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RT @WealthyReadings: $ASML was a no brainer, up ~66% in less than 6 months since this post.
Sometimes the market hands out gifts.
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RT @WealthyReadings: $ASML was a no brainer, up ~66% in less than 6 months since this post.
Sometimes the market hands out gifts.
Is $ASML the best stock to buy at Monday's market open?
The company's mistake is to be cautious on guidance due to the actual economy & tariffs risks, while being a pillar of the AI revolution as its lithography hardware is needed everywhere to manufacture chips and many new manufacture hubs are being built in the U.S.
Most of AI hardware stocks are trading at ATH due to strong demand, results & guidance. Meanwhile, $ASML trades close to its lowest valuation ever, bouncing on its 200EMA which is historically a bottom.
A no brainer? tweet
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RT @WealthyReadings: $HIMS is down 45% since I closed my position six months ago.
I don't expect the stock to be better over the next months. https://t.co/DIOPWetja4
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RT @WealthyReadings: $HIMS is down 45% since I closed my position six months ago.
I don't expect the stock to be better over the next months. https://t.co/DIOPWetja4
I decided to close my $HIMS position today, after last night's earnings.
If you are interested by a clear & unbiased summary of the earnings, why I am closing my position & why I believe $HIMS will go through some tough times, it's all detailed below.
https://t.co/vTcjV48al4 tweet
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RT @WealthyReadings: If I were looking for the next stocks to buy, I wouldn't look at AI, I would look further.
Defensives $DVN $SLB $TGT
Healthcare laggard $PFE $NVO
Retail $LULU $DECK
China $JD $PDD
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RT @WealthyReadings: If I were looking for the next stocks to buy, I wouldn't look at AI, I would look further.
Defensives $DVN $SLB $TGT
Healthcare laggard $PFE $NVO
Retail $LULU $DECK
China $JD $PDD
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RT @WealthyReadings: $TMDX closed the quarter with 2,308 flights after a very strong finish to December.
I see a revenue floor of ~$157M (+29% YoY), putting FY25 slightly above $600M (+36% YoY).
Final numbers will depend on DCD/DBD mix, services and heart/lung trials, but overall I expect $TMDX to at least meet the midpoint of guidance - raised three times this year.
This assumes ~20% use of third-party transport, consistent with previous quarters and management’s targets. Any deviation would impact the math.
I am very positive on the company and look forward to what FY26 brings. Probably going to be great.
https://t.co/FThbpSovjv
I still consider the stock a steal at today's price.
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RT @WealthyReadings: $TMDX closed the quarter with 2,308 flights after a very strong finish to December.
I see a revenue floor of ~$157M (+29% YoY), putting FY25 slightly above $600M (+36% YoY).
Final numbers will depend on DCD/DBD mix, services and heart/lung trials, but overall I expect $TMDX to at least meet the midpoint of guidance - raised three times this year.
This assumes ~20% use of third-party transport, consistent with previous quarters and management’s targets. Any deviation would impact the math.
I am very positive on the company and look forward to what FY26 brings. Probably going to be great.
https://t.co/FThbpSovjv
I still consider the stock a steal at today's price.
🚨 $TMDX is dirt cheap, and I don’t say that often.
Financials are strong. Growth is strong. Multiples are reasonable. And we’re set up for a Q4 beat.
Here’s why $TMDX will go higher, why they’ll likely beat FY expectations and why it is one of the best buy on the market 👇
Quarter flight numbers so far.
🔹October: 773 flights → 24.9 per day
🔹November to date: 317 flights → 26.4 per day
🔹Q4 to date: 1,090 flights → 25.3 per day
As of today, not even halfway through Q4, $TMDX has generated around $74.4M in revenue, roughly half of what’s needed to hit the low end of its FY guidance - which has already been raised three times this year.
This comes after just 43 days, with 49 days left in the quarter.
At the current pace of 25.3 flights per day, they’re on track for.
≈ 2,330 flights total in Q4
≈ $159M in revenue
That would push FY25 revenue toward the high end of their guidance without any acceleration in flight frequency.
