Fecund

It’s funny how I invested in $WMT just because I once visited the store and really liked it 😂 As simple as that. Guess it was love at first visit? 🤭

First post of 2026 ✨ These were the stocks that built my confidence in investing. Took the profit, closed the chapter, and moved on to a new opportunity. Hope this turns out to be the right call 🤞 Thank you $TSMC & $WMT @heygotrade_id

@bigdigjohnny Thank you pak Gianluigi

Entering 2026, saya mau bahas topik terkait Penghapusan Kategori Bank Buku 1. Intensinya itu penguatan sistem perbankan. Bayangin ada 10 toko kelontong yang susah berkembang karena ga cukup modal, nah toko itu dipaksa bergabung tersisa 5 toko naik kelas jadi "minimarket".

@ArvinHonami Semoga cm cooling down sementara ko 😄

Menurut kalian apakah $IHSG udah kepanasan? 🤔

@handierawan Dooh Ra!!

@ArvinHonami Halo Ko 🤭

Fokus sama masa depan, jangan fokus masa lalu.. ✌️ (If you know what I mean 👀)

@amitisinvesting LFG!

$PLTR NEW PALANTIR DEAL WITH NASA 🚀 Even though fund managers that blew up their accounts in 2021 proliferate ideas around shorting Palantir, what is UNDENIABLE is the ability for this company to get deals other software companies cannot. This was a “Sole Source” contract from NASA, meaning there was no competition. The quality of revenue, quality of deals, quality of customers, and quality of partnerships is so important to understand when trying to analyze Palantir. LFG.

Add more TCOM to my portfolio 🥰

June 20th, 2025. I just bought TCOM at $56.5! Maybe not the best price, but I really wanted to have it. Let’s see what happens next, China’s economy is growing and they’re pushing tourism! 🇨🇳🥰

@investseekers Thank you!

$CHWY reports earnings Wednesday. With rising pet humanization and growing e-commerce adoption, it’s positioning itself as the go-to destination for pet owners. Here’s my full analysis: investseekers.com/post/chewy-rid… #StocksToWatch #investing #Pets

Put another milestone on my X journal +100% on PLTR, Maria Stephanie’s stock 😎 Guess it’s true, data really is the new gold. Karp said Ai’s gonna be everywhere & he might be right. As the world’s 4th most populous country, I wonder how much Indonesia could gain from it’s data

Quick gains this week 💸 Gotta act fast before AI takes over 3D jobs The world’s not exactly stable right now 🌍

Cacing cacing, naga naga 😛

@arny_trezzi Welcome to Bali! Don't forget to try the crispy duck and the Balinese spa😄

I have only 3 stocks. Here are some few thoughts on each: 1. $PLTR remains my core conviction. I have no doubts about the strength of the operating side, which is improving every day. AI FDE could make the company 10x faster in acquiring new customers and expanding existing ones. Palantir is not only improving. Its improvement speed is exploding. The only concern is on the valuation because it already incorporates sustained growth. For the stock to keep growing, we will need to see some WOW things, like 40% growth. I believe there are good chances we will see it in the coming quarters. Notice: While the AI sphere is booming, there are still no "AI IPOs". This makes me think we are still early in the cycle... 2. $HOOD is my favourite relatively undiscovered gem. Financial professionals are just realizing we are not talking about a "mere broker". HOOD is an emerging big tech in finance that seeks to become the go-to wealth app. Notice: HOOD is the only fintech in the space that can become a global super app like $ABNB $UBER The advisory service is the product that makes me most excited because it allows HOOD to attract significant assets at a relatively low acquisition cost. The $250 cap offering is just too good to ignore when you have +$100k portfolio... imagine for people with +$1mn portfolios! The credit card business is a money dam ready to be unleashed. I appreciate that the management is prudent in releasing it to customers following the successful $NU playbook. Quarterly results depend on market fluctuations, which are unforeseeable by definition, but thanks to the fixed cost structure, EPS is set to grow substantially as Assets Under Custody increase. 3. $TSLA future is clearly bright, but there are clouds on the way. The latest result sucks, but they show the value of the embedded optionality is unmatched. I believe the operating weakness is temporary, as the new Model Y is a banger. I am intrigued to see Energy in the coming quarters as production in China increases. Robotaxis, now very close, can have a significant ripple effect on FSD adoption. Once you try FSD and trust it, you want it on your vehicle too. Optimus internal adoption can have a similar effect on margins as $PLTR AIP, but it takes time. Only a matter of time before Musk returns more focused on Tesla. Stakes are too high to miss the opportunity to dominate. Yours, @arny_trezzi from Bali

@amitisinvesting @ZeevyInvesting As someone living in Southeast Asia, I can confirm this! Grab basically forced Uber out of the market here.

