amin

I am a newbie in stocks, aim to get better and learn from others

[amin @Eren494980]

Home furnishings industry is one of the most hated industries, there are many net cash companies that have good dividends yields and trade around book value or lower. $BSET is still my favourite there because customers are allowed to customise their furnitures however they want

[Midas @midascabal]

FUCK I'm debating if I should put 500k in $META at $545.

The lawsuit doesn't matter and $META is easily a 3T company.

Only idiots would bet against Mark Zuckerberg.

[amin @Eren494980]

I dont understand oil companies and there’s more to dig into and figure out. However, there’s a really appealing oil company that is 3x levered but trading at 4x EBITDA is $DEC. They have over $7B in acquisitions but growth is very good. They have been deleveraging and I like it

[amin @Eren494980]

$META facing accusations making social media addictive is kinda stupid imo, why do states accuse meta for addictive platforms but don’t accuse gaming companies for addictive games? How would $META monetize if it’s not addictive?

[amin @Eren494980]

Another update: $DUOL gave an 80% off for super family subscription bundle. We can see that there’s a weakness in the premium subscription products. Basic subscription isn’t as weak (cheaper) but it reflects that $DUOL does not have a pricing power compared to the past

[The Long Investor @TheLongInvest]

I don’t know who needs to hear this

But NOBODY and I mean NOBODY cares what school you went to.

[TheStockDon @TheStockDon]

I called $PPSI back in April at 2.53 she ran to 6.29. I'm long again from $3 area for a huge rerate.

Let me tell you what the next 12 months could look like.

This is no longer a swing trade. It became a thesis.

April 17 the call was simple. Demand zone. $2.53. PRYMUS launching into the AI power gap. Stop $2.20.

Today the story is completely different.

$6M first PRYMUS contract signed. Package delivery customer already signaling repeat orders before first delivery.

$200M active pipeline. 80% data center. Five months after launch.

H2 2026 revenue guidance of $15M. 60%+ growth over H1. First time management has guided with that kind of conviction.

Backlog up 32% sequentially. Gross margin expanded three straight quarters. Zero bank debt. No dilution.

Here is what has to happen for this to re-rate over the next 12 months.

H2 deliveries execute on time. PRYMUS units hitting the P&L this year is what proves the hardware is real and the model works.

A second named contract. The first one took this from $2.53 to $4.61. The second one — especially a named data center customer — is what brings institutional money to the table.

Pipeline conversion. $200M in quotes is not $200M in orders. Even 10% converting is $20M in new PRYMUS revenue against a company that did $9.3M in all of H1.

PowerCore shipping H2. A second revenue vector nobody has modeled yet.

If those four things happen the valuation conversation becomes impossible to ignore. A $28M market cap against $25-30M in annualized revenue with 20%+ gross margins and a $200M pipeline is not a company that stays at $28M.

$BE was $16 before their Oracle moment. You know the rest.

PPSI still hasn't had its Oracle moment. The $6M contract was the proof of concept.

The Oracle moment is the next one.

$PPSI $BE $NVDA

NFA.

[TheStockDon @TheStockDon]

$PPSI Q2 just dropped. The story just got a lot bigger.

Forget the revenue line. Here's what matters.

$200 million.

That's the current PRYMUS pipeline in active customer quotes. 80% of it is data center projects. Five months after launch.

The $6M package delivery contract from May? That customer is already talking about additional systems for H1 2027. First units aren't even delivered yet.

Now the numbers.

Backlog up 32% sequentially. $18.4M at June 30 vs $13.9M at March 31. Order book is building fast.

Gross margin 19.6% in Q2 vs 13.6% in Q1 vs 2.2% a year ago. Three straight quarters of expansion. The one-time cost story is fully proven out.

H2 2026 revenue guidance: $15 million. That's 60%+ growth over H1. First time management has put a real number on it. PRYMUS deliveries hit the P&L this year, not just 2027.

$10.7M cash. Zero bank debt. Still no dilution.

And PowerCore just got bigger. Originally a 45kW system. Now adding 150kW and 250kW estate-level versions. Larger addressable market than anyone modeled.

PRYMUS had no contracts. No pipeline disclosed. No guidance.

Today: $6M first contract in hand. $200M active pipeline. 80% data center. H2 guidance issued. Backlog at 32% sequential growth.

This is what early looks like before the market fully prices it.

$PPSI $BE $NVDA

NFA.

[amin @Eren494980]

Why do people buy a stock just because “fundamentals are better and share price remains the same compared to 5 years ago”. The business could be growing less compared to peers or industry may have evolved. Market may even be pricing in present day fundamentals 5 years ago..

[amin @Eren494980]

We also got signs from $META and $MSFT that capex guidance and spending is slowly reducing

[amin @Eren494980]

Let’s say memory stocks like $MU and $SNDK have a 100-150% ROE, market is still pricing this at 8-9x P/B. That normalized average ROE for this cyclical space could be 40% in reality or 50%. Boom that 5x forward PE is actually mid teens or 20x PE. Memory is too expensive

[amin @Eren494980]

@jeremyfina97031 @alc2022 FCF declined… literal definition of paying ur customers to use your product… if that’s still a bullish sign to you, keep longing it then

[amin @Eren494980]

@alc2022 Bro stop pumping $DUOL to people, this company is already having some expensive multiples when they are paying money to retain users. You just want them to be your exit liquidity

[amin @Eren494980]

$DUOL lowered prices of one video call for with an AI from $0.30 to $0.01. I’m laughing so hard, this is how much they value their products… video calls with higher quality AIs like chatGPT through a bundled subscription has better value than paying a literal penny for this

[amin @Eren494980]

$RBLX bulls, y’all are telling me that this is a great investment when monetization comes from mainly the below 13 age group in a global gaming market with 80% of those aged 18 and above? Growing active users in the older cohort is useless if they are not willing to pay…

[amin @Eren494980]

$DUOL, those who argue that DAU or MAU are “reaccelerating” have no idea what they are talking about, this company is increasing costs just to retain players, are these costs sustainable? Just look at the FCF margin, we already have more than 50% SBC eating up FCF. $80 stock…

[amin @Eren494980]

Results for $DUOL came out to be horrendous. Bookings dipped below revenue, same situation as $RBLX. This company is still so expensive. This business should be worth 3x revenue or even 2x… I will never understand $DUOL bulls

[amin @Eren494980]

https://t.co/5oCtR4c25D
Short write up for Duolingo is here!

[amin @Eren494980]

@jeremyfina97031 @alc2022 What happened to $DUOL lil bro?

[amin @Eren494980]

@jeremyfina97031 You were saying?

[amin @Eren494980]

$DUOL bulls, why has this free subscription been ongoing for months? Is this a structural weakness? What’s the thesis if y’all long $DUOL ? On 5 August, we could be seeing the same thing we saw for $RDDT and $RBLX

[amin @Eren494980]

$VASO, credits to @acidinvestments . This company is priced for disaster when they are now profitable. Revenue concentration from GEHC may be an issue but historically they renewed 5 partnerships and this partnership lasts until 2030. Termination risk may not be the biggest risk