Good morning everyone. I will be buying the dip on WIX ! At open this will have a PE ratio of around 8-9x. That doesn’t always mean much. The stock market is a live auction. The big thing is that WIX actually bought back 17.5 million shares at an average price of 92!!! They used 1.6 billion! The company at open will be worth less than 4 billion! Now, I am not doing DD on cash flows, interest rates on loans etc, that is important, I am fairly busy, I said how this takes 60 to 90 mins. I am spending the 2-3 mins looking at the headlines. They are still looking for 10-15 growth. So my thought process is growth still near 15%, PE near 8, company still buying back shares, it has a lot of catalysts, but be careful bad earnings!

I may be buying TMDX ! Also worse than expected, but I am buying these in small scales, less than 1% of my portfolio! I may even buy some OPRX , also eh earnings yesterday… the thing is when a company is in the dog house and things turn they explode…

Most recently, check PENG , I just retweeted some of my stuff, in April it was just 16! Now 50+ . I retweeted many of my MU tweets. Do you know I was stuck in MU at 120 for 13 months! I watched it drop to 60! I was trading a 2^(nd) block as low as 80!

Yes, I would rather buy something with great sales, great earnings, hence when I report earnings, I no longer grade bad earnings! I used to give companies a 10 to 50!!! I highlight companies executing because there usually is momentum on the way up [not just the stock price, the company is executing] as well as downside. They almost always come hand in hand… I said for many months NBIS is a possibility buy the valuation already… I just tweeted my stuff from APLD saying how it was worth the risk reward because it was 4! Check! Now up 1,100% in a year. So I do see the growth in many names but your risk tolerance?

Look, I saw ASPN growth explosion, I was trading this 15 to 25… I was making nice gains.. the company stopped executing and I took the loss around 5.50, my avg was like 17? This was last year.. They hammered it for 4 quarters… then all of a sudden results hit the fan… and the valuation wasn’t even insane for what they were doing .[NBIS insane!] We must always follow a company every quarter. More recently I am getting annihilated on TTD and DUOL .. Both companies I bought as growth was decelerating but still above very good growth! Both! 20%

I view 20%+ growth in sales as very good.

Anything over 30% I classify as hyper growth.

The reason being the SP500 great companies grow sales at 10-20%.... So anything above the average great company is very good. 30% is hyper…

I expect every company to grow sales and earnings at 5-10%... if you are growing 5-10%, to me, you get a 65 score on your report card… You are supposed to be in the best 500 companies of the world… So my expectations are high.

The title has many companies I am watching. I will do up to 3 longs. WIX will be 1 of them.

 

I am in 250 shares of KMX at 37.

 

Excellent earnings:

FNV [Again]     PAYS [Tiny Wow]     NXT [Again]       BWAY [Tiny]      NBIS [Valuation]      EOSE [Wow may add to Plays]       TRMD [DD]

 

Very good earnings:

CNSWF      KRMN      AIP      EVLV      VSH        DT     ATAT      VEON [DD may add to Plays]

 

Good earnings:

DDI      ATRO     GILT         PSFE       GLBE       ICL

 

Good luck!

Otonomii AI caught my attention mostly because the conversation around it seems centered more on workflows than on features.

A lot of retail products compete on usability and accessibility, but institutional tools seem optimized around very different priorities like automation, systems coordination, and process quality.

The recent beta just made that discussion easier to notice.

Good morning everyone. Will be headed back to NYC over the weekend. Have to head to CT Sunday. Some amazing earnings from those companies in the title and then the horrible numbers from RBLX . RBLX has not been profitable since ipo nearly 5 years ago, it is no where near it, still! Trash! Can't believe it was 150 within the last 52 weeks.

I did make some moves yesterday.

I sold 250 CALX from 41 to 42.50

I sold 500 LC from 16.25 to 17

I am in 250 CNXC 23.50

I am in 250 CLMB 16.05

I am in 250 IOT 28.25

I am in 500 EVER 14.60

Tons of earnings, I hope everyone is having an amazing earnings season. Good luck!

 

Good morning everyone. Came back pretty late yesterday. I did share some videos. I did get 1 unit back from an eviction…  court is giving a tenant more time on another eviction. I am in court all the time, this happens as you expand. I am going back Friday to sign a contract on a huge renovation, near 125 to 135,000. This is for a roof and a back porch on an 8 unit building. It is actually my largest single property for now. I am also closing on a 3 property 11 unit deal in 4-5 weeks that I have to get a lot of documents ready for. I have no help, no property manager. I have 3 groups of contractors, who have workers, it is probably about 10 people. I have about 110 units and 30 properties in Northwest Connecticut. I am trying to build a large 50-75 unit building next year. When this is built, I will have a super then, I will first see how that super does with tasks there and may give him more responsibilities and pay him as such. He cant just manage, he actually must do simple repairs too. Change lights, faucets, switch brakers, change outlets, do snow, lawns etc…

 

I have a lot I have to take care of so this will be short.