And december is historically the strongest month of the quarter, and the second strongest of the year in terms of transplant activity and flight data for $TMDX.
So if they simply maintain this rhythm, they’ll hit the high end of their guidance and if flights accelerate - as history suggests, we're up for a beat.
That being said, my calculations aren't perfect, nothing really is, but there are reasons to expect a strong quarter based on today data for $TMDX.
All while the stock trades at its lowest multiples in years, with many bullish catalysts ahead.
🔹 Rapid growth & expanding margins
🔹 Recession proof business model
🔹 Multiple short-term growth verticals
🔹 Strong winter seasonality
🔹 Competition acquirerd 20×+ sales
You'll find everything you need to build your convictions just below 👇 tweet
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RT @WealthyReadings: Ignoring China in 2025 was costly. Ignoring it in 2026 will be even more so.
$BABA is one of my top pick for this year, for one simple reason: the government is crytal clear on its 2026 focus.
1. Consumption
2. Innovation
And when China sets priorities, it tends to execute. If you have paid attention over the past decades, you wouldn't bet against them.
Why would this time be any different?
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RT @WealthyReadings: Ignoring China in 2025 was costly. Ignoring it in 2026 will be even more so.
$BABA is one of my top pick for this year, for one simple reason: the government is crytal clear on its 2026 focus.
1. Consumption
2. Innovation
And when China sets priorities, it tends to execute. If you have paid attention over the past decades, you wouldn't bet against them.
Why would this time be any different?
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RT @WealthyReadings: Remember the $NVDA “inventory bear case”? The one built on 2 digit IQ that generated millions of views?
I broke down why it was deadly wrong in my repost.
Turns out the so-called “inventory” included ~700,000 H200 units; over $15B of produced but unsold hardware due to export curbs.
Not weak demand. Not forged accounts. Not unpaid bills.
That narrative created an so much fear, pushed by people who look at numbers without context, and did slow down the market a little bit.
Fast forward weeks later, to facts, as they always take time to surface. A recent article made the situation clear.
“ $NVDA is scrambling to meet strong demand for its H200 artificial intelligence chips from Chinese technology companies and has approached contract manufacturer $TSM to ramp up production.
Chinese technology companies have placed orders for more than 2 million H200 chips for 2026, while Nvidia currently holds just 700,000 units in stock.”
$NVDA sees a path to ~$500B in sales in the West alone. With renewed access to China, where demand from players like $BABA is massive, the supply chain will be stressed once again.
You’re just not bullish enough. The AI trade isn't over.
https://t.co/mm3A4EB6ze
🚨BREAKING: The $610 Billion AI Ponzi Scheme Is Not A Ponzi Scheme
Here’s why $NVDA isn’t the disaster the algorithms - and the bears, want you to think it is. Far from it.
Shanaka’s argument claims that Nvidia’s rising inventory, receivables, and DSO suggest demand is slowing and the company is pushing more product than customers can absorb, in terms of need and payment.
In brief: no more demand nor cash to pay for their GPUs.
1. Rising Inventory ≠ Red Flag
Shanaka says rising inventory is evidence of weak demand, but ignores $NVDA pricing - and many other factors we'll talk about.
When unit prices double or triple, the same volume of hardware shows up as a larger dollar value in inventories.
You'll have more bananas for $1M that airplanes, right? Just like you'll have more H100 than GB200.
When we normalize inventory by revenue - or by units shipped, the trend is stable, suggesting this is a pricing effect, not a demand problem and rising inventory in volume.
This can also be illustrated with accounts receivable per revenue, which make the same point: when product prices increase, dollar-denominated metrics rise, so metrics taken individually may look bad but within context, the story looks normal.
That being said, many could point that even then, inventory is rising. To which we need to add context, something algorythms are incapable of.
2. Higher DSO & Supply Chain Constraints
DSO - which represents the time before being paid, rising slightly is consistent with real-world constraints.
$NVDA doesn’t just ship GPUs anymore; they ship racks, custom configurations, integrated systems… These use third-party components, which require more coordination, harder logistics, and can temporarily increase time before revenue recognition and therefore inventory.
