Desihood27

[Desihood27 @yash385168]

@hamids Stop crying dude

[Desihood27 @yash385168]

@bdinvestingg It’s okay to be wrong

[Desihood27 @yash385168]

@hamids Higher growth curve.. Nvidia uses most sk hynix ?

[rahmbo @rahmbotrades]

If you missed out on $DELL and want to buy another Trump stock, it’s not too late to long $IBM

[Desihood27 @yash385168]

@Sam_Badawi So they are getting 9.7 billion to provide a laptop that comes with msft software?? ???

[Daniel @danielisdizzy]

The “SaaSpocalypse” is coming to an end.

The CEO of $NOW explained it perfectly:

“The market thinks maybe I can do everything with a language model and build the software myself. But that’s not gonna happen. Why would companies rebuild software like $NOW and pay 10x more?”

Building software with LLMs is possible.

Replacing mission-critical enterprise software at scale is a completely different story.

Custom software costs more, takes longer, creates support challenges, and increases complexity.

Companies like $NOW and $CRM will integrate AI.

They are not being replaced by it.

Also:

• CEO bought $3M worth of shares around $105
• Stock is around $102 today
• CEO said the company could 10x from here

[Desihood27 @yash385168]

@gurgavin Kinda knew this!! Heavy on ibm

[Desihood27 @yash385168]

@KrisPatel99 I agree bro! People are just too hyped up with the forward p e and forget why it’s so low and has been historically low

[Desihood27 @yash385168]

@DannyQuark @Venu_7_ You go with that Danny and cry to bed when the stock goes below that

[Desihood27 @yash385168]

@Gubloinvestor You are meme material

[Desihood27 @yash385168]

@JamieMcullough She sounds childish bro

[Desihood27 @yash385168]

@anni_sen You’ve shown nothing to be honest. Pumping a stock on forward p e is a dangerous game because “you know why” if you have some street knowledge.

[Desihood27 @yash385168]

@bdinvestingg Gonna crash so hard

[Desihood27 @yash385168]

@SaralTrader That’s simply not possible

[Sam Badawi @Sam_Badawi]

Grab - Q1 2026 Earnings
$GRAB 3.70 [+1.8% AH]

✅ Revenue: $955 (Est: $920) [+24% YoY]
✅ EPS: $0.04 (Est: $0.02)

Additional Metrics:
Profit for the period - $120
On-Demand GMV - $6.1B [+24% YoY]
Adjusted EBITDA - $154 [+46% YoY]
Adjusted EBITDA Margin - 16.2% (vs. 13.7% LY)
Group MTUs - 51.6M [+16% YoY]

FY2026 Guidance:
⚪ Revenue - $4.04-4.10B (20-22% YoY growth)
⚪ Adjusted EBITDA - $700-720M (40-44% YoY growth)

[Desihood27 @yash385168]

@gurgavin Very smart ! I like RTX same category. How about msft and meta ?

[Desihood27 @yash385168]

@uzairansar Not sure why it’s hyped so much !