TheMarketTell

@LongGameEquity Can’t argue that

@TheMarketTell Lazy but that’s wallstreet and algos for ya

If you’re dumping SaaS stocks because of the $IBM crash, you did ZERO research. 🛑 IBM is down 25% because its HARDWARE side dropped 7% as clients pivot capex to AI gear. 📉 Their SOFTWARE revenue is actually UP 5% (Red Hat +11%). 🚀 Total market mismatch. WAKE UP. 🧠💸

@TheBigBerbowski $NBIS. Same business, same AI demand, completely different sentiment after a 30% pullback. That’s usually where the best risk/reward shows up.

True for memory/storage $MU $SKHY $SNDK $KXIAY but also for every company on the globe. What is the first stock that comes on your mind when you see this? For me it's definitely $AAOI.

@JUST_KAWS Low valuation alone isn’t enough. Bull case is Azure, Copilot and enterprise AI translating into higher earnings over the next few years. If that happens, this pullback won’t matter much.

Microsoft trades near its "lowest" valuation in a decade Can someone please explain to me how is $MSFT not the easiest buy in the market right now?

@MrMikeInvesting I’d probably put $ZETA on more people’s radar. Growing profitably, expanding margins, and still trading at a discount to a lot of AI software names.

I’ve said this before, & I’ll say it again… These 8 heavily undervalued stocks remain current generational buys: 1. $NBIS at $190 2. $RKLB at $78 3. $ASTS at $68 4. $ZETA at $22 5. $ORCL at $120 6. $NOW at $105 7. $WYFI at $31 8. $ADBE at $220 Don’t miss out on these life changing opportunities as they won’t last long…

@Ashton_1nvests Fundies and technicals look good for $NFLX. It’s a Munger special right now

$NFLX revenue continues to climb while the stock has moved sharply in the opposite direction. The business is still growing, margins are improving, and advertising is becoming another meaningful revenue stream. I believe Netflix is starting to look undervalued at these levels. The fundamentals and the stock price are telling two very different stories.

@Dboybruh I’ll be watching if $SOFI can sustain loan growth without seeing credit quality deteriorate. Strong bank results are a positive read, but execution still matters. If management can show both growth and disciplined underwriting, I think the market rewards it.

- $SoFi : the big banks all reported strong revenue and EPS beats across the board, and the JPM ceo noted the US economy having notable resiliency. $jpm $wfc $gs $C $bac all good signs for SoFi who reports on the 29th before market opens lets see we get a cool PPI tomorrow, if so… fresh horses 🐎

Remember Munger once said: “If all you ever did was buy high-quality businesses near their 200-week moving average, you’d beat the S&P over time. The problem is very few people have the discipline.” I’m trying to be one of the few.

$MCD

I screened over 5,000 stocks using Charlie Munger’s investing philosophy. High ROE. High ROIC. Low debt. Durable competitive advantages. Then I asked one question: Which ELITE businesses are quietly trading near their 200-week moving average and could be ready to EXPLODE? These 5 names made my watchlist. 🟢 Tier 1 | Highest Conviction $ROL — Asset-light recurring revenue, exceptional returns on capital, and a rare pullback to long-term support. $PNR — Defensive water infrastructure leader with decades of dividend growth trading near its multi-year value zone. $NFLX — A cash flow machine with a dominant global moat, now sitting close to a level long-term investors rarely get. 🟡 Tier 2 | High Quality, Worth Watching $LOW — Buybacks distort the balance sheet, but the underlying business remains one of retail’s best compounders. $MCD — An elite franchise and real estate model trading near one of its most attractive long-term technical levels in years. Charlie Munger believed patience was an investing advantage. Finding great businesses isn’t the hard part. Waiting for them to go on sale is.

@TradingRuppe @FindleysFinance $NFLX has pricing power, expanding operating margins, a rapidly scaling ad business, and growing free cash flow. If ads become a real second profit engine while content spending stays disciplined, earnings can grow much faster than revenue.

@TheMarketTell @FindleysFinance Why $NFLX bro?

Call me crazy, but I still wouldn't buy $NFLX at $73 a share. Netflix is a great company, but there are better opportunities in the market. However, $NFLX is currently trading at a 25x P/OCF, which is its lowest valuation since they became profitable in 2020.

@drayinvests Big difference between a delay and a demand problem. If the backlog is intact, this could be an opportunity. If customers are walking away, it’s a different story.

Sooo is $IBM done for or is this a generational buy right now? -25% in a day is INSANE

@Brownmoose Price is doing its job. Now volume has to do its part. If $NVDA clears that trendline on strong volume, I’d expect momentum buyers to step back in. Don’t get trapped.

$NVDA $203 LEVEL HIT AND BOUNCE Spot on for the support area , now what to watch. There is a clear resistance line around this level , failed to break it yesterday but coming back at it right away. Wait till it breakout and retest to take the trade if you did not take $203

@GuyTalksFinance The hard part isn’t investing $500 a month. It’s continuing to do it when the market is down 20% and everyone says it’s over.

Investing $500/month in the S&P500 is all most people need to do to become financially free. More people need to be doing this.

@StockMarketNerd That’s a sign the market is finally separating AI winners from AI spenders. Not every infrastructure headline changes the thesis for $NOW, $CRM or $ORCL.

Refreshing to see software not react so horribly to that $IBM infrastructure deal delay headline. That news would’ve sent the entire sector 5% lower 6 months ago. People finally starting to rightfully see these as different companies. Not painting things with such a one size fits all brush.