Sachin Gupta

@joecarlsonshow Good mix of stocks blueships mostly…showing total% gains without showing the cagr is misleading but good portfolio for someone in 50s who is worth millions already and is more in asset protection mode than asset growth phase like in 20-40 age range

How my portfolios look today. Since Netflix has fallen 45% from it's highs i'm now only currently up 58% on the stock, or $20 thousand.

@joecarlsonshow @amitisinvesting Even if it shows eps growth of 6% it means peg close to 3…why would anyone pay this high valuation when other high quality is available at less than peg 1.. and i am nt talking about some random companies but well known higher growth companies with eps growth more than 10%

Amit, I know you care a lot about accuracy when people discuss your investments, and I genuinely respect that. I think the same standard is worth applying here too. On the Roku/Lionsgate point, I don’t think it’s accurate to say Netflix tried to buy either. Netflix said they “did not make a bid” for Roku, and I haven’t seen evidence that they tried to buy Lionsgate either. So I think that part of the post may be working on a false premis. That said, Netflix clearly could have pursued either asset if they really wanted to. They are in a strong financial position and likely could have been competitive with almost any bidder. To me, the fact that they didn’t chase those deals actually points away from desperation, not toward it. On the EPS point, you said: “the only reason they beat EPS last quarter was because of the $3B breakup fee, otherwise no growth.” I think that misses some important context. Even if you exclude the EPS benefit from the WBD termination fee, Netflix still would have grown EPS by roughly 6%. The $2.8 billion windfall also was not booked as revenue, so revenue growth of 16% in the quarter was organic. And management guided for 12–14% full-year revenue growth. On content, I understand the argument that Netflix didn’t have a massive breakout hit like Squid Game. But Netflix has also said no single title accounts for more than 1% of total viewing. So judging the business by whether one massive title hit feels a little like saying YouTube is in trouble because one MrBeast video didn’t perform well. Netflix has an extremely broad viewer base across many genres and interests, and they also said their internal quality-engagement metric reached an all-time high last quarter. That metric is admittedly vague, but it is still directionally positive. Still love ya, and I’m not saying Netflix is flawless. I just think the post starts from a premise that may be more driven by the recent media narrative than by what actually happened.

$NFLX completely getting demolished cheapest it’s been in years, but every time I think of buying I remember… - no hit shows leading to massive growth like Squid Game for example - they tried to buy $WBD and $ROKU, now $LION which makes me think they really are struggling to create content - the only reason they beat EPS last Q was because of the $3B breakup fee, otherwise no growth - Mag 7s are better businesses trading at lower multiples what’s the argument to go long here other than it is bottoming? which I agree it probably is…but is risk to reward amazing here even if it doesn’t go that much lower?

@satyanadella Stop advertising this mediocre product..spent one hour on this yesterday just to create a ppt but or now use…kept giving me ppts without any numbers graphs or chart or insights but dishing out somethint which a high school kid can make generic ppt..not expected out of msft.

Announcing Copilot Cowork, a new way to complete tasks and get work done in M365. When you hand off a task to Cowork, it turns your request into a plan and executes it across your apps and files, grounded in your work data and operating within M365’s security and governance boundaries.

@potterybarn Ordered school bag ,estimated date sep 3rd week, called csr twice and they told its on back order and be delivered in feb 2027, same item is still showing oct delivery date and csr said its wrong and they tell customers about back order after order is placed…

@AnupamMittal If you are considering H1B as just a job provider you are mistaken…US is like a college where you grow and broaden your senses makes you mature and capable to handle hardships and progress…most of indian entrepreneurs have had US experience before making unicorns in India…

I thought my H1B & Green Card was success. Turns out, giving it up was💪🏼 If you can, come back home & build 🇮🇳>🇺🇸>🇮🇳

My Plan , NOT A FINANCIAL ADVICE. Buy 2800 $MSTR @ 100 mid Dec 2026. Sell 2800 $MSTR @ 2000 early Jan 2029. Buy 140k $BMNR @ 40 early Jan 2029. Sell 140k $BMNR @ 135 early Jan 2030. After taxes ~ 14 Million and FIRE Need BALLS of steel and gut wrenching sleepless nights……

@benjamincowen Nobody is confused its just a trend where alt season comes after eth season so people are excited as they see it coming soon as Eth season has finally arrived..cheers

This is not alt season. This is ETH season Let’s not confuse the two

@joecarlsonshow Lol lets see you have fun with dying companies like google visa mastercard fico salesforce it would be more fun i think🫢🫢

"Joseph, why do you talk about Tesla Stock" Because it's fun. That's why. And what's the point of this website if you're not having fun. No, it's not 'engagement bait' I make almost no money on this website, and I don't need help with engagement on my channels. It's for fun. And debating is fun. Tesla is doing stuff worth debating. What would you rather me talk about, how Microsoft is a good company, and other stuff everyone already agrees on? Is that as interesting to you? I like focusing on points of disagreement because it's far more interesting than just restating stuff you know everyone will agree with. You can take any of my stocks and argue totally against my thesis, and I think that's far more interesting than just agreeing on everything. So stop complaining that I share a alternative viewpoint once in a while. Just have fun and not take everything so seriously.

@joecarlsonshow Lol good job…we need nay sayers for tesla or infact anything to be a good buy otherwise if all are on same boat it mostly capsizes…go goggle go waymo

Day 1, jerky steering, drifting into the wrong part of an intersection, making an illegal lane correction, getting honked at, and then driving on the wrong side of the road across a double yellow line into a turn lane. This is not even an edge case, it's a standard intersection with nothing abnormal happening.

