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00:30
Jun 12
@stockmarketnerd
Reviews of: 1) $RBRK Investor Day 2) $MDB Investor Conference Interviews 3) $RDDT Investor Conference Interview 4) $LMND Investor Conference…
RDDT MDB LMND RBRK Stock list
MED
00:20
Jun 12
@stockmarketnerd
@up30077 Yep! Exciting forecast but important to keep in mind he’s always charismatic. Just keep profitably compounding at a fast clip &…
00:17
Jun 12
@stockmarketnerd
@JonahLupton Wholeheartedly agree
21:05
Jun 11
@stockmarketnerd
@FSDdrive @6758qcrctt That’s a lot different 😂🙂
20:46
Jun 11
@stockmarketnerd
@bjmtweets Yea I agree. But not a zero. And at some point… 🤷‍♂️
20:31
Jun 11
@stockmarketnerd
Great callout. Should've mentioned this. They got a $280M revenue boost from this deal in the forward guide. Revenue guidance still modestly…
News
20:24
Jun 11
@stockmarketnerd
@djv524 They haven't named a new CEO yet. I guess it's possible they know who it will be and that's why but I'm not assuming that
20:19
Jun 11
@stockmarketnerd
Is $ADBE interesting here? Results looks totally fine. Revenue 2.5% ahead of consensus. Backlog ahead. EPS ahead. Revenue & profit guida…
ADBE
LOW
19:51
Jun 11
@stockmarketnerd
Good news everyone. We're all officially Warren Buffett 2.0 again. At least until the next headline. 😂🙂
News
19:48
Jun 11
@stockmarketnerd
(was a 75 basis point headwind for full year subscription growth guidance)
18:57
Jun 11
@stockmarketnerd
@Alfie477477 Yep it would not work if earnings collapsed. That’s true for everyone including Palantir
18:40
Jun 11
@stockmarketnerd
@MathOlly123 It was a 75 basis point headwind for overall subscription growth guidance as of last quarter’s outlook
18:39
Jun 11
@stockmarketnerd
@arv9293 I’m not good at predicting short term price action. Just keep growing and expanding margins!
18:25
Jun 11
@stockmarketnerd
Important to note that $NOW cited delays in Middle East on-premise revenue because of the war. Explicitly. That prevented them from raising …
NOW News
LOW
18:25
Jun 11
@stockmarketnerd
Important to note that $NOW cited out delays in Middle East on-premise revenue because of the war. Explicitly. That prevented them from rais…
NOW News
MED
18:01
Jun 11
@stockmarketnerd
@PronkDaniel It’s so cookie cutter. Just recycling the same format and wording over & over again. Heartless. Hoping people continue to w…
17:55
Jun 11
@stockmarketnerd
@bjmtweets Me too. Not much interest in $SPCX right now. Maybe eventually
SPCX
LOW
17:54
Jun 11
@stockmarketnerd
@TSDR_Trading 😂😂😂😂😂😂😂 please never change
17:46
Jun 11
@stockmarketnerd
Doesn't matter how we think politically... The administration knows gas can't be over $4/gallon if they want to perform well in November. Th…
17:35
Jun 11
@stockmarketnerd
"Oh boy! A ceasefire!" -- people like 29 times over the last few months Let's hope this one sticks. https://t.co/JyFj1CcwQE
17:31
Jun 11
@stockmarketnerd
@PaperBozz The only thing I hate about this is you calling yourself a poor writer!
17:29
Jun 11
@stockmarketnerd
@FSDdrive Bookmarked and reminder set to revisit this in 2 weeks!
17:14
Jun 11
@stockmarketnerd
Agree mostly. But I think you can also make the argument that cost of capital being higher might be good for market share, even if it's not …
17:12
Jun 11
@stockmarketnerd
@hulljacob Hard to go wrong with Zuck & Satya
17:12
Jun 11
@stockmarketnerd
@MarcRavioli 🤖😂
17:11
Jun 11
@stockmarketnerd
@MacroStrats Chasing momentum over short periods of time isn't really my game. But has served people well this year!