Add to this the fact that foundries, as proven many times these quarters during $TSM & co earnings, run at full capacity, and you get even more delays.
More customization + constrained supply chains = longer installation cycles before revenue can be recognized and rising inventories until then.
This is an operational bottleneck, not a credit problem.
A move from 46 to 53 days is marginal especially considering this value has been roughly stable for three quarters.
3. Circular Economy
As for the claims about a circular economy and the same dollars being used across multiple companies, I have no counters but this: circular economies are normal, that’s how economies work.
It only becomes a problem if AI services do not generate enough cash to honor commitments.
Because that’s what those are: commitments, not booked revenues. If those commitments can be honored, then what is the problem?
4. Algorithms D[...]
RT @WealthyReadings: Remember the $NVDA “inventory bear case”? The one built on 2 digit IQ that generated millions of views?
I broke down why it was deadly wrong in my repost.
Turns out the so-called “inventory” included ~700,000 H200 units; over $15B of produced but unsold hardware due to export curbs.
Not weak demand. Not forged accounts. Not unpaid bills.
That narrative created an so much fear, pushed by people who look at numbers without context, and did slow down the market a little bit.
Fast forward weeks later, to facts, as they always take time to surface. A recent article made the situation clear.
“ $NVDA is scrambling to meet strong demand for its H200 artificial intelligence chips from Chinese technology companies and has approached contract manufacturer $TSM to ramp up production.
Chinese technology companies have placed orders for more than 2 million H200 chips for 2026, while Nvidia currently holds just 700,000 units in stock.”
$NVDA sees a path to ~$500B in sales in the West alone. With renewed access to China, where demand from players like $BABA is massive, the supply chain will be stressed once again.
You’re just not bullish enough. The AI trade isn't over.
https://t.co/mm3A4EB6ze
🚨BREAKING: The $610 Billion AI Ponzi Scheme Is Not A Ponzi Scheme
Here’s why $NVDA isn’t the disaster the algorithms - and the bears, want you to think it is. Far from it.
Shanaka’s argument claims that Nvidia’s rising inventory, receivables, and DSO suggest demand is slowing and the company is pushing more product than customers can absorb, in terms of need and payment.
In brief: no more demand nor cash to pay for their GPUs.
1. Rising Inventory ≠ Red Flag
Shanaka says rising inventory is evidence of weak demand, but ignores $NVDA pricing - and many other factors we'll talk about.
When unit prices double or triple, the same volume of hardware shows up as a larger dollar value in inventories.
You'll have more bananas for $1M that airplanes, right? Just like you'll have more H100 than GB200.
When we normalize inventory by revenue - or by units shipped, the trend is stable, suggesting this is a pricing effect, not a demand problem and rising inventory in volume.
This can also be illustrated with accounts receivable per revenue, which make the same point: when product prices increase, dollar-denominated metrics rise, so metrics taken individually may look bad but within context, the story looks normal.
That being said, many could point that even then, inventory is rising. To which we need to add context, something algorythms are incapable of.
2. Higher DSO & Supply Chain Constraints
DSO - which represents the time before being paid, rising slightly is consistent with real-world constraints.
$NVDA doesn’t just ship GPUs anymore; they ship racks, custom configurations, integrated systems… These use third-party components, which require more coordination, harder logistics, and can temporarily increase time before revenue recognition and therefore inventory.
Add to this the fact that foundries, as proven many times these quarters during $TSM & co earnings, run at full capacity, and you get even more delays.
More customization + constrained supply chains = longer installation cycles before revenue can be recognized and rising inventories until then.
This is an operational bottleneck, not a credit problem.
A move from 46 to 53 days is marginal especially considering this value has been roughly stable for three quarters.
3. Circular Economy
As for the claims about a circular economy and the same dollars being used across multiple companies, I have no counters but this: circular economies are normal, that’s how economies work.
It only becomes a problem if AI services do not generate enough cash to honor commitments.
Because that’s what those are: commitments, not booked revenues. If those commitments can be honored, then what is the problem?
4. Algorithms D[...]