Cash & Compound

Lead public equity analyst at MarketVision Capital

[Cash & Compound @CashandCompound]

$UBER is basically trading at its lowest FCF multiple ever.

The company is showing very solid underlying financials and the FCF itself is increasing rapidly.

With the growth numbers and the optionality of the business, this valuation is very attractive to me.

My personal price target is $120 and still being conservative.

#UBER #investing #stocks #valuation

[Sonny Mulder @MulderSonny]

https://t.co/yTwI4qZiaM

[Cash & Compound @CashandCompound]

Check out this article of @MulderSonny about the energy bottleneck in AI growth.

[Sonny Mulder @MulderSonny]

https://t.co/HW9C7FjIMe

[Cash & Compound @CashandCompound]

$RACE

Stock price vs FCF evolution.

More than 40% of the ATHs.

Is this an opportunity or just a re-valuation?

[Cash & Compound @CashandCompound]

@RentYourStocks @Abhi1592p Wouldn’t be surprised neither

[Cash & Compound @CashandCompound]

Open AI is becoming a gimmick

[*Walter Bloomberg @DeItaone]

$NVDA - OPENAI UNSATISFIED WITH SPEED AT WHICH NVIDIA’S HARDWARE CAN SPIT OUT ANSWERS TO CHATGPT USERS FOR COMPLEX PROBLEMS -SOURCES

[Cash & Compound @CashandCompound]

A little positive news can possibly cause a reversal for $PYPL tomorrow at earnings.

Just remember that last earnings the company announced a partnership with Open AI and the stock touched $80/share to give back almost all of the gains and keep the negative trend alive.

Nothing would surprise me anymore at this point

[Cash & Compound @CashandCompound]

@joecarlsonshow Sometimes it’s simple like that

[Cash & Compound @CashandCompound]

The sentiment around software is very negative, but there will be still software companies in the future. Surely, they will be supported by AI, but there will still be revenue and profits. The companies who achieve to incorporate AI in proper way, will benefit. Work with AI, not against it.

And think about it, not every individual will build 30 apps himself adapted to his personal life.

There’s a difference between the incorporation of AI and everything being freely available, which will not be the case.

[Cash & Compound @CashandCompound]

@BoringBiz_ Best business is done is face to face, mostly with good food and drinks. Keep it old school.

[Cash & Compound @CashandCompound]

$AMZN , $GOOGL & $PLTR

Markets are watching big tech earnings this week.

Alphabet reports Wednesday after a 70% stock surge and a $4T+ valuation. analysts expect +15.5% revenue to $111B.

Amazon reports Thursday, with focus on AWS growth and e-commerce margins.

Palantir, up 100% YoY and trading at near 500x earnings, must justify its valuation. Q4 revenue seen at $1.34B, EPS $0.21, with eyes on 2026 guidance and AIP traction.

What are you looking for this week?

[Cash & Compound @CashandCompound]

@ayush_jasoria Good rule tohold the mirror

[Cash & Compound @CashandCompound]

That the market is reacting this way to the new FED chairman says more about the current market sentiment than the appointment

[Cash & Compound @CashandCompound]

Silver showed what markets can do, equities can be the same. Portfolio management is key

[Cash & Compound @CashandCompound]

Historical day for #silver, biggest intraday move since 1980.

Embrace it, learn from it

[Cash & Compound @CashandCompound]

@fantstockleague Healthy market correction after a parabolic run

[Cash & Compound @CashandCompound]

Panic is breaking out now…

[Cash & Compound @CashandCompound]

#Silver

For me, the intraday move of yesterday is retail driven. Watch out when the price is declining for 3 days straight. Retail will panic because they are not in silver as a hedge but for the trade.

The chase the trend in order to make quick gains, not for the hedge. Panic will spread fast when in these situations imo

[Cash & Compound @CashandCompound]

@DaanHeijneman Mooie uiteenzetting van de waardering. Het is al een prachtige run geweest tot nu toe!

[Cash & Compound @CashandCompound]

@HyperTechInvest @SauravS16679964 Great call man!

[Cash & Compound @CashandCompound]

@nataninvesting Imagine having silver in your hedge position😅

[Cash & Compound @CashandCompound]

@ayush_jasoria No exposure to nothing mate?