@taptanium makes sense. they did call out 11% annual rev growth thru 2030. They have continued aggressive buybacks & potential windfall profits from Anthropic, Databricks. As long as they execute like they have guided, I like it. My target is 225 where I will take some off & hedge the rest
@StockMarketNerd Over 14$ full year EPS guide. $CRM forward PE goes below teens. plenty of grrowth still left in the tank..CRM is better than Ok. They are thriving in the AI world
@cg9999999999@Contagion0313 like it long term. I am accumulating a position. They got the best outcome out of an absolutely terrible WB deal and that was enough for me to start building.
@JaguarAnalytics it's close to a decade long backlog. 500 plane order vs a 200 plane order is nothing more than a narrative now . there no impact for years until it's time to firm up the order and assign production slots.
@xstevezerox@Bigkev451 They are sandbagging mostly due to supply constraints. They can only work with the supply they receive from the likes of Broadcom. Thatβs not unique to them. But their valuation is not cheap, so market sold it off. Premium multiple needs in constrained growth to justify.
@everytimeicash Strength of Commercial Aerospace as defense has been weakening supports a big move coming in BA. Fundamentals improving, production increasing & consequently cashflow. Getting debt down fast is the first step to sustained profitability & Boeing is moving in the right direction.
Good Morning. I started @monetivewealth account 4 years ago to learn & share ideas. It worked until this April, when the account was compromised, twice inspite of security settings & vigilance. I closed the account & now, I have created this one to continue what I enjoy doing.