This was a very quick write up with very little research unfortunately. $UBER didn’t have a master plan to contain $GRAB in Asia. They were forced to concede because they lost. About 5 minutes of research would’ve revealed that. Additionally, I don’t know why people want $GRAB to go international. SEA has 700M people and their GDP is growing the fastest in the world besides India. Grab has ~5% of that population using their products. The runway for growth is massive without needing to compete with international players and their original S1 during IPO focused on the growth in the region as their growth story, not international expansion.

I don’t get the $GRAB fuzz. Let me tell you a story, based on firsthand experiences from my girlfriend. A must-read for anyone interested in $GRAB 👇 1 -- $UBER vs. $GRAB: The Rise of $GRAB 🚀 My girlfriend loves traveling and spent time in Indonesia in 2016. Back then, $UBER dominated the market. Fast forward to 2023 -- she visited again, and $GRAB had taken over. Here’s why she found it compelling: “Super easy to use, it was basically everywhere with high availability.” “They had a lot of scooters, which is the main form of transport there. $UBER didn’t have that.” “It was crazy cheap, so everyone was using it back then.” Sounds great for $GRAB, right? 2 -- But hold on… 🤔 So I asked: “What if $UBER returned with the same offerings at lower costs?” Her response: “I would just pick $UBER, easy choice. But they should have high availability as well.” She also added: “If $UBER wants a strong foothold, they should incentivize the drivers.” Interesting right? Let's dive in a little deeper. 3 -- Did you know... 💡 That $UBER actually holds a 27.5% stake in $GRAB? So what happened here? $UBER played the game masterfully. When $GRAB started gaining market share (2015–2017), $UBER shifted strategy. Instead of fighting to win at all costs, they focused on expanding their global dominance. The result? • $UBER contained $GRAB within its Asia bubble • Meanwhile, $UBER expanded globally Fast forward to today: • $UBER is the dominant global player • $GRAB is still stuck in its Asia bubble And the best part? If $GRAB wins in Asia, $UBER wins too, thanks to its 27.5% stake. 4 -- The Investor POV 🔎 When I invest, I look for sustainable competitive advantages. Something that truly differentiates a business. With $GRAB, I don’t see what sets it apart besides pricing. That’s the core of its growth story. Let’s talk numbers: • $UBER: $6.9B LTM free cash flow • $GRAB: $0.5B LTM free cash flow If $UBER wanted to crush $GRAB by undercutting prices, incentivizing drivers, and ensuring high scooter availability, what could $GRAB do to stop them? Of course, they won’t - given their 27.5% stake - but if they wanted to, they absolutely could. $GRAB feels very fragile, not to mention the limited global expansion options. $UBER already has a dominant global presence. How will $GRAB ever compete on a larger scale? 4 -- Conclusion (TL;DR) 🧐 $GRAB might do well in Asia, but that's solely because $UBER ALLOWS them to. The question is: What makes you think $GRAB can actually compete with $UBER, especially given their global dominance and scale? Why would you prefer $GRAB over $UBER? I haven’t found the answer to that (yet).

As a 3D artist, I never expected that keeping up with updates on the companies I invest in would become one of my interests 😅. I believed in $UPST, but I chose $HOOD instead. Yesterday, $HOOD beat its Q4 estimates, and the stock surged over 13% after hours! 🔥📈

@amitisinvesting Hey Amit! About point no. 8, Goto confirmed publicly that they never talked to Grab, especially about a merger. However, I like how enthusiastic people are about the news, as seen in the slight increase in Grab and Goto's share prices 🔥

