Stock Info

Quantum computing stocks are priced liek this tech from these companies will change the world tomorrow. $IONQ $QBTS $QUBT has a ~9,000x multiple on sales, $RGTI ~1,100x. Sure, the tech might have potential, but these valuations are ludicrous.

@aleabitoreddit $AXTI with a nice pullback as well. Found support right around the 20D EMA. Was thinking about adding a bit here, but already have decent size.

And... this is why I don't like Jane Street owning the same stocks I do like $AAOI. They trade volatility, especially with retail favorite names and trigger stop losses/panic. If you know what you own though: $6.69B for a US company that makes the entire transceiver supply chain: From Laser -> Design -> Assembly. With likely $MSFT, $AMZN, $ORCL buying anything they can make, is a steal for me personally. With high beta stocks, it's really important to build conviction and manage sizing correctly before entering a trade. Otherwise you'll end up capitulating the bottom and buying the top over and over.

Short-term - Higher inflation punishes #GOLD and #silver - Middle-Eastern governments and people are probably looking for liquidity. - Profit taking after a historical rally - traders getting stop losses hit, especially in #silver Long-term: - de-dollarization remains a clear trend which is clear support for gold and silver - central banks across the globe plan to continue further increasing its gold reserves - silver is becoming more and more crucial in industrial processes. Long-term the precious metals should be fine. But, short-term we can see a lot of potential (as we see today). This is coming from someone who is invested in gold and silver to be clear.

BREAKING: Spot gold extends its selloff to -$400/oz on the day, now trading at $4,500/oz for the first time since February 2nd.

@KobeissiLetter Potentially some Middle Eastern liquidity issues adding fuel to the fire. Gold and Silver will be fine eventually. But, this conflict is escalating rapidly.

BREAKING: Gold prices extend losses to -5% on the day and silver falls over -10% as rate cuts are priced out due to rising inflation and soaring energy prices. Gold is now down nearly -$1,000/oz from its record high.

$SEZL 🥳

@CharlieYouakim Great results! $SEZL!

Another great quarter! Delivering for consumers and building the everyday American’s Superapp.

$ZETA Global 18th straight Beat & Raise Management is guiding to positive GAAP Net Income for FY26

$AMZN is down ~7% YTD and aggressively expanding its CAPEX. At the same time, Wall Street’s average price target implies ~40% upside. AWS is now running at a $142B revenue pace and growing 24% YoY.

Big Tech CAPEX on accelerated mode $MSFT, $AMZN, $GOOG & $META are on track for ~$600B in 2026 capex —> ~3–4x pre-AI levels.

$ADBE 🥶

$NBIS Core Assumptions Underpinning Fair-Value Targets ✅ ARR reaches $7B–$9B and is sustained as annual run-rate revenue. ✅ Valuation multiple reflects high-growth cloud peers.

$NVO Goldman’s range for Wegovy pill 2026 revenue (USD mn): • Very High: ~$2.5–2.7B • High: ~$2.1B • Mid: ~$1.6B • Low: ~$0.3B $NVO Currently trades at Forward P/E: ~12–16x VS $LLY Forward P/E: ~31–35x

@ManuInvests It really is such an interesting pick. Let’s see if it can regain the momentum from the good old days. $SEZL

$SEZL remains my favorite BNPL and one of my favorite setups in the market today. Looking forward to earnings. $SEZL 👇🏻

Undervalued BNPL Stock? Take $SEZL The trailing P/E 19x and the Fwd P/E ratio 15x Sezzle's PEG ratio is 0.06 All this with Gross margin of 71%, operating and profit margins of 58% and 27.6%

@mustafap0ly Really cool feature! Thanks

sponsoring market rewards is now open to all users 😛 add rewards to any market to get the liquidity for the size you want to trade. permissionless market deployment and creator fees next...

Is $UBER at $71 a good BUY Opportunity? Despite missing on EPS in Q4 and some short-term pressure, Uber generated a record operating cash flow of $2.9 billion and reached a FCF of $2.8 billion, representing a 65% YoY increase. $UBER has maintained 20%+ growth for 5 consecutive years.

$MSFT Microsoft stock down close to 30% in a matter of months… Early sign of a potential AI sell off? Cloud revenue: Crossed $50B for the first time ever. Stock dropped. $MSFT trades at ~24-26 forward P/E. With huge CapEx and people wanting to see profitability coming from these investments. Any future CapEx misstep = sell-off risk Is Microsoft a buy opportunity here?

$UBER, down ~25% from its highs. The company has a 5Y Revenue CAGR of 36% and a strong Adj. EBITDA & FCF Growth. Uber’s Q4 guidance calls for $52.25–$53.75 billion in gross bookings, implying 17–21% year-over-year growth. Even comparing by market share, Uber dominates the U.S. rideshare market with approximately 72-76% share, while Lyft holds around 24-30%. In Q3, Uber generated $49.7 billion in gross bookings (+21% YoY) versus Lyft’s $4.8 billion (+16% YoY), underscoring the growth gap.

Agent Optimism at 11-Month High, $REAX Optimism Index jumped to 70.8 in December, the highest level since January 2025. Real estate agents anticipate increased activity in 2026.