Sam McMahon
81 posts
Sam McMahon
@GoingGoing_Long
Product Manager. Tech enthusiast. Not financial advice.
Katılım Şubat 2024
238 Takip Edilen51 Takipçiler
I learnt a lesson back in September where I stupidly sold out of 50% of my $MU position based on rumours (at the time it was that $MU wouldn’t qualify for Vera Rubin). Tough lesson but worth it now as I read about this latest round of noise about Memory.
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@The_AI_Investor Love Micron… been holding since <$100. But even in my Bull case I have them at 7 FWD PE. Assume you mean 2Y FWD PE and higher growth than this?
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$MU is not trading at 5x forward P/E, everyone. You all read that wrong.
It’s about 4x now.
About 10x cheaper than $WMT.
No one will need DRAM or HBM anymore.
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@himshouse Is it really 1800-2000 a month? I thought it was now a lot cheaper? Who would do that if the pill a fraction of the cost?
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🚨 BREAKING: $HIMS IS NO LONGER ADVERTISING COMPOUNDED GLP-1s ON ITS PLATFORM OR IN ITS MARKETING, PER THE TERMS OF THE $NVO DEAL
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@AKTarock @stats_feed This means the company makes $96m revenue per employee… meaning they make a lot of money for a small team. Doesn’t mean each employee makes $96m.
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Revenue per employee (approx.)
X — $96M
OnlyFans — $37.6M
Valve — $19.0M
YouTube — $7.6M
NVIDIA — $3.6M
Instagram — $2.5M
Apple — $2.4M
Meta — $2.2M
Twitch — $2.0M
Lyft — $2.0M
Alphabet — $1.9M
Airbnb — $1.5M
Uber — $1.4M
Broadcom — $1.4M
Upwork — $1.3M
Etsy — $1.2M
Microsoft — $1.1M
Mercari — $1.1M
Instacart — $1.0M
Booking — $1.0M
eBay — $0.9M
TikTok — $0.6M
Amazon — $0.4M
Source: Company reports, estimates
World of Statistics
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@wealthmatica @meetblossomapp Grok:
- @wealthmatica's reply flags ServiceNow's Q4 2025 dollar renewal rate dipping to 98% as a potential red flag for churn, but confuses it with net revenue retention (NRR), which rose to 129% per earnings data, signaling robust expansions offsetting minor losses.”
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@meetblossomapp The one concerning part is their NRR dropping to 98% in Q4.
$NOW
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🚨 TODAY SHAPING UP TO BE $HIMS HIGHEST VOLUME TRADING DAY IN MORE THAN 2 MONTHS
bottom?
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$PYPL is the one that has NOT moved for us
It has been consolidating still since 2022
Showed great signs of breaking out in late 2024, with a test of the upper consolidation level at $93 but rejected hard
I still hold a position here and I DON'T sell under the 200 WMA if the fundamentals are still strong
BUT the market needs a change here....and I think it's only one clear option
For me, $PYPL can still move to $180 but drastic measures are needed now.
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$aaoi it is the perfecto retardo stock. Basically only optics name u can buy w a market cap still down here. Obviously was run like shit but at this point hyperscale gonna want more supply around.
Joe@joedab12
$AAOI can move a lot higher w this low market cap and potential for $150m+ net income as they scale 800g transceiver capacity for amazon. Any increase to $AMZN trainium ambitions revealed on ER can send AAOI much higher.
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@The_AI_Investor Feels like leaked news IMO. $GLW deal with Meta yesterday might have got people looking into the sector but other networking stocks aren’t up anywhere near as much.
$AAOI so much growth ahead.
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So Jensen again confirmed $500B+ and growing in booked demand, and he also shared positive data points that spot rental prices for older GPUs are still rising.
About my portfolio, I've just closed one stock and open a new one.
Read it below.
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$HIMS investors have been getting wrecked.
I swear I remember that stock being like $70 6 months ago or so and now it’s in the $20s
Should I do a super deep dive on the company or not worth my time?
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@wealthmatica If this is the partnership that’s massive.. serving the ads for ChatGPT 😏
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*Cough $ZETA Cough*
Did someone say, partnership?
Evan@StockMKTNewz
JUST IN: OpenAI announced today it will begin testing ads within ChatGPT in the coming weeks - CNBC
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@joedab12 Do you think they could actually do $150m in net income? That would be insane. Even in my bull case I have them doing $125m at a stretch.
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@KreizJordy @jukan05 Also interesting…warrant with Amazon for the right to buy ~8m AAOI shares at ~$24 if Amazon buys up to $4bn products over ~10 years. Shows confidence in the product…
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@KreizJordy @jukan05 Predominantly their earnings calls / rev growth in recent quarters. In short - competitive advantage is their ability to scale domestic production of optical receivers and in house lasers. Management expect >10x ramp up in capacity between mid 2025 and mid 2026…
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@GoingGoing_Long @jukan05 Will add to my DD. Any good threads, articles, etc?
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@KreizJordy @jukan05 Have you looked at Applied Optoelectronics at all? $AAOI just about to scale their 800G product (and 1.6T not far behind)
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@himshouse @L1m05_ Hoping they all see a HIMS & HERS ad and become customers 😉
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$HIMS
NOTE: Apparently a TV series called “His & Hers” just dropped on Netflix yesterday and is distorting the Google Trends data
Thanks to @L1m05_ for pointing this out! I wasn’t aware
Hims House@himshouse
$HIMS 🚨 BREAKING: HERS HITS NEW ALL-TIME HIGH ON GOOGLE TRENDS Estimated ~350k searches for "hers" in the US this week. Previous record was ~250k the week of the Super Bowl in 2025.
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