Sabitlenmiş Tweet
FindleysFinance
11.1K posts
FindleysFinance
@FindleysFinance
The most transparent GARP investor | real-time stock analysis, personal finance, philosophy. $META, $BN, $FOUR, $ADBE, $QLYS, $MSFT, $AMZN. Not financial advice
Katılım Aralık 2025
1.6K Takip Edilen2.9K Takipçiler
$NKE's consistent gross margin declines is a sign of brand weakness.
When you consider the moat for this business is brand, this should be quite concerning to shareholders.
English
@LongGameEquity I don't value a business based on backlog. I think the market is overly optimistic about $AMD. Especially when they have a lot of disruption from their own customers coming down the pipe.
But to each their own.
English
@FindleysFinance They literally have 12 GW locked in from $META and open ai thats over 100 billion alone lol
English
Phillip Securities raises $AMD price target to $755 from $520 (Buy). 🚀
Wall Street continues aggressively lifting targets on strong data center and enterprise AI demand.
🔹 Cantor Fitzgerald: $700 (from $500)
🔹 Goldman Sachs: $640 (from $450)
LongGameEquity@LongGameEquity
$META is a $2000 stock trading at $670 $AMZN is a $500 stock trading at $246 $AMD is a $2000 stock trading at $560 $ZETA is a $220 stock trading at $21 $NOW is a $400 stock trading at $107 $NVDA is a $500 stock trading at $211 $SPCX is a $20 stock trading at $145
English
Buying bitcoin isn't investing.
It's pure speculation.
If you can't define what an asset is worth versus what it's trading for, it's a sign of the absence of worth.
Peter Schiff@PeterSchiff
All of the price forecasts for Bitcoin assume demand rises. But why should it? Most people who own Bitcoin are losing money. When investors in Bitcoin get tired of losing money demand for Bitcoin should decline. If Bitcoin is going down, why would people who don't own it buy any?
English
@PeterSchiff There is no such thing as investing in bitcoin. It'd purely speculation.
English
All of the price forecasts for Bitcoin assume demand rises. But why should it? Most people who own Bitcoin are losing money. When investors in Bitcoin get tired of losing money demand for Bitcoin should decline. If Bitcoin is going down, why would people who don't own it buy any?
English
@LongGameEquity Hundreds of billions... I doubt it. They only have $37 billion in total TTM sales across the entire business.
English
@FindleysFinance Naw fundamentals they are the best positioned in CpuS which is a massive bottleneck. Also their mi450s will do hundreds of billions
English
@QualCompounders I'm very hopeful of that and looking forward to it. He does it because he loves the company. Not because he has to.
English
@FindleysFinance He is still pretty young he should still have many years as CEO.
English
The market is nervous about $META CapEx. As a shareholder with a 34% weight for the business, I'm not.
I think the demand side is clear and the trend for compute will continue as the TAM continues to expand.
Perks to having massive cashflows from a durable core business.
Stock Snipa@stocksnipa
Meta $META is expanding their data center in Louisiana to 5GW🔋🔋🔋🔋🔋 Their investment originally started at $10B, now it’s above $50B. By the time everything is finished, the total project could now cost more than $250B it’s also expected to create more than 1,000 permanent jobs
English
$ADBE is up almost 20% since June 25 when the stock hit $193 per share.
If you didn't love it at $193, you'll never love it.
English
People planning to retire on $1M are going to be devastated.
That's ~$500K in today's purchasing power by 2040.
The real number is $5M. Almost nobody is on track for the real number.
English
@Ashton_1nvests I love Charlie Mungers quote here...
"The first $100k is a bitch, but you've gotta do it."
English
The First $100,000 Is the Hardest Money You Will Ever Make
I break down why building wealth feels so slow at first, why the first major milestone takes the most effort, and how everything starts to change once your money works alongside you.
Read it here: open.substack.com/pub/ashtoninve…
English
@Sam_Badawi Honestly, still bullish on this CapEx cycle and I think it will add massive value to shareholders over time as the company both strengthens it's core ads model and diversifies its revenue.
English
$META is expanding its Louisiana AI data center to 5GW of compute capacity, increasing its announced investment from $10B to more than $50B.
Bloomberg reports the total project could eventually exceed $250B including AI chips, making it one of the largest AI infrastructure investments ever.
English
@GrindeOptions Do you think there is a world where other counties begin helping the US cordon off the IRGC permentantly?
English
@Kalshi I think the most appropriate way to put this is duh...
English
US blockade in the strait of Hormuz is going to be in full force as the Iranian regime refuses to open commercial shipping lanes.
The cost for the US could be very high in terms of occupation. Do you think any other countries will join the US and help cordon off the IRGC?
English
@VJNCapital That's what I'm looking for. If demand is there for fab build out then demand should be there for end product.
English
@FindleysFinance ASML and TSM should give a good temperature reading on semis
English
Good luck on earnings everyone.
$ASML is a big deal. I'm sure they'll do very well based on supply and demand trends for chips and chip fabs being built.
Vebjørn@VJNCapital
Big week coming up! Earnings season is finally here $ASML on wednesday Then $NFLX, $TSM and $ISRG on thursday Have a great week everyone!
English
@GlasgowGains Bro, call the CEO and tell them to make the first mass market smart shoe that puts them on your feet automatically, ties themselves, shit... make them run for you too.
English
@stocksnipa Because there is a fundamental mispricing versus what the business is actually worth. The stock has underperformed not because of weakness, but because of negative sentiment towards social media and CapEx.
I'm a GARP investor, so this is the exact right setup I'm looking for.
English
@FindleysFinance Pretty crazy it is this weak without the lockups yet.
English
Of you think $SPCX falling from $225 a share to $138 a share is bad, just wait until the lockup period ends and there's more sell-side pressure than buy-side pressure.
Evan@StockMKTNewz
SpaceX $SPCX stock is now less than $5 above its $135 IPO price
English