The Few Bets That Matter
RT @WealthyReadings: Three defensive stocks which will outperform the $SPY this year.

$DAR - Turns waste into fuel. Government is about to force oil companies to buy more credits which benegfits $DAR two-folds.

$NTR - World's biggest fertilizer. Demand is growing while supply is flat and won't expand before long. Pricing power and guidance raised.

$SWBI - A pro-firearm administration, a cleared inventory and strong demand for new products.

None of them are sexy. All of them are cheap.
Depends if you're in it for the glory or the money.
https://t.co/4VEeuiyaMg

https://t.co/GeThNIWDHo - The Few Bets That Matter
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The Few Bets That Matter
RT @WealthyReadings: A clear, repeatable system will always outperform the hunt for unicorns in a world full of cows.

Over the last decade, only $NVDA returned 10,000%+

Over the last year, more than 500 stocks returned 100%+. Growth & defensives - $ASTS $PLTR $BABA $BMNR $NBIS $MU $B $GCT $GLDG & more...

Investing is putting the probabilities on your side.

https://t.co/oVEpN1nzX9 - The Few Bets That Matter
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Dimitry Nakhla | Babylon Capital®
Lam Research $LRCX Q2 2026 Report 🗓️

✅ REV: $5.34B (+22% YoY)
✅ EPS: $1.27 (+40% YoY)

⬆️ Guidance

⬆️Q3 REV Est: $5.70B vs $5.32B prior
⬆️Q3 EPS Est: $1.35 vs $1.20 prior https://t.co/5zEo88Rvqg
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The Few Bets That Matter
$MSFT is falling for the exact same reason $META did a quarter ago.

Margin compression.

And just like $META, higher expenses are mostly amortization. The cash was already spent via CapEx and cash generation isn’t impacted.

Same ridiculous playbook. https://t.co/araRRbx0v3

Keep in mind that $META expenses include depreciation and amortization.

You can’t complain twice; once when CapEx is spent, and again later when D&A hits margins.

Chose your poison.

From a cash perspective, the money was already spent when the infrastructure was bought. D&A impacts the P&L, not actual cash flow.

So if margins start to look compressed, check FCF instead of net income. Cash generation will stay strong even if margins and net income take a hit.

If anything, the income is used for taxes so it could reduce them which would be a net positive for $META without any impact on its cash generation.

This will matter a lot when looking at hyperscalers the next few quarters.
Understand the difference. - The Few Bets That Matter
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God of Prompt
RT @ytscribeai: my favourite life hack to learn anything:

> find a 2-hour lecture packed with value
> get transcription with https://t.co/eclfTyTcwf
> use nano banana pro with this prompt:

"create an image of a hand-drawn cheatsheet with key concepts from this transcript: [PASTE TRANSCRIPT]"
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