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@Bicepmonkey

Protect the children, God, and country. The rest: stocks, gains, cars, and dreams. 🇺🇸⚖️ #Nanalyze 🧠 Read my articles → #MoneyMarket🪐

San Francisco Bay Area📍🏴‍☠️ Se unió Mart 2016
42 Siguiendo231 Seguidores
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📈📉💸@Bicepmonkey·
My investment portfolio as of April 1, 2026. Dividend Growth: $ABT $APD $CAT $ITW $JNJ $KO $MCD $NEE $PG $XOM Core ETFs: $QQQM $SCHD $VOO Disruptive Growth: $BILL $CRWD $DDOG $GTLB $IOT $ISRG $NOW $SNOW $SNPS $TEM Turnaround & Recovery: $BMI $CMG $GLD $META $MSFT $NVO $ORBS Blue Ocean: $ADYEY $BEAM $BYDD $COIN $CRSP $DLO $GH $MBLY $NVDA $NTLA $OKTA $ONTTF $PATH $PCOR $PL $SDGR $TCNNF $TWST Digital Assets: $BTC $DOGE
📈📉💸@Bicepmonkey

Recent changes: Sold $AXON at $547 on March 9 (3% trailing stop). Added $META at $525, $MSFT at $356, $GLD at $414 on March 27 (3% trailing stops set). Deciding between $FIG or $PSTG to replace $CFLT after the $IBM buyout.

