deepblue45

tech burnout. you are f**ing welcome.

[deepblue45 @deepblue452]

@KyleReedTrader Agreed, after the sharp sell off the multiples have compressed. The recent highs were close to 40x? I am not sure how you get 40% growth - Is it NTM growth? This quarter was 4%.

[deepblue45 @deepblue452]

@KyleReedTrader Last year Q2 they grew 8.5%. This year at 4%. Growth slowing down significantly, and paying 40-50 times earnings might not be justified.

[deepblue45 @deepblue452]

@Colinbehr May be I am missing something. Sequential QoQ growth was around 4%. Sharply decreasing quarter to quarter. YoY comparison is masking the forward potential growth. Any thoughts?

[deepblue45 @deepblue452]

@pujangga81255 @daniel_koss May be I am missing something. Sequential QoQ growth was around 4%. Sharply decreasing quarter to quarter. YoY comparison is masking the forward potential growth. Any thoughts?

[deepblue45 @deepblue452]

@fammetaX Same reason it goes up 20 to 30% in a week.

[deepblue45 @deepblue452]

@orderer7 Seriously crazy. Why are they not buying back 10-20% of the company?

[deepblue45 @deepblue452]

@CeleritasRe It is absolutely crazy and a true head scratcher. They can just buy back the entire company with few years of cash flow. or give 20-30% dividends. I have no idea how this validation makes any sense. everyone is thinking they are just going to burn all the cash?

[deepblue45 @deepblue452]

@StrateGeee @gemme21324 $PDD at this level is a head scratcher. China always trades weird with no connection to cash flow (because cash flow doesn't come to ADRs). $PDD should announce a 10BB buyback imo. They are trading like 4x EV/FCF. That's a rotten dead almost bankrupt business valuation.

[deepblue45 @deepblue452]

@StrateGeee @gemme21324 Although PDD and NBIS trade in the same market - they are two completely different markets and buyers. Might as well be two different asset classes. NBIS and likes are like venture investing - high risk, high rewards, massive swings. Need to be careful pickers, but great rewards.

[deepblue45 @deepblue452]

@longriverCM I really don't understand the market valuation. They have more than half the market cap is cash. They are trading like 4x EV/FCF ? They can buy the entire company in 4 years, or give 15-20% dividend? Can't understand the metrics here.

[deepblue45 @deepblue452]

@LongBullz @steady_profits I really don't understand the market valuation. They have more than half the market cap is cash. They are trading like 4x EV/FCF ? They can buy the entire company in 4 years, or give 15-20% dividend? Can't understand the metrics here.

[deepblue45 @deepblue452]

@FilingSniperx @EquityBrian Some of it might be true. but 200mm fine doesn't jeopardize 70BB cash. We can come up with various scenarios. But it is looking fairly ridiculous. IThey have more than half the market cap is cash. They are trading like 4x EV/FCF ?

[deepblue45 @deepblue452]

@EquityBrian I really don't understand the market valuation. They have more than half the market cap is cash. They are trading like 4x EV/FCF ? They can buy the entire company in 4 years, or give 15-20% dividend? Can't understand the metrics here.

[deepblue45 @deepblue452]

@varuninvesting I really don't understand the market valuation. They have more than half the market cap is cash. They are trading like 4x EV/FCF ? They can buy the entire company in 4 years, or give 15-20% dividend? Can't understand the metrics here.

[Ministry of Random Affairs @BharatMoRA]

Once India develops its own AI technology, I hope we don't hear this:

🔜 AI services will be reserved for the Indians as per the following categories:

🔸 SC/ST: 23% of AI services will be reserved for them
🔸 OBC: 27% of AI services will be reserved for them
🔸 EWS: 10% of AI services will be reserved for them
🔸 Unreserved: 40% of AI services will be available for ALL

#India #AI #AIsummit #AIImpactSummit

[deepblue45 @deepblue452]

@J_Mills72 @longinvest32 Such a strange take. I can't believe you are siding with the big evil banks and not supporting the bank robber. 🤔

[deepblue45 @deepblue452]

@DrTomsLens of course its not just a weight loss company. Weight loss is only 30-35% of revenue which is at huge risk. Also growth might go down to single digits. Was trading at sky high valuation based on fomo.

[deepblue45 @deepblue452]

@DublerJust33088 @CalumLewis Such a ballsy move. Chips all in. Cash only deal? Looks like they are not worried about FCF. What a timing. Like it or not - $HIMS is at invite only high stakes table.

[deepblue45 @deepblue452]

@JerBearRN @wearehims @wearehers Timing feels very ballsy - buying such a large company. Close to 30% of $HIMS market cap. Cash deal. Looks like $HIMS is not worried about cash flow. Like it or hate it - $HIMS is at the invite only high stakes table.