N!mfas @nimfas17
Joined September 2011-
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What I look in my investment -QoQ/YoY revenue growth - High operating margin - Healthy cash position - Strong sector macro - Quality of CEO & leadership team - Client testimonials - Competitive edge in technology/business model I don't look earnings, as gains to be reinvested
Started deploying Dry powder in 4% tranches, will try to be cautious as I always end up buying too much too fast, stocks I will be buying as the deeper dip continues, who knows how deep we go, when market shows tantrums, it always overdo - $PATH - $SOFI - $GTLB - $DDOG - $PYPL -…
People who still don’t understand @PalantirTech $PLTR Cc. @ssankar --- The Ten Commandments for the Perpetually Confused About Palantir 1. Thou shalt not ask "What doth Palantir do?" when the scrolls of the internet and the tweets of the wise hath already spoken: they wield…
PHD and research in planetary physics or Astro physics is my wet dream
PHD and research in planetary physics or Astro physics is my wet dream
TBH, the size and shape of Microsoft quantum chip, left me dumbfounded, I wasn’t expecting this. It’s earlier than I expected Big Tech is very obsessed in controlling the pace with which a new tech is released to ensure no cannibalism This is what Google take on AI and if it…
Hopefully this will set up expectations straight for everyone, as I said before, I was looking for consistent growth and path towards further GAAP profitability With this drop, LEAPS will be massive drop tomorrow, but I don’t think it’s a sub-5 earnings
Hopefully this will set up expectations straight for everyone, as I said before, I was looking for consistent growth and path towards further GAAP profitability With this drop, LEAPS will be massive drop tomorrow, but I don’t think it’s a sub-5 earnings
$GRAB GRAB Q4 2024 EARNINGS: - $764M Revenue, growing 17% YoY - $97M Adjusted EBITDA, all time high and guiding for 50% growth for 2025 - GAAP Profitable now two Qs in a row, $11M net income - Positive Adjusted FCF of $134M for 2024 - Guiding for $3.4B of revenue for 2025,…
This market is good reminder of “Scared money don’t make any money”
Finally, at its peak, it was worth more than Ford near 34 billion $ with sales of like 12 trucks, one CGI truck and one ad of truck rolling under gravity Ink on the face of those who were looking for next TESLA under immense FOMO and @elonmusk derangement syndrome
Finally, at its peak, it was worth more than Ford near 34 billion $ with sales of like 12 trucks, one CGI truck and one ad of truck rolling under gravity Ink on the face of those who were looking for next TESLA under immense FOMO and @elonmusk derangement syndrome
Leaving $GRAB earnings in your safe hands @amitisinvesting , I will be in flight Solid Pump Karana!
Can someone with no developer experience and avid gamer can join I mean that’s the whole idea of GenAI, to enable people to do things better and faster and when you are just starting, ramp up fast Not interested in getting paid, just want to be part of it
@Don7Spy @anandragn This is what I do , I can increase or decrease the size of scaling but force myself to always do it Investing is like being in relationship, you need to listen what she says and you also need to understand what she implies and don’t say and you need to learn her quiteness well
@Don7Spy @anandragn This is why valuation angle alone is not enough for this kind of Alpha, human and market psychology read helps a lot, scaling out strategies help a lot to keep skin in game as well
To put in perspective, these are kind of odds many option players play a lot and few make good money too In short this is getting serious, see the trend of this prob, it’s consistently increasing
To put in perspective, these are kind of odds many option players play a lot and few make good money too In short this is getting serious, see the trend of this prob, it’s consistently increasing
Baat Ab Baat Wali Ho Gayi Hai - This Hindi phrase implies a conversation has escalated to a serious or significant level. It suggests that discussions are no longer trivial but have deeper implications, often hinting at conflicts, decisions, or pivotal moments that require…
Start of the trading week as Solid GREEN is a good change of pace after seeing few RED mondays
Just for perspective this round trip was enough variation in Market Cap then next few chip companies combined total market cap
Just for perspective this round trip was enough variation in Market Cap then next few chip companies combined total market cap https://t.co/4b7n0vNauo
When you identify a damaged stock and growth company getting its transformation right to become FCF +ve out of market and fintwit radar
His girlfriend is Grok 2 BTW, tall about betraying
His girlfriend is Grok 2 BTW, tall about betraying
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