT
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One of the world's top investors has 20% of his portfolio in Visa. Last quarter, he bought even more. While the stock continues to trade near 10-year low multiples. $V
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How fast is SoFi growing? Fast enough to add roughly 1 million new members every quarter if management hits its 2026 guidance. $SOFI
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If Meta compounds earnings at 16% annually for the next 5 years... Is a $1,000 stock really that far-fetched? $META
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ServiceNow bought back more stock in Q1 than it did during all of 2025. - $2B repurchased. - $4.8B still authorized. Management thinks the stock is cheap. $NOW
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Duolingo's business has never been stronger. Free cash flow is up 30x since 2021. Why is the stock down -77%? $DUOL
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ServiceNow has compounded FCF/share at 22.7% annually over the last 5 years. If that growth rate continues at 18% over the next 5... Projected returns: 29.5% annualized $NOW
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Wells Fargo has been one of the best forecasters of AWS growth. They now expect: - 2026: 22% YoY growth - 2027: 23.5% YoY growth Trainium chip demand is accelerating. $AMZN
Qualtrim
@qualtrim
Jun 7
Google Cloud reported 63% YoY growth in Q1. Consensus estimates: 52% YoY Wells Fargo: 62% YoY When everyone else was off by double digits, they were off by one. $GOOG $GOOGL
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Mastercard could compound at 17.3% annually over the next 5 years if: 1) EPS grows 18.5% per year 2) The market assigns a 27x multiple That's index outperformance. $MA
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Google Cloud reported 63% YoY growth in Q1. Consensus estimates: 52% YoY Wells Fargo: 62% YoY When everyone else was off by double digits, they were off by one. $GOOG $GOOGL
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Visa processed nearly $1 trillion more volume than Mastercard in Q1 2026. However, Visa has significantly more cards: - Visa: 5B - Mastercard: 3.4B The catch is, Mastercard has more spend per card: - Visa: $740 per quarter - Mastercard: $792 per quarter $V $MA
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ServiceNow is a compounding machine. “We exceeded the high end of our top line and profitability guidance… This is the chapter that makes everything else look like the preamble.” – Gina Mastantuono, CFO $NOW
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Broadcom is targeting 200% Q3 AI revenues: "In the second half of 2026, we expect AI semi conductor revenue to double from the first have of the year." – Hock Tan, CEO $AVGO
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Peter Lynch said there is a 100% correlation between earnings and stock price over time. $V
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