Finance in Numbers

I break stocks into numbers.
Revenue, multiples, 13Fs, filings.

If a chart needs context, I add it.
Daily money quiz ↓

[Finance in Numbers @fininnumbers]

What you get here:
• charts that show the actual growth vs the multiple
• 13Fs and filings before they become a thread farm
• earnings expectations vs what’s already priced in
• one daily money quiz

Example:
$AVGO revenue 4x in 5 years.
FCF 4x.
AI chips +221%.
Stock still −30% from highs.

That’s the gap I write about.

If you like stocks explained with a denominator, follow.
Play today’s quiz: https://t.co/n8f46hECYe

[Finance in Numbers @fininnumbers]

@NotA_Bull i have $META and $GOOGLE not $AMZN yet

[Finance in Numbers @fininnumbers]

Fed minutes just dropped: all 19 officials backed September's rate hike.
The first in 3 years, and most want another one before year-end.
Meanwhile the S&P 500 sits at a record 7,818.

[Finance in Numbers @fininnumbers]

Webull is down ~25% pre-market to ~$5.22 as House scrutiny of its China ties resurfaces, flagged as a national security risk.

For a brokerage, trust is the product. If traders flee to $HOOD, the 51% revenue growth won't matter. $BULL

[Finance in Numbers @fininnumbers]

@Julian_Trades1 @stock_analysisx Exactly! I'm buying at these levels.

[Finance in Numbers @fininnumbers]

Bill Ackman bought Uber at $73. It's at $69 — even he's underwater.

But the smart money keeps buying: Saudi's PIF just took a $5.3B position, Baird added 3.5M shares.
Down 30% in a year, P/E of 14.5.

Are the whales early, or just wrong?

[Finance in Numbers @fininnumbers]

@SwingtradingGod @stock_analysisx Hope you're right. I'm holding

[Finance in Numbers @fininnumbers]

Netflix went from $30B to $48B in revenue. Profits nearly tripled to $14B.

And the stock got cut in half.

The business keeps compounding while the market keeps selling. One of them is wrong.

Are you buying or is this a bull trap? $NFLX

[Finance in Numbers @fininnumbers]

Wall Street is piling into $MSFT: Melius just upgraded to Buy with a $665 target, Wells Fargo sees $725.

55 analysts, Strong Buy consensus, zero sells.

The bet: AI security becomes Microsoft's next pricing power.

[Finance in Numbers @fininnumbers]

Down 20% on Nvidia news, up 5.5% on two words from Altman. Wild.

[StockAnalysis.com @stock_analysisx]

Sam Altman called Cerebras a “close partner,” with shares now up more than 5.5% following the comment.

This came after $CBRS fell 20% last week when OpenAI chose Nvidia GPUs for Ultrafast mode.

$CBRS $NVDA

[Finance in Numbers @fininnumbers]

@steve2bacon That's not a toxic trait, that's the full trading cycle. Sell the winner, marry the loser. We've all been there.

[Finance in Numbers @fininnumbers]

@amktparticipant The bull case writes itself. The only question is whether the market ever rerates it, or keeps pricing AWS like a utility.

[Finance in Numbers @fininnumbers]

@kevinxu It's like buying BTC in 2009.

[Finance in Numbers @fininnumbers]

@DudeWhoInvests War had winners and losers. So does the stock market. Nothing changed

[Finance in Numbers @fininnumbers]

@cmsinvests I sit on 1%. Is it too much?

[Finance in Numbers @fininnumbers]

@WOLF_Financial $AVGO

[Finance in Numbers @fininnumbers]

Amazon's October Prime Day starts Tuesday — 48 hours of deals.

But here's the real story: $AMZN trades at ~20x earnings, the cheapest in a decade, while AWS is growing 37%.

Retail gets the headlines. AWS pays the bills. Which one moves the stock?

[Finance in Numbers @fininnumbers]

@SwingtradingGod a new follower here

[Finance in Numbers @fininnumbers]

@NoLimitGains Look at this beauty! $UBER's quarterly revenue nearly tripled in 5 years, from $5B to $14.2B. And the stock still priced like it's January 2024. The disconnect won't last forever.

[Finance in Numbers @fininnumbers]

@Kalshi Retail buying bond dips is wild to watch, feels like everyone's become a rate trader now.

[Finance in Numbers @fininnumbers]

@QC_Capital_ no comparison here $AVGO