The Long Investor
$DAL 52 week high today

There are only 2 companies with an ROE over 50% and a PE under 10 in the S&P 500 right now.

One of them is $DAL.
PE: 5
FWD PE: 5

All 20 analysts on Wall Street recommend this as a Buy https://t.co/JfGnatN4ez - The Long Investor
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Some $AMZN Q1 Earnings Highlights 👇🏽

Important to note AWS & Advertising Growth*

☁️ AWS $25.03B (+17% YoY)
💸 ADS $11.82B (+24% YoY)

*Growth Excluding F/X

#stocks #investing https://t.co/ENLIZk7LnK
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Brandon Beylo
RT @marketplunger1: The Copper Opportunity In One Chart

Focus on these drivers:

• Construction and Electronics
• Electric Grid
• Transportation (EVs)
• Wind, Batteries, and Solar

It would require a Herculean effort to bring enough supply online in time.

H/t @sprott
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Brandon Beylo
Square $SQ continues to crush it.

Here are their Q1 2024 highlights:

• Gross Profit: $2.09B (+22% YoY)
• Cash App Gross Profit: $1.26B (25% YoY)
• Operating Income: $250M (12% margin)
• Adjusted EBITDA: $705M (34% margin)

Don't sleep on @jack, folks! https://t.co/MjPGK4Hzdg
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Giuliano
$MELI quarterly earnings results: https://t.co/3rykoZyz8C
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Brandon Beylo
People might meme this announcement to death, but I think it makes perfect sense.

SQ is funding its bitcoin DCA from bitcoin-related gross profit.

This protects its core business gross profit (Square Seller + Cash App) and gives them optionality on $BTC price.

Love it.

block is DCA'ing bitcoin every month. here's how your company can do it too: https://t.co/xabpCVZdn8 - jack
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The Long Investor
RT @faststocknewss: *APPLE 2Q EPS $1.53, EST. $1.50

*APPLE 2Q REV. $90.75B, EST. $90.33B

*APPLE TO BUY BACK ADDITIONAL $110B OF SHARES, BOOSTS QTRLY DIV. $AAPL
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Brandon Beylo
Square $SQ RAISING its 2024 Full Year Guidance across the board.

• $8.78B in revenue (+17% YoY)
• $2.8B in Adjusted EBITDA (31% margins)
• $1.3B in Adjusted Operating Income (15% margins)

Not bad.
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 Q-Cap 
$AAPL casually announcing a $110B buyback bigger than the GDP of the Dominican Republic https://t.co/4TvHwsIHgO
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The Long Investor
RT @TheLongInvest: $AAPL important point to remember

$AAPL started its decline in December whereas the $SPY started its decline on the 1st of April

$AAPL was ahead of the market in July for Wave 4 and will recover ahead of the market now.

Bounce right now is Wave B for us.

$AAPL why is $AAPL the only stock green?

Our members know why, it is the only Mega Cap that has completed its Wave A correction and is in Wave B now.

All other Mega Caps appear to be only starting their Correction.

$AAPL lead the market to decline in July 2023 and will likely be the first to recover from its correction.

$AAPL will always be the market leader. - The Long Investor
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The Long Investor
This breakdown is vital to understanding the big picture, thanks for sharing @StockMarketNerd

$AAPL Q/Q growth is -24% total and -30% on products.

Y/Y growth is also a concern at -4.3% and -9.5%

Like we said, this is a bounce for Wave B but ultimately the pull back is not complete

Red flags are raised when Mega Caps go overly aggressive with buybacks and increased dividends to cover cracks

Dead cat bounces are exit liquidity

$AAPL Earnings Snapshot: https://t.co/U1z0kWAkT4 - Brad Freeman
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