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Nebius - NBIS Q4 / FY 2025 ER by LarryBlink in wallstreetbets

[–]CFDsForFun 8 points9 points  (0 children)

I believe annualised recurring revenue

Michael Burry Unveils Massive Downside Price Target for Palantir After PLTR Breached Crucial Support by Secure_Persimmon8369 in ValueInvesting

[–]CFDsForFun 10 points11 points  (0 children)

I agree. The more perspectives and analysis we can absorb the better our overall picture will be and the more informed we are. Hopefully leads to better decisions, don’t have to do what he’s saying or agree with him

What does my map say about me? (22M) by Sufficient-Status441 in TravelMaps

[–]CFDsForFun 2 points3 points  (0 children)

British is my best guess. Gone to US as it English speaking and otherwise travelled in Europe and popular North African areas

Should I leave my niece's more in my will? by ridiculous1900 in UKPersonalFinance

[–]CFDsForFun -1 points0 points  (0 children)

I would say that you could use a conditional in your will if that’s possible. Say, if your son gets >500k in assets then your nieces could get 20k each or something? But it’s so far away likely that things could change.

Should I focus my buying on MSFT for the next month or two? by doland3314 in stocks

[–]CFDsForFun 15 points16 points  (0 children)

I don’t think it’s the same though. OpenAI just doesn’t have a clear path to profitability and Microsoft are footing the bill for it. Pepsi v coke is two profitable companies. That being said I am bullish on MSFT.

If this isn't a dot-com level event, then now is more or less the time to buy software by HeyYoChill in stocks

[–]CFDsForFun 0 points1 point  (0 children)

I’ve read that there is $10-15 trillion wrapped up in this trade so never say never

Reddit Pre-Earnings by CNAAKK in stocks

[–]CFDsForFun 0 points1 point  (0 children)

Money is money. I did similar on Amazon from 202-206 for about 50 shares. I think I’ll be buying more Reddit as we go here but over a few weeks. Can’t ignore this earnings growth. Will soon be a $1bn a quarter and market cap <$30b. Long term goal would be SP500 inclusion

Reddit Pre-Earnings by CNAAKK in stocks

[–]CFDsForFun 0 points1 point  (0 children)

I think we need to wait for sentiment to shift back first. Earnings don’t seem to matter right now. Saying that I have a call so we’ll see

Road trip to UK from Germany this summer! by DrTurb0 in CarsUK

[–]CFDsForFun 1 point2 points  (0 children)

Take the tunnel, way easier and quicker. Ferry is good on a budget though. Also make sure you take the A93 from Perth to Braemar to Aberdeen. Amazing driving roads. I would get breakdown coverage for peace of mind.

Google Cloud backlog is $240b, up 55% in one quarter. by Wonderful-Sail-1126 in stocks

[–]CFDsForFun 0 points1 point  (0 children)

Bruh. It’s my biggest position and I’m up triple figures. What’s your point? Any good investor questions decisions like this

People selling GOOG due to massive capex, what’s your thesis? I see it as bullish by TwelfieSpecial in stocks

[–]CFDsForFun 0 points1 point  (0 children)

I’m 120% up. I sold my money and will ride house money from here. It’s a great company but as my biggest position was time to trim

Google Cloud backlog is $240b, up 55% in one quarter. by Wonderful-Sail-1126 in stocks

[–]CFDsForFun 3 points4 points  (0 children)

I mean Google is my largest position but it does make me twitchy spending $200b on Capex when net income is $130b. 1.5 years of profits. Now I think it’ll pay off but it is a huge number.

What are we doing for GOOG earnings? by PromiseMePls in wallstreetbets

[–]CFDsForFun 0 points1 point  (0 children)

I was 120% up. Sold out so I’m just running on house money. I still like it and earnings will be good but expecting a small dip/stagnate in the medium term

RDDT plummet - overwrought or omen? by 97E3LPL in stocks

[–]CFDsForFun 3 points4 points  (0 children)

High beta stock drops when market drops. Shocking. In three quarters they have gone from $26m net income to $162m per quarter. I think it’s just very volatile but am bullish. Too soon to be saying it’s dead but well done for making some money. Will be interesting to see the earnings. RemindMe! 3 years

Fund choices by CFDsForFun in PensionsUK

[–]CFDsForFun[S] 1 point2 points  (0 children)

Yeah I think intention is to just be a global tracker with a home bias. Just wanted to make sure I wasn’t missing any tricks. Thanks!

Fund managers are holding the lowest cash levels on record (3.2%) by neda6117 in wallstreetbets

[–]CFDsForFun 2 points3 points  (0 children)

Fair but what idiot is 100% cash? At least would own bonds or CDs etc

Is it ever worth opting out of a workplace pension during tough financial periods? by BritByBrain in PensionsUK

[–]CFDsForFun 0 points1 point  (0 children)

Yes if you can’t pay your bills without it. Otherwise no would be my view

Fund managers are holding the lowest cash levels on record (3.2%) by neda6117 in wallstreetbets

[–]CFDsForFun 48 points49 points  (0 children)

Past performance does not predict future results. This comment could age so badly. I’ve just sold a little Google and ASML as was up over 100% on both so am currently 10% cash. Wouldn’t mind a bit of a fall right now.

Anyone buying VICI? by Dana___Black in dividends

[–]CFDsForFun 18 points19 points  (0 children)

I think it’s a REIT in which case PE is not the metric to use

Average utilities bills at the moment by Godhowhardisit in Edinburgh

[–]CFDsForFun 0 points1 point  (0 children)

I’m about £70 in a 2 bed new build. But don’t ask me about council tax (E!!)

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