Michael Mellinger

Developer of mobile language learning software for the iPad and iPhone. Spanish, French, Chinese, Russian, German, Italian -

[Michael Mellinger @melling]

Tech Corner: $INTC Rallies on AI Turnaround, Valuation in Question https://t.co/KF68n8GnzD via @YouTube

[Jonah Lupton @JonahLupton]

I put together a spreadsheet of 60+ software, cloud and cybersecurity companies:
- % down from their 52 week high
- % up from their 52 week low
- current NTM ev/revs multiple
- current NTM ev/ebitda multiple
- 2 year expected revenue growth rate
- 2 year expected ebitda growth rate
- NTM ev/revs multiple / 2 year expected revenue growth rate

I used the current sell-side estimates for every company.

The stocks in green look the cheapest on a 2-year number relative to their current ebitda multiple & expected ebitda growth rates.

The stocks in red look the most expensive on a 2-year number relative to their current ebitda multiple & expected ebitda growth rates.

I'll put a link to the spreadsheet in the comments.

If you see any mistakes... let me know.
If you want me to add any additional companies... let me know.

I already think $APP and $RDDT are two of them most undervalued tech stocks in the market (this spreadsheet shows it)... and constructing this spreadsheet put a few more stocks on my radar which I'll be digging into over the next couple weeks.

[Michael Mellinger @melling]

$INTC https://t.co/mqIcQvifvW

[Michael Mellinger @melling]

@nrossolillo $INTC Tell Shannon that Gandalf the Wizard 17k increased his position to 25k right after he went clear from the Cult. That Wizard really Bet the Farm and is now living happily ever after in early retirement.

[Michael Mellinger @melling]

@IanCutress @traderlln Where do you value Intel’s foundry business in the next 5 years?

[Michael Mellinger @melling]

@smatthewbreeden @KatJasmine25 @krassenstein They don’t run oil. That’s what’s important. For some reason, polarized political people forget the original reason for wanting electric vehicles.

[Michael Mellinger @melling]

@KatJasmine25 @krassenstein EVs run on electricity.

[Michael Mellinger @melling]

@nrossolillo $INTC I watched the video. There was no AMD is a better choice conversation. You don’t even give a strong endorsement for AMD in that video. You were a fan of TTD and QCOM. Set money on fire with TTD

[Michael Mellinger @melling]

@nrossolillo $INTC You claim to be able to pick the winners but 2 weeks before Intel went from $20 to $40, you explained that you knew how to pick the chip winners. https://t.co/FJnPwEYAj5

[Michael Mellinger @melling]

@nrossolillo Let’s be honest. You’re not very good at what you do.

https://t.co/F5pbD0sVEP

[Michael Mellinger @melling]

@danielnewmanUV $INTC is Raging Fire!

[Michael Mellinger @melling]

$INTC On tonight’s Tesla earning’s call, Musk mentioned using Intel’s 14a

There was a nice pop around 6pm when he mentioned it.

[Michael Mellinger @melling]

@RelentlesSheep @unusual_whales This is an internet lie. X should automatically fact check all this garbage then ban people who are incapable of telling the truth.

[Michael Mellinger @melling]

@dylan522p @LipBuTan1 Yes, Intel is Raging Fire!

[Michael Mellinger @melling]

@ChipStockInvest Just tell your cult that you were wrong. The calculation today is INTC 224% and AMD 153%

[Michael Mellinger @melling]

@SullyCNBC So, it wasn’t that cold in NYC in historical terms.

[Michael Mellinger @melling]

@grok @SullyCNBC How cold was January and February historically. Snowfall is irrelevant.

[Michael Mellinger @melling]

Got my first ChatGPT advertisement tonight. After midnight so Friday, Feb 20th

[Michael Mellinger @melling]

Druckenmiller Interview 2009 https://t.co/iHHYMjkXNH via @YouTube