Insights

@eenLien Miracles do happen I guess.

$ENVX 🧐❓

@nanalyzetweets I didn't get it earlier. Green Percentages show you. The Trend: When a company is small (like in 2014), it’s easier to grow by 61%. As it becomes a giant (over $13 billion in revenue), growing even 21%. It makes sense now. Thanks.

@offersforus Can you explain what you mean by that? This should be just the growth of each bar based on the previous one.

Have you noticed that everything is becoming an AI stock lately? It’s becoming difficult for investors to figure out what’s AI and what’s not. Want to know one simple trick that helps you figure out what’s really AI? Revenue growth. Plain and simple. ServiceNow $NOW has that already, so we need to see revenue growth acceleration to show they're selling all these agentic solutions they claim to be.

@realroseceline Thanks a lot for the explanation.

Because revenue includes the pass throughs such as V/MA fees. ie if you collect $1 and immediately pay $0.60 cents, is your real revenue $1 or $0.40? Also if you view GP as revenue, then you’ll see how extremely profitable and efficient $dlo really is. Net income margin is like 50% Get it? 🌹

Let’s see what they say on the call, but my first reaction is incredible growth, but we’re paying for it with lower margins. They’re guiding gross profit growth, which is really the “real revenue,” at around 25%. Maybe they’re sandbagging… 🌹

@eenLien Thanks Lien for bringing all the positive news. You are the PR that $ENVX (The company) is missing.

$ENVX Enovix is ​​looking for a Product Manager in Fremont to manage the product lines for smart glasses and drones. Alongside smartphones, these are currently the two high-priority (emerging) markets. Q4 call: “We updated this slide by breaking out smart eyewear and drone applications as distinct growing addressable markets where our engagement has progressed.”

@CapexAndChill MELI is causing Melee entering the world of Milei.

Remember fellow $MELI baggies. Do not be fooled by stock weakness as institutions so commonly are. Having the free will to hold and accumulate a position that you have conviction in while the stock, not the business, is facing weakness is your biggest edge. To briefly summarize what we have here is an undeniable force of a business that even during times of stress will more than likely survive and be stronger afterwards. $MELI started as a marketplace that faced competition from $AMZN for over decade and continues to win market share and ecosystem lock-in against them. They have recently adapted to their asset-light asian ecom competition and overall have grown into a stronger business because of the competition they have faced. There are many developments that just started that will continue to present significant long-term value such as their full-china approach, 1p groceries, pharma, banking, off-platform advertising, full serve ad stack… the list does not seem to end and will likely keep expanding. All fortified by a strong culture and a management team that focuses on long-term value and startup mentality. Not trying to create an echo chamber here. Just reminding folks that you cannot focus on the price action. The market can make very little sense in the short-term.

@StockSavvyShay @fiscal_ai MELI is causing Melee entering the world of Milei.

$MELI NOW TRADING AT ITS CHEAPEST VALUATION EVER

@BujokMr Thanks for all your insights. Just wondering if your prediction is happening today or will it take more time later. 3/10: Gold $5850 Silver $150

@eenLien Eagerly waiting for the first PO.

$ENVX A great time to be alive! (I mean to see a sign of life 😉) from: ▪️David Yang (HONOR President Strategic Partnership Management) ▪️ Qualcomm ecosystem ▪️ Interesting $QCOM India connections

@varunv_malhotra Thanks for all the wisdom. Been averaging down. I am in the green today, finally.

$CSU is up 30% since I posted this. Did you swing when you had a chance?

@Anil_StocksFan @WisemanCap What the number one batsman and ballers are struggling now.

@WisemanCap Good we made to finals. But, problems plenty for team India. Abhishek and Varun have been in bad form.

Dube, good you bowled only one lol

@WisemanCap I was more worried about his no balls & free hits and game over. I'm glad it didn't happen.

@Mindset4Money_X Lost in all of these. Took me 4 years to cover all those losses on those stupid Scamath SPACS.

Those capital losses: $SPCE: -99% from SPAC $OPEN: -78% from SPAC $CLOV: -79% from SPAC $AKLI: -95%, sold for $0.43 per share $PTRA: Bankrupt ☠️ $SUNL: Bankrupt ☠️ $LTCH: -98% - delisted $DM: -95% $MILE: -90% Where tf is your thank you peasants?

@wealthmatica We got the CEO covered by you. CFO by Ronnie. Next up CTO ? Perhaps CMO :-)

I am convinced the $ZETA community is one of the best in the financial space. Thank you everyone for your support. A lot of work and effort goes into making these interviews happen. I have some big things BOOKED in the future - stay tuned for more! $ZETA

@Lynnslife2737 Well said. Success is a stepping stone. When building a fundamentally different architecture it needs a lot of these. Good luck to.all the Enovixtors.

$ENVX Slowly but surely solving hard problems - we got a team of persistent minds!

@Lynnslife2737 After listening to the calls, it looks like we will get the wearables PO before the smart phones. Also positive about the defense industry.

$ENVX "Defense...Final deliveries completed for US Army’s Conformal Wearable Battery (CWB) program; sampling ongoing with administrator of an expanded successor program." Anduril? who took over IVAS from Microsoft (2/11/25)

@realroseceline 😋, Never saw/had the cuisine.

Burmese food for lunch

@SayNoToTrading @FINRA Hmmm my app is working. Is it the website ?

@FINRA Why do you ignore all my complaints? I file and Fidelity responds with false form replies, despite my screenshots as proof. Everyone makes mistakes but the difference is, Fidelity lies about them rather than take responsibility. They will say user error on all FINRA replies, despite screenshots showing otherwise. Tell me how the above can be user error?!

One full week of Fidelity not working, being down. You can almost do nothing from desktop. Can't even cancel old orders. Can't place trades, as you get same errors.

@Tim_Sweeney_TAR Thanks for all the wisdom. Is there a way Howbto prepare for this ?

$sofi SOFI'S TROJAN HORSE (Fresh Horses We Ride) I'll be giving hints HINT #1 China restricting entities buying US Currency What Bessant knows what would happen if the us dollar was not the fiat currency    +9 If the US dollar lost its status as the primary global fiat/reserve currency, it could trigger severe economic consequences, including high inflation, surging interest rates, and reduced U.S. purchasing power . The cost of imports would rise, reducing American living standards, while the U.S. government would face significantly higher costs to service its national debt.

@nanalyzetweets @grok Is it for their mutual funds and ETFs?

This is what so many newbie investors get wrong - the difference between passive and active investing. Here Grok correctly points out the recent PASSIVE investment Vanguard made into $ASTS - emphasis on the last sentence. Good job @grok