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Alphabet $GOOGL reported Q4 2024 earnings with EPS of $2.15, slightly beating estimates, while revenue came in at $96.47 billion, just below expectations. Google Cloud revenue grew 30% YoY to $11.96 billion, while Google Advertising reached $72.46 billion, with YouTube Ads contributing $10.47 billion. The company plans to invest approximately $75 billion in capital expenditures for 2025, significantly up from $57 billion in 2024, focusing on AI innovations across search, cloud, and YouTube monetization. Alphabet also announced its first-ever dividend of $0.20 per share, as CEO Sundar Pichai emphasized strong AI momentum and expanding business opportunities in 2025. $GOOGL was down 7% after hours. 2. $AMD AMD reported Q4 2024 earnings with adjusted EPS of $1.09, meeting estimates, and revenue of $7.66 billion, surpassing expectations and growing 24% YoY. The Data Center segment missed on estimated but led with $3.9 billion in revenue, up 69% YoY, while Client revenue rose 58% to $2.3 billion. However, Gaming and Embedded revenues declined by 59% and 13% YoY, respectively. CEO Lisa Su highlighted record annual revenue and AI leadership, emphasizing strong positioning for 2025 growth. $AMD was down 9% after hours. 3. Palantir $PLTR upgrades across the street: Wedbush raised its price target to $120, stating, "Palantir is proving itself as a transformational tech stock leading the AI revolution. Earnings exceeded expectations, and 2025 guidance was well ahead of investor forecasts. With an unmatched AI product moat, Palantir is playing chess in the AI arms race while others play checkers." BofA Securities increased its target to $125, noting, "We are shifting our valuation methodology to reflect Palantir’s sustained high growth and profitability. As the AI market becomes more crowded, Palantir’s ability to operationalize data and accelerate decision-making will set it apart." $PLTR was up 24% today, closing above $100 for the first time ever in it's history of being a public company. 4. $BTC Bitcoin updates: Ohio State Senator Sandra O'Brien introduced a bill to create a Bitcoin Reserve and require state entities to accept bitcoin as payment. South Dakota State Rep Logan Manhart says "it is likely South Dakota will be the first state in the nation to pass a Bitcoin reserve bill. Crypto/AI Czar David Sacks today held a press conference and said: "We're coming off 4 years of arbitrary prosecution and persecution for crypto companies where the SEC wouldn't tell founders what the rules were but would then prosecute them." The SEC also launched its Crypto Task Force website. 5. $TSLA ARK put out their big ideas today for 2025 and they estimate that at scale, autonomous taxis could bring costs down to $0.25 per mile, making them a game-changer for widespread adoption. Cathie Wood projects that Tesla's $TSLA Robotaxi business could create approximately $34 trillion in enterprise value by 2030. 6. The JOLTS report today indicated some labor market softening, with job openings declining to 7.6 million (vs 7.8M expected) and the ratio of openings to unemployment rising. While conditions remain solid, they show signs of slowing, particularly in construction, where job openings fell to their lowest level since April 2020. Meanwhile, the JOLTS quits rate held steady at 2% in December after a revised increase from 1.9% in November. 7. President Trump signed a memo today to strengthen the "maximum pressure" campaign on Iran, emphasizing that Iran cannot possess or develop a nuclear weapon. He expressed a preference for negotiating a deal over taking direct action but acknowledged feeling "torn" about signing the memo, calling it a "very tough" decision. 8. $GRAB was up 12% today on reports that there could be a potential merger between Grab and GoTo, one of their largest competitors in Indonesia. $GRAB, the region’s dominant ride-hailing and food delivery platform, significantly outpaces GoTo in market share and has achieved profitability across key segments. Meanwhile, GoTo has struggled, with its stock down 77% from IPO and profitability still out of reach. If the merger proceeds in 2025, it could create a digital titan in the Southeast Asian region, rivaling Sea Limited $SE and consolidate dominance in ride-hailing and food delivery. Grab's average daily volume is 18M shares, today it was 71M. Morgan Stanley noted today that they believe this type of merger is possible even if it would require much negotiation between how $GRAB would pay (all stock, cash/stock, etc.) and could massively accelerate Grab's position across the region to continue picking up market share and increasing their margins from consolidating with one of their largest competitors. 9. The CFTC has requested that $HOOD Robinhood Derivatives, LLC halt customer access to sports event contracts, leading Robinhood to suspend its Pro Football Championship market rollout. The product had been introduced to about 1% of customers, and those with open trades will be given the option to close their positions or see them through to resolution. Robinhood expressed disappointment, citing ongoing communication with the CFTC, but remains committed to launching a more comprehensive event contracts platform later this year. 10. Snap Inc. $SNAP reported strong Q4 2024 earnings, with revenue rising 14% YoY to $1.56 billion, surpassing estimates. Net income turned positive at $9 million (compared to -$248 million last year), while adjusted EBITDA surged 73% YoY to $276 million. Daily active users (DAU) reached 453 million, up 9% YoY, and Snapchat+ revenue grew 131%, exiting 2024 with an annualized run rate exceeding $500 million. Snap also saw significant growth in AR engagement, with over 400 million users interacting with Gen AI Lenses. CEO Evan Spiegel highlighted revenue growth, stronger advertising, and AR innovations as key drivers positioning Snap for long-term success in augmented reality. $SNAP was up 6% after hours. 11. Figure CEO Brett Adcock today ended his humanoid robot startup's partnership with OpenAI, writing: "Today, I made the decision to leave our Collaboration Agreement with OpenAI. Figure made a major breakthrough on fully end-to-end robot AI, built entirely in-house. We're excited to show you in the next 30 days something no one has ever seen on a humanoid." 12. U.S. tech funds are experiencing massive inflows, with U.S. technology sector equity funds receiving approximately $6.5 billion last week—the highest weekly total since November and one of the largest inflows in the past two years. Total equity fund inflows reached around $25 billion, the third-highest since November. As a result, long positioning in mega-cap growth and tech stocks has surged to its highest level since December 2020, with levels outside of 2020 not seen since 2014. WALL STREET IS THE GREATEST SHOW ON EARTH.

Called it! $PLTR up 22%, what a day!

Monday Feb 3, 2025, will be a big day for PLTR holders. The results are likely to be positive as the U.S. government continues prioritizing efficiency & security 🤞🏻

Hopped on the high risk train with SOFI. 🤞🏻Added more AVGO during “Deepseek fear” dip a few days ago 🔥

Haven’t posted any updates for a while on X. So, here’s the latest update about few of my “darling” stocks 💵