This one is for the math enthusiasts. If $Space Exploration Technologies Corp(SPCX)$ is valued at $1.77T on $18B in revenue, that implies a price-to-sales multiple of roughly 98x. Apply that same multiple to $Meta Platforms, Inc.(META)$ , which generates over $200B in annual revenue, and the theoretical valuation would be around $20T–$22T, or roughly $7,800–$8,600 per share based on today's market cap and price. Obviously, META won't trade at a 98x revenue multiple. That's not the point. The point is the valuation disconnect. META is wildly profitable, dominant, cash-flow rich, and leveraged to AI, yet it trades at a normal earnings multiple, while hype assets command absurd revenue multiples.
New high of the day. Not going to lie, this thing just refuses to die. Every time people think the move is over, $Meta Platforms, Inc.(META)$ somehow finds another gear and keeps pushing higher. At this point, you almost have to respect the consistency. The AI narrative, ad business, margins, momentum… everything just seems to be lining up for them right now. So, who's your pick in this market right now? Because $Meta Platforms, Inc.(META)$ is making a very strong case lately.
$Meta Platforms, Inc.(META)$ Nah... The short pool here is basically gone. This is real buying because the shares are just that cheap. People were too focused on photonics, lasers and other overpriced stuff the past few months. They forgot about good old META.
$Palantir Technologies Inc.(PLTR)$ Jensen Huang said on X that Palantir is going to integrate Nvidia to process data at the speed of light at an extraordinary scale. This is only the beginning. My cost basis is at $21.
$e.l.f. Beauty Inc.(ELF)$ just dropped $1B to acquire Hailey Bieber’s Rhode,a bold move shaking up the beauty world! Announced on May 28, and judging by the stock’s reaction, investors are totally here for it.
$MINISO Group Holding Limited(MNSO)$ TOP TOY is crushing it,revenue hit nearly ¥1B in 2024, up 45% year-over-year, and they added 128 new stores, reaching 276 in total. Honestly, I didn’t pay much attention to this segment before, but turns out their mix of blind boxes, collectible toys, and value pricing is a real winner. MINISO is proving it’s not just a “dollar store” brand anymore,it’s pivoting hard toward youth trends and lifestyle upgrades. The more I hold this stock, the better I feel about it.
$ISHARESHSI(03115)$ Absolutely loving it! This stock is going crazy, feels like I’m raking in the profits! I’ve been bullish on it for a while, and it’s paying off big time! Holding tight, waiting for it to skyrocket again!
$Zai Lab Ltd(ZLAB)$ is really making moves! The sales of Weiwei Jia reached over $30 million, and in 2024, most of their revenue is expected to come from this drug—exciting times ahead! Yesterday, they hit another major milestone with the acceptance of the listing application for tisotumab vedotin, developed in collaboration with Seagen, for the treatment of recurrent or metastatic cervical cancer. The potential is huge! Continuing to stay bullish, looking forward to Zai Lab’s next big breakout!
$SMOORE INTL(06969)$ Just cashed out with a nice profit on Smoore International! Been keeping an eye on this one for a while and it's really been showing strong potential. Smoore's solid market position in the vaping industry is holding steady, with impressive earnings growth despite market challenges. Plus, the stock's been on a solid uptrend lately, proving its resilience. Loving the gains from this one – always feels good when the research pays off!
$XPENG-W(09868)$ has been actively innovating and expanding its market, with successful launches like the MONA M03 and P7+ driving sales. The company’s moves into extended-range EVs (EREV) and autonomous driving are promising, but scaling these profitably remains a challenge. With a market cap of $12 billion by late 2024, investors are optimistic about its growth potential. I’m cautiously optimistic about XPeng’s future, especially if it can overcome these hurdles and capitalize on its technological innovations and diversification.It's been a long wait, but the results prove that sticking to my plan was the right choice.
$NVIDIA Corp(NVDA)$$Advanced Micro Devices(AMD)$$Alphabet(GOOG)$ I’ve been long in AMD and NVDA.Will let NVDA shares ride through earnings, accumulate if there is a sell off as there was in AMD. Win, Win, Winning.NVDA stock pausing or pulling back modestly over several weeks would be healthy. But if NVDA earnings or guidance disappoint, NVDA could be punished severely. That would have repercussions for rival AMD but also Google and a slew of "AI" plays that have been driving the market higher.
