AkhenOsiris
$NVDA
Evercore:
They observe that Nvidia shares have experienced two significant corrections, each over 50%, in recent history: one in the second half of 2018, occurring one quarter before peak capital expenditure (CapEx) when the stock was trading at a price-to-earnings (P/E) ratio of 38, and another in 2021-22, four quarters before peak CapEx, starting with a P/E of 67.
With peak CapEx forecasted for the fourth quarter of 2025 and NVIDIA's current P/E at 39, the analysts do not anticipate a significant sell-off in the stock before mid-2025.
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$NVDA
Evercore:
They observe that Nvidia shares have experienced two significant corrections, each over 50%, in recent history: one in the second half of 2018, occurring one quarter before peak capital expenditure (CapEx) when the stock was trading at a price-to-earnings (P/E) ratio of 38, and another in 2021-22, four quarters before peak CapEx, starting with a P/E of 67.
With peak CapEx forecasted for the fourth quarter of 2025 and NVIDIA's current P/E at 39, the analysts do not anticipate a significant sell-off in the stock before mid-2025.
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Offshore
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Hidden Value Gems
RT @HiddenValueGems: Li Lu’s advice on how to succeed in investing 👇🏼
Quote of the day #71 https://t.co/rFHSsVdUQl
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RT @HiddenValueGems: Li Lu’s advice on how to succeed in investing 👇🏼
Quote of the day #71 https://t.co/rFHSsVdUQl
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Offshore
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Quiver Quantitative
In June, Marjorie Taylor Greene bought stock in Crowdstrike. It has fallen 29% since.
In July, she bought stock in Dell. It has fallen 13% since.
She just bought stock in Intel.
Will be watching $INTC closely. https://t.co/3Df2SYn3Ns
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In June, Marjorie Taylor Greene bought stock in Crowdstrike. It has fallen 29% since.
In July, she bought stock in Dell. It has fallen 13% since.
She just bought stock in Intel.
Will be watching $INTC closely. https://t.co/3Df2SYn3Ns
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Offshore
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Stock Analysis Compilation
Stock Analysis Compilation #54 is in your inbox 🔥
(link below)
37 free analyses from the best hedge funds & newsletters :
$BABA $TCEHY $AMZN $AXON $CMG $CLPT $GPRK $GT $MEDP $MNDY $MS $OCC $OEC $PLTR $PAYC $PINS $TXN $WBS $DPZ $GLASF and many more https://t.co/9UOyZMmzWZ
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Stock Analysis Compilation #54 is in your inbox 🔥
(link below)
37 free analyses from the best hedge funds & newsletters :
$BABA $TCEHY $AMZN $AXON $CMG $CLPT $GPRK $GT $MEDP $MNDY $MS $OCC $OEC $PLTR $PAYC $PINS $TXN $WBS $DPZ $GLASF and many more https://t.co/9UOyZMmzWZ
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Bourbon Capital
RT @BourbonCap: It's okay if you've bought a terrible company, we've all been there. But stop adding to that losing position. Instead, focus on quality stocks.
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RT @BourbonCap: It's okay if you've bought a terrible company, we've all been there. But stop adding to that losing position. Instead, focus on quality stocks.
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PitchDeckGuy
Braze had a record revenue year and now serves over 2,000 brands
Here's their deck: https://t.co/ZqIvE1HF8F
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Braze had a record revenue year and now serves over 2,000 brands
Here's their deck: https://t.co/ZqIvE1HF8F
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Offshore
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Stock Analysis Compilation
Rewey AM on Webster Financial $WBS
Thesis: Webster's strong valuation metrics and potential strategic actions, such as an IPO of its Health Care Financial services segment, present a significant upside opportunity for investors
(Extract from their Q2 letter, link in SAC#54) https://t.co/1nxRJreFLV
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Rewey AM on Webster Financial $WBS
Thesis: Webster's strong valuation metrics and potential strategic actions, such as an IPO of its Health Care Financial services segment, present a significant upside opportunity for investors
(Extract from their Q2 letter, link in SAC#54) https://t.co/1nxRJreFLV
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