StonksAndSats

$NBIS $RKLB $IREN $WULF $BMNR $MSFT $GOOG $NVDA $AVGO $ORACL $NFLX $HOOD $AMD $JPM $BRK.B $MA $SPOT $UNH $VST $SHOP $WM $TSLA $AMZN $META $AAPL $JD $LLY $IONQ

[StonksAndSats @JustCohl]

GM web 3. Sending you some positive beastly vibes for today. Do your other NFT projects do this? @akidcalledbeast #AKCB

[StonksAndSats @JustCohl]

@DrJStrategy It’s oligarchy grocery stores price gouging the working man! Not too mention all the other corporate monopolies extracting money from the middle class. High taxes don’t help either. I could go on and on..

[Shay Boloor @StockSavvyShay]

$IREN just broke above $65 after raising its ARR guide from $3.7B to $4.4B.

The move follows a $1.6B $DELL agreement for air-cooled Blackwell AI systems at its Texas centers.

[StonksAndSats @JustCohl]

@ariaradnia Now show me revenue and profit growth

[StonksAndSats @JustCohl]

@kevinxu Go back to $IREN

[StonksAndSats @JustCohl]

@ChizaramNelo https://t.co/4aW7TELY5g hedged to CAD. Good idea IMO when yiur above 1.36 - 1.40 to reduce currency risk

[Daniel Pronk @PronkDaniel]

I was discussing $META with my Discord not long ago and there were some interesting points.

Meta's AI investments are leading to internal growth, whereas the hyperscaler growth largely comes from outside demand (like Anthropic, or other companies moving to cloud).

This means Meta's growth is entirely from its own business getting better, and therefore could be the cleanest sign its investments are paying off.

Additionally, its growth could be viewed as more durable, as it's not largely reliant on the spend of money-burning AI companies.

I think Meta isn't getting the respect it deserves in the market, especially considering it's growing revenues faster than $AMZN, $MSFT and $GOOG.

What're your thoughts?

[amit @amitisinvesting]

So Ackman buys Microsoft…

I know the picks and shovels plays of the AI buildout are getting all the attention, but it does feel like you could open a brokerage account…

Buy $META and $MSFT…

And just not look at it for the next few years and be fine.

These companies are trading at historic discounts due to “Meta cannot do anything other than Ads” and “Microsoft is a software play so software should go down.”

They will not provide the same short term alpha but these are two of the greatest companies on the planet…doesn’t feel that scary taking a shot on them here.

[TrendSpider @TrendSpider]

The dog's off the leash $JD

[StonksAndSats @JustCohl]

@marketplunger1 Healthcare is the next rotation

[StonksAndSats @JustCohl]

@Mr_Derivatives The bears:

[StonksAndSats @JustCohl]

@dexterousmanish @Mr_Derivatives Meta growing revenues at 33% is not winning? lol

[StonksAndSats @JustCohl]

@kevinxu @SMB_Attorney

[StonksAndSats @JustCohl]

@kevinxu Trust your trader instincts

[StonksAndSats @JustCohl]

@danroberts0101 Way to go Dan! Glad I hung onto my shares. Let's Go

[StonksAndSats @JustCohl]

@TedPillows

[Daniel @danielisdizzy]

$META used to be the second choice behind $GOOGL.

That was last year.

Today, that’s no longer the case.

$META is growing revenue faster than any big tech, +33% YoY, while also being the cheapest, trading at ~18x forward P/E.

And there are multiple catalysts that are still barely priced in:

- It holds ~85% of the smart glasses market, which finally seems to be going mainstream, with 20M+ units expected in 2026

- It has launched Muse, showing that $META, with its superintelligence team, is still very much in the AI race

$GOOGL and $META are now in different cycles.

Only one is a buy right now.

$META

[Habs Fanatics @habsfanaticss]

Marty DiCaprio in the locker room after game 7 win! 😍

[Video via Habsinfinity IG]

#Gohabsgo

[Beardo @BeardoTrader]

The most entertaining outcome. $SPY

[StonksAndSats @JustCohl]

@TedPillows If $ETH is the future of finance when clarity act passes. Than based on its 278 billion market cap it’s deeply undervalued at current prices.

[Tannor Manson @Futurenvesting]

What's going on with $META?

It was sitting at ~$608/share back in Dec 2024 with:
• $164.5 B Total Revenue LTM
• $62.4B Net Income LTM

Now today at ~$608/share with:
• $215.0B Total Revenue LTM
• $70.6B Net Income LTM

A 30.68% increase in revenue and 13.19% bump in net income at the same price... Who's buying?