Value SnapShot

Most investors spend hours jumping between websites, spreadsheets, and financial statements just to research a single stock. At Value Snapshot, you get:- - AI-powered stock analysis - Fair value estimate - DCF and multiple valuation models - 30+ years of financials - Interactive charts & side-by-side comparisons And MUCH more. Search any ticker and know what it's worth in seconds. All for less than a quarter per day.

$MSFT 2/half years ago: Stock price: $410 Revenue: $211.3B Net income: $72B Adj. EBITDA: $102.4B Operating income: $88.5B $MSFT now: Stock price: $410 Revenue $305–$330B Net income: $115B-$120B (+70%) Adj. EBITDA: $180B-$200B Operating income: $140B-$145B 🤷‍♂️

$ORCL has averaged a -1% drawdown every single day for the past 50 days. Crazy, right? Analysts feel the exact opposite. Consensus sits +117% away from these levels. Backlog sits at $640B while their market cap is $330B.. Is Oracle too cheap to ignore..?

Which of these retail favorite names is providing the best opportunity heading into the month of August? $ONDS at $8 $NBIS at $187 $IREN at $37 $ASTS at $56 $RKLB at $63 $MU at $919 $DRAM at $53 $SOFI at $16 $ZETA at $19 $PLTR at $122 $NFLX at $70 $GOOGL at $319 $OSCR at $28

@OSSBULLGC 👀

@ValueSnapShotio $OSS is worth a look

Earlier this week, the U.S. House passed the $1.2T National Defense Authorization Act. And earlier this year, the Pentagon proposed the largest defense budget in U.S. history at $1.5T + Anduril IPO 2027 Here are your top 7 winners 🧵 1. $ONDS ~ Ondas Inc

Micheal Burry added to his Micron short and his Nvidia short this week. - 6x and 16x 2027 multiple respectively - 0.03x and 0.53x PEG Ratio - +92% data centre growth for Nvidia - Nearly +70% net margin for Micron And a lot more. What’s going through his head..?’ $MU $NVDA

HM: - $UAMY - $AVAV - $OSS - $RTX

7. $KRKNF - Kraken Robotics

Tesla stock experienced its worst day in more than two years yesterday. - Operating margin 1.4% down from 4.1% - Revenue relatively stagnant for 16 quarters in a row - Operating income in a downswing for past 4 years - EBITDA -72% from its 2022 Q4 peak $TSLA

Despite bringing in record revenue of $119.8 billion, the company's heavy investments eclipsed its operating cash flow. They reported negative FCF for the first time EVER. In contrast, they reported their largest cash balance in history. $GOOGL $GOOG

$INTC says 2027 CapEx will be up "meaningfully" $GOOGL didn't hint any specific numbers either. They know it's going to be a massive year again. And the largest beneficiary of it, Nebius Group. $NBIS

$NOW is a +$250 stock by 2030. ServiceNow is expected to compound 24% YoY. All they have to do is maintain. As Jensen Huang said, "I think the market's got it wrong.. no one understands customer service better than ServiceNow"

$GOOGL 2x CapEx YoY to $45B, spending more in a single quarter than it did across all of 2022. Full-year 2026 CapEx guidance to up to $205 billion. 2027 Capex to "increase significantly". And demand justifies it undoubtedly with 82% Cloud growth. Once in a lifetime technological revolution. $GOOG

The FDA is holding critical meetings on July 23–24, 2026, to determine whether to ease compounding restrictions on seven popular peptides. Is this the key to revenue reacceleration for Hims & Hers in contrast to the past 5 quarters? $HIMS

"I think the market's got it wrong.. no one understands customer service better than ServiceNow" - $NVDA CEO Jensen Huang Analysts expect EPS of $0.86 on revenue of $3.93 billion, reflecting a YoY revenue increase of roughly 22%. Can they deliver after close today..? $NOW