moongrove

Buy-side Analyst (TMT, Consumer)

[moongrove @moongrove92]

@atelicinvest Sorry, are these stocks you are recommending a buy on, or sell?

[Bill Ackman @BillAckman]

An important read on the hyperscalers and why we are bullish.

[moongrove @moongrove92]

@coinbureau His lips are literally not in sync

[moongrove @moongrove92]

$AAPL seeking U.S. clearance to buy memory chips from $CXMT which is on a Pentagon blacklist. $META $MSFT $AMZN

[moongrove @moongrove92]

@hamids When did you buy BMBL?

[moongrove @moongrove92]

@bubbleboi Good thing for whom??

[moongrove @moongrove92]

@Dagnoncap It is possible. I'd imagine we have support at these price levels though...until we don't, haha

[moongrove @moongrove92]

There's no way companies like $MSFT and $META who's stocks are tanking allow $MU to keep making 85%+ gross margins off their backs. This party ends in less than 4 quarters.

#investing #ai

[moongrove @moongrove92]

@Dagnoncap At least moderating it would help.. I think they will succumb to shareholder pressure in the coming quarters. $msft $meta

[moongrove @moongrove92]

@Dagnoncap It's not really existential though for the big guys like $META and $MSFT who own their distribution. They can monetize an inferior AI vs. #Anthropic and #OpenAI who relatively have a smaller distribution.

[moongrove @moongrove92]

@rdd147 Don't they have long-term contracts though? And preferential pricing for high loads? Do you have any data points you can cite based on what you're implying?

[moongrove @moongrove92]

@borrowed_ideas Thank you, sir!

[moongrove @moongrove92]

@borrowed_ideas So do not include the unreported Q4 estimate in NTM, because Calendar Q1 (Jan 1) has begun? Thank you!

[moongrove @moongrove92]

@__paleologo Gappy,
Big fan! Quick question: Does the NTM EPS window roll when a company REPORTS, or when the CALENDAR turns?

If Co reports Q4'25 on Feb 4: on Jan 30 is NTM still anchored to the last reported quarter (so it includes Q4'25E), or is it already a clean Q1-Q4'26E? Thanks!

[moongrove @moongrove92]

@ParadisLabs No MSFT?

[moongrove @moongrove92]

@AswathDamodaran Sir,
Big fan! Quick question: Does the NTM EPS window roll when a company REPORTS, or when the CALENDAR turns?

If Co reports Q4'25 on Feb 4: on Jan 30 is NTM still anchored to the last reported quarter (so it includes Q4'25E), or is it already a clean Q1-Q4'26E? Thanks!

[moongrove @moongrove92]

@FundamentEdge Brett,
Huge fan! Quick question: Does the NTM EPS window roll when a company REPORTS, or when the CALENDAR turns?

If Co reports Q4'25 on Feb 4: on Jan 30 is NTM still anchored to the last reported quarter (so it includes Q4'25E), or is it already a clean Q1-Q4'26E? Thanks!

[moongrove @moongrove92]

@PitchThePM Hey Doug,
Big fan! Quick question: Does the NTM EPS window roll when a company REPORTS, or when the CALENDAR turns?

If Co reports Q4'25 on Feb 4: on Jan 30 is NTM still anchored to the last reported quarter (so it includes Q4'25E), or is it already a clean Q1-Q4'26E? Thanks!