nimble midnight

[nimble midnight @NimbleMidnight]

@NotA_Bull Probably a reflection of the lack of free cash flow. I’d rather own $AVGO for a cheaper 2027 multiple and better growth with 46% free cash flow margins

[nimble midnight @NimbleMidnight]

@danielnewmanUV Just want to point out that $AVGO trades at roughly 18x 2027 earnings right now

[nimble midnight @NimbleMidnight]

@FT I need to own more $AVGO…

[nimble midnight @NimbleMidnight]

@joecarlsonshow $CB and $TOST

[nimble midnight @NimbleMidnight]

@negligible_cap Bullish $AVGO

[nimble midnight @NimbleMidnight]

@oguzerkan With $AVGO, you’ve got a company doing 46% free cash flow margins on revenue growing 85% or so based on the guide for next quarter. This trades at something like 21x 2027 earnings. You’re tripping if you think this is overvalued

[nimble midnight @NimbleMidnight]

@ariaradnia $AVGO

[nimble midnight @NimbleMidnight]

@doodlestein @TheStalwart Exactly. It’s about decreasing the cost per token and having more control. Paying NVDA’s gross margins forever isn’t a winning strategy. That’s why you see Alphabet going all in on custom silicon with Broadcom and the likes.

[nimble midnight @NimbleMidnight]

@labubu_trader Agree. I expect a rally Monday in semis on this news

[nimble midnight @NimbleMidnight]

@SixSigmaCapital How anyone could be bearish $AVGO and $NVDA when their customers are spending 100% of free cash flow, raising debt, and now selling equity just to fund the buildout further is beyond me.

[nimble midnight @NimbleMidnight]

Short $MU. Current forecasts in memory makers are built largely on quadratic attention. That will not persist: we are already seeing work from DeepSeek, Minimax, and Nvidia that can cut RAM needs by 80% or more.

[nimble midnight @NimbleMidnight]

@EricBalchunas I would buy an S&P500 ex-Tesla and ex-SpaceX ETF if the expense ratio was reasonable

[nimble midnight @NimbleMidnight]

@antibearthesis It’s wild that pretty soon something like 7-8% of the S&P500 will be Musk shitcos

[jawz @sayinshallah]

In the easiest bull run for stock markets ever I have decided to be completely sidelined because I am a fucking retard

[John Arnold @johnarnold]

A fire alarm is going off and everyone is ignoring it.

[nimble midnight @NimbleMidnight]

@citrini Likely bullish for the fast inference really premium token computing $CBRS

[nimble midnight @NimbleMidnight]

@nequalonetrader Did this by chance happen at a bowlero?

[nimble midnight @NimbleMidnight]

@WillBiddy_ $TOST trading at 14x 2027 EPS with revenue growth of around 20%. Criminally cheap here

[nimble midnight @NimbleMidnight]

@ariaradnia This print was pretty solid in my view. Net income, free cash flow, and margins all very solid. They have something like a 20% market share now and that will probably continue to grow. I can see this being a FCF monster. $PYPL should probably buy it

[nimble midnight @NimbleMidnight]

@StockWorthyApp @ariaradnia What was disappointing with the print?