16:49
Jun 11
@stockmarketnerd
12% of revenue actually not egregious for a company growing like this one. If they need to dilute 2% a year for a while to align employee in…
16:45
Jun 11
@stockmarketnerd
@sedonaroxx https://t.co/FhBpzu5NEx
16:35
Jun 11
@stockmarketnerd
@MP_InTheMoney Thanks!
16:33
Jun 11
@stockmarketnerd
@sedonaroxx You should talk to my buy-side & sell-side friends if you don't think anyone is sour on this investment
META
16:32
Jun 11
@stockmarketnerd
@anandragn "Great point! You've clearly done your research. Would you like to ask a follow-up?"
16:22
Jun 11
@stockmarketnerd
@macromedia45 “My mistake. You’re absolutely right. I deeply apologize for the confusion.” 😜🙂
16:21
Jun 11
@stockmarketnerd
@xyleneLFC @UKWealthLog Ok. And the people who hate it for cash burn will love it 50% higher after they snap their fingers, slow down CapEx …
16:18
Jun 11
@stockmarketnerd
I love how easy it has gotten to immediately know if you’re reading slop written by AI.
16:13
Jun 11
@stockmarketnerd
@S1ngularity0 Also $NU is based in LatAm & takes a lot of credit risk, so valuation comp between the two isn’t useful IMO
NU
LOW
16:09
Jun 11
@stockmarketnerd
@S1ngularity0 If you think this company should be trading at a 1x PEG or lower that’s your prerogative but I disagree. Their peer group is c…
15:52
Jun 11
@stockmarketnerd
In general terms & the 30K ft. view: You're paying a below average market multiple for a company with a great chance to compound profit at a…
News
15:49
Jun 11
@stockmarketnerd
Shout out to Mr. Market for giving us another crack at $META trading for 17x forward earnings. Always nice when defending a world-class name…
META
HIGH
15:36
Jun 11
@stockmarketnerd
@TheRealBirnbaum I've been so impressed with AIP and that commercial ramp. 120% NRR is good for companies. They're at 150%! Next-level relia…
AIP
LOW
15:19
Jun 11
@stockmarketnerd
@shivamkashan Seems a heck of a lot more reasonable here! PEG is well below other high growth software names like $NET & $DDOG
NET DDOG
LOW
15:13
Jun 11
@stockmarketnerd
@theFInvestor 100% law of large numbers. They’ve been amazing with overcoming that to date and in their forward guidance
15:02
Jun 11
@stockmarketnerd
@coupe_df Maybe not in the near term but as long as they keep delivering them it will eventually. Anthropic and model co fears are real thou…
14:42
Jun 11
@stockmarketnerd
Why wouldn't $PLTR work from here? Yeah, yeah I get it... 38x sales. Sky-high. But? A 50% net income margin means 38x sales = 76x EPS. And? …
PLTR
MED
13:30
Jun 11
@stockmarketnerd
$CPNG penalty a lot smaller & less severe than expected. Hard to consider a $400M+ fine good news but in this case it is much better than fe…
CPNG 1ST
MED
13:04
Jun 11
@stockmarketnerd
@riptidereturns If you don’t think there’s an argument that counters your own I believe you are the one who has had their ego take over, Mr.…
12:51
Jun 11
@stockmarketnerd
@MMMTwealth Think a lot of app layer companies would stand to benefit a ton from cheaper access to this tech. $LMND included for sure
LMND
MED
12:50
Jun 11
@stockmarketnerd
@steadfast2561 Yes it has been! And I agree. We’ll see.
12:49
Jun 11
@stockmarketnerd
@riptidereturns Do you want to have the exact same argument on core being better than expected and more important today?
02:45
Jun 11
@stockmarketnerd
@TBoaty Maybe a bid for growth. I wonder if anyone will care about margins when they’re public
02:42
Jun 11
@stockmarketnerd
@1991Wolfpack Yeah I was a little surprised to read this. I wonder if OpenAI comes out and says it’s not true 🤷‍♂️