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Net
@NetWorthNotes
Net | Gen Z Investor | Long term 👑 | Not financial advice
New York City, New York Katılım Mayıs 2025
582 Takip Edilen3.1K Takipçiler
Wow another double beat by $AMD
I wonder if its red after earnings like usua-
ITS GREEN WOW WOW WOW
Congrats to $AMD bulls!
GIF
The Earnings Correspondent@earnings_guy
$AMD (Advanced Micro Devices) #earnings are out:
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$AMD CRUSHED THEIR Q1 EARNINGS
• Revenue $10.25B vs Est. $9.85B
• EPS $1.37 vs. Est. $1.29
• Data Center Revenue $5.8B vs Est. $5.6B
• Gross Margin 55% vs. Est. 52%
Q2 Guidance
• Revenue $11.2B vs Est. $10.5B
• Gross Margin 56% vs. Est. 55%
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VERY SOLID DOUBLE BEAT BY NAVITAS $NVTS
But many bulls know that this company is very reliant on a good earnings call cause its a 2027 thesis
But right now its green in after hours!
The Earnings Correspondent@earnings_guy
$NVTS (Navitas Semiconductor) #earnings are out:
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Actually a huge W by Apple $AAPL
Kalshi@Kalshi
JUST IN: Apple to let users pick rival AI models
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Now $NVTS is back at over $17
Earnings are today in after hours.
Do we think it beats earnings? Any $NVTS bulls out there?
Net@NetWorthNotes
$NVTS what a stock. Watched it go from $6 to $17 and now back to $8. The thesis isn't built out till 2027 but I have made a lot of money on trimming it @tradepal_app sees a bearish trend and if so then maybe is just a dead cat bounce. What do you guys think of $NVTS?
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Anthropic JUST SAID they grew revenue 80x in Q1 at a New York event.
Sam Badawi@Sam_Badawi
In just 3 years, Anthropic grew its ARR from $10M to $44B. This is just the start.
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80x in one quarter…
Imagine being on the board of Anthropic 😭😭
Sam Badawi@Sam_Badawi
Anthropic JUST SAID they grew revenue 80x in Q1 at a New York event.
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@CarsonTalkMoney Yeah the growth story is very legit. Might buy them with my next commish check
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@NetWorthNotes Honesty would do pretty solid IMO
It's just a matter of when the market will care about them
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Around 6% of my growth portfolio is in $IREN.
Feeling very solid about my position 🙏🙏
IREN@IREN_Ltd
IREN is acquiring Mirantis. Our advantage is infrastructure and execution. This builds on existing capabilities and strengthens how compute is deployed, managed and operated. Read more: iren.gcs-web.com/static-files/8…
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With $CELH earnings coming up this week.
Check out my deep dive on Celsius!
Net@NetWorthNotes
Celsius $CELH might be one of the most misunderstood growth stocks right now. A year ago → “growth is dead” Today → "growth is re-accelerating" Let's dive in 👇
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12/
And that's the end.
Really hope you enjoyed reading this deep dive. It was super fun to write.
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Cheers,
Net
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