Red Again..
@RedAgainAgain
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Retail Investor | Join me on my journey from $55k to $1M | Sharing portfolio updates & news related to my picks | Please DON’T take financial advice from me.
Joined February 2025
My investing philosophy centers around a disciplined approach I call the "RED ZONE." It's about finding high-quality companies with exceptional leadership positioned for long-term success.
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Coupang $CPNG Q2 was solid. 🟢🟢🟢.Strong top-line growth & continued operational excellence. Total rev $8.5B, up 16% YoY (19% FX-neutral). Product Commerce rev up 14% YoY. Monthly active users up 10% YoY to 23.9M with average spend per user up 4% YoY. Taiwan continues to.
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Insane. Alexa too.
incredible how useless siri is.
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Goldeneye was the greatest game ever at a time. Wave race close second.
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Nobody warns you how quickly you go from 20 to 35.
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God I want a burger.
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Jassy is the type of leader I put money on.
When Andy Jassy took the helm at $AMZN the consensus was that he had no clue how to run retail due to his AWS background. Since then. - North America revenue up 28% (10.4% CAGR).- North America operating income has gone from -$2.8 billion to +$28.2 billion. - International
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Damn. $CRSP earnings are out and it’s another bummer. Rev$892K 🚩v. Est.$6.25M, .EPS -$2.4 🚩v. -$1.47 consensus. The stock is hot right now, but this earnings was nothing less than disappointing. The highlight: Despite near-term financial challenges, Casgevy.
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3.5 Billion people use at least one of Facebook, Instagram or WhatsApp EVERY SINGLE DAY. There are estimated to be ~8.2B people on Earth. That means ~43% of the population of the ENTIRE world uses a $META owned product every day 🤯
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Amazon will be the true story of tariff impact. After today’s results, anything less than greatness will instill a rational pause. Cloud will be the story, but online and physical stores will be the truth. Under forecasts in either/both of these would turn the lights on at the.
$AMZN reports Q2 earnings tomorrow:. • Est. Revenue: $162B (+9.4%) .• Est. EPS: $1.31 (+3.6%)
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This is the equivalent of someone who paid off medical school loans supporting student loan forgiveness for an art major. More of this! 👏🏼👏🏼👏🏼.
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How’d they do?.
$META earnings in a few mins:. est EPS: $5.87.est Revenue: $44.78B.
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Just beautiful. 🤌🏼.
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Brilliant quarter.
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RT @qcapital2020: $META Now you know why Zuck has been giving NBA contracts to LLM nerds holy sheeeeeet
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Putting a new take on the millennial pause.
$META CEO Mark Zuckerberg on the company’s AI vision ahead of today’s earnings call:. "Meta's vision is to bring personal superintelligence to everyone. We believe in putting this power in people's hands to direct it towards what they value in their own lives."
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