Biren SfotteI
143 posts
I have to dive into the details, but looks like $NOW margins contracted quite a bit
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Join Stock Investing Mentor here for 10% off: stock-investing-mentor.circle.so/checkout/ytwel…
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The one question that might've tripped up $GEV this morning
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If there's any yellow flag in $GEV's report, it was that management consistently dodged questions about whether 2026 was going to be the peak year for nat gas turbine orders
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$GEV ups its full year FCF guidance by over 70% to $12B largely because folks are willing to prepay for their spot in line to get a nat gas turbine.
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Nebius vs.IREN: Which AI Stock Is the Better Buy Right Now? x.com/i/broadcasts/1…
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For the market, this was the single most important part of $GOOG's last earnings report.
That will be true for this one as well (any commentary on 2027 spend)
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Of the two big names down on earnings -- $NFLX and $ISRG -- there's only one I'm seriously considering adding to my portfolio
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For all Cheeseheads, Spaniards, and football fans who hate the Cowboys
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On June 24th, I made this video (link in comments).
Since then:
😡 Most likely to CRASH: -20% on avg
🤪 Highest VARIENCE: from +21% ($CRWD) to -32% ($AAOI)
😀 Market HUGGERS: Avg just -1%
🟢 Market BEATERS: Avg +9% (vs market's 2%)
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Capturing the entire zeitgeist in one tweet
BuccoCapital Bloke@buccocapital
Is it time to buy ISRG yet or will we be using devices from Chyna to do surgery on the seven remaining fat people who won’t take GLP-1’s while the memory chip in the last functioning da Vinci costs one trillion dollars
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Very curious to see what $ISRG has to say.
Have owned this company for a long time in the past (don't own now)
But it's finally fairly valued IMO
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Just found the hidden gem of noodle spots in downtown! The hand-pulled spicy beef noodles Chewy noodles, rich broth, perfectly tender beef—10/10 would come back tomorrow. #FoodieEats #NoodleHeaven
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Just lost in the warm lo-fi beats—this is the only vibe I need to power through a lazy Sunday.
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Level up your English skills with 15 mins of daily practice! No cramming, just small steps to big progress. ，
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Locked in a themed escape room—solve riddles, crack codes, and escape in 60 mins or bust! Ready to test your problem-solving skills #EscapeRoomFun
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