@fedex774 Do they have the deals to reach their 2027 revenue target?
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BullishBets
236 posts
BullishBets
@BullishBets0
Learning & sharing winning bets and insightful analysis. 📈💰 #stocks #investing
Katılım Ocak 2025
253 Takip Edilen43 Takipçiler
$DGXX just published its Q1 er and it's fucking crazy.
The stock is dipping but this could be one of the best investing opportunity you have ever seen.
Digi Power is at a $ 600m market cap, has $ 125m in cash and equivalents and zero debt > probably the best bs in the sector.
Gus - The Italian Investor@fedex774
I'm long $DGXX since $3.6. This might be one of the most asymmetric AI infrastructure plays I've ever seen. Sub-$500M market cap. $2.5B potential contract. 400 MW of secured power. A co-founder who ran Verizon. Could this be a 100x? Let me show you why I think so. 🧵
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@PronkDaniel What do you think their debt? Do you think they should lower it or continue buying back their stock?
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I know $FOUR's moat is questionable.
But this thing is growing strong and trading for 6.5X FCF estimates.
Why does the market hate this stock?
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@tembelvitesi It could come from both. In my opinion the amount of debt they hold is just excessive. The fact they don't talk about 1 bill in FCF next year is sign the their way didn't really worked out as they hoped.
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@BullishBets0 i understand your frustration but check the debt structure- it is a good debt- and delerage will come from EBITDA expansion not from paying down debts.
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$FOUR just tested new lows at $39.60.
If you've been following along, this shouldn't surprise
you. When you have 30%+ short interest and 60-80% short volume ratios on a constant basis, this is exactly what happens. Shorts control the price in the short term. That's just the reality.
Last Thursday we saw $48 after earnings. Three trading days later we're down 20%. Did the business shrink by 20% in three days? Did they lose merchants? Did cash flow disappear? No. Nothing changed except sentiment.
That's the stock market. A test of patience disguised
as a pricing mechanism.
If your instinct when a stock drops is to panic rather
than add more, I'd suggest spending more time on the
research side. Understand what you own. Know the numbers cold. That's what separates conviction from speculation.
The next 2-3 months will be full of noise, speculation, and uncomfortable drawdowns. Hang in there. Don't lose your shares to short sellers who are betting on your impatience.
Slow and steady wins the game.
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@tembelvitesi Yeah if I'm paying shit load as interest that my freecash flow isn't growing that much anymore! Still cheap and great buy in my opinion but deleveraging can even help even the stock price as shorts loves high leveraged companies.
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@BullishBets0 would you pay your debt if it is not due? :)
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$DSP it's crazy how this thing keeps getting down after that great earning. The company is guiding for sequential growth with EBIDTA margin improvement. Market is clearly wrong here.
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I think there's a decent chance of this. Three main reasons:
1) DataDog was already rumored to be interested in buying Gitlab last year for around $60 a share.
2) @bstaples CEO has specific experience dressing up companies for acquisition. He has (and is) already cut costs and boosted operating margins.
3) Gitlab is perfectly in the stack for the AI wave, in a somewhat lucky way. Microsoft already bought GitHub, there are a lot of strategic advantage companies gain by owning the other massive player in this space.
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There is an extreme edge software engineers are gaining who are investors in the stock market today.
So few people deeply understand what goes into true software engineering. This is evidenced by the mass panic sell-off in SaaS software by Wall Street.
It takes a software engineer to understand the true nuances that divides the replaceable software companies and other software players who are set to massively benefit from the current evolution of engineering that we are in. Or I should say agentic engineering.
If you are a software engineer talk to some of your friends who are into investing. You will very quickly realize that you have an edge in this market If you're willing to get your hands dirty and do the research.
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Just spit balling, I know nothing about these companies, but I heard someone say Anthropic is a customer of $DDOG.
Anthropic is also a customer of $TEAM
These are the best performing software stocks so far this earnings season
I asked Grok what else Anthropic uses and got $ZM, $FIG, and $ASAN
Could Anthropic growth be big enough at any of these to make them worth a play? Seems like $ASAN could get the most impact from a massively growing client.
Any other tools Anthropic uses?
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@shallowdives1 Yeah very cheap company which clearly gaining marketshare!
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$DSP
-18% ex-TAC growth in Q1 with 700bps EBITDA margin expansion for Q1
-Q2 guided to 23% ex-TAC growth (500bps acceleration and likely will beat midpoint too) with 23% EBITDA margins
-Expect top line growth to accelerate through rest of year with flow through to EBITDA resulting in continued margin expansion
What more could you want?
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While I admire $MELI management execution and long term view, they need to provide guidance and control the narrative. It's really hard to hold this name and see it tank every quarter!
Bourbon Capital@BourbonCap
$MELI CFO: "we will continue to invest. I will not shy away from it. And again, we're not trying to optimize short-term margins. We're looking at a big opportunity ahead of us. We want to make sure that we capture that opportunity as opposed to just focus on the short-term margins." Long term she is gonna outperform the market, but as usual, we are going to zero in the short term I will see you all at $6000
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Good quarter from $four but they need to start paying some of that dept, interest expense has to come down !
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@RyshabTalks Why not exited before because they raised guidance for the year this quarter 🤨
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Not happy with the $DAVE results. It was meh.
I think the growth is slowed down enough for me to figure out an exit.
Is it undervalued still? Yes
Is it a hyper growth investment anymore? No
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@rubicon59 Wow great call. this thing still looks cheap but I need to look more.
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$EVER +63% 👀👀. But….but…the naysayers in tje comments
rubicon59@rubicon59
$EVER seems like a very decent business on the cheap.
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@AuntEstherUgly Earning report seems very good to me. Market seems to hate everything related to Fintech !
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Now is a good time to remind folks what I've been saying: $PYPL and $FISV can always get cheaper before a recovery!
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@peytontaylorc @capital_mindset You already sanctioning them it's only the Chinese taking their oil. What will happen when Chinese tankers go to Iranian ports to load the oil? Will US target these and risk war with China that they were trying to prevent. Trump is a mess and not everything is under his control.
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@BullishBets0 @capital_mindset We are currently blocking their ships as leverage at the peace talks
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