Wall Street pays $32,000/year for stock data.
You shouldn't have to.
โข 30-year financials
โข DCF valuation (Bear / Base / Bull)
โข 200+ screener filters
โข Compare any stock
5,800+ US stocks. Free. Updated daily.
โ https://t.co/mygicN16Af
$CIFR up 33% since I bought May 21st.
Not a crypto trade.
A Bitcoin miner that quietly became an AWS and Google landlord - with two AI data centers under construction in West Texas.
Market hadn't caught up. It's starting to.
Still holding.
We try to compress timelines in both investing and the things we're building. ๐
But timelines should never compress lifelines.
After sleeping only ~7 hours in the last 3 days, I got reminded of that today.
Small milestone: VCPScanner is now reaching ~300 users/day.
Still early. Still a lot to improve.
Here's what we've shipped recently:
โข Track 13F institutional holdings
โข Follow top investors' portfolios
โข Track 23 curated themes vs the market
โข Compare 10 stocks across 200+ metrics
Building in public, one step at a time.
#investing #stocks #buildinpublic
Stock market crash 1995 vs 2026
Same pattern:
1995: Huge overvalued Palm IPO -> Dot-Com Bubble crash
2026: Huge overvalued SpaceX IPO -> AI Bubble crash coming
Remember that I was first to warn you
Is Google the next Cisco?
Cisco grew revenue from $12B to $57B after the dot-com crash.
The stock still took 25 years to recover.
Google's risk isn't AI killing Search.
It's AI turning Search into a utility.
Great company.
Great earnings.
Mediocre stock.
Anthropic isn't an IPO trap.
The real trap is expecting Google-style 180x returns from a company already worth ~$1T.
At ~20x sales on a $47B revenue run-rate, Anthropic looks more like a future mega-cap than a lottery ticket.
Blue-chip upside? Maybe.
100x upside? Nope.
AI data centers can't go down.
Generac ($GNRC) is selling the backup power that keeps them running.
Q1 2026:
โก Revenue +12%
โก C&I Revenue +28%
โก Raised Guidance
The market sees generators.
The company sees AI infrastructure.
$GNRC
The S&P 500 is trading at 31x earnings.
The long-term average is 17x.
That gap closes one of two ways:
โ Earnings grow into it
โ Prices come down
Tech is sitting at 45x and makes up a third of the index.
Remove tech? The market looks almost normal.
31x earnings. 3.2% earnings yield. Treasuries at 4%+.
Then Friday happened. Nasdaq -4%. Nvidia -6%. $1 trillion wiped in a day.
This is what a priced-for-perfection market looks like when it cracks.
@StockMarketNerd But numbers are always lagging.... mostly priced in.
Example Nokia's downfall numbers were good untill wasn't. Kodak . Then BlockBuster.
But always some fundamental shift was there investors kept ignoring..
$BMY is the most overlooked pharma stock right now.
Forward P/E: 9x vs S&P avg of 20x
Free Cash Flow: $11.9B/yr
Dividend: 4.4% | 19 straight years of raises
Fair Value: $65 | Current: $58
Patent cliff fears are real โ but they're already priced in.
You get paid to wait.
$BC beat Q1 but Q2 EPS guide of $1.10-$1.20 vs $1.50 estimate is a red flag โ marine discretionary gets hit hard when consumers tighten. Tariff pressure on imported components isn't helping either. Classic beat-and-lower setup that rarely ends well short term. Watch the next consumer confidence print closely.
$TXT shedding industrial dead weight to go pure-play aerospace and defense โ smart move. Every time a conglomerate did this (United Technologies spinning off Otis/Carrier in 2020), the core business re-rated higher. Bell helicopters + Textron Aviation alone justify a fresh look. Spinoffs historically outperform by 20-30% in year one.
Data center at 24% of revenue and growing 70% YoY โ WCC is no longer just an electrical distributor, itโs an AI infrastructure backbone.
Last time a โboringโ industrial pivoted this hard into a secular trend (CAT into the mining supercycle, 2005โ2008), it ran 5x.
Free cash flow at 128% of net income means this is real earnings, not accounting magic.
@mind1nvestor $HOOD has bounced 40-60% multiple times before rolling over again โ classic relief rally pattern. The real tell will be volume on the next move up. Until fundamentals shift, these are trader stocks, not holder stocks. Patience > prediction.
While everyone's talking Q1 2026 numbers โ
Let's not forget what got them there. ๐
$GOOGL Q4 2025 was already a statement:
Revenue: $113.8B (+17% YoY)
Google Cloud: $17.7B (+48% YoY)
Search: $63.1B (+17% YoY)
Gen AI revenue: ~400% growth YoY
Gemini: 750M+ monthly active users
Full year 2025: $402.8B โ first time ever crossing $ 400B.
The Q1 2026 beat didn't come from nowhere.
This is what the foundation looked like. ๐
$GOOGL
@dividendology Search growth +19% y/y definitely pushes back on the bear case.
But AI impact is likely gradual, not instant.
Weโve seen similar slow disruptions before.
Too early to call it over.