@gurgavin Dont u worry and hide in little girl canada country…

BREAKING : AMERICA HAS JUST ATTACKED THREE NUCLEAR SITES IN IRAN

@EMPaulG @BajhadMammad Where do u get 60 times for NVIDIA…its 45 and LUV is also 37…not much difference in PE…pls stop giving these incorrect numbers with such a reputable channel

well i don't think it is a losing company. I think they are just in transition and the price to value difference is phenomenal. NVDA has 50% margin but is it worth it when selling for 60X earnings? a great story at the wrong price becomes a bad investment. thanks for the comment!

Everyone's chasing AI. Meanwhile, Southwest Airlines $LUV is sitting there ignored. Before COVID, it ran 10–15% profit margins very consistently. Best-run airline in the country. Real cash machine. 48 years in a row of profitability. Today? Revenue is higher than pre-COVID, but margins are 1–2%. The market thinks it’s broken. I don't think it is. Labor costs, operations, and post-COVID chaos hit them hard. But if they get back to even 9–11% margins — something they've done for years — this stock is worth multiples of today’s price. This isn’t a gamble, as much as a a return to normal. Southwest doesn’t need to invent anything. It just needs to operate like it always has. Clean balance sheet. Loyal flyers. Proven execution. It’s not exciting. It’s not trending. But that’s exactly why I’m watching it and why I own it (Don't own anything because ANYONE owns it...own it because you have done the work and feel good about the prospects). Great businesses don’t stay out of favor forever. Be patient. Look where others aren’t. Below is my 10 year analysis on the stock if they are able to even get to 10 or 11% margin. If you could own 20-30 companies with these potential numbers, you would do quite well. The question is, will Southwest be able to perform?

@EMPaulG Lol seems like this guy never learns…btc is gonna be safe heaven 25-30 years from now its just a new product 15 yr old…cant even get a driving license at that age and u expect it to drive heavy duty trucks lol…grow up…

Bitcoiners: #bitcoin is the safehaven! Its better than gold! Its a hedge during bad times!! <news> Israel attacks Iran Bitcoin falls. Gold goes up. Whoops.

@gurgavin Hahhaa i thought this guy was rational…apparently NOT

AS CANADA NOW HAS A HIGHER CREDIT RATING THAN AMERICA ( THE HIGHEST IT CAN BE ) IF AMERICA WANTS TO JOIN CANADA AND BE OUR 11TH PROVINCE PREMIER TRUMP SHOULD LIKE THIS DEAL 🇨🇦 🤝 🇺🇸

@joecarlsonshow Lol its easy to justify these kinda dumb comments after stocks tanks…its like saying as teenagers dnt stay with your parents,as they hate em at that age but they cant live or survive without em…u can live without the companies u mentioned but cant survive without insruance…

I never think it’s a good idea to invest in companies that their own customers hate. The fact that customers love Costco, Texas Roadhouse, Amazon, Netflix, etc is a very positive thing for the business. You want customers on your side. United Healthcare, and other insurance companies are probably some of the most hated companies in the world by their very own customers. Some companies get a little hate from their customers (meta/uber). But it doesn’t even approach the level that health insurers get. Insurance companies may be on the top of the most hated companies by customers.

@RileyGibso94978 @joecarlsonshow Hahha this seems to be coming true and if that happens lets watch $GOOG going to 110-120

@RileyGibso94978 @joecarlsonshow Lol maybe you dont know then what yahoo was at its peak… As far as google competition, it doesnt make financial sense for elon to do it but definitely for meta to create and make it as default in iphones..lets see what google would do without being default in iPhones…

There are three groups of people. Uber Investors: Hoping that Waymo and other self-driving cars will partner with them. Trying to convince people to look at the current numbers more than the story. Tesla Investors: Hoping they can rapidly expand AV. Trying to convince people to look at the story more than the current numbers. Waymo Investors: Where they're like "it's cool if this works out, but no biggie because if not Google still prints cash"

@EMPaulG $NVDA and nosebleed valuations doesnt go well together…

Im glad the $BRK in Omaha is done. Only a few more days of watching people post on social media about all the things they’ve learned from Warren Buffett and then proceed to buy $NVDA at nosebleed valuations or buy a cryptocurrency and then quote Warren Buffett about fear and greed as their justification. #BerkshireHathaway

$TSLA is not worth more than 100$ right now…may change depending on numbers going forward…dnt fall for 1000$ 🍭 by 25eoy..i dnt see it coming till 2030 still a good return 4 times in 5 years but manage expectations and goals

@SelfMadeMastery Who says $GOOG has 40% eps growth…its just 15% if u take out virtual gains due to their stake in spaceX…growth in core business is slowing down for sure..

$TSLA misses by 40% on earnings per share. $GOOG beats by 40% on earnings per share. Tesla rips, and google barely moves. Makes sense.

2030 target for few of my favs $HIMS - 250 $SNOW - 750 $MDB - 700 $AMD - 350 $SOFI - 50 $HNST - 35 $ELF - 300 $NVDA - 300 $ULTA - 1000 $NKE - 200 $CRWD - 1000 $ANET - 200 $CELH - 150

@iamtomnash Lol wasnt this the same 5vyears ago…was at same price in 2020 lol…ao many growth already priced in…

$TSLA at $250 will seem like a joke in 5 years Most will miss it, as always