Inna Shmlva

Overthinker. Sharing research and thoughts. Exploring boring and exciting stocks—trying to find the future.

[Inna Shmlva @ishmlva]

@growthrapidly @TrackNetWorth $GEV $CEG $BE

[Inna Shmlva @ishmlva]

@MsVeilMoney It’s already expensive. Especially today to be honest. If you’re buying anyway, do it before earnings on 24.06. If the story plays out, it should appreciate more. But there’s always a risk it goes sideways. And if it does, you could be down ~30% from here.

[Inna Shmlva @ishmlva]

@NickLuc92682610

[Inna Shmlva @ishmlva]

#IREN ($IRN):

+476% in 12 months
-64% operating margin
-$2.3B free cash flow
29x EV/Revenue

The market is pricing perfection into a company still burning cash.

How long can that last? I ll wait until⚠️ only after clarity in cash flow + margin stability

[Inna Shmlva @ishmlva]

@jacobiinvest Investors were willing to pay 140 years of earnings before hahaha. Now they’re willing to pay 60 years of earnings.
The company didn’t get cut in half. The excitement did.

I would expect returns to depend more on earnings growth than on further valuation expansion.

[Inna Shmlva @ishmlva]

The #robotics future is exciting. The robotics stock universe? Not so much. The best way to invest in robotics is through the picks-and-shovels: Batteries, “brains”, #automation software, sensors, and #industrial #infrastructure.

[Inna Shmlva @ishmlva]

@CKCapitalxx Exelixis Inc
Teradyne
Valaris Ltd
Bloom Energy
(…?)

Let us know what you find

[Inna Shmlva @ishmlva]

@NickLuc92682610 What’s your take?

[Inna Shmlva @ishmlva]

SpaceX IPO: All Systems Go 🚀
#spcx
The question isn’t whether it’s a great company.

The question is whether public investors are getting a stake in the future… or providing an exit for early investors.

Would you buy on day one?

[Inna Shmlva @ishmlva]

#ABBLtd #ABJ trades at ~ 31x forward earnings after a 67% run.
Revenue grew 18%.
Earnings grew 20%.
Al infrastructure #winner or industrial stock priced for perfection?

[Selina @selinaai_]

BREAKING: Claude can now run Stock Market research like a top consulting firm (for free).

Here are 10 Claude prompts that replace $100K/year stock analysts (Save for later)

[Inna Shmlva @ishmlva]

Most investors would expect these numbers from an AI stock.

Revenue growth: +115%
Earnings growth: +395%
Profit margin: 45%
Forward P/E: 8.6
But this is #DPMMetals Inc.
Either the market knows something I don’t… or it’s mispricing one of the strongest balance sheets in mining.

[Benjamin Cowen @benjamincowen]

I think Ethereum will drop to its 21W EMA within the next 4-6 weeks (regardless of what Bitcoin does).

After Ethereum hits the 21W EMA, it should then rally to new All Time Highs.

I think we are about to witness the final rotation into Bitcoin this market cycle.

[Digital Currency @MScDigital]

Master Web3: Blockchain, Cryptocurrencies, NFTs, and the Metaverse.
12 weeks course taught by UNIC faculty and @punk6529 – a leading NFT collector and influential thinker on NFTs and the metaverse.
Free certificate issued on blockchain.

[Inna Shmlva @ishmlva]

@marketreader_AI Future might be slower or costs higher. 😣

[Inna Shmlva @ishmlva]

#ElonMusk confirmed it publicly
On July 28, 2025, Musk wrote on X :
“Tesla is the client. These chips will power our next-gen autonomous systems. The Texas fab is key to that future.” #samsungtesla

[Inna Shmlva @ishmlva]

•Samsung Electronics (OTCPK:SSNLF) has signed a $16.5 billion semiconductor supply contract with an undisclosed company, boosting its shares by 3.5% in Seoul. The deal, spanning from July 2024 to December 2033, remains confidential to protect trade secrets.

[Inna Shmlva @ishmlva]

https://t.co/3GDfiUNHyO

[Yahoo Finance @YahooFinance]

$GOOG vs $GOOGL: Google parent Alphabet's stock classes, explained

[iShares @iShares]

As investors acclimate to new and evolving realities, there is potential opportunity in the megatrends of #healthcare and #technology. You can learn more about investing in these long-term innovations here: https://t.co/q6l8qG1mZH