$NVDA
NVDA, the AI powerhouse, is a dominant force in the tech industry. Its powerful GPUs and AI software have positioned it for significant growth, STILL!
As AI reshapes industries, NVDAs strategic partnerships and innovative solutions drive its success.
Some analysts even predict it could be the first company to reach a $4 trillion market cap.
"Nvidia to be the first company to hit $4 trillion market cap," per Lumida CEO.
NVDAs fundamentals and long term potential make it a tremendously attractive investment
Who’s long $NVDA and do you think it’s the first to 4T?
Top of the morning, coffee and investing crew members ☕️📈
Happy Halloween Eve 🎃
Starting the day off right with a delicious cup of coffee, but can you guess which blend? 🤔
Let’s see if the market has some tricks or treats in store for us today with $CAT $MSFT $HOOD $SBUX all reporting.
Remember, “The stock market is filled with individuals who know the price of everything, but the value of nothing.”
_Philip Fisher
Understanding a company’s true value is crucial for long term investment success.
By focusing on a company’s strengths, performance, and current earnings, its future earnings potential, and its competitive advantage, we can make informed investment decisions.
Hope you all have a wonderful day.
Big earnings on deck for us on Halloween Eve 🎃
Here’s a few I’m interested in:
$CAT
$MSFT
$HOOD
$SBUX
What companies are you looking forward to seeing report earnings tomorrow?
$HOOD reports earnings tomorrow, Halloween eve 🎃
Analysts expect earnings growth and higher revenue driven by increased trading activity.
Analyst ratings are mixed, with targets ranging from $22 to $27. The stock is expected to be volatile post earnings.
Will this bring us a trick or treat? 👻
My guy @HertzyTrades and I have ourselves a TREAT with a Cash Secured Put:
Here’s mine:
$HOOD CSP:
Nov 1st
$25 CSP
7% probability it’s below the strike price at expiration
$56.35 premium estimate
Hertzy likes a CSP on $HOOD below $26
How do you think HOOD earnings go?
$GOOGL earnings
GOOGL reported strong Q3 earnings, exceeding analyst expectations across the board.
Revenue reached $88.27B, driven by $65.85B in Google Ad revenue.
Google Cloud also impressed, generating $11.35B.
EPS came in at $2.12, significantly beating estimates.
These results highlight GOOGLs strong financial position, consistent growth, and commitment to innovation, particularly in AI and cloud computing.
How are you long term holders feeling about these results?
$AMD earnings
EPS: $0.92 vs $0.92
Revenue: $6.819B vs $6.71B
Stock down 7% after hours after investors indicate those numbers don’t justify the high P/E
For the record, $NVDA is down slightly after hours
What do you think of $AMD?
$TSLA 🤝 $NVDA
xAI, Elon’s AI company, is in talks to raise $40B. This follows a $6B Series B round in May.
Investors are keen on xAI's AI tech, especially as it seeks to expand. However, the deal isn't finalized yet.
All of it based off of $NVDA 😂
Let’s go!! 🔥👀
$GOOGL
GOOGL is set to report earnings today, with analysts expecting an EPS of $1.84.
Despite regulatory hurdles, GOOGLs strong business model, diversification, and innovation potential make it a compelling long term investment.
Here’s my take:
-Market Dominance: GOOGLs search engine dominance fuels ad revenue.
-Diversification: Google Cloud, YouTube, and AI investments diversify revenue streams.
-Innovation: Continuous R&D keeps GOOGL at the forefront of technology.
-Valuation: A lower P/E ratio suggests undervaluation.
With its strong fundamentals and growth prospects, GOOGL remains a savvy pick for long term investors.
Do you own $GOOGL?
Top of the morning, coffee and investing crew members ☕️📈
Happy Tuesday! Let's kick off the day with a treat 🎃 not a trick 👻 as we've got a big earnings day ahead of us with $AMD and $GOOGL reporting.
What earnings are you most excited about today?
Remember, as Peter Lynch famously said, "If you can follow only one bit of data, follow the earnings."
_Peter Lynch
Let's see how these tech giants perform as well as the other key companies!
$AAPL
Apple's iOS 18.1 brings AI powered features to the iPhone:
-Improved Writing: Get help with writing tasks.
-Better Photos: Clean up your images automatically.
-Smarter Notifications: See the most important info.
-Enhanced Siri: Interact more naturally with Siri.
-Compatibility: iPhone 15 Pro, Pro Max, and iPhone 16 models.
Have you done your upgrade yet? How is it?
I’m doing my update now. Stay tuned..
Nancy Pelosi’s portfolio just hit a new all time high.
$258M.
She’s up $15M this month.
The portfolio I started as a joke, copy pasting her trades is up $100k so far.
$NVDA 🔥👀
NVDA reminds me of Tiger Woods back in the day.
You could go all in on TW to win or you could select the field.
Back then, you’d never bet against Tiger Woods and $NVDA feels the same way
What are your thoughts about this, as it relates to their sector?
$AMD
AMD reports earnings tomorrow.
AMD is expected to report earnings with revenue growth, especially in data centers. While some analysts see a potential upside surprise, others are more cautious.
A strong AMD performance could impact $NVDA:
-AMDs growth could erode NVDA market share just a tad, particularly in data centers. However, NVDAs leadership in AI and high performance computing will likely mitigate this.
-AMDs results could influence short term investor sentiment for both companies. Strong AMD results could benefit NVDA in a broader market uptrend.
While AMDs earnings are important, NVDAs long term focus on AI and data center GPUs positions it favorably.
What are your thoughts on $AMD earnings and how do you think it impacts $NVDA?
Week $44 of the #52weekSCHDchallenge and #52weekVOOchallenge is here.
Who’s crushing it already this week?
Added 10 shares of $SCHD
Added 1 share of $VOO
LFG 🔥👀
Top of the morning, coffee and investing crew members ☕️📈
This week is shaping up to be a big one with some major earnings reports from tech giants like $AAPL $AMZN $GOOGL $AMD and more. I’m also very interested in $HOOD earnings
Let’s have that savvy long term mindset this week, as the legendary investor Warren Buffett once said, "Price is what you pay. Value is what you get."
_Warren Buffett
Let's see if this final week of October brings treats or tricks for us! 🎃👻
Wishing you all a productive and profitable week ahead!
Massive week of earning on tap. Which companies are you paying most attention to?
For me, I’m paying attention to:
-Monday: $F
-Tuesday: $SOFI $MCD $AMD $GOOGL $CMG
-Wednesday: $CAT $MSFT $HOOD $SBUX $META
-Thursday: $AMZN $AAPL
-Friday: $CVX