John

Retail Investor | Holding: $GRAB $NBIS $KRKNF $PANW $ROYCEY and a couple more...

[John @InvestWthJohn]

$KRKNF Kraken Robotics is a very exciting company!

🔹Strong revenue growth
🔹Holding cash
🔹Minimal long term debt
🔹Guiding 40% revenue growth & 45% EBITDA growth
🔹Strong clients (NATO, NAVY etc)

Is Kraken Robotics a stock you should watch in 2026?

https://t.co/0isdlUX5WL

[John @InvestWthJohn]

I Finally Hit £2,000! | August Investment Portfolio Update

Stocks I hold: $NBIS $PANW $KRKNF $AMPX $GRAB and more...

https://t.co/Jx1rkMeWEl

[John @InvestWthJohn]

$AMPX

[John @InvestWthJohn]

($AMPX Stock)

Amprius is one of those exciting battery stocks that a lot of people have been talking about.

Whilst up a lot over the last year, the stock price is down ~47% in recent moves.

Recent earnings wise, they beat revenue, missed EPS but raised guidance.

Importantly for me, they’ve come down to a share price for entry.

https://t.co/1MdXxKmMhH

[John @InvestWthJohn]

$GOOGL earnings were very impressive!

Some investors are worried about the negative FCF but I don't think it's as bad as it sounds...

I found this great substack article that breaks everything down 🔽

https://t.co/LQCDv7dXfF

[John @InvestWthJohn]

($AMPX Stock)

Amprius is one of those exciting battery stocks that a lot of people have been talking about.

Whilst up a lot over the last year, the stock price is down ~47% in recent moves.

Recent earnings wise, they beat revenue, missed EPS but raised guidance.

Importantly for me, they’ve come down to a share price for entry.

https://t.co/1MdXxKmMhH

[John @InvestWthJohn]

Micron Earnings Beat Expectations... But Is the Stock Still a Buy?

For those that haven’t had the chance to review it, I broke down:
- top line results
- guidance
- new commercial model
- projected FY26 performance
- key remaining risk and challenges

$MU $SNDK solana:EXtprP1wzrNo2bByrU9JyzqEg2hQMSCVJakeHHYondo

https://t.co/dA68UYG9pQ

[John @InvestWthJohn]

Micron Technology

Check out my pre-earnings video before tonight!

$MU

[John @InvestWthJohn]

Micron Technology Earnings Preview

With the announcement today, hype is building for $MU earnings.

With that said, I've done some research on what we can expect and why they are so important for AI stocks.

$SNDK $NVDA

https://t.co/VGQeMx8eBL

[John @InvestWthJohn]

Micron Technology Earnings Preview

With the announcement today, hype is building for $MU earnings.

With that said, I've done some research on what we can expect and why they are so important for AI stocks.

$SNDK $NVDA

https://t.co/VGQeMx8eBL

[John @InvestWthJohn]

One Big Stock Market Sunday | SpaceX IPO, Fed Rates, Dot Com era IPOs & Market Outlook

Stock market livestream: $SPCX

https://t.co/v7fZKRD2Nn

[John @InvestWthJohn]

£1,714 Trading 212 Portfolio Update | NEW ALL-TIME HIGHS!

$NBIS - record May, Q1 revenue +684% YoY, Nasdaq-100 inclusion, currently ~$232
$PANW - hit ATH $302.95 on 1st June post Q3 earnings, pulled back to ~$277
$GRAB - solid Q1 ($955M revenue, GMV +24%) but stock flat around $3.30
$KRKNF - ran to ~$6+ before pulling back to ~$5.10; defence thesis intact
$VEEV - beat Q1 estimates but stock sold off, now ~$159 vs $310 52-week high

https://t.co/JX5JwDn9hy

[John @InvestWthJohn]

$PANW Had a great earnings!

Key Highlights:
🔹Guidance RAISED across the board
🔹Acquisitions ahead of target
🔹Revenue up 34% YoY
🔹Reaffirmed 40% FCF guidance

and positively benefitting for AI data centre builds

Q3 Breakdown 🔽

https://t.co/UQbHThtVwG

[John @InvestWthJohn]

I previously valued $KRKNF at $4 USD per share in January...

Their recent earnings has made me re-evaluate their price and projections.

I've made a video covering their earnings and updating my price targets! 🔽

https://t.co/x8uSRoyVQO

[John @InvestWthJohn]

LIVE talking about $KRKNF Earnings and price target, Memory Stocks ($SNDK $MU , Space Stocks ($RKLB $ASTS ) and the market outlook!

Come join us and get ready for the week ahead

https://t.co/VTeAFI962H

[John @InvestWthJohn]

LIVE talking about $KRKNF Earnings and price target, Memory Stocks ($SNDK $MU , Space Stocks ($RKLB $ASTS ) and the market outlook!

Come join us and get ready for the week ahead

https://t.co/VTeAFI962H

[John @InvestWthJohn]

I thought it would be cool to review how well all of the stocks I’ve made videos on have performed…

This was quite fun to make to see how well my stock picks have actually done

Any support is appreciated!

Would My YouTube Stock Picks Have Made You Money? (+218% Winner)

Stocks included: $NBIS $IREN $AMZN $PANW $CRWV $KRKNF $UPST and more!

https://t.co/4wFA64muwo

[John @InvestWthJohn]

I can’t lie… these $NBIS earnings were kind of crazy 😅

I feel like every company nowadays says they’re “positioned for AI”, but then you actually look at the numbers, you see a different story.

Key highlights:

• +684% growth
• AI infrastructure expansion
• Data centre capacity growth
• Increasing enterprise AI demand
• Continued momentum across the AI ecosystem

Still loads of risk with NBIS obviously, but I came away from the earnings way more bullish than I was before.

I broke the full report down in a video if anyone wants to watch it:

https://t.co/Vudy5ZFOnY

Curious what everyone else thinks about NBIS after this earnings.

[John @InvestWthJohn]

I can’t lie… these $NBIS earnings were kind of crazy 😅

I feel like every company nowadays says they’re “positioned for AI”, but then you actually look at the numbers, you see a different story.

Key highlights:

• +684% growth
• AI infrastructure expansion
• Data centre capacity growth
• Increasing enterprise AI demand
• Continued momentum across the AI ecosystem

Still loads of risk with NBIS obviously, but I came away from the earnings way more bullish than I was before.

I broke the full report down in a video if anyone wants to watch it:

https://t.co/Vudy5ZFOnY

Curious what everyone else thinks about NBIS after this earnings.

[John @InvestWthJohn]

$AMD has been one of the most talked about stocks in the stock market, and after this latest earnings report, it's easy to see why the bulls remain so convinced on this one.

The numbers were strong, the call was encouraging, and the long-term ambition is genuinely exciting.

But there are risks.

Check out my latest SubStack article that breaks it all down 🔽

https://t.co/7TE3JeotFt

[John @InvestWthJohn]

$AMD Stock Analysis After Earnings | AI Growth Is Exploding

I've just covered AMD's recent STELLAR earnings on the recent weekly podcast episode.

Topics covered:

- Finances
- Earnings call
- Analyst questions
- Guidance
https://t.co/igryvqKm6S

[John @InvestWthJohn]

One Big Stock Market Sunday | AI Boom, Big Tech Earnings ($AMD, $PLTR) & Market Outlook

**LIVE NOW!**

https://t.co/Hk9nvJZtEt

[John @InvestWthJohn]

March Portfolio Update (£1,400) | GREEN Month… But I Sold My Winner?!

Stocks I hold: $NBIS $KRKNF $GRAB $GRAB $ACWI

https://t.co/OVDCa79x3H