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@Stock_Inf0
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Active in Asset Management | posts about trading and investing. Writing articles on multiple different platforms π½
Joined February 2022
Quantum computing stocks are priced liek this tech from these companies will change the world tomorrow. $IONQ $QBTS $QUBT has a ~9,000x multiple on sales, $RGTI ~1,100x. Sure, the tech might have potential, but these valuations are ludicrous.
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Great RT from @ManuInvests on my $ORCL post. Worth a read π½
One is not like the others... Be $ORCL - Take on debt, go free cash flow negative, and bet it all on a buildout to meet future commitments from cash burning start ups. Be a capacity constrained, diversified, vertically integrated, cash flow machine - using cash to self-fund the
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$ORCL Debt/Equity ratio is as high as ~500% , reports Bloomberg $MU $UBER $AMZN $MSFT $NVDA $AMD all <50%
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BNPL market from ~$8β9B in 2023 to ~$80B by 2033 $SEZL βs long-duration growth is predictable. $SEZL may become the Net beneficiary of the trend, with one of the highest operational leverages.
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$NVO Trades at a record low Forward P/E of 14x For a company like Novo Nordisk, a FWD P/E 14x means the market is pricing in the worst case scenario. Yes, on other metrics it is also cheap.
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Some serious volatility now in the βNothing Ever Happens: Decemberβ market after the new Epstein files were released. The rules are quite unclear if this should count for this market to resolve to βNoβ Any thoughts? @tsybka @holy_moses7
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Cloud AI Market is set for 5x Growth $IREN - AI cloud growth converts directly into power scarcity, not GPU scarcity. Power, permits, and data center capacity cannot be scaled quickly, and this is exactly what Iren has $CRWV is also directly exposed and might capture revenue
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Median EM policy rate forecasted to fall further to ~4.5β4.8% by 2026 With key EM oil demand contributors: Brazil, Mexico, India, and China. This matters because EMs account for ~60% of incremental global oil demand growth (IEA/EIA consensus). While oil prices remain under
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The 10-year WTI chart matters more than the 1-year chart: With an average trading range β $50β80, it shows that the current prices are near the bottom of that range Prior troughs at similar levels coincided with: 2016 shale washout/2020 COVID collapse Todayβs environment is
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$SRPT Too risky to Buy? $SRPT TTM revenue at around $2.48B, and continues to climb as Elevidys access expands. At a market cap around $2β2.4B, Sarepta trades at roughly 0.8Γ sales.
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$IREN making moves!
The pace of progress at Childress is accelerating! Just months after breaking ground, Horizon 1 electrical and mechanical works are well underway, Horizon 2 data halls are rising, Horizon 3-4 civils have commenced, and more than 1,200 workers are active on site bringing this
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$UBER and $LYFT drop as Waymo increases weekly robotaxi rides and plans a huge 2026 expansion Uber and Lyft now trade at P/E ratios of ~10 and 55, respectively. Forward P/E at ~22 and ~17, respectively
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If you are interested in $IREN and the debt regarding the $MSFT contract, give this a read.
$IREN near term Catalyst π The most overlooked upcoming $IREN catalyst is the closing of ~$3b in GPU related debt tied to the $MSFT contract. Itβs no secret that the market is currently dumping the whole AI data center trade on credit tightening fears, driven by highly
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$IREN is a CapEx timing story β’ $9.7B / 5-year Microsoft contract secured β’ AI revenue ramp still early, CapEx front-loaded β’ Revenue growth already accelerating YoY. If execution holds and AI contracts monetize on the current expected schedule, revenue will eventually
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$AMZN institutional ownership vs share count Amazon is largely scaling on AWS, AI monetization, ads + marketplace margins
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$AMZN The steady re-acceleration in quarterly revenue aligns with AWS regaining momentum: AWS Q3 revenue +20% YoY ~$995B backlog with ~4-year contract visibility AI workloads, proprietary chips, and Anthropic integration set up operating leverage $AMZN
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What are the thoughts on $PYPL? Cheap or value trap? - Forward P/E ~12 - FCF yield ~9% (peers trade 3β5%) - PEG deeply negative - FCF / Net Income >100% $V, $MA trade at half the cash yield, but are higher MOAT businesses. What do you think?
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Macro takeaway (EIA STEO, Dec-2025): Rising global #oil inventories are expected to keep crude prices under pressure through 2026, with Brent forecast to average around $55/bbl in 1Q26 and remain near that level thereafter. However, OPEC+ supply discipline and Chinaβs
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For everyone interested in $IREN, give this one a read. Really good content and gives a lot more CORRECT insights in the $MSFT deal.
The true Value of $IREN's $MSFT Deal What most analysts fail to realize is that the economic value creation of $IREN's 5 year cloud deal with $MSFT sits in the data centers that still have 15+ years of useful life left. That is exactly what @danroberts0101 tried to lay out to
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