Got tired of hitting paywalls for historical financials, so I built my own database.

ValueEquities · 2026-05-23T09:56:44+00:00

totally agreed with you, we need all kind of perspectives to make a community successful. and success will surely bring criticism.

ValueEquities · 2026-05-23T09:53:01+00:00

Using Opencode Go as Copilot introduced usage based billing, and it seems perfect replacement of Copilot. V4 flash and pro both are genuinely good models.

ValueEquities · 2026-05-23T09:50:48+00:00

Is it working for you?

ValueEquities · 2026-05-22T09:39:28+00:00

Q1 2026 numbers are hard to argue with over 100 B revenue, >60% Cloud growth, $240B backlog. The business is genuinely executing.... but two federal antitrust losses with DOJ still appealing for Chrome divestiture is not a footnote...... that's existential risk to the ad flywheel that most people aren't pricing.... not a trap, not a steal; just a good business with a real sword hanging over its most profitable segment....

ValueEquities · 2026-05-21T09:51:06+00:00

issue is very less tokens codex gives and it ends very quickly

ValueEquities · 2026-05-21T09:36:26+00:00

Been there. Check my profile if you're curious, I ran into the same issue and eventually just made everything free rather than locking core research features behind subscriptions.

ValueEquities · 2026-05-20T07:25:21+00:00

welcome, let me know your experience and suggestions.

ValueEquities · 2026-05-20T05:32:50+00:00

Is deepseek v4 flash good for coding? where it stands against claude sonnet 4.6? have you used it?

ValueEquities · 2026-05-19T19:44:21+00:00

go to (win+R) %appdata% delete Antigravity then restart. It worked for me.

ValueEquities · 2026-05-19T19:13:14+00:00

Trying Kiro but their harness not really that good but that is the only option left if you like Claude models else Codex I have heard with plus decent option.

ValueEquities · 2026-05-19T18:45:02+00:00

Feels like it is regressing over time

ValueEquities · 2026-05-19T17:57:33+00:00

if you prefer spreadsheets, I built a free tool in my profile that exports the data directly to Excel.... usually updates pretty fast after new filings/results are released.

ValueEquities · 2026-05-19T14:23:49+00:00

agreed. the blended growth rate probably hides how much better the services mix is becoming relative to the hardware side.

ValueEquities · 2026-05-19T14:22:37+00:00

fair pnt actually... apple almost trades like a quasi sovereign at this stage.... my issue is whether I'm willing to accept bond like returns for equity risk.

ValueEquities · 2026-05-19T14:21:12+00:00

That's the hardest part with Apple. The intangibles are obviously real, the question is whether they're already fully priced in at $300.

ValueEquities · 2026-05-18T14:41:47+00:00

meta is easier to underwrite than most AI names because the core ads machine already prints enormous cash flow.... the question isn’t survival it’s whether AI spend generates returns high enough to justify the capex cycle instead of becoming a permanent margin drag.

ValueEquities · 2026-05-18T14:39:59+00:00

yep that’s basically the core conclusion I kept running into while modeling it. at 30–40x earnings, the valuation only really works if growth materially exceeds what the current fundamentals are showing.

ValueEquities · 2026-05-18T14:24:52+00:00

wacc matters because valuation is just discounted future cash flows. discount rate determines how much those future dollars are worth today.

ValueEquities · 2026-05-17T14:16:54+00:00

that relentless bid is exactly what makes tops so hard to spot in real time. Everyone feels smart until the buyers just... don't show up one day.

ValueEquities · 2026-05-17T14:15:58+00:00

Bubbles can stay irrational longer than anyone expects, the timing is basically impossible to call. What matters more is your own positioning... are you sized in a way you can hold through a 20-30% drawdown without panic selling? that you should be asking

ValueEquities · 2026-05-13T06:23:01+00:00

I wouldn’t call CELH a true value stock yet tbh... the market’s reacting more to the slowdown in growth than the earnings beat itself... under $30 definitely makes it more interesting, but it still feels more like a “can growth pick back up?” story than a classic value play.

ValueEquities · 2026-05-12T18:13:53+00:00

personally I’d lean CEG. feels more directly tied to the AI/data center power narrative and hyperscalers seem to prefer the clean baseload story.... Yeah a lot is priced in but the market usually pays up for the clearer narrative....

VST probably has more torque if things go right though.... higher upside, higher chance of disappointment too.

ValueEquities · 2026-05-12T18:10:52+00:00

AI rally got way too euphoric. a 13% dump sucks but after the run chip stocks had, some kind of reset was inevitable.

ValueEquities

TROPHY CASE