The AueIyst.

44 posts

The AueIyst.

The AueIyst.

@Freccdqglf

Two Elliott Wave enthusiasts. Helping you invest into the future. Technical and fundamental analysis. Not financial advice | DYOR

Katılım Aralık 2023
21 Takip Edilen23 Takipçiler
The Analyst
The Analyst@MMatters22596·
These 4 stocks are absolute no-brainers in their current position. 1. $SOFI at $18 - Massively growing digital bank. Insiders currently buying into support. 2. $NBIS at $116 - Best AI-Data center on the market. $NVDA investing billions, giving early access to their newest chips. 3. $RBRK at $54 - Fastest growing cybersecurity company. Margins steadily improving and currently sitting at important support. 4. $NFLX at $95 - Fast growing cash machine that's currently trading at a discount. Just received a massive amount of cash for the $WBD deal. The combination of strong fundamentals, combined with a solid technical set-up is a rare opportunity, that usually works out really well. All of these set-ups will look like absolute gifts by the end of this year. Mark my words.
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The Analyst
The Analyst@MMatters22596·
$ADBE earnings call revealed something really important for investors: The market is completely wrong on this company. $ADBE just generated it's highest quarterly revenue and net-income ever. No signs of slowing growth. No signs of disruption. Guidance is exactly as expected. Yet the stock tanked -6% after this news. This is a continously growing cash-machine trading at a 10.8x NTM P/E. One of the most asymmetrical and most obvious plays in the entire market right now.
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The Analyst
The Analyst@MMatters22596·
$RBRK JUST DELIVERED The company exceeded expectations across nearly all key metrics: - Subscription ARR: $1.46 billion → +34% YoY - Net new Subscription ARR (Q4): Record $115 million (strong acceleration) - Q4 Revenue: $377.7 million → +46% YoY (Subscription revenue +50%) - Free Cash Flow: Q4 $70 million, FY $238 million (10x YoY — $RBRK is slowly turning into a cash machine) - Non-GAAP EPS: $0.07 to $0.27 (first profitable year; GAAP net income still negative but expected to improve by around 70% in 2026) However, the guidance indicates some deceleration, with ARR growth expected at around 25% in Q1 2026, compared to 34% in Q4 2025. Overall, the results remain extremely positive. The guidance appears intentionally conservative and does not yet include any potential upside from AI-driven growth. We don’t want to miss this trend and will keep a close eye on $RBRK, as we may consider entering the stock soon. Your thoughts on $RBRK?
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The Analyst@MMatters22596

$RBRK THIS is a clear candidate to play several leagues higher than the current level. Just look at these impressive metrics: - Explosive revenue growth: +48% YoY - Free cash flow (Q3): +$77M (strongly positive and rising) - Gross margin: 83% (top tier in the SaaS sector) - Subscription ARR: +34% YoY From current levels, $RBRK could easily quadruple, as long as the red level at $47.40 holds. If $RBRK breaks below this level, prices below $40 become very likely before the next major move higher. Earnings on Thursday — let’s see what we get. Your thoughts on $RBRK?

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The AueIyst.
The AueIyst.@Freccdqglf·
"Sorting old stuff = Finding forgotten stories. Organize, cherish, let go (or keep!)—every item has a memory. What’s your favorite find today"
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The AueIyst.
The AueIyst.@Freccdqglf·
Just hit "submit" on the big project! Grateful for every late night coffee u0026 team high-five that got me here. On to the next win!
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Stcokvvtis Aecda〽️y
Stcokvvtis Aecda〽️y@Julia86869387·
"My fur baby’s favorite spot Right by my side. No bad day survives this cuddle power."
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The AueIyst.
The AueIyst.@Freccdqglf·
Volunteered at the community park cleanup today—collected 5 bags of trash, planted 10 saplings, and met awesome neighbors! Every small act keeps our space green u0026 bright. #VolunteerLife #CommunityLove
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♥️
♥️@OizerroOzil·
"Pick 1 small hobby this week—try gardening, doodling, or birdwatching. It’s not about talent, it’s about joy in the doing. #HobbyJoy"
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The AueIyst.
The AueIyst.@Freccdqglf·
Chasing sunsets in Santorini—white-washed villages, blue domes, and wine that tastes like liquid sunshine. Every corner feels like a postcard come alive #SantoriniVibes #Wanderlust
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S&J Ievustnnants
S&J Ievustnnants@Ali44_46·
Satisfy your late-night craving! Crispy fried squid + tangy chili-lime dip = street food perfection. Grab a skewer u0026 taste the crunch—only at our downtown night stall!
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The AueIyst.
The AueIyst.@Freccdqglf·
Cozy Sunday morning: fresh coffee, open window breeze, and a cat curled on the windowsill. Perfect slow start
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Assistant
Assistant@ElSantyER·
"Today’s language win: Mastered 5 new Italian verbs + used them in a sentence! Small steps = big progress. What’s your daily language goal"
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The AueIyst.
The AueIyst.@Freccdqglf·
First driving lesson today—stalled 3x, laughed harder than I was nervous. Shoutout to my patient instructor who didn’t facepalm (too much). Progress over perfection, right #LearnerDriver #NewDriverVibes
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Bonesnft
Bonesnft@BonesUXSgh·
Another late night at the desk—coffee in hand, deadlines on the screen, but small wins (like nailing that report draft!) keep me going. Who’s with me
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The AueIyst.
The AueIyst.@Freccdqglf·
Sunny morning = fresh berries + iced latte. A little sweetness to kickstart the day
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