nutan g
@NUTSSSR
Equity investor and trader who loves analysis, learning and investing. Ex Investment Banker
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Stop loss in investing important, however strong the conviction and thesis. Protecting your losses - the importance of the basic risk management tool - well captured in the below table. Losses work against you fiercely as they increase. Exponential gains required to breakeven as…
$Pins bargain. Post results trading at $26.7 after hours, down 20%. EPS miss and slightly weak outlook overshadows strong user growth and revenue gain. Tanks the stock in a jittery market, where Nasdaq closed down by 2%. Record base of 600mn MAUs, 12% YoY. Rev increased by 17% to…
Excerpt from interview with Venezuelan opposition leader María Corina Machado who just won the Nobel Peace Prize. Here she addresses socialism.
*CHINESE FOREIGN MINISTRY ISSUES STATEMENT ON RARE EARTH CONTROLS AND U.S. TRADE WAR - Rare earth export controls are a "legitimate measure" to protect Chinese interests, citing geopolitical instability - Export controls are "not a ban", global civilian supply chains expected…
The $OpenAI instant checkout marks a significant step in agentic commerce, where AI facilitates transactions autonomously, while maintaining merchant control. AI that autonomously handles complex tasks like product discovery, comparisons, or transaction completion. Huge…
Chatgpt 700 mn weekly average users get access to $shop merchants & $etsy merchants and analysis / recos from chatgpt. The merchants get access to 700 mn user base. $Openai gets access to consumer preferences and purchase data. Open AI strengthening its lead, moat and business…
$ETSY is up 16% as the $OpenAI deal could be transformative for the $6bn market company with sluggish sales growth to gain significant reach and visibility through the fast growing ubiquitous LLM -chatgpt. While at present only the US users of chatgpt (c.70mn) can execute…
Chatgpt 700 mn weekly average users get access to $shop merchants & $etsy merchants and analysis / recos from chatgpt. The merchants get access to 700 mn user base. $Openai gets access to consumer preferences and purchase data. Open AI strengthening its lead, moat and business…
Chatgpt 700 mn weekly average users get access to $shop merchants & $etsy merchants and analysis / recos from chatgpt. The merchants get access to 700 mn user base. $Openai gets access to consumer preferences and purchase data. Open AI strengthening its lead, moat and business…
SHOPIFY CEO TOBI LUTKE SAYS MERCHANTS WILL BE ABLE TO SELL DIRECTLY IN CHATGPT
(1/2) Today $BIRK raised 2025 revenue outlook to €2.09B for YE Sep 25 and announced acquisition of German factory for €18M. New Revenue guidance indicates 15.9% reported growth and 17.5% constant currency growth, surpassing previous guidance of 15-17%. Reaffirmed target for…
(2/2) $Birk at $46 trades at a frwd PE of 18.7x versus two year frwd eps cagr of 20% plus, PEG below 1x & well below anlyst target price of $69 (Possible upside of 50%). A GARP diversification opportunity with low beta of 1.09, apt for the elevated valuation scenario and likely…
MY GROWTH WATCHLIST HPC (High-Performance Computing / Crypto Infra) $IREN – Bitcoin + AI Infrastructure $CIFR – Data Centers & Mining $WULF – Digital Mining Solutions $MARA – Bitcoin Mining Giant Robotics $ISRG – Surgical Robotics $SYM – Warehouse Automation $ABB – Industrial…
$Baba up 6% in HK as it unveils a new #AI model and #Cathiewood buys $Baba along with $Baidu and $Pony. Qwen 3 Max model with more than 1 trillion parameters — the first natively end-to-end omni-modal AI unifying text, image, audio & video. Supports text interaction in 119…
(2/4) $BABA Fundamental story revival With Jack Ma disappearance, increasing competitive pressures, slowing domestic economy, the growth engine stalled with revenue growth down from 20%+ till 22 to low single digits in recent years. Margins also slumped over the years from 22%…
While near term performance could be impacted by profit booking and resistance, the cup and handle breakout aligning with the fundamental story revival? $Baba #technicals
$Baba (3/4) Fundamental story Ecommerce: Significantly ramped up investments in its quick commerce business, launched under Taobao Instant Commerce in April 2025. Quick commerce MAUs reached 300 mn in Aug, representing 200% growth compared to before April. Emerged as market…
(2/4) $BABA Fundamental story revival With Jack Ma disappearance, increasing competitive pressures, slowing domestic economy, the growth engine stalled with revenue growth down from 20%+ till 22 to low single digits in recent years. Margins also slumped over the years from 22%…
(1/4) Can $BABA stellar gains continue as Chinese stocks stage a comeback? The stock has doubled YTD outpacing the 46% gains in KWEB, which in itself have been outstanding versus NASDAQ 16% YTD. While the rally in Chinese stocks was mainly fuelled by domestic investors, foreign…
United States Trends
- 1. Bulls N/A
- 2. Ivey N/A
- 3. Simons N/A
- 4. Jazz N/A
- 5. Celtics N/A
- 6. Giannis N/A
- 7. Vucevic N/A
- 8. Grizzlies N/A
- 9. Coby N/A
- 10. Mike Conley N/A
- 11. Lauri N/A
- 12. Memphis N/A
- 13. SAVE Act N/A
- 14. Pistons N/A
- 15. Kessler N/A
- 16. Thune N/A
- 17. Huerter N/A
- 18. Elmo N/A
- 19. Vooch N/A
- 20. Jaren N/A
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