Sree
108 posts


@ParrotStock Parrot, isnt $CRWD overstretched? Any consideration for trimming?
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@StockMarketNerd Seems your statistics are solid. Very less likely here you are wrong.
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@Ticker_Analytic Maybe I’m wrong! 🙂
Has happened before will happen again. 🤷♂️
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$CBRS:
1) 76% 2025 revenue growth.
2) 15x the 2026 + 2027 revenue they expect to recognize from backlog.
3) About 290x trailing GAAP EPS.
4) 200X+ 2025 revenue.
$NVDA:
1) 66% 2025 revenue growth (much larger base).
2) 6x 2026 + 2027 revenue. 51% 2026-2027 expected revenue CAGR.
3) About 45x trailing GAAP EPS. PEG well below 1x.
4) 25x trailing revenue.
Not perfect comps. But newly public so limited estimate data to work with. And if I'm picking between one or the other.. the choice feels pretty easy.
Go with the king. Not the wildly expensive new kid on the public block, in my always could be wrong opinion.
Are you buying this IPO?

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@EmmaStockNotes @HolySmokas Yeah. I would take $NU over $SOFI any time
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@HolySmokas Jeremy’s two hypergrowth picks are $SOFI and $CELH.
I like $SOFI, but if I had to pick one fintech compounder, I’d lean $NU.
The business already looks more mature fundamentally.

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@Mr_Derivatives Semis taking portfolio up and software is taking it down. Net net not in extreme greedy.
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@SwissKnifeInv Yeah. Wish new mgmt shows that sense of urgency and executes flawlessly. Time will tell.
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@Ticker_Analytic Then it would be yielding 7% free cash flow. This is definitely the best case. Free cash flow collapses faster than mgmt can turn the ship around and buyback shares. Time will tell. $PYPL
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