moninvestor

[Sierra @SierraPlatform]

Oh but it was so much fun ...

[Manchester United @ManUtd]

Grass, gloves and goalkeeping ❤️🧤

[Thinkwert @Thinkwert]

Do you guys remember 2020

[Fiscal.ai @fiscal_ai]

Google just posted the most profitable quarter of any company ever on a GAAP basis.

And simultaneously...

Their first quarter ever of negative free cash flow.

$GOOGL $GOOG

[Gabz 🇪🇺 @gabz_investing]

$SOFI -> 2.5M members → 14.7M in under 5 years.

Bears are staring at the YoY line dropping.
Bulls are counting the humans walking in the door.
One camp is doing math.
The other is doing vibes.

Not financial advice. Always DYOR.

[The Asian Investor @asianinvestors]

I just got off the plane from my flight and had a quick look at $NOK

I think if you understand the company you would see that this is a great earnings report

From my quick view, optical growing steady at 20%, IP networks massive acceleration in growth to 16% from 3% and net AI and Cloud revenue up 105%!!! From 49% last quarter.

Margins came in slightly lower due to restructuring, shelving some of their old telco business - good sign

And % mix of AI business grew to 9%. That's another sign I wanted to see

All in all, looks like a great report to me.

[Jack @wealthby50]

Morning all ☕️

This coffee and water costs less than €2

A reminder that some of the best things in life aren’t expensive.

Time with family.
Your health.
A sunrise.
A quiet coffee.

Don’t get so busy chasing more that you forget to enjoy what you already have

[Modern Day Investing @ModernDayInves]

$MSFT Fiscal Q4 Earnings Projections:

EPS Estimate: $4.23
Revenue Estimate: $87.6B
YoY Growth: 15.5%
Azure Expected: 39.5% growth

We are reaching a major inflection point.

Earnings could spark a parabolic recovery if Azure hits guidance.

Earnings report released 7/29.

[Eileen's mother ❣🍉 @rola_almoghrabi]

No child deserves to suffer like this😭😭

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we’ll remind you
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that
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DONATE FOR MY FAMILY
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I desperately need milk for my baby.🍼
https://t.co/FLk3iM7URh

[Ben 🇬🇧💷 @ben__investing]

2,000 followers! 🎉

Thank you for all the support 🙌🏻

I love FinX! 🙏🏻

[Arvind Srinivas @glocalinvestor]

Glass substrate market outlook is very encouraging with a CAGR growth of 67.2% till 2040

Absurdity of this figure: Market doubles every 16 months. $0.1B in 2028 → ~$5.7B by 2040.

How do you play it? Bookmark this to know more

The pick-and-shovel names to watch:

- Absolics / SKC : first mover, Georgia fab ramping
- Samsung Electro-Mechanics & LG Innotek : Korea's packaging push
- $GLW , AGC, SCHOTT : the glass itself
- $AMAT $LPKF and E&R : TGV drilling & Tooling

Which name are you backing?

Repost if you want my SEMCO deep-dive next.

H;T: @LIWEI_TWCapital for E&R

[Kevin Xu @kevinxu]

$NBIS soars 14% after Cramer says it's not done going down.

Absolutely undefeated

[Josh @JoshTradeOption]

New LEAP Profit Builder just went live (built by me) in the Discord! I built it to show realistic profit/loss scenarios on LEAPs and long-dated calls. It’s pretty slick. Link is here if you want to check it out. DM me after you join and I’ll drop you straight into the channel.

https://t.co/DMsfaTCHbA

$DRAM shown below.

[Thijs @cdngdev]

It's open-source now! Have your codex set it up for you and import your clothes.

link below

[Leif | Investing @LeifInvests]

Which leading AI semiconductor stock would you own for the next 5 years of the AI infrastructure buildout?

(Forward P/E)

$NVDA — 20.4x
• AI Compute & Networking

$AMD — 60.7x
• AI GPUs & CPUs

$TSM — 22.0x
• Advanced chip foundry

$ASML — 44.6x
• EUV lithography

$AMAT — 39.9x
• Chip manufacturing equipment

$LRCX — 45.7x
• Wafer fabrication equipment

$KLAC — 48.0x
• Inspection & metrology

$MU — 6.9x
• HBM & DRAM memory

$AVGO — 24.7x
• AI ASICs & networking

$MRVL — 47.9x
• Custom AI silicon

$MPWR — 53.8x
• Power management chips

$INTC — 100x
• CPUs & foundry

$ARM — 129.7x
• CPU architecture

$ALAB — 107x
• AI connectivity

Which one are you buying and why? 👇

[moninvestor @GAlzuphar]

@24enni1 @moninvestor Many of my followers have already joined our WhatsApp group!!

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