fintat

Long term investor and avid follower of financial markets. Love metric driven quant strategies. Tweets are opinions only and not investment advice to anyone.

[fintat @fintat1]

@ariaradnia $NFLX core position for me. Added during this phase as well. Love the strong brand and high quality FCF generation. The same market which is addicted to AI where fundamentals are fotgotten will have a FOMO on $NFLX not so far off into the future (Not financial advice to anyone)

[fintat @fintat1]

$INTC How many self declared experts (analysts and MBAs in suits included) who had no clue about Semiconductor technology dismissed it as a stock not worth owning. Now they are all kissing the $INTC ring. Somehow I think it is only a start. Go $iINTC to reach your glory. NFA.

[Preethi @Prelks]

You are the author of your next chapter.

Focus on what you can control today:
Your mindset: Choose resilience over self-doubt.
Your daily habits: Build momentum through small, consistent steps.
Your commitment to learning: Let every experience make you wiser.
Keep rising, keep growing! 📈✨

If this resonates with you, give it a re-post or follow for daily motivation on personal growth!

[fintat @fintat1]

$ADBE Prosecuted without any material AI disruption evidence. I think ADBE will thrive eventually among professional community who emphasize quality and respecting copy right protection. Best is to keep calm for now and wait for signs of price recovery before adding. NFA, DYOR

[fintat @fintat1]

$CRM sold ITM July expiring puts yesterday as a trade. I look forward to the theta decay to work in favor. Don't mind if the stock gets assigned to me at these prices. Not financial advice. DYOR

[fintat @fintat1]

$GLD sold the calls. Rotated capital to $GOOGL. My main core list of long stocks include
$NOW
$NFLX
$INTU
$S
$INTC
$GOOGL
$UBER
$VZ
Not financial advice. I may change my mind on these. DYOR before investing.

[fintat @fintat1]

$GLD bought ITM calls. $UBER sold ITM put. These are meant to be trading positions. $UBER may be converted to core investment holding also. Still debating. Not financial advice.

[fintat @fintat1]

$LULU Chart weakness as price is below key long term support levels. Bought puts for next week expiry as a quick weekly bearish trade. Keeping fingers crossed. Not financial advice.

[fintat @fintat1]

$NFLX Looking at Option open interest. I am hoping that the price may hold 84 and above for the week. There may be other factors at play on stock rotation to higher alpha ones in AI et al in which case I could be wrong. Not financial advice. DYOR

[fintat @fintat1]

@treenochh @taobanker

[fintat @fintat1]

$NFLX Great revenue growth the earnings trend. Same market will be in a hurry to get it when it gets way more expensive. I am a fan of such business growth trends not withstanding bearish stock prices as my belief is eventually market will tend towards growth in rev and eps. DYOR

[fintat @fintat1]

$NFLX is not getting the love it deserves given market focus is on AI hardware and software et al. NFLX remains a high quality FCF converter and trading at historic low multiples while subscription revenue is growing. Its ad business will be a monster. Not financial advice.

[fintat @fintat1]

$INTU AI LLMs hallucinate and can't provide 100% accurate deterministic answers which are a must for tax filings. AI will need a deterministic guardrail like Turbotax to provide the tax compute. $INTU will thrive even better. Not financial advice.

[fintat @fintat1]

$NOW Pre market action indicates bears are trapped under steel claws.

[fintat @fintat1]

I believe in true alpha presence in these 5 stocks. Netflix $NFLX ServiceNow $NOW Intuit $INTU SentinelOne $S Alphabet $GOOGL Not financial advice

[fintat @fintat1]

$S SentinelOne will be a dangerous stock to short. You never know if some big player is eyeing a buy out of this rare native AI Cyber security stock that is growing sales YoY > than 20% with FY27 ARR est @ $1.2B. Market cap is 5.5B. Adjusting cash on hand, we see P/S is cheap@4

[fintat @fintat1]

$S Sentinelone Good that BoFA analyst upgraded the stock to buy and upped PT to 20. Checked with Gemini.

[fintat @fintat1]

@clintoptions

[fintat @fintat1]

$S SentinelOne reported good solid numbers and growth. Post market seems like over reaction on a small decimal point round off error on revenue and guidance. EPS beat was soild. Should trade better in the refular session i hope. (Do your due diligence before investing)

[SentinelOne @SentinelOne]

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Autonomous detection. Machine-speed response. Built for this moment.

📖 Read the report: https://t.co/PoZoRFayFA