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Pete

@19mich24

Katılım Temmuz 2011
50 Takip Edilen51 Takipçiler
Mark Minervini
Mark Minervini@markminervini·
With all that there is to accomplish today, it would be appreciated if those of you who say it can't be done, would kindly get the f$%k out of the way of those of us who are actually doing it. Thank you. Have a great day. 😇🙏
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Pete
Pete@19mich24·
@midascabal Maybe we can join his discord and get all the secrets 🤡
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Midas
Midas@midascabal·
The LARGEST bull trap in history happened today.
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Ani Anirudhan
Ani Anirudhan@pnani456·
@bluechipdaily April’25 gave a huge bullish candle then held it over few days. no such here yet so for me it’s a downtrend still
Ani Anirudhan tweet mediaAni Anirudhan tweet media
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Larry Tentarelli, Blue Chip Daily
What works for me is to keep things simple - in April 2025, I compared the selling flush and massive volume reversal to similar major market lows. My post today that $SPY had the highest up day volume since April 2025 seemed fairly simple. No other UP day since the April 2025 lows has done more volume. $SPY is not on my buy list, and it isn't a bottom call - I would have said that if so.
Larry Tentarelli, Blue Chip Daily tweet media
Larry Tentarelli, Blue Chip Daily@bluechipdaily

Today was the highest volume UP day for $SPY since the April 2025 lows. There are dozens of charts that I like better than $SPY, but the volume stands out.

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Pete
Pete@19mich24·
@Fidelity Thanks. Still can't access tax info, including cap gains
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Fidelity Investments
Hi there, Pete. Thank you for bringing this to our attention. We are aware that some customers were experiencing issues with Fidelity.com, Fidelity Trader+, and our mobile apps. This has since been resolved. We apologize for the inconvenience and appreciate you being a customer.
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Pete
Pete@19mich24·
Nice time for a system otuage @Fidelity in the middle of tax season
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Pete
Pete@19mich24·
@harmongreg 💯 Glad to see someone smart say this
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Larry Tentarelli, Blue Chip Daily
I have seen countless bad crude oil and energy sector takes over the past week - consensus was to short the WTI spike on Monday. I am not a crude oil expert at all, so I don't post on fundamentals, spreads etc. - I understand charts very well - so I stick with that. #WTI $USO $VLO $XOP
Larry Tentarelli, Blue Chip Daily tweet media
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Pete
Pete@19mich24·
@JonahLupton Software looks like it's bottomed
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Jonah Lupton
Jonah Lupton@JonahLupton·
Quite noteworthy that $IGV and $WCLD (software ETFs) are both green today while the Dow Jones is down -1,000 points and $IWM (Russell 2000) is down -2.5%
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Scott Redler
Scott Redler@RedDogT3·
Did someone ever say Cash can be a position at times?
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Pete
Pete@19mich24·
@JonahLupton Weird/disappointing reaction this morning for sure
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Jonah Lupton
Jonah Lupton@JonahLupton·
Every analyst raising their $TMDX price target… if I was an analyst I’d be embarrassed to have a price target under $170 given Q4 results and the conservative 2026 guidance… knowing that $TMDX probably does at least 30% revenue growth this year and at least 40% EBITDA growth.
Jonah Lupton tweet mediaJonah Lupton tweet media
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Jonah Lupton
Jonah Lupton@JonahLupton·
Very strong earnings report from $TMDX Q4 revs of $160.8M, up +32% YoY Q4 eps of $0.63 (basic), up +231% YoY Q4 eps of $0.53 (diluted), up +179% YoY 2025 revs of $605.5M, up +37% YoY 2025 net income of $107.5M, up +203% YoY $TMDX gave CY2026 revenue guidance of $727-757M which implies 20-25% YoY growth or 22.5% at the midpoint. Keep in mind, 12 months ago when $TMDX gave their initial CY2025 guidance they started at 22.5% (midpoint) yet they ended up doing 37%. I don't know if $TMDX can do 37% revenue growth again in CY2026 but I'm very confident they'll do at least 30-35%. Anyone that's followed this company the past few years would understand this because Waleed always sandbags guidance. If he's starting at 20-25% then it means $TMDX can get to 30-35%. Assuming $TMDX does 32.5% revenue growth this year, it would put CY2026 revenues at $802.3M which means $TMDX is currently trading at 5.7x NTM revs and 22x NTM ebitda. $TMDX is 30-40% undervalued when you consider their fundamentals, margin expansion, international growth opportunities (Europe & Asia-Pacific), their NOP network and their IP portfolio for OCS including nextgen OCS 2.0 machines (currently in trials). NFA. DYOR. *I own $TMDX personally and so does @FirstWaveFund
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Pete
Pete@19mich24·
@bluechipdaily "Often". However, it can be a useful tax strategy.
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Larry Tentarelli, Blue Chip Daily
Larry Tentarelli, Blue Chip Daily@bluechipdaily·
"Hedging" is often used as a catch-all to try to cure: - buying bad charts - not using stops - having no risk management The best true hedges are: - more cash - not chasing downtrends - buying good charts - using stops - using good risk management - correct position sizing
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Pete
Pete@19mich24·
@RedDogT3 3 day weekend. Seemed pretty likely we would dip in the last hour.
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Scott Redler
Scott Redler@RedDogT3·
$igv higher low? Or cooked
Scott Redler tweet media
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Pete
Pete@19mich24·
@JonahLupton Looks like they hear you. Already back to flat AH
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Jonah Lupton
Jonah Lupton@JonahLupton·
Note: for my 2026 Q1 numbers I'm using the high end of $APP guidance range however I think they probably beat those numbers by at least 3-5%
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Jonah Lupton
Jonah Lupton@JonahLupton·
Another very strong earnings print by $APP... 2025 Q4 revs of $1.658B, up 66% YoY 2025 Q4 ebitda of $1.399B, up 82% YoY I think the confusion is around 2026 Q1 guidance because if you look at 2025 Q1 numbers it included the gaming business which they sold off last year. If you take $325M revs and $62M ebitda out of the 2025 Q1 numbers then $APP guidance for 2026 Q1 looks like this... 2026 Q1 revs guidance of $1.775B, up 53.1% YoY 2026 Q1 ebitda guidance of $1.495B, up 58.5% YoY After seeing 2026 Q1 guidance, I'm confident that $APP does at least $6.9B ebitda in CY2026 which means $APP (at the AH lows) was trading at 20x CY2026 EV/EBITDA
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Sindhu Reddy
Sindhu Reddy@SindhuReddy·
Wait, so $APP BEAT on everything and RAISED guidance... but down 10%? The numbers: - Revenue ✅ Beat by $50M - EPS ✅ Beat by $0.30 - Q1 outlook ✅ Both metrics above estimates Markets are weird - sometimes good news isn't good ENOUGH news. Likely means expectations were sky-high going into earnings, or traders are taking profits after a strong run.
Shay Boloor@StockSavvyShay

$APP Q4 EARNINGS • Revenue $1.66B vs Est. $1.61B • EPS $3.24 vs Est. $2.94 • EBITDA $1.4B vs Est. $1.3B Q1 Guidance • Revenue $1.8B vs Est. $1.7B • EBITDA $1.5B vs Est. $1.4B

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Jonah Lupton
Jonah Lupton@JonahLupton·
I saw the $OSCR numbers come through this morning but the 2026 guidance was so far above consensus that I needed to double check on their IR page. It appears to be correct which means $OSCR initial CY2026 revenue guidance is ~50% above the current street estimates. Press release: ir.hioscar.com/news-events-pr… NFA. DYOR.
Jonah Lupton tweet mediaJonah Lupton tweet media
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