Offshore
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Fiscal.ai
ServiceNow is trading at its lowest multiple ever.
Forward EV/EBIT: 28.9x
$NOW https://t.co/nFTC7rLMAe
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ServiceNow is trading at its lowest multiple ever.
Forward EV/EBIT: 28.9x
$NOW https://t.co/nFTC7rLMAe
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Offshore
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The Few Bets That Matter
$NBIS is giving you a breakout retest.
Are you taking it? https://t.co/58oS2CktFU
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$NBIS is giving you a breakout retest.
Are you taking it? https://t.co/58oS2CktFU
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The Few Bets That Matter
$ADBE and $PYPL aren’t value.
What does value look like? I've shared a few value names that have outperformed since.
$SLB +33.8%
$HAL +47.2%
$DG +55%
$DLTR +59.2%
I’ll drop five more tomorrow for subs, names that haven’t moved yet.
Value exists, but it’s not where X keeps looking.
Receipts 👇
https://t.co/TKA7eqw40O
https://t.co/NYZueTqms8
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$ADBE and $PYPL aren’t value.
What does value look like? I've shared a few value names that have outperformed since.
$SLB +33.8%
$HAL +47.2%
$DG +55%
$DLTR +59.2%
I’ll drop five more tomorrow for subs, names that haven’t moved yet.
Value exists, but it’s not where X keeps looking.
Receipts 👇
https://t.co/TKA7eqw40O
https://t.co/NYZueTqms8
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X (formerly Twitter)
The Few Bets That Matter (@WealthyReadings) on X
$DG & $DLTR are consumer discretionary business & received lots of liquidity lately.
Why? Fundamentals are getting better? Not really.
The market anticipates they will as uncertainty & fears a recession grows.
Price action is starting to move, things are…
Why? Fundamentals are getting better? Not really.
The market anticipates they will as uncertainty & fears a recession grows.
Price action is starting to move, things are…
The Few Bets That Matter
"Why would I buy $PLTR today over $DG?"
Since that post, $PLTR is up 26.69% while $DG is up 33.04%
Why chase hype when you can make 10x safer returns on safer assets.
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"Why would I buy $PLTR today over $DG?"
Since that post, $PLTR is up 26.69% while $DG is up 33.04%
Why chase hype when you can make 10x safer returns on safer assets.
@MrFundaTechnic For sure my comparisons are meant to be violent ahah.
Agreed. But I invest my money for returns, not revenue growth and it's entirely possible that $DG returns more than $PLTR this year.
In that case... Why would I buy $PLTR today over $DG? tweet
X (formerly Twitter)
The Few Bets That Matter (@WealthyReadings) on X
@MrFundaTechnic For sure my comparisons are meant to be violent ahah.
Agreed. But I invest my money for returns, not revenue growth and it's entirely possible that $DG returns more than $PLTR this year.
In that case... Why would I buy $PLTR today over $DG?
Agreed. But I invest my money for returns, not revenue growth and it's entirely possible that $DG returns more than $PLTR this year.
In that case... Why would I buy $PLTR today over $DG?
Offshore
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Quiver Quantitative
$ICHR has now risen 97% since we posted this report.
Up another 11% today.
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$ICHR has now risen 97% since we posted this report.
Up another 11% today.
BREAKING: Representative Debbie Wasserman Schultz has bought stock in a company called Ichor, $ICHR.
Ichor designs components for semiconductor capital equipment.
This is the first time we have seen a politician buy the stock in over 8 years.
We'll be keeping an eye on $ICHR. https://t.co/Lxfp6hTA9W tweet
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The Few Bets That Matter
$BABA valuation is depressed by three misunderstandings.
1) Growth. Sun Art and Intime are still a drag. Strip them out and $BABA is growing 15%+ today. That is a fact.
2) Geopolitics. The war, unreliability and asset-freeze narratives are just that: narratives, and ignore probability.
The U.S. needs China as much as China needs the U.S.
Reaching such extremes would be globally catastrophic, and is highly unlikely.
But investors will realize that when FOMO kicks.
3) Potential. $BABA is vertically integrated. They own their infrastructure, chips, models, LLMs, applications (from finance to media passing by social and e-commerce) and 1B+ users.
$BABA has a power of monetization multiple times superior to any western tech company.
$BABA is a $250+ stock today. And you'll find all the arguments on my latest write up, from the link in my bio.
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$BABA valuation is depressed by three misunderstandings.
1) Growth. Sun Art and Intime are still a drag. Strip them out and $BABA is growing 15%+ today. That is a fact.
2) Geopolitics. The war, unreliability and asset-freeze narratives are just that: narratives, and ignore probability.
The U.S. needs China as much as China needs the U.S.
Reaching such extremes would be globally catastrophic, and is highly unlikely.
But investors will realize that when FOMO kicks.
3) Potential. $BABA is vertically integrated. They own their infrastructure, chips, models, LLMs, applications (from finance to media passing by social and e-commerce) and 1B+ users.
$BABA has a power of monetization multiple times superior to any western tech company.
$BABA is a $250+ stock today. And you'll find all the arguments on my latest write up, from the link in my bio.
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Offshore
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Dimitry Nakhla | Babylon Capital®
$MSFT trades at an attractive PEG ☁️
NTM P/E ~27x
2026 EPS➡️ $16.25 (+19%)
2027 EPS ➡️ $18.75 (+15%)
2028 EPS ➡️ $22.31 (+19%)
CAGR at various multiples assuming 2028 EPS Estimates of $22.31:
30x | +17.3%
29x | +15.7%
28x | +14.1%
27x | +12.5%
26x | +10.8% https://t.co/QDoujvU7Fy
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$MSFT trades at an attractive PEG ☁️
NTM P/E ~27x
2026 EPS➡️ $16.25 (+19%)
2027 EPS ➡️ $18.75 (+15%)
2028 EPS ➡️ $22.31 (+19%)
CAGR at various multiples assuming 2028 EPS Estimates of $22.31:
30x | +17.3%
29x | +15.7%
28x | +14.1%
27x | +12.5%
26x | +10.8% https://t.co/QDoujvU7Fy
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Offshore
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Brady Long
RT @thisdudelikesAI: This video makes me realize that boring people are the most at risk cuz of AI
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RT @thisdudelikesAI: This video makes me realize that boring people are the most at risk cuz of AI
If your privacy policy is shorter than your codebase, explain why. https://t.co/z11rDvuBup tweet
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The Few Bets That Matter
$BTC has bottomed.
$MSTR's bottom was the day of that post.
And I stand by what I said.
You don’t need 20 trades to make a year. You just need one well-timed conviction play.
This will be mine.
You'll soon see everyone talk about $MSTR. About how obvious the trade was. And how big they went in. I went big already.
Let's see where this goes now. The game is set.
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$BTC has bottomed.
$MSTR's bottom was the day of that post.
And I stand by what I said.
You don’t need 20 trades to make a year. You just need one well-timed conviction play.
This will be mine.
You'll soon see everyone talk about $MSTR. About how obvious the trade was. And how big they went in. I went big already.
Let's see where this goes now. The game is set.
Two predictions I’ll put money on.
1️⃣ $BTC will bottom sooner rather than later.
2️⃣ $MSTR will be the best performing asset in the next 6 months.
You don’t need 20 trades to make a year.
You just need one well-timed conviction play.
This will be mine. tweet
Offshore
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Moon Dev
most people cant follow their risk controls in trading
thats why they blow up
so i just built a risk manager into my app https://t.co/KD69G0xjZy
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most people cant follow their risk controls in trading
thats why they blow up
so i just built a risk manager into my app https://t.co/KD69G0xjZy
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