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@ivanhofff
Options & Stock trader. Subscription service: ivanhoff. com/premium. Author of books on swing trading: amzn. to/2R5hyvo *Not investment advice*
You can pick only one AI stock. Which is it? - $PLTR - $NVDA - $CIFR - $GLXY - $NBIS - $IREN - $WYFI - $APP - $GOOGL - $CRWV - $AMD - $NVDA - $BABA - $TSM - $AVGO - $WULF - $ALAB
📊 Palantir Q3 Earnings One Pager! $PLTR +150% YTD 🚀 🚀 🚀 📢 Revenue acceleration, profit margin surpass $MSFT and $GOOGL, Strong Guide Revenue $1.2B +62.8% 🟢 Net Income $476M +231.4% 🚀 🚀 🚀 FCF $501M +20.5% 🟢 US Revenue +76.9% 🟢 US Commercial Revenue +121.4% 🚀 🚀 🚀…
I am not a big $TSLA bull by any stretch, but I think Elon deserves this pay package if he achieves some of these lofty targets. - $8.5T Market Cap 6x from today - $400B ADJ EBITDA 29x - 20M Vehicles Delivered - 10M FSD Subscriptions - 1M Robotaxis - 1M Tesla Bots
My view on some popular names: Undervalued: - $NU - $DLO - $NVO - $MELI - $NBIS - $WYFI - $GRAB - $META - $OSCR - $ROOT - $HROW - $AMZN - $GOOGL OK: - $SE - $PYPL - $V - $MA - $MSFT - $NVDA Overvalued: - $SHOP - $CRWD - $LMND - $SNOW - $TSLA - $CRM - $DUO - $ADBE - $CRVW -…
The Magnificent 7 Forward P/E: - $TSLA 225x - $MSFT 30x - $AMZN 34x - $AAPL 33x - $NVDA 34x - $META 21x - $GOOGL 27x $META is the cheapest, are they the best value? $TSLA and $AAPL seem overvalued!
$PLTR valuation is INSANE, but so is the EXECUTION 📈 Revenue is up 7x 📉 Opex has only doubled Impressive!
Incredible execution from the AI advertising winner continues! $APP was up 7% in pre-market! - Beat on the revenue, +68% Y/Y - Beat on the EBITDA, +75.8% - Beat on the EPS, +91.5% - Strong uptake of the Self-Service portal Will this run continue? 👇
🟢 After earnings, Wedbush raises $APP price target! $745 ➡️ $800
🔴 $CEHL -23% on a GAAP Loss, and a bad guide. This is a clear overreaction! The Alani Nu acquisition was a masterstroke, and now they control Rockstar Energy as well. Once the integration is finished, costs will stabilise. With their control of 3 strong energy drink brands,…
🟢 $SNAP +18% after earnings Despite these earnings being better than expected, I would still stay away. It might be a good trade, but not a good long-term investment. With 477M DAUs, $SNAP should be making billions in profits, yet they lost $104M. Spiegel would have been…
This Monday 🚨: Investor Talk #52 with Ray Myers @TheRayMyers Ray built Global Equity Briefing, a newsletter where he documents his journey and hunts for the next global winners 🌍🚀 Don’t miss it! Sign up now to read it first 👇 ftrinvestors.com/welcome
Are $PLTR Bulls right? 🎯 - Revenue growth accelerated to 68.2% Y/Y - The international segment is finally improving - Large customer count is growing fast - Record high retention - Net margin surpassed $MSFT and $GOOGL - Increased guidance Check my new valuation model. 👇
📢 New Report on Global Equity Briefing! 👇 $ART Arteche, a Spanish manufacturer of electrical grid equipment. 🇪🇸 🔌 ⚡ For decades, grid operators have underinvested in the infrastructure. This makes current grids ill-equipped to handle increased demand from the growth of EVs,…
📢 New Report on Google! Google posted an incredible quarter! 🟢 33.5% Google Cloud growth 🟢 Gemini App reaching 650M MAUs 🟢 Search and YouTube accelerated 🟢 Strong demand for Google's TPUs 🟢 Updated 2030 Price Estimate Is $GOOGL a Buy after this monster quarter? Find…
- $NBIS +283% YTD 🚀🚀🚀 Unbelievably fast-growing AI infrastructure business! Can it become the "AWS of AI"? - Strong Losses - Massive Capex Plans - Huge AI Demand - 213% 2027 Revenue CAGR - Very Demanding Multiple, but very fast growth - 8% Below Consensus Price Target
Important insight from $GOOGL earnings call! "By delivering the most relevant ad across surfaces and matching advertisers against additional queries they weren't reaching before, AI Max helps advertisers discover new customers at the exact moment they need their product or…
10 stocks that I would buy to own forever: - $V - $NU - $SE - $SOFI - $MELI - $META - $GRAB - $MSFT - $AMZN - $GOOGL 10 that I most certainly would not: - $CRM - $MCD - $SBUX - $NKE - $AAPL - $ADBE - $IREN - $PLTR - $MSTR - $HOOD
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