B. Funk
@B_Funk_
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stocks, options (none of it is advice), I’m an expert at knowing experts are rarely right. However, I stayed at a Holiday Inn Express last night
Joined August 2020
Going into 2025 there is more uncertainty than most years. Valuations are high, Trump is going to stir things up, and the Fed keeps flip flopping. The outcomes vary widely. With that said, these are my horses for 2025. Tier 1 .$UBER $AMZN $FSLR $DKNG $TSLA . Tier 2 (Risky,.
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$APP Rule of 40 is 138.
The Rule of 40 measures the financial health of a company. Anything above 40 is excellent:. • $NVDA: 122.• $PLTR: 94.• $TSM: 88.• $AVGO: 72.• $MSFT: 67.• $GOOGL: 52.• $AAPL: 43.• $AMZN: 29.• $TSLA: -5. Source: Palantir's Q2 2025 Earnings
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Couldn’t agree more…the part about doubling my position in $AEO on this.
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$AAPL up 4% on investment in the US. Makes sense. Margins will go down, cash flow down, profit down. If they spent $200b, the stock could have been up 8%.
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How is $UBER not up 10%? This was a flawless quarter.
$UBER Q2'25 Earnings Highlights. 🔹 Adj. EPS: $0.63 (Est. $0.62) 🟢.🔹 Revenue: $12.65B (Est. $12.47B) 🟢; +18% YoY.🔹 Gross Bookings: $46.76B (Est. $46.42B) 🟢; +17% YoY.🔹 Share Repurchase: New $20B authorization . Q3 Guide.🔹 Gross Bookings: $48.25B–$49.75B (Est. $47.5B) 🟢;
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$META $RDDT $APPS all crushed earnings. And you're selling $APP today, when its the best of them all?.
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The grow it yourselfers get an immediate mute.
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Even the liberals are buying $AEO jeans. Thank you for your contribution to make the share price great again.
We went to American Eagle with a group of friends yesterday where we all bought several pairs of jeans. Then we came back to our house and one by one we dropped them into the fire, each of us promising to continue fighting Nazis. It was a powerful and meaningful evening that none
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The US cannabis sector will be the best performing group over the next 12 months. by a lot. Bookmark it.
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RT @zerohedge: Liesman "no evidence jobs numbers are politicized". Well, there was the whole 1 million downward job revision in August 2024….
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Every dip in $MSOS, and I add to March '26 and Jan '27 calls. They are playing with us as usual. good things are coming. Trump knows the polls are overwhelming in favor of rescheduling and he promised to do it. He'll follow through. Take advantage.
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I think it’s clear, something will happen “soon” in $MSOS land . And it’ll will be positive.
According to a longtime Trump advisor who reached out to The Marijuana Herald, Trump's silence on rescheduling has been at least in part due to him weighing whether to publicly support rescheduling or instead advocate for descheduling, framing it as a states' rights issue. The.
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$GS raised $META EPS for '25 from $26.55 to $29.00. They barely raised '26 to $29.92. so essentially no growth in '26. $EVR raises '26 estimates by only 4% to $31.64. Analysts have chased their tails with $META for 4 years. Consensus for '25 is already up 15% from January.
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These bear 🤡🤡 never cease to amaze me. $META has $28b in long-term debt vs an EV of nearly $2 TRILLION. I think they can sacrifice a little FCF, maybe even raise some debt, to continue investing in one of the biggest societal shifts in history.
$META FCF COLLAPSED -52% YoY .$MSFT FCF -3% YoY. CapEx exploded—$64B+ each. No working AI ROI. (Meta loss $17 billion on Reality labs the past year).(MSFT Receivables rose nearly 23%—faster than revenue—DSO hit 90 days, suggesting revenue may be pulled forward to hit
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Another one with great jeans. $AEO.
Nazi propaganda from the 90’s. Looking back I can’t believe I was tempted to drink Pepsi. Careful out there!
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Whether rescheduling or descheduling, if action isn't taken soon President Trump will be missing an incredible opportunity to take the lead on a highly popular issue that lawmakers for years have talked about, but failed to achieve. The public is ready for real change, and voters.
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$HOOD.$META.$MSFT. Wow. $META a great read into $APP advertising. $F talks about tariff impact. Tech/AI companies don't have to mention tariffs. That is why AI is the only trade in town.
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Guardians fans need to realize that most guys like Kwan won’t want to resign with Cleveland. Would you resign knowing that ownership won’t spend any more money to make the team better? Great, you get some money, but you have no chance of a WS. Jram was the exception, and I’m.
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