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📈📉💸@Bicepmonkey·
In the fierce arena of Brazilian e-commerce, three heavyweights clash for dominance. MercadoLibre $MELI commands 35% of the market. Amazon $AMZN holds 20%, and Sea Limited $SE, through its Shopee platform, claims 15%. However, one player stands apart, with resources that dwarf those of the others. Amazon $AMZN brings global scale and financial strength that few can match. While the local champion fights to protect its turf and the agile newcomer gains ground through sharp pricing, the one with the deepest reserves can sustain long battles others might not endure. This contest will test who adapts fastest in Latin America's largest online marketplace. The outcome could reshape how millions shop for years to come.
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📈📉💸@Bicepmonkey·
Cybersecurity stands as one of the few sectors that can stare down the disruption of artificial intelligence and still come out on top. ARK Invest just highlighted three standouts with rock-solid defenses: CrowdStrike $CRWD, Rubrik $RBRK, and Cloudflare $NET. These names built deep data moats, locked in strong distribution channels, and proved their reliability time after time. That combination makes them resistant to the AI SaaS wave that has shaken so many other software players. I plan to break down Rubrik $RBRK in detail for the first time very soon. Stay tuned. The real players in this space do not flinch when new threats appear. They simply get stronger.
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📈📉💸@Bicepmonkey·
Oracle $ORCL just deepened its bet on clean power for artificial intelligence. The company agreed to purchase up to 2.8 gigawatts of Bloom Energy $BE. An initial 1.2 gigawatts are already contracted. Deployment rolls out now across United States projects and stretches into 2027. This move meets the massive electricity needs of Oracle's $ORCL data centers built for artificial intelligence workloads. Fuel cells deliver reliable, on-site power quickly. However, one must pause before cheering too loudly. Oracle $ORCL carries heavy debt due to its aggressive push into artificial intelligence. That debt load serves as an early warning for the entire artificial intelligence trade. A signed agreement marks one step, actual payment and steady deployment mark another milestone. History shows the distance between promise and performance can stretch far in this space. Investors should watch closely. Strong demand for power solutions exists. Execution risks and financial strain remain real. The artificial intelligence boom demands energy. The question remains whether the numbers will add up when the bills come due.
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Othram Inc.
Othram Inc.@othram·
After 34 years, the Toronto Police Service, leveraging Othram technology and the strength of their own forensic genetic genealogy team, has identified a man found in Toronto’s Lake Ontario Harbour in 1992. #dnasolves dnasolves.com/articles/toron…
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Othram Inc.
Othram Inc.@othram·
The Michigan State Police Cold Case Unit, working with Othram, has identified a suspect in the 1983 abduction and murder of 16-year-old Sherri Jo Elliott in Flint, Michigan, more than four decades after her death. #dnasolves dnasolves.com/articles/flint…
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Rick Smith
Rick Smith@AxonRick·
The U.S. has lost 24 drones worth $720 million in this conflict. To me, that's a measure of how much we value human life. We also sent $300 million in equipment to recover one of our pilots. That's not a coincidence. That's our value system. Every one of those drones represents a pilot who came home, a family that didn't get the worst phone call of their lives. When technology absorbs the risk, people don't have to. America's sonic weapon deployment in Venezuela is another example. The thing that broke their will, that doubled over Maduro’s security guards and had one swearing he'd never face American military force again, wasn't a bullet or a bomb. According to a widely circulated account shared by the White House press office, it was a non-lethal weapon. Overwhelming force and human restraint in the same package. That's a glimpse into the future of how the best military in the world fights. In Iran, the objective has been consistent: maximum pressure on a regime that brutalizes its own people, minimum footprint, minimum casualties. We can debate tactics. We shouldn't debate the intent, or who the good guys are. I've spent 30 years believing technology could make conflict less deadly. Not because I'm naive about the reality of war, but because I've seen what's possible when you combine overwhelming capability with precision. Faster resolution. Fewer casualties on all sides. And ideally a potential adversary who decides the fight just isn't worth having. That's the mission. The people executing it deserve a lot more credit than they get. 🇺🇸
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Say No To Trading
Say No To Trading@SayNoToTrading·
Similar to $FICO getting in line yesterday, $AXON decided to stop misbehaving today. With price at $380 it's off the babysitting list for now, with 200 new shares at $347.56 average. @griffonomics did an episode last week on the Scottsdale apartment nimbyism, which is at least partly responsible for the share price misconduct as of recently. Not just SaaS stocks drama. youtu.be/5N_bbod8G3g Expect more volatility though in the coming several weeks when the Maricopa County Superior Court judge opines on Axon HQ. There are a number of ways this can turn out but overall, I think odds favor a positive development, so I'd say upward volatility more likely than another leg down. Since he did a great job on $UNH court reporting last year, I've already hired @brent_e_trader to keep us abreast to the developments. I'm compensating him with $AXON warrants, exercisable in 2126.
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📈📉💸@Bicepmonkey·
Amid this downturn in the software sector, I have taken a hard look at my holdings. The goal was simple. Find any truly strong name worth adding at these discounted prices. I began where I always do. My list of 10 disruptive growth stocks and 10 dividend growth stocks I believe in deeply. One name stood out right away. ServiceNow $NOW. Its current enterprise value-to-sales ratio is just 6.5 times. That compares to its four-quarter average of 14 times. I never buy just because something looks cheap. I put ServiceNow $NOW through my strict Five-Step Framework. This test separates the software companies built to survive the SaaS shakeout from the rest. The results left no doubt. First, the AI moat. ServiceNow $NOW built its own large language model. It now sells agentic AI solutions that show strong momentum. Its generative AI suite, Now Assist, already reached $600 million in annual contract value by the end of 2025. It heads toward $1 billion this year. Second, the pricing model. ServiceNow $NOW used to rely on seat-based subscriptions. It now shifts toward consumption-based pricing. That change aligns exactly with what I want to see. Third, depth as a system of record. ServiceNow $NOW holds massive amounts of proprietary data. It comes from millions of support tickets across its large enterprise customers. Fourth, the human-in-the-loop factor. The company traditionally needed heavy human effort to close tickets. Now it is AI agents that manage the routine work. Humans step in only for the complex exceptions. Progress here is clear. Fifth, workflow protection. ServiceNow $NOW operates in highly regulated, complex fields such as finance, healthcare, and government. Its workflows resist easy replacement. They stay sticky. ServiceNow $NOW cleared three steps cleanly. It makes solid headway on the remaining two. That was enough for me. The framework confirmed the opportunity. I have added shares of ServiceNow $NOW without hesitation. The market may feel uneasy right now. However, quality like this does not stay on sale forever.
📈📉💸@Bicepmonkey

My investment portfolio as of April 1, 2026. Dividend Growth: $ABT $APD $CAT $ITW $JNJ $KO $MCD $NEE $PG $XOM Core ETFs: $QQQM $SCHD $VOO Disruptive Growth: $BILL $CRWD $DDOG $GTLB $IOT $ISRG $NOW $SNOW $SNPS $TEM Turnaround & Recovery: $BMI $CMG $GLD $META $MSFT $NVO $ORBS Blue Ocean: $ADYEY $BEAM $BYDD $COIN $CRSP $DLO $GH $MBLY $NVDA $NTLA $OKTA $ONTTF $PATH $PCOR $PL $SDGR $TCNNF $TWST Digital Assets: $BTC $DOGE

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📈📉💸@Bicepmonkey·
The shadows of the digital world grow darker with every advance in artificial intelligence. However, one truth stands clear and unyielding: CrowdStrike $CRWD, Palo Alto Networks $PANW, Cloudflare $NET. Chief information security officers see the threat. They understand the risk. Not a single one plans to cut back on cybersecurity spending, even as artificial intelligence investments surge. The message from the front lines comes through loud and clear. Budgets for protection will hold firm or rise while companies pour resources into new technology. In this fight, weakness is not an option. The bad actors never sleep, and neither can the defenses that guard our systems. Investors who grasp this reality already know where the real strength lies. These companies stand ready, their platforms hardened against the next wave of attacks that artificial intelligence will only accelerate.
📈📉💸@Bicepmonkey