 

Excellent earnings since yesterdays close. 95+ score :

KAI       PAAS       EOG      EVC [Tiny]      IAG      ECG [Wow]       VSEC      PTGX [DD]     FLYW [DD]     COMP [Wow impressed may add to Plays]       WK [DD]       GPOR [Wow DD]       DAVE      KVYO [May but the dip]          TLN       J       VCYT       CHRD        JAZZ        AMD [Don’t like valuation here]

SSRM        ALAB       MCY [Again]       ANET      NBIX [Bio Tech]       PRM [Wow]      OSCR [Wow]      GEO      AMCR [May Add]       MRX [Again]      SII       SRTA [May be worth risk reward]         PODD [Again]       GPN      FRPT       ITT       KMT

 

Very good earnings. 85 score :

 

FLEX        ATRC      UFCS      TFPM        ADPT       CXDO        PSTL       INTA        GXO        MQ        CTVA       PRU       TEM      MRCY       RVLV       TBLA      LIVN      CRI       ELAN       YOU      LAW      HNI       MDLN      LFUS      SN       SHOO      HUT      OSS      TWIN 

 

Good earnings. 75 score :

FOA       USNA      ARDT      HURN       QRVO      SLAB       BXC       VOYA        JKHY       HNGE      TDC       QLYS        LMB       BL       LEU        AMWL       FRSH       COTY     GNW      RPD       ANDE      DVA      EXEL      SOLS      OC       NVO [Good guidance]        BCO       NYT       TRMB       UBER       BRKR      CVS     BLMN     FUBO      NVAX

 

I cant believe EVER ! like 60% and I sold Monday at 15! Valuation was low, they did revise up. SLQT super fire, didn’t do DD on earnings but was worth the dice roll. I also have EHTH for this same reason, down on it. I may add like 4-5 names to plays but been so busy. PLTR earnings was tremendous! I have a small position in PLTD , it is just the valuation is ridiculous. Even at 60x it is fair about 85 to 90. I rarely pay over 40x. I am old school. For this reason AMD is way too high for me at the moment. Earnings were great, 0 problems with it, but valuation to me. I will do up to 3 longs. I am watching dips on PRIM UPST TMDX they all had bad earnings, I didn’t do full DD, careful! KVYO dip also, great earnings!

 

I am up on 250 shares of TREE 40

I am up on 100 shares of INSP 47

I am up on 250 shares of KMX 37.25

I am up on 250 shares of PYPL from yesterday 44.75 [I also have shares at 54.50 and 59.50 smaller blocks]

I sold 2000 shares of SLQT from 1.10 to 1.20, wasn’t the plan but it dropped to like 60 cents!

 

Good luck! Have to run!

Good morning everyone. Will be headed back to NY over the weekend. We should go out, touch some grass, enjoy the world, as long as we are able to, if we have freedom. Money comes and goes, can be made again. Health, family and time are priceless.... they cant be bought!

Those big 4 had incredible earnings LLY CAT too! Naturally with AI and all the advanced technologies coming at a fast pace these monsters will spend more than ever. That is very good for chip leaders like NVDA AMD ASML TSM and even INTC .

It has been incredible for memory makers WDC STX SNDK and MU ... sad I had all the memory names. Tons of earnings but im enjoying life out west with an important lady.. Who was transferred at her job, in 2023 out west. I try and visit her like 5-6x a year and hopefully with tenure she can transfer to a New Jersey location in a year or two.

I did get my 3 longs yesterday and I could have bought more!

I am in 500 shares of SOFI 16

I am in 500 shares of LC 16.25

I am in 100 shares of NOW 88

Good luck everyone!

 

Good morning everyone. A big earnings week is coming! So just a couple of excellent earnings this AM [95 score and above] :

FSTR [Tiny]        GBTG [DD]       KRYS [Bio Tech]

 

Good earnings this AM [75 score] :

NSSC

 

Friday was an amazing day for me, and I wasn’t even in NY or CT! I came back from seeing my girlfriend in Colorado. She was called in to work in 2023. She was working remotely before that. She is a coder. Hence, I am thinking of buying a house or condo in Boulder, CO.

I really don’t have goals with trading. I try and make 100K a year from trading. Or 2K a week.. There are about 250 trading days a year, or 400 a day. I do have a good amount of capital, I am trading with a small portion of it. Also, I am slowing moving money into Real Estate. I will not leave the market, but at these levels the risk reward is high. I am looking to close a 3 property 11 unit deal at the end of this month. I am still doing a lot of renovations.

 

Friday’s trades:

I sold 250 shares of CLMB 16.05 to 17.25 [300]

I sold 250 shares of CNXC 23.50 to 24.50 [250]

I sold 250 shares of IOT 28.25 to 30.25 [500]

I sold 500 shares of SAIL 11.50 to 12.25 [375]

I sold 10 shares of NOW 88 to 92 [400]

Trades [1,825]

I am in 250 shares of TREE 40

I am in 100 shares of LULU 134

 

I am glad we can now witness the stock market, the open market first hand. What I am writing is not a conspiracy. It is fact, you can check Google, Claude, ChatGPT, Gemini or even GROK . GME has raised 6-7 billion dollars since 2020 meme. It has not, as a business made money. They have only been profitable because of treasuries they have bought with the cash. [So the business is dilute, shaft retail for cash, because my business sucks, let me close down stores, lower expenses, dilute more so I can figure out a business plan] PLEASE CHECK! Elon is kind of doing this as well! The numbers do not make sense, please check the CNBC interview today. So if GME offers all its cash under 10 billion, all of its stock around 10 billion….. has a 20 billion loan from TD that is 40 billion….. Simple math!

Where is 56 billion?

Ryan slipped up and said dilution!! Wake up people! If the stock goes up, he will  shaft to get the money to buy EBAY!! COME ON MAN!

Now the good thing is Ebay is a real company, a real business plan, and definitely 1 of the biggest, most attractive online market places.. Sure it can be managed better..

I do not know if Ryan would be bad for Ebay, maybe he may even be good… I don’t know, but I know the math isn’t mathing! He can only buy Ebay with insane dilution! More bonds etc….

Maybe long term it would be good? But no one knows, including me…but what I do know now is that GME is a cesspool as it is, Ebay is a real company, maybe he can pull off this move, but it will be massive dilution!

 

I will get up to 3 longs.

 

Good luck!

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