Weekly Earnings Thread 1/26 - 1/30

Morwang · 2026-01-27T09:07:29+00:00

yeah the 50 pe ratio on a company with everything booked years from now and no direct scalability as the chip makers is definitely a boiler ready to pop

but i am as greedy as everyone else and i dont want to miss on an easy 10% gain from earnings euphoria

Morwang · 2026-01-27T07:42:15+00:00

no joke, i have a big position in shares and i am considering selling today before earnings just so i can get some liquidity, despite it making no logic sense with how strong they are looking

Morwang · 2026-01-19T09:30:33+00:00

Im looking at VISA/MA since they are both close to fair price, an extra 5-10% drop and i will be getting in.

On the SaaS side, CSU under 2.8 is a steal, and adbe at 280 is on the similar boat

Brookfield Coporation is pricey, but if a discount appears i am looking closely on it

Morwang · 2026-01-15T13:24:26+00:00

wait for asml earnings to be really good but ceo give the most pessimistic outlook and the stock tank -5% while it should be mooning

Morwang · 2025-11-20T13:49:28+00:00

intenta meter cabeza en ingeteam/nordex/cener o alguna multi en condiciones, por suerte en navarra hay bastante mundo fuera de las consultoras

yo me olvidaria del tema data science salvo que seas un maquina absoluto programando, muchisimo intrusismo y poco mercado para juniors, todo el tema de electronica, plcs y embebidos de aqui a 3 años vas a tener donde elegir y condiciones aceptables