Slav Compounder

Slav Compounder | Long-term value investing • Stocks, valuations & charts | Patient compounding + some crypto | Not advice

[Slav Compounder @SlavCompounder]

@Cointelegraph Earnings are still Tuesday as scheduled. They're not delaying the print.

[Slav Compounder @SlavCompounder]

@DeItaone $NBIS had its own report this morning too. Revenue beat, but they guided 2026 to the low end of the range and raised capex. That's a lot landing at once.

[Slav Compounder @SlavCompounder]

@WSJ It's official. CFO Colette Kress is interim CEO, and $NVDA earnings are still Tuesday.

[Slav Compounder @SlavCompounder]

@FindleysFinance Fair question. The stock's been pricing disruption in for a long time.

[Slav Compounder @SlavCompounder]

🚨BREAKING: It's official. $NVDA announced Jensen Huang has resigned as President, CEO and a board member, effective immediately.

CFO Colette Kress is interim CEO and keeps the CFO title. The board is searching for a permanent CEO.

[Slav Compounder @SlavCompounder]

Is $NVDA really going to replace Jensen Huang as CEO?

Reports say the board met last night. Nothing is official, and he never named a successor.

Hard to picture this company without the guy who built it.

[Slav Compounder @SlavCompounder]

$NBIS Q3 earnings:

Revenue: $980.8M vs $907M est, +571% YoY
GAAP EPS: -$0.13 vs -$0.63 est
Adj. EPS: $0.30 vs -$0.61 est
Adj. EBITDA: $465.8M (vs -$5.2M last year)

FY26 revenue: low end of $3.0-3.4B
FY27 revenue: $12-13B
FY26 capex: $27B (prior $20-25B)

[Slav Compounder @SlavCompounder]

$ONDS Q3 earnings:

Revenue: $167.5M vs $148M est
Organic growth: 64%
Backlog: $835M, up 36%

FY26 target raised to at least $550M (prior $525-550M)
FY27 target: at least $1.1B

[Slav Compounder @SlavCompounder]

@timoassi Buying like crazy!

[Slav Compounder @SlavCompounder]

🚨 TRUMP: "We don't need a deal with Iran."

[Slav Compounder @SlavCompounder]

🚨NEWS : JD Vance reportedly wants face-to-face talks with Iran to end the war (WSJ).

Algos: buy everything
Me: enjoying the green

Iran, in about 2 hours: "lies" 🍿

[Slav Compounder @SlavCompounder]

Initial jobless claims came in at 200,000, up 9,000 from a revised 191,000.

The 4-week average didn't budge at 195,250, and continuing claims actually fell 20,000 to 1.697 million.

[Slav Compounder @SlavCompounder]

@VJNCapital $AVGO holding strong. 💪😅

[Slav Compounder @SlavCompounder]

AWS CEO: AI inference "isn't even at 1% of what it will become."

That's the long-term case for $AMZN in one sentence.

Still one of my highest-conviction names.

[Slav Compounder @SlavCompounder]

@KobeissiLetter $NVDA up 6% off the low and still 5% below yesterday's close. That's how messy a headline tape looks.

[Slav Compounder @SlavCompounder]

@QCompounding This is why I care more about earnings power than the multiple.

Only 2.3% of that 11.6% annual return came from P/E going from 5.3x to 34x. The rest was the businesses compounding. That's the part that lasts.

[Slav Compounder @SlavCompounder]

@Cointelegraph $TSM found no evidence of an internal breach. That's the line that matters.

A cloud-provider leak is messy, but if the foundry itself is clean, the business isn't the story here.

[Slav Compounder @SlavCompounder]

@business It's all the tape is trading this morning. For a long-term holder, the question is still whether demand for the chips holds up.

Jensen is a real risk. He's not the entire company.

[Slav Compounder @SlavCompounder]

$TSM dropped 2.3% in Taiwan today, after closing at $413.35 in New York yesterday.

After three green sessions, some of that bounce got given back.

October was still a record month. A one-day pullback doesn't change the demand. Still adding.

[Slav Compounder @SlavCompounder]

@timoassi Noup. We’ll see what comes out of it.

[Slav Compounder @SlavCompounder]

$NVDA heading towards $150-$140, right into the 200-week EMA at $137.

Last time we tagged this line was January 2023.

[Slav Compounder @SlavCompounder]

Is $NVDA really going to replace Jensen Huang as CEO?

Reports say the board met last night. Nothing is official, and he never named a successor.

Hard to picture this company without the guy who built it.

[Slav Compounder @SlavCompounder]

@wallstengine People are front-running restrictions just to get access to the chips.

That's not what a product with a demand problem looks like. $NVDA