My investment portfolio as of April 1, 2026. Dividend Growth: $ABT $APD $CAT $ITW $JNJ $KO $MCD $NEE $PG $XOM Core ETFs: $QQQM $SCHD $VOO Disruptive Growth: $BILL $CRWD $DDOG $GTLB $IOT $ISRG $NOW $SNOW $SNPS $TEM Turnaround & Recovery: $BMI $CMG $GLD $META $MSFT $NVO $ORBS Blue Ocean: $ADYEY $BEAM $BYDD $COIN $CRSP $DLO $GH $MBLY $NVDA $NTLA $OKTA $ONTTF $PATH $PCOR $PL $SDGR $TCNNF $TWST Digital Assets: $BTC $DOGE

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📈📉💸@Bicepmonkey·
MercadoLibre $MELI has gone quiet on the big stage for almost 3.5 years now. During that stretch, the stock has lagged behind the Nasdaq. Even more telling, its valuation keeps sliding lower. For sharp investors hunting quality names at fair prices, this pullback creates a real opening. Still, the drop hints at something deeper, a possible rerating in the market mind. The easy wins look picked clean. Growth will demand harder fights from here, and that fight could squeeze margins. MercadoLibre $MELI now squares off against tough rivals like Nu $NU and Amazon $AMZN across its most important markets.
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📈📉💸@Bicepmonkey·
Microsoft $MSFT has backed OpenAI in a bold push that now projects $102 billion in advertising revenue by 2030. This move signals a clear shift. The free ride on advanced artificial intelligence may soon come with strings attached in the form of targeted ads. Some users will demand a clean experience and be willing to pay to avoid interruptions. Others will accept the ads if it means they gain access without cost. The choice reveals much about what people truly value in this new era. Which path do you choose, and why does it matter to the future of artificial intelligence?
📈📉💸@Bicepmonkey

My investment portfolio as of April 1, 2026. Dividend Growth: $ABT $APD $CAT $ITW $JNJ $KO $MCD $NEE $PG $XOM Core ETFs: $QQQM $SCHD $VOO Disruptive Growth: $BILL $CRWD $DDOG $GTLB $IOT $ISRG $NOW $SNOW $SNPS $TEM Turnaround & Recovery: $BMI $CMG $GLD $META $MSFT $NVO $ORBS Blue Ocean: $ADYEY $BEAM $BYDD $COIN $CRSP $DLO $GH $MBLY $NVDA $NTLA $OKTA $ONTTF $PATH $PCOR $PL $SDGR $TCNNF $TWST Digital Assets: $BTC $DOGE

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📈📉💸@Bicepmonkey·
I opened a new position in Figma stock $FIG today. Many people are looking at software stocks right now and feeling negative about them. The market seems sour on the whole group. I see things differently with Figma. We believe this company stands to gain significantly from the rapid growth of artificial intelligence. Figma leads the field in tools for user interface and user experience design. The company holds a large amount of its own data from public and private files, telemetry data, and user behavior within the product. All of that data gives Figma a real edge as artificial intelligence tools become more important. Customers can also buy AI credits to use the special artificial intelligence features built into Figma. Those credits create another stream of income that should grow over time. The latest numbers look solid. Figma reported 40% revenue growth in the most recent quarter. Gross margins sit near 80%. The company maintains a strong balance sheet with almost $1.7 billion in cash. A simple valuation ratio helps check if his stock looks expensive. It is a company's market cap divided by its annual revenue. The number shows how many dollars investors pay for each dollar of sales. When you look at the simple valuation ratio for Figma, it comes in around eight. That feels reasonable for a business of this quality. One key strength shows up in the net retention rate. It runs over 130%. That means existing customers keep spending more money with Figma each year. They expand their use of the product instead of cutting back. Only about one-third of Figma users are professional designers. The rest work in many different roles across their companies. This situation creates a powerful network effect. Once a team starts using Figma, more departments and more people inside the same organization tend to join in. The tool spreads naturally through the business. I added Figma to our Blue Ocean portfolio because these factors align well with long-term growth. Artificial intelligence will change how people design and build digital products. Figma sits right in the middle of that change with data, tools, and customer habits already in place. The high retention and network effect should help revenue keep climbing even if the broader economy slows down. My main concern right now is the high levels of stock-based compensation. The numbers look large due to one-time costs tied to the earlier-planned deal with Adobe $ADBE, and the initial public offering process. I will watch the numbers closely in future reports to see what normal levels look like once those special items fade away.
📈📉💸@Bicepmonkey

