Lexfin

investing my money and sharing my thoughts. not financial advice

[Lexfin @lexfin_]

@ducksays Whats the app?

[Lexfin @lexfin_]

@NotA_Bull Agree

[Lexfin @lexfin_]

@simplecentsco Just invest

[Lexfin @lexfin_]

With the S&P500 at all time highs, I am positioning my portfolio into my top high conviction ideas

[Lexfin @lexfin_]

@Ashton_1nvests Completely agree. Perfect opportunity to enter very very low risk:reward investments

[Lexfin @lexfin_]

The software sector is very very cheap. It is trading on the basis that AI will fully replace these companies. But will it? If you think it won’t, the value trade on some of these companies is extremely appealing. $CRM $ADBE $SAP come to mind

[Lexfin @lexfin_]

$CREX pre market trading at -6%. Pre market is not very indicative due to the low volume and we still have the earnings call to go, so lets see how we close the day off today

[Lexfin @lexfin_]

$CREX we finally have the settlement agreement.. $3m cash + $4m debt raised to pay Reflect shareholders. There is the 3rd point re warrants which we don’t have full details yet. Not a bad turnout (contingent on the warrants full info)

https://t.co/74Hjgz4Und

[Lexfin @lexfin_]

$CREX we finally have the settlement agreement.. $3m cash + $4m debt raised to pay Reflect shareholders. There is the 3rd point re warrants which we don’t have full details yet. Not a bad turnout (contingent on the warrants full info)

https://t.co/74Hjgz4Und

[Lexfin @lexfin_]

Well... we have our first very important date. $CREX just announced that it will release its financial results on Friday after market close - exciting!

We could also get news about the consideration in the release or on the call scheduled for Monday

https://t.co/xVp9nvqw4J

[Lexfin @lexfin_]

@d_schau Yep, understandably - no fundamental changes since Q3, yet the stock is down 45% (since after the earnings drop). Its hard to think that there aren’t people out there selling who have some kind of information.

[Lexfin @lexfin_]

Another big drop from $CREX today. Around -10% right now. I really don’t understand this price movement. It can only be due to the lack of news/information (because that’s all we’ve really had for the past 2/3 months)

[Lexfin @lexfin_]

$AMZN such an easy buy. The more it drops the more I will be adding

[Lexfin @lexfin_]

@oguzerkan I agree

[Lexfin @lexfin_]

Opened a position in $OSCR

There’s the obvious ACA risk, but I see limited downside for the immense upside potential

[Lexfin @lexfin_]

The $SPY is now back to where it was prior to the Trump victory back in November

[Lexfin @lexfin_]

@stockgutter Well done - you clearly called it

[Oguz Erkan @oguzerkan]

You should be buying as much $AMZN as possible at these levels.

Andy Jassy said yesterday that they are capacity constrained when it comes to AI.

Cloud growth rates validate this.

AWS growth accelerated after Q2 2023 then it flatlined at 19% for three consecutive quarters as if it hit an invisible wall.

Research firms estimate that cloud will be a $2.4 trillion market by 2032.

Even if the market achieves half of it, assuming its current 30% share won’t change, $AMZN will generate $360 billion cloud revenue in 2032.

You are basically getting its all other businesses for free now.

Insane.

[Lexfin @lexfin_]

Loving this $GOOGL drop

The more it drops, the more I will be buying

[Lexfin @lexfin_]

@ahmedalromaih 🫣🤣🤣

[Lexfin @lexfin_]

$CREX Another delay to the guaranteed consideration resolution. This time it's 3 weeks (until 17-March). Again, I can't really say if this is bullish or bearish, but was hoping for something else today...

https://t.co/AzgHqSlWhV

[Lexfin @lexfin_]

@ahmedalromaih Business needs to keep going and hiring is a positive signal. My thesis for this stock has always been its fundamentals and I still believe in them, but its true that we are in a phase where everything seems to revolve around the guaranteed consideration and the potential buyout