Most engaging posts mentioning stocks from @VetTechTrader over the last 72 hours.
04/23/24
$TSLA said accelerating the launch of new models ahead of prior 2H '25- based on filling up capacity vs. fully driving out more cost- that's the tradeoff they are making (and presumably why stk is up despite pretty awful numbers)
04/23/24
$TSLA spent $1B on AI capex in q1
04/23/24
$TXN invs up 84M seq, 235 DOI, up 16 days seq
04/24/24
$NOW less than 1% beat in sub revs (smallest beat in 6 Qs) and CRPO, '24 guides unch- just not enough for big move/valuation
04/23/24
$TXN says to expect no drain on inventories- at 235 DOI, okay
04/23/24
CNBC just reported $SPOT "is adding subscribers again" to partially explain why it's up so much; Seq MAU net adds past 10Qs plus q2 guide: 25, 16, 11, 23, 33, 26, 36, 23, 28, 13, 16- nope, that's not it, actually slowing- it was GM upside plus q2 OM guide (ult higher FCF)
04/25/24
$ADYEY doing what $ADYEY does- such a boom/bust stock
04/25/24
$NVDA now up 700bps from just a few hours ago- this market is clinically insane in terms of what's whipping names around day to day (evergreen thought) https://t.co/x99C6sFrd0
04/24/24
I wonder if the same people pressing $TSLA short into the print are taking notes for $AAPL- one major difference is Tim can't pull nearly as many flashy gadgets and promises out of his pocket to distract from the actual results- but there's always on-the-come AI narrative
04/25/24
$SNAP crushed on cost guide for q1- they massively beat a really sandbagged exp- now they love it 30% higher- this stuff just makes little sense how people overreact constantly https://t.co/60lrIZoWzX
04/23/24
$TXN stock being flat for 12 mos on big down cyclical revisions the new down in semis
04/25/24
$NVDA up over a whole year's worth of t-bill yields in an hour from those early lows...
04/25/24
$CHKP CEO on macro says kind of mixed- security healthy, but some budget pressure-industry remains very competitive and expect more of that going forward; good mkt- better than down mkt from a year ago, now a bit more stable but still not where would like it to be
04/24/24
$META citing tough comps and cycling China spend for q2 guide on weakish side vs. street ests- currency hacked off 1% for q2-barely hit street Ad revs number for q1- not much here other than obv big run, tough comps, higher exps
04/24/24
$META was a mini blowoff after q4 erns due to div surprise and buyback, right into v tough comps- way outpaced revisions, and now the giveback as people piled in on peak comps- yes, it will be fine long term https://t.co/h3O1URrdRL
04/23/24
$AMZN attempting to make life for $CART a bit more difficult
04/25/24
$NVDA now 23 bucks off the premkt lows- not sure can expect a ton more for now with the group pressure- very ST comment...
04/23/24
WSJ $CRM scoop from a bit over a week ago https://t.co/qKnEvnkuv5
04/25/24
Admittedly haven't had enough time to do a real deep dive on $RBRK but going over the basics, not a fan on the financial model (sales efficiency), plenty of competition, big VC ownership, lack of FCF, etc.
04/24/24
Over 2/3 of the $SPOT erns pop now gone- positioning is wreaking havoc on indiv names into prints- will likely continue- obv $TSLA today, though $SPOT was rare in that already pretty overbought (though small pullbk w/ $NFLX)
04/23/24
$TXN finally with a minor + revision/guide after many Qs of downside (where stk didn't really move lower)- rev guide for June Q ~2% better than exps
04/23/24
$MANH strong q1 upside print, weak '24 guide (primarily revs light by 4%)- stk off 6%
