Satyalal Devineni

@StableBread @KabraxFX @bjmtweets Are you a buyer at these levels?

@devineni6 @KabraxFX @bjmtweets $1.62B or ~7% on the lower end of analyst estimates for Dec'26... Avg is $1.65B or ~8.4% growth (vs. FY2025 actual of $1.517B)

$ROOT dropped from $80 to $43 in six months. But the business actually got better. First full-year profit, $206M in free cash flow, $669M in cash. However, the market wanted 50% growth. It got 29%. Here's the story: ↓

@Julian_Trades1 @Ashton_1nvests Well said , $META I’m still waiting for to be around $480 level to load it,,

$MSFT > $META right now. Microsoft already had the biggest drawdown in MAG7 + broke and closed below the weekly 200 SMA which is rare, accumulation indicator. Meta is still 23% above its 200 SMA at $440, that’s another $130 in downside to reach that level. Both 19x forward P/E, $MSFT slightly cheaper. $MSFT is more oversold on higher time frame RSI. $MSFT is close and almost tapped a macro level of demand at $350. Both forever hold must own companies imo, but one is cheaper than the other, $META is also more volatile.

Would you rather start a DCA in $META or $MSFT right now?

@FinanceJack44 $MSFT

Hot take: $META is the best buy in the Mag 7 right now. Agree or disagree?

@ModernDayInves @Ashton_1nvests What’s the % of allocation?

@Ashton_1nvests Individual is $MSFT

What’s your biggest position right now?

@Ashton_1nvests $MSFT

@StableBread hmm 7% Revenue for 2026 is really way low ..hope it will be at least 20% for 2026,,did management said this in last ER?i could not find @KabraxFX @StableBread @bjmtweets

So why did the stock get cut in half? Growth deceleration. When $ROOT was trading near $80, the bull case assumed ~50% annual premium growth through 2027. FY2025 (reported February 25, 2026) came in at 29%, which is still strong for an insurer but well below that trajectory. Q4 2025 (reported the same date) was worse. Gross premiums written grew 9% y/y, net income dropped to $5M, and the net combined ratio spiked to 99.7%. That's an 8.2 percentage point jump from Q4 2024's 91.5%. Management attributed the weakness to elevated seasonality and deliberate investment in distribution and tech. Reasonable, but it means $ROOT is spending more to grow slower. Revenue consensus for 2026 is ~$1.62B, implying ~7% growth. A big slowdown from 29%.

@Ashton_1nvests $MSFT

@Ashton_1nvests $MSFT,$AMZN,$NOW,$META

What’s one stock you’re buying with zero hesitation right now?

@FinanceJack44 $ENPH

I'm very interested in opening a position in the energy sector. What's your top pick in energy right now, and why? I would appreciate some ideas.

@FinanceJack44 $ROOT/$KLAR??

PORTFOLIO UPDATE $VOO: -6% YTD $QQQ: -7.5% YTD Me: -14% YTD The portfolio is still getting hammered YTD, which is no surprise since I've been buying companies that are very out of favor with the market currently. Since my last update I started a new position in $MELI. I've been building this position heavily this month and would like to to eventually be at least 8% allocation. There aren't any other positions I'm currently planning to open, but I am keeping my eye on $DLO $WM $AVGO and a few others. It's very likely this correction keeps going and I'm here for it! Lots of great opportunities out there.

@realroseceline @YKC97556298 What’s your opinion on $KLAR at these levels?

@devineni6 @YKC97556298 👏

On the plane for the next hour, ask me anything— GO! 🌹

@realroseceline @YKC97556298 I know 5 atleat🤔

@devineni6 @YKC97556298 <10

@realroseceline @YKC97556298 Thank you.. how many positions you hold in your portfolio? Under 10 or between 10-15?

@devineni6 @YKC97556298 GL = good luck

@bossD1007 @realroseceline I’m also in same boat with $NVO down -18%

@realroseceline No appreciate that.

@realroseceline @YKC97556298 GI?? Didn’t quite understand

@devineni6 @YKC97556298 Gl

@realroseceline @YKC97556298 I’m glad that you also liked $NOW at these levels..👍

@realroseceline @YKC97556298 Thank you I own $NOW it’s 13% of my portfolio

@realroseceline @DaSteeringWheel Then I can load the boat

@DaSteeringWheel Who cares I don’t look at my stocks daily or even weekly. The lower it goes for no reason the better bc they are buying back shares, hope it goes bellow $10 tbh

@realroseceline @Arne19288930 My previous question do you own any $UNH?

@Arne19288930 I actually owned the shares and sold them for a tiny loss. It’s an interesting company and the ceo seems ambitious, but unfortunately I do not have any advantage in insurance. So at the end of the day, “too hard pile”

@investseekers @Matkinvest Surprisingly it did OK this time $NVO is just flat after this news👍

@Matkinvest Haha it wouldn't surprise me.

$LLY has received FDA approval for Foundayo (orforglipron), its once-daily oral GLP-1 for weight loss. Key points: • can be taken any time of day • no food or water restrictions • available via LillyDirect from April 6 • pricing starts at $25/month with coverage and $149 self-pay #stocks #Investing