Ryan
239 posts


@Mr_Derivatives I told ya. These are piece of shit companies. Fuck these meme stocks @Meta $MSFT $META
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@taobanker @Meta is fucking acting like a meme stock. It was biggest mistake to invest in this piece of shit company.
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@Banana3Stocks That’s not happening man you been saying this since January. We have to admit @Meta is a piece of shit company which is acting like a meme stock.
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AMAZON $AMZN Q4’25 EARNINGS HIGHLIGHTS
🔹 Net Sales: $213.39B (Est. $211.49B) 🟢; +14% YoY
🔹 EPS: $1.95 (Est. $1.96) 🔴
🔹 AWS: $35.6B (Est. $34.8B) 🟢; +24% YoY
🔹 OI: $25.0B (Est. $24.8B) 🟢
🔸FY26 Capex: $200B (Est. $147B)
Q1 Guide:
🔹 Sales: $173.5B–$178.5B (Est. $175.5B) 🟢; +11% to +15% YoY; ~180 bps FX tailwind
🔹 Operating Income: $16.5B–$21.5B; vs. $18.4B in Q1’25
Segment Performance:
🔹 North America: $127.1B (Est. $127.2B) 🔴; +10% YoY
🔹 International: $50.7B (Est. $49.7B) 🟢; +17% YoY
🔹 North America OI: $11.5B; vs. $9.3B in Q4’24
🔹 International OI: $1.0B; vs. $1.3B in Q4’24
🔹 AWS OI: $12.5B; vs. $10.6B in Q4’24
Other Metrics:
🔹 Operating Margin: 11.7% (Est. 11.7%) 🟡
🔹 Operating Income includes special charges: $1.1B (tax disputes + lawsuit settlement), $730M (severance), $610M (asset impairments); ex-charges Operating Income: $27.4B
🔹 TTM Operating Cash Flow: $139.5B; +20% YoY
🔹 TTM Free Cash Flow: $11.2B; (vs. $38.2B TTM)
Commentary:
🔸 “AWS growing 24% (our fastest growth in 13 quarters), Advertising growing 22%, Stores growing briskly across North America and International, our chips business growing triple digit percentages year-over-year—this growth is happening because we’re continuing to innovate at a rapid rate, and identify and knock down customer problems”
🔸 “...we expect to invest about $200 billion in capital expenditures across Amazon in 2026, and anticipate strong long-term return on invested capital.”


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انتہائی قابلِ افسوس اور قابل مذمت کاروائی ہے یہ پنجاب حکومت اور انتظامیہ کی، چیف منسٹر مریم نواز کا جاوید ھاشمی جیسے سینئیر سیاستدان کے ساتھ یہ سلوک انتہائی افسوسناک ہے۔
Javed Hashmi@JavedHashmiJH
میرے گھر پر پولیس کا دھاوا۔ اگر گرفتار کرنا ہے تو میں حاضر ہوں۔
اردو

@pakistanwalli Is dallay ko ibrat ka nishaan banana hoga tb hi baqi dallay generals Pakistan me zulm bnd kry gy
Indonesia

@ZTheTrader That’s what I am exactly thinking to do but first I need to know about Meta.
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@Mtrue007 you should exit the stock market and never manage your own money again.
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🚨 $META trading at $720 after hours! It was at $600 just a couple weeks ago!
In my last "top undervalued stocks" video I said there comes a time when it's more risky NOT to acquire a stock like META, trading at a 21 forward P/E, than it is to acquire it.
$MSFT tanking after hours. This is a major overreaction. Even though it killed earnings investors may be reacting to the company's Azure cloud results. This is laughable because Azure's revenue grew 39% during the quarter and actually beat Wall Street estimates of 37.8%. But it was down slightly from the first-quarter's 40% growth rate.
There is a huge gap below on MSFT and the market might not be satisfied until it gets there. Current forward P/E is 27. If Microsoft gets to $400, its forward P/E will be 22 and in my category of "too risky NOT to acquire".
It's a great long term value at both levels.

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@smartertrader Hey sam, I have meta calls since November should I sell tomorrow or hold it?
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@AndrewHiesinger Come on meta don’t embarrass me. Take us to 750 now I believed in you @Meta
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