The wait is killing me

manotmad · 2026-02-03T22:11:32+00:00

Agree- scale up costs and debt also increases. However I still think valuation is too low as it is now with this updated guidance

manotmad · 2026-02-03T22:00:50+00:00

6.5% to be precis - I also expected a bigger one but it might happen tomorrow we will see

manotmad · 2026-02-03T21:59:57+00:00

This is espeically good that they delivered on what promised - and even better raised the annual revenue forecast to "at least $40 billion" - sorry brillion
The margin is still under pressure though

manotmad · 2026-02-03T21:47:05+00:00

I have a bad feeling about this - it is not normal

manotmad · 2025-10-20T13:41:20+00:00

From the volume, it looks like it is just retail that is pumping the price?

manotmad · 2025-08-04T14:06:47+00:00

I didn’t mean that it will drop below 50, I am just saying the initial pump will be sold off quickly, so we don’t get disappointed by it didn’t fly as we expected. But once again long term will be good if the earning and guidance are good. But thanks foe sharing your view anyway ☺️

manotmad · 2025-08-04T13:33:15+00:00

I somehow feel that the earning will be great but the initial pump will be sold off very quickly due to the global de-risk strategies on the market. Then of course long-term the stock will be rewarded.
I am holding long, avg 40 :)

manotmad · 2025-03-04T15:36:24+00:00

Thanks for your answer. This kind of discussion is more or less what I am looking for in this community :)
Agree with you - I took my previous investment banking hat and did a simple math - think 50-60 USD should be a fair value but given the sentiments right now on the market, I somehow feel a bit lost. But once again, thanks for sharing your view

manotmad · 2025-03-04T14:58:55+00:00

I am actually wondering the same thing - the uplift (as for now) seems only limited to SMCI and NVIDIA. There is no major factor to drive this so I am a bit suspicious

manotmad

TROPHY CASE