Saad Alvi

Trader

[Saad Alvi @SaadAlvi101]

@tradeandfade Mental stop losses are the way haha.

[Saad Alvi @SaadAlvi101]

@Tradr_G Spot on!

[Saad Alvi @SaadAlvi101]

@KBR2333 Good earnings report. Slight miss on op profit but guidance looks great. Should recover the selloff soon.
https://t.co/bqd7fc0bcW

[Wall St Engine @wallstengine]

FABRINET $FN Q4’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $1.32B (Est. $1.27B) 🟢; +45% YoY
🔹 Adj. EPS: $4.10 (Est. $3.82) 🟢; +55% YoY
🔹 Oper Income: $134.25M (Est. $137M) 🔴
🔹 Net Income: $139.3M (Est. $139M) 🟡

Q1 Guide:
🔹 Revenue: $1.38B-$1.43B (Est. $1.32B) 🟢
🔹 Adj. EPS: $4.10-$4.25 (Est. $3.96) 🟢
🔹 GAAP EPS: $3.39-$3.54

Comments:
🔸 “We achieved record quarterly revenue of $1.316 billion, exceeding our guidance range, and increasing 45% from a year ago.”

🔸 “we remain very optimistic about the strength of our business and durability in the growth trends we are seeing”

[Saad Alvi @SaadAlvi101]

@StockSavvyShay @fiscal_ai $UBER Feels like a matured tech stock here based on the y/y growth rate. $100 seems unlikely in the near term.

[Saad Alvi @SaadAlvi101]

@rzayev7895 Looks like Pentagon scrapped the deal with $YSS & gave it to $SPCX instead. That was one of the main tailwinds for the stock. $RKLB too has lots of government contracts.

I guess that's a pretty good reason to sell when the fundamental thesis/ main revenue driver falls apart.

[Saad Alvi @SaadAlvi101]

@rzayev7895 $YSS earnings were awful. No other way to put it. Have taken it out of my watchlists.

[Saad Alvi @SaadAlvi101]

@AlexCheezer yeah I think we finally revisit May/ June highs soon.

[Saad Alvi @SaadAlvi101]

@TheProfInvestor there should be an inverse Michael Burry tracker (similar to the Cramer & Pelosi ones)

[Saad Alvi @SaadAlvi101]

@Tradr_G Market's been in a slump today in anticipation of CPI (Inflation) data that comes out tomorrow. Keep an eye out for major pre-market movement. Hopefully price action improves from there.

[Saad Alvi @SaadAlvi101]

@Tradr_G They've been rallying with the software sector recently. $MDB provides database management software to businesses. Bit of a tight industry tbh since it's largely dominated by AWS & Azure.

[Saad Alvi @SaadAlvi101]

@_TraderLarry Software stocks with a sustained recovery showing good relative strength. Third time's the charm eh?

[Saad Alvi @SaadAlvi101]

@Tradr_G Nice move! Would be looking to reinvest the dividends accrued each time?

[Saad Alvi @SaadAlvi101]

@Ajaysharmasing @StockSavvyShay Even if it drops -25% tomorrow, it'd still be trading at a ridiculous multiple.

[Saad Alvi @SaadAlvi101]

@Tradr_G Sold some swings. More volume would be nice. Long any photonics names? They've been showing good strength.

[Saad Alvi @SaadAlvi101]

@LonzoWayne23 @TradexWhisperer Finviz

[Saad Alvi @SaadAlvi101]

@StockMKTNewz Pied Piper?

[Saad Alvi @SaadAlvi101]

@Tradr_G Manifest your destiny!

[Saad Alvi @SaadAlvi101]

@RealSimpleAriel probably $AMZN, they're on track for -ve FCF by eoy.

[Saad Alvi @SaadAlvi101]

@Tradr_G Beware! Market Makers are onto you.