Compounding Desk

Long Term Investment Ideas | Tech focused
Not Financial Advice

[Compounding Desk @CompoundingDesk]

According to a simple logic: $PYPL MC/FCF multiple is 9.6x under the Stripe/Advent takeover offer. $XYZ MC/FCF multiple is 14.6x. Why the heck should PayPal's board approve such a deal?

[Compounding Desk @CompoundingDesk]

ethereum:native +19.96% What the… 😳😳😳

[Compounding Desk @CompoundingDesk]

Whooohooo

[Compounding Desk @CompoundingDesk]

@eb280345 @denisyurchak After three years living in Switzerland, I can confirm this describes it perfectly.

[Compounding Desk @CompoundingDesk]

Such an easy play

[Kaushik @WisemanCap]

$AMZN Morgan Stanley - AWS's Path to $1 Trln of Revenue and How AMZN Shares Can Double

We detail AWS's road to $1trln of revenue in the next 8-10 years, which paints a path toward $500bn of company-wide EBIT and a $500 share price by year end 2027. Base case remains $335 (~30% upside) with bull case increasingly in play if AWS delivers like we think it could.

[Compounding Desk @CompoundingDesk]

Awesome!

[Qualtrim @qualtrim]

Andy Jassy, Amazon CEO on AWS:

2026 capacity: sold out
2027 capacity: sold out
2028: already filling

Amazon AWS backlog is at all-time highs.

$AMZN

[Qualtrim @qualtrim]

Andy Jassy, Amazon CEO on AWS:

2026 capacity: sold out
2027 capacity: sold out
2028: already filling

Amazon AWS backlog is at all-time highs.

$AMZN

[Compounding Desk @CompoundingDesk]

Sometimes it`s so simple...

[Lorenzo Couget @LorenzoBolsa]

Charlie Munger once said:

“If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time.”

$MSFT bounced almost perfectly from its 200-week EMA.

Today, it’s just ~7% away from ATHs.

[Compounding Desk @CompoundingDesk]

This was - and still is - one of the most obvious buys in the market

[Heisenberg @Mr_Derivatives]

$MSFT Almost $500 today from $350’s lows in late June. Wow.

[Compounding Desk @CompoundingDesk]

Exactly!

[Dray @drayinvests]

How it feels to have 500 companies work for you

(You have 0.5 shares of $VOO)

[Compounding Desk @CompoundingDesk]

If you don‘t want to spend too much time with Investments, this is the only thing you need to know!

[Douglas A. Boneparth @dougboneparth]

Congratulations to all the investors who did nothing!

[Compounding Desk @CompoundingDesk]

The simplest move to create wealth is putting a small portion of monthly income into the S&P 500 and compounding over time.

[Ash Crypto @AshCrypto]

BREAKING: 🇺🇸 S&P 500 just hit a new all-time high of 7,630.

[Compounding Desk @CompoundingDesk]

@cmsinvests Looks like

[Compounding Desk @CompoundingDesk]

Happy Monday 🫡

[Brew Markets @brewmarkets]

Happy Monday.

[Compounding Desk @CompoundingDesk]

It was too obvious that this will happen sooner than later

[Whale Insider @WhaleInsider]

JUST IN: 🇺🇸 Shares of US hyperscalers climb:

• Meta $META rises 6.1%.
• Microsoft $MSFT jumps 4.7%.
• Amazon $AMZN gains 4.6%​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​.

[Compounding Desk @CompoundingDesk]

yeeeeha 🚀

[Watcher.Guru @WatcherGuru]

JUST IN: Amazon $AMZN surpasses $3 trillion market cap for the first time in history.

[Compounding Desk @CompoundingDesk]

Somehow this is true...

[FIRED Up Wealth @FIREDUpWealth]

Why you don’t buy and hold forever…

[Compounding Desk @CompoundingDesk]

This is awesome

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Amazon, $AMZN, ends the day +15.3% higher, posting its best day in 14 years.

The stock added +$390 billion in market cap today.

[Compounding Desk @CompoundingDesk]

Impressive

[Fiscal.ai @fiscal_ai]

Amazon Q2 '26 Revenue Growth

Online Stores +15%
Physical Stores +4%
3P Seller Services +16%
Subscription Services +12%
AWS +37%
Advertising Services +26%

$AMZN +8.5% After Hours

[Fiscal.ai @fiscal_ai]

AWS just reported its fastest revenue growth in 18 quarters.

Up 37% YoY.

Massive acceleration.

$AMZN