Nson Phang
3.2K posts

Nson Phang
@Nson_Phang
Kuala Lumpur Federal Territory Katılım Nisan 2018
269 Takip Edilen275 Takipçiler

How would you rate this lifestyle expenses for couple and 2 infants In Nova scotia, Canada.
Groceries $1000
Baby supplies $1000
Car insurance $400
Gas $400
Property taxes $400
Entertainment $300
Electricity $300
Propane $250
Phone bills $150
Home insurance $100
Lawn& Snow $100
Wifi $100
Others $500
Total $5000 a month
Lower class, middle class, upper middle class or anything else?
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@tradertheory Wow how does she not have the instinct to close in the black there. I’d take profit at 15k. Even 10k
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$TTD is getting treated like the business completely broke. I don’t think that’s true. I think what really broke was the narrative.
For years this was viewed as an elite hyper growth compounder. Now growth is slowing, margins are compressing, and suddenly the market is questioning everything. That kind of perception shift can destroy a stock very quickly.
But one thing I always try to remember is that businesses usually do not fundamentally change overnight. Real changes take years, not quarters. We all get overly excited or overly pessimistic reacting to small changes in quarterly numbers even though the long term picture is usually much different.
Stocks can move in two ways. The actual earnings power of the business can change. Or the multiple investors are willing to pay for those earnings can change. A lot of the time the multiple moves far more violently than the business itself.
Right now this stock is definitely hated and honestly deservingly so. Growth is slowing and investors no longer view this as an untouchable compounder. But if growth stabilizes and eventually reaccelerates, there could be a lot of upside here simply because expectations have collapsed so dramatically.
So when a stock gets crushed like this, the real question is not just “were the numbers weak?”
The better question is, “did the long term earnings power of the business actually permanently change or did investor perception simply swing too far?”
🌹
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$SHAK restaurants can look amazing during expansion cycles, but eventually saturation, competition, consumer slowdowns, or operational complexity can hurt returns. $SHAK also still has relatively thin net margins. They generated essentially breakeven net income this quarter despite $366m in revenue. 🌹
AlphaSense@AlphaSenseInc
$SHAK Earnings: - Total revenue of $366.7 million, up 14.3% versus 2025, including $354.0 million of Shack sales and $12.7 million of Licensing revenue. - Adjusted pro forma net income of $0.1 million, or earnings of $0.00 per fully exchanged and diluted share. - System-wide sales of $558.3 million, up 14.1% versus 2025. - Same-Shack sales up 4.6% versus 2025. - Operating loss of $2.6 million versus operating income of $2.8 million in 2025. research.alpha-sense.com/?docid=PR-f13d…
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@Wuming_Mr_ After we reaches stage 14 what happen? The world ends?
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@NewsBFM Should try to divert the project to states other than KL & Selangor. Maybe give more incentives to those companies who are willing to build in other states which would also help to boost the local economy. North-South highway also, some area shrinks from 4 lane to 2 lanes 😅😅
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Elevated highways and smart traffic technology are being prioritised to address worsening congestion in urban areas, says the Malaysian Highway Authority.
"Last year, we registered about 600,000 new vehicles. Where will these vehicles go if we do not build new highways?" it told Bernama.
🧵1
bernama.com/en/general/new…

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$STEM tarafında iyi haberler var, bilançoda gelir tarafında beklentileri aştı, üstelik kurulduğu günden beri tarihinde ilk kez yıllık bazda kâra geçti.
Bu küçük şirket temiz enerji depolama ve yazılım şirketi. Güneş paneli ve batarya sistemlerinin beyni gibi düşünebilirsiniz.
Büyük şirketlerin, fabrikaların enerjiyi ne zaman depolayıp ne zaman kullanacağını optimize eden yapay zeka yazılımı satıyor.
Şirket bir dönem sadece batarya donanımı satıyordu, düşük marjlı, riskli bir iş. 2024'te strateji değiştirip biz artık yazılım şirketiyiz dedi ve donanım satışını azaltıp tekrarlayan yazılım aboneliklerine odaklandı.
Bu dönüşüm 2025'te meyvesini verdi giderler dramatik şekilde düştü, marjlar yükseldi ve şirket tarihinde ilk kez kâra geçti.
Yapay zeka yatırımlarım arasında en ufak gem yatırımımdı 100M market capi var sadece, o yüzden bu haberler doğrultusunda ufak bir ekleme yaptım 12den. Ben bu yazıyı yazarken fiyat 13'e geldi.
Kendi araştırma ve fiyat analizinizi yapabilirsiniz. YTD.
Detaylı hisse analizlerimden memnunsanız hisse analizlerimi beğenmeden geçmeyin ki talebi görebileyim..
Okuduğunuz için teşekkürler.

Türkçe

@goandgun @StockSavvyShay $STEM loading before the earnings today. Grab your opportunity before it hits $100 by year end.
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I added three new positions to the Growth Portfolio this week with one going into my “Power Grid” bucket and two going into my “Drones” bucket.
Any guesses which names?
Here’s the updated portfolio exposure:
• AI Hardware | 24%
• Space Economy | 18%
• Digital Platforms | 15%
• Healthcare | 11%
• Physical AI | 9%
• Drones | 8%
• AI Power | 6%
• Quantum | 6%
• Power Grid | 1%

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@_B___S And she closed the door leaving the cat outside?? Oh mannnn 😌
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@yaozhang02 The Chinese could have still wave his China flag and take photo together with the guy. Instead, he chose to leave 😂
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