Shtocks

Am I the Goated Investor? Follow or subscribe to my youtube to find out!!

[Shtocks @Alexmxrsh]

@alc2022 He farms engagement so easily with these posts and you guys always fall for it😂

[Shtocks @Alexmxrsh]

@Borg_Cryptos 3-1 France Win

[Shtocks @Alexmxrsh]

@kevinxu Why only under 24?

[Shtocks @Alexmxrsh]

@_PatientWallet_ Nice man just checked your port and we share a few good picks. Mainly Fico

[Shtocks @Alexmxrsh]

@_PatientWallet_ @ariaradnia Wrong. Market will care about earnings in the long run .

[Shtocks @Alexmxrsh]

Reading the comments from Arias post.

Why can nobody understand how growth rates affect current valuation?!!

I’ve said before it wouldn’t surprise me if FICO earn over $900M-1B net income this year. Putting Fico at 22 PE

[Aria Radnia 🇮🇷 @ariaradnia]

$FICO is DISGUSTINGLY undervalued...

Reasoning:

[Shtocks @Alexmxrsh]

@ariaradnia Don’t worry good sir, got my own YouTube channel to cover my portfolio. Although it is getting a little dusty😂

[Shtocks @Alexmxrsh]

@michaelsikand Exactly what I want to hear bro 🔥🦑

[Shtocks @Alexmxrsh]

@DrewCohenMoney I called this in a couple of my YouTube vids and got laughed out the room. Surprised nobody could see that doubling prices and an increase in volume yoy would give fast growth😂

[Sundar Pichai @sundarpichai]

Q1 earnings are in: 2026 is off to a terrific start.

Our AI investments and full stack approach are lighting up every part of the business: Search queries are at an all-time high with AI continuing to drive usage. Google Cloud revenue grew 63%, Gemini models have incredible momentum, and it was our strongest quarter ever for consumer AI subs, driven by @GeminiApp.

Thanks to our partners + employees around the world. Much more to share on our earnings call in 20 minutes… and at Google I/O in 20 days!

[Shtocks @Alexmxrsh]

@ariaradnia Definitely not a good look. Although these are YoY comps April and was the dead bird month. Im still invested, wish me luck 🤞

[BuccoCapital Bloke @buccocapital]

The people shorting Visa and Mastercard because agents will transact with each other using algorithmic jizzcoins should have their credit cards destroyed

[Shtocks @Alexmxrsh]

@ManuInvests @HawleyMO Nah this is such a good tweet I hope @HawleyMO reads it

[Shtocks @Alexmxrsh]

@DrewCohenMoney Looking forward to it. Your content is a step above the rest of us

[Shtocks @Alexmxrsh]

Let’s say Vantage Score took a whopping 20% Market share from FICO in conforming Mortgage market (Unlikely)

That’s only about 2% of revenue

Here’s how…

[Drew Cohen @DrewCohenMoney]

$FICO's Scores segment brings in $1,026mn in operating income against $1,168 million in revenues.

That is an operating margin of 88%...

Not gross margin. Operating Margin.

I think that is offically the highest segment operating margin I've ever seen.

[Roman @Roman_232323]

@yummyCenturyEgg What’s your opinion on direct to reseller and llpa grids this year and why do you think Fico is not well positioned?

[Shtocks @Alexmxrsh]

@bjmtweets @realroseceline Doesn’t explain Fico’s Moat in securitisation at all. Shows little understanding of the situation imo