DividendDane

I tweet about dividend investing and mindset to help others achieve wealth

[DividendDane @DividendDane]

Thread:

Deep Dive into $UBER Stock 🚗📈

1/ 🚀 $UBER: A tech giant in mobility, delivery & freight! Q1 2025: $11.53B revenue (+14% YoY), $1.78B net income, 3.04B trips (+18%). Is Uber the ultimate growth stock? 🧐 Let’s break it down! #Stocks #Investing

[DividendDane @DividendDane]

@corleoneinvests Rocketlab!

[DividendDane @DividendDane]

@ObjIFDividends $PL

[DividendDane @DividendDane]

Remember, no power = no AI.

Long $CEG $EQT $VST $CVX $VIST $RRC

[DividendDane @DividendDane]

@timoassi Need something to anchor $KO $OTIS

[DividendDane @DividendDane]

Greatness is building good stable habits over time

[DividendDane @DividendDane]

@HolySmokas All in = bought the dip a lil bit

[DividendDane @DividendDane]

@CaleCrypto Call me a nerd

[DividendDane @DividendDane]

I believe $NVDA will be at least $240 EOY

[DividendDane @DividendDane]

@FindleysFinance 🥳 congrats

[DividendDane @DividendDane]

@FIREDUpWealth SaaS never dies

[DividendDane @DividendDane]

@aktiechaffisen Long MO

[James Woolley @steady_profits]

Raymond James have stolen the headlines by upgrading their price target for $NVDA from $352 to $515.

However many of the other analysts have been quick to upgrade their price targets as well after yesterday's strong earnings results:

- Evercore: $413➡️$465
- Melius Research: $400➡️$420
- Bernstein: $315➡️$400
- Truist: $307➡️$346
- KGI Securities: $335➡️$345
- Wedbush: $330➡️$345
- RBC: $300➡️$330
- President Capital: $295➡️$330
- JPMorgan: $280➡️$320
- Mizuho: $300➡️$315
- Stifel: $282➡️$315
- Jefferies: $300➡️$300
- Goldman Sachs: $285➡️$300
- UBS Redburn: $280➡️$300
- Needham: $270➡��$300

The share price is currently trading 8.5% higher at $227.48, so even the most conservative analysts see over 30% more upside from here.

[DividendDane @DividendDane]

@AdityaInvests90 Buying opportunity

[DividendDane @DividendDane]

HOLY LAM

Lam Research $LRCX raised quarterly dividends by 26.90% to $0.33/share

This is the 12th consecutive annual dividend increase

[DividendDane @DividendDane]

Looking into adding $SKHY to my portfolio. Currently I lack exposure to the memory bottleneck.

The forward pe ~ 4. Simply cannot ignore that, plus the bottleneck will be there to ~ 2030.

[KaizenInvestor @Kaizen_Investor]

$MRVL down 2.3% despite a double beat in Q2. Revenues grew 37% YoY and EPS 40% YoY.

Some quick takeaways:

- Data Center Connectivity Demand Remains Very Strong: Optical DSPs, active electrical cables (AECs), and data center interconnect (DCI) products form the backbone of high-speed AI cluster networking. Continued strength in this segment confirms that hyperscalers are actively scaling out interconnect bandwidth to prevent networking bottlenecks between compute clusters.

- Exceptionally Robust AI Bookings Drive Future Acceleration: Record incoming orders provide concrete forward visibility that current demand is not just a temporary pull-forward. Strong booking activity signals that customer deployment schedules remain aggressive, laying the foundation for compounding top-line growth over the coming quarters.

- Custom Business Significantly Accelerates Moving Forward: Marvell’s custom compute (ASIC) programs with major hyperscalers are transitioning from the R&D and tape-out phases into full production volume. This ramp provides a substantial, sticky revenue stream that complements their standard merchant silicon portfolio.

- Management Raised Forward Revenue Outlook Again: Upward revisions for both the current fiscal year and the subsequent year reflect high internal confidence and operational execution. Consistent guidance upgrades give institutional investors proof of durable growth and strong demand visibility across multiple product cycles.

[DividendDane @DividendDane]

@QC_Capitals Beat!

[DividendDane @DividendDane]

@timoassi $NBIS all day long

[DividendDane @DividendDane]

@LongGameEquity Remember looking at it in sub 60$

[DividendDane @DividendDane]

@ariaradnia Congrats!🎉