Fynamics

Sector Rotation and Thematic Investing

[Fynamics @Fynamix]

@everytimeicash Good numbers but with the valuation where it was, even great numbers were not enough

[Fynamics @Fynamix]

@0_Haseeb_0 Plenty of time to let it work

[Fynamics @Fynamix]

@Don7Spy lol not a Ponzi. it just expands to fit the collateral needs of Softbank debt.

[Fynamics @Fynamix]

@everytimeicash awesome

[Fynamics @Fynamix]

@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

[Fynamics @Fynamix]

https://t.co/ZKabP9woac

[Fynamics @Fynamix]

@everytimeicash Few, I mentioned CRM😂, RBRK, ESTC, VRNS, and many more

[Fynamics @Fynamix]

@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

[Fynamics @Fynamix]

https://t.co/KoKYNNU7lx

[Fynamics @Fynamix]

@MadTr8r probably ANET.

[Fynamics @Fynamix]

@StockMKTNewz These tech giants are outperforming established VCs and hedge funds.

[Fynamics @Fynamix]

@Pregory1 Better question, why are you at Starbucks?

[Fynamics @Fynamix]

@StockMKTNewz I added it yesterday and called it on spaces. Among the cheapest fundamentals in large defense.

[Fynamics @Fynamix]

@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.

[Fynamics @Fynamix]

@SpecialSitsNews Guess a pickup in subscription revenue can only help with the IPO.. only 49 posts left today😊

[V* @Vmaxpax]

Join us tomorrow Sunday at 2pm with @BlackScholesMan @Fynamix @sweden_ukr to talk defense sector. https://t.co/PLQmS3EvIB

[Fynamics @Fynamix]

@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.

[Fynamics @Fynamix]

@xstevezerox @Bigkev451 They are sandbagging mostly due to supply constraints. They can only work with the supply they receive from the likes of Broadcom. That’s not unique to them. But their valuation is not cheap, so market sold it off. Premium multiple needs in constrained growth to justify.

[Fynamics @Fynamix]

@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.

[Fynamics @Fynamix]

@Vashusharma2810 @MonetiveWealth Never ever use twitter desktop again… ever and check security settings every day

[Fynamics @Fynamix]

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.