$Wal-Mart(WMT)$ Careful scanning and bagging your own items at WMT. Lawyer saysIf you mistakenly put one item out of the 50 you buy in cart without scanning, WMT could press charges, have you arrested and give you a record. Safer to have employees do the work.
I love all the people here pushing the narrative that MARA is a dog stock or Bitcoin is a cryptocon. Ask yourself why they are here? They short the stock hoping they can bring it down and make money. That’s fine. Just know that MARA is headed to strong profitability in Q2 and beyond with Bitcoin even at these lower levels. As Bitcoin rises, and it will, all long holders will make good money. MARA is producing more Bitcoin than ever before currently at 789.6 Bitcoin as of May 20 so far. MARA is on the verge of becoming the largest self-mining Bitcoin company in the industry by mid-2023. Just sit back and wait. $Marathon Digital Holdings Inc(MARA)$
$AMC Entertainment(AMC)$ What are synthetic shares? Perhaps answering the following questions will help out the non believers:1)What is $4.192 billion divided by 521 million?2)What is $5.03 X 521 million?3)How do you calculate market cap?
$NASDAQ(.IXIC)$$E-mini Nasdaq 100 - main 2306(NQmain)$ Heading to 4600+ before the fed pause as predicted. Rally starts with the pause at near all time highs. You bears ready to see this historic run as you sit sidelines and debate nonsense or be delusional trying to convince yourselves?? Don’t say you weren’t warned. We are heading to 5500+ by the end of this summer. It doesn’t matter how bearish you remain you will be forced to chase this rally at one point LOL. When will you bears learn and will you ever learn? Start buying aggressively, max out your 401ks before it’s too latebullish Memes & GIFs - Imgflip
$Advanced Micro Devices(AMD)$ To trade or not to trade. That is the question. I made money every day this week so far and locked in 80-90% of the profits each time. Was it the same amount as just holding all the way through? Close, but no. The difference is, I'm not going to bed wondering if tomorrow is the day the market or AMD tanks 10% for some reason. It is very hard to appreciate the bird in hand and not want more, but the cool part is paying bills that need to be paid each week while my base amount of money remains the same. When it works, a stock becomes an ATM.
$AMC Entertainment(AMC)$$AMC Entertainment Preferred(APE)$ Had Guardians of the Galaxy in 3D IMAX with Laser. 🦍 💪🏼Guardians of the Galaxy, Volume 3 was GREAT, especially in IMAX 3D with Laser! My son and I loved it. Spent $85 on concessions, including the sweet Rocket popcorn tin. My son was filling up his soda, so it’s not pictured below. 😂 🦍 💪🏼 🎥 🥤
$C3.ai, Inc.(AI)$ Some 13Fs were filed today by some of C3's smaller investors. Raymond James Financial Services Advisors (a subsidiary of the main company in Florida that files a separate 13F) did not own any shares on Dec 31, then came in as a new investor in Q1 with a buy of 17,000 shares. Atonra, a Swiss firm, did not own any shares on Dec 31, then came in as a new investor in Q1 with a buy of 12,500 shares. Beck Bode in Massachusetts did not own any shares on Dec 31, then came in as a new investor in Q1 with a buy of around 10,000 shares. These buys were too small to affect the stock price, but it's significant that investment professionals from all over have their eye on C3 and are buying some shares. The short sellers claim that C3 is not act
$Meta Platforms, Inc.(META)$ hahaha…. Sure. I actually do use VR/AR and it is pretty amazing (needs another 5 - 10 years and everyone will have AR glasses). I also use FB, IG, WhatsApp, Messenger on a regular basis. The company innovates pretty regularly and I like seeing them trim the fat and pivot some of their resources to Gen AI. And it’s not like Meta is bleeding cash. The company has a strong balance sheet, with $40.73 billion in cash on hand and $185 billion in total assets. Good luck to you. $275 by the end of the year.