Figma stock $FIG now trades around $27 per share. The company went public and saw its value drop by 75 percent from its peak. Market cap stands close to $14 billion today. Adobe $ADBE tried to buy Figma for $20 billion a few years back. Regulators blocked the deal due to antitrust concerns. Adobe then paid Figma a $1 billion breakup fee. Figma builds software for design, prototyping, and team collaboration. One third of active users work as developers. Two-thirds come from other roles, such as product management. Annualized revenue reaches about $1.2 billion based on the latest quarter. This creates a simple valuation ratio of 13. That level looks fair when compared to other tech companies. The average ratio across many similar stocks sits near 7.5. Adobe holds a ratio of around 5. The business keeps growing. Revenue crossed $1 billion in the past year. Free cash flow shows steady improvement after removing one-time items, such as the Adobe payment. Gross margins stay high at 82 percent. Operating margins turn positive when stock-based pay gets excluded. AI brings more benefits than risks to Figma. Management states that better AI makes their platform stronger. Over half of large customers use AI features every week. Figma now sells extra AI credits when users exceed free limits. This helps cover the high cost of running large language models. Partnerships with OpenAI and Anthropic let teams build apps faster. Even if AI reduces some design jobs, it increases demand for AI tools that need credits. Adobe largely stepped away from head-to-head competition. It moved its XD product to maintenance mode with only bug fixes and no new features. Figma controls 77-90% of the collaborative design market. Adobe keeps its lead in high-end non-collaborative creative work. Figma estimates a total addressable market of $30 billion. Nearly all Fortune 500 companies already use the platform. Future growth can come from current customers spending more on added features. Recent filings show no serious red flags. Fundamentals remain solid. Profitability improves each year. AI supports expansion instead of threatening it. The current lower price may present a good value for investors who focus on companies with strong growth and cash generation.

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Josh Isner
Josh Isner@JoshIsner·
$Axon will not be spending anywhere close to $1.3B on its new campus. Don’t believe the BS.
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📈📉💸@Bicepmonkey·
People rarely speak of the rate that strikes stocks priced far beyond reason. However, it arrives without mercy. Take the quantum computing sector, where excitement has outrun reality for too long. IonQ $IONQ, Rigetti Computing $RGTI, D-Wave Quantum $QBTS, and Quantum Computing $QUBT all trade at levels that defy their current financial results. These companies post heavy losses and modest revenues while their share prices once soared on promise alone. Now the market is applying the correction it has long needed. Valuations compress as investors demand proof that the technology can deliver real profits, not just headlines. This does not mean the hype will never return. Markets love a good story, and quantum computing holds genuine long-term potential. However, history teaches a cold lesson. For any company carried aloft by inflated expectations, one of two outcomes must follow. Either the fundamentals strengthen enough to justify the price, or the valuation returns to industry averages. The rate is not a rumor or a theory. It is the market restoring balance. Smart observers watch it unfold and adjust accordingly. Over time, only those businesses that turn vision into earnings will stand tall. The rest learn the hard way that gravity still applies, even in the world of next-generation technology.
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📈📉💸@Bicepmonkey·
Revolut stands alone in the digital finance arena. While others chase scale, this global player has quietly built a customer base that now towers over the combined customer bases of its closest rivals. Revolut currently serves more than 70 million retail customers worldwide. That single figure dwarfs the total users held by SoFi $SOFI, Robinhood $HOOD, Dave $DAVE, and Chime put together. The numbers do not lie. Revolut adds roughly 1 million new customers every 17 days. It does so with steady precision, turning everyday banking into something far more powerful. In a world where attention scatters across apps and platforms, one company has drawn the crowd and kept it. That kind of dominance demands respect. The rest of the field still has work to do.
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📈📉💸@Bicepmonkey·
The global surgery market stands as one of the largest untapped opportunities in medicine today. Consider this stark reality. Of the 313 million surgical procedures performed worldwide each year, only 6% occur in the poorest countries. Those nations house more than one-third of the global population. True equity in surgical access requires at least 5,000 procedures per 100,000 people annually. That benchmark indicates that at least 425 million surgeries are needed each year once adequate coverage is in place. At an average cost of $10,000 per procedure, the potential market is roughly $4 trillion. Intuitive Surgical $ISRG built its da Vinci systems to make complex operations more precise, less invasive, and far safer. As the world works to close this massive access gap, the company sits at the center of a transformation that will expand surgical care to millions who need it most. The numbers do not lie. The opportunity is enormous, and the mission is clear.
📈📉💸@Bicepmonkey

x.com/i/article/2042…

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