NG

Once upon a time there used to be USA. I see the fog about to get cleared and most can breathe again.

[NG @lousyjets]

$RDDT A generational BUY at this minute

[NG @lousyjets]

How ironic is that at of yesterday (June 5th), three of my biggest holdings $ROKU $MRVL and $VIAV have been introduced into S&P 500/400. Way over million worth. Will revisit them in Sept to see how much fruit they all have been bearing. Lightening.

[NG @lousyjets]

@aleabitoreddit Tomorrow is SP500 rebalancing day and next one is in Sept. Who gets in? $RDDT or $MRVL?

[NG @lousyjets]

Agree...regardless of this being introduced into SP500 this time or Sept.

[Jonah Lupton @JonahLupton]

There's another piece of alt data out today which shows $RDDT growing Q2 ad revenues at 59-60% YoY vs sell side at 47% YoY.

$RDDT ad revenues are usually 93-94% of total revenues... this implies $RDDT might be on track to report $790-800M in Q2 revs vs sell side estimates at $729M

If $RDDT beats consensus by 9-10% on the top line, they probably beat by way more on the bottom line because they have 90% gross margins.

if $RDDT does $790-800M in Q2 and net income margins come in at 42% (similar to Q1), then there's a path to $1.75 EPS or better (depending on stock buybacks)... vs sell side at $1.45 EPS (20% beat)

So, whatever their revenue % beat in Q2, it's very likely their eps % beat is 2x bigger.

I'm very confident this is a $300 stock in the next 6-12 months.

NFA.
DYOR.
*We own $RDDT at @FirstWaveFund, it's one of our biggest positions

[NG @lousyjets]

@aleabitoreddit thank you

[NG @lousyjets]

@aleabitoreddit What do you think of $CIEN?

[NG @lousyjets]

Taco all weekend and next week?

[NG @lousyjets]

Tacos will be served on Tuesday, when market opens.

[Borg @Borg_Cryptos]

🚨 HOLY SHIT

USA will attack Iran this night !

WWIII IS HERE

[NG @lousyjets]

Glad my analysis takes this to 290-300 also. I am in for LT.

[Antonio Costa @ACInvestorBlog]

$NBIS Nebius Agrees to Buy Startup That Makes AI Run Faster, Cheaper

Unpopular opinion: $NBIS I genuinely believe Nebius has a real shot at becoming a trillion-dollar company. Thats my honest opinion.

[NG @lousyjets]

@yash_gowdaa Straight from Hormuz

[NG @lousyjets]

@ACInvestorBlog What do you think of $ISRG?

[NG @lousyjets]

@Akshatgoel1408 amit shaw/h

[NG @lousyjets]

Barking dogs seldom bite with respect to Trump. Fucking loud.

[NG @lousyjets]

This is how you get Nobel Fucking peace prize.

[Former Congresswoman Marjorie Taylor Greene🇺🇸 @FmrRepMTG]

25TH AMENDMENT!!!
Not a single bomb has dropped on America. We cannot kill an entire civilization.
This is evil and madness.

[NG @lousyjets]

Good Friday? Bad Friday? Easter? Or anything else. Kill people kill. Looks like this is what getting preached. Glad I am not in God things.
Christians, Jews and Muslims all want to kill and destroy. No religion is better.

[NG @lousyjets]

@aleabitoreddit Don't even get me started. Israel is the clue. I don't want to be banned.