20% of $MNDY is cash, Market cap is below $10 billion, and its revenue and EPS are growing > 20%. It’s worth taking a look.

Today’s the day: $NVDA reports after the bell. The entire AI trade holds its breath.

NVIDIA today: miss or beat? In the long run, it hardly matters. $NVDA is on track to nearly 12x revenue and 18x operating cash flow within 5 years (2020 → 2025E). Phenomenal long-term trajectory like this makes quarterly noise look small?

The 10 Fastest-Growing $100B+ Companies (Next 3Y Revenue CAGR) and their Forward P/E 1️⃣ $PLTR 38.2% | 248.8x 2️⃣ $NVDA 33.3% | 41.6x 3️⃣ $MU 28.0% | 14.4x 4️⃣ $MELI 27.3% | 51.1x 5️⃣ $SNPS 24.1% | 40.9x 6️⃣ $APP 23.9% | 50.8x 7️⃣ $SHOP 23.5% | 97.8x 8️⃣ $LLY 23.4% | 32.2x 9️⃣ $TSM 22.7%

Let me introduce you – the CHEAPEST SEMICONDUCTOR: $MU Micron Technology trades at just 13x forward P/E – nearly a 50% DISCOUNT to the S&P 500. Yet it’s expected to grow Reveneus 4x FASTER than the index over the next 3 years. Oh, it’s also the 2nd fastest-growing semi in the

Nvidia $NVDA Reports Earnings! EPS $1.05 v $1.01 ✅ Revenue $46.7bn v $46.08bn ✅ Shares are currently down 4% after hours!

NVIDA $NVDA JUST SAID THIS ON THE EARNINGS CALL: "WE SEE BETWEEN $3 TRILLION & $4 TRILLION OF A.I. INFRASTRUCTURE SPEND BY THE END OF THE DECADE." WOW!!! 💥

🚨TESLA SALES IN EUROPE SINK 40% IN JULY, REGISTRATION DATA SHOWS Europe is a bad place for Tesla $TSLA. 🇪🇺

$NVDA posted $46.7B in revenue in Q2 FY25 Two customers of NVIDIA represented almost 40% of total sales in Compute & Networking: 💰 Customer A = 23% → ~$10.8B 💰 Customer B = 16% → ~$7.5B Who do you think they are Customer A and B? $MSFT? $AMZN? $META? $GOOGL?

PEG Ratios of the Top 10 U.S. Companies by Market Cap 🔟 $TSLA → 10.22x 9️⃣ $AAPL → 3.02x 8️⃣ $MSFT → 2.74x 7️⃣ $JPM → 2.01x 6️⃣ $AVGO → 1.99x 5️⃣ $AMZN → 1.93x 4️⃣ $META → 1.55x 3️⃣ $GOOGL → 1.40x 2️⃣ $NVDA → 1.19x 1️⃣ $TSM → 1.12x Which stock looks the most attractive at

The Magnificent 7 just went 7/7. Every single Mag 7 stock BEAT expectations: ✅ All beat EPS estimates ✅ All beat Revenue estimates Say what you want, but earnings season = SOLID. $AAPL $NVDA $MSFT $GOOGL $META $AMZN $TSLA

$NVDA OFFERS U.S. A CUT OF BLACKWELL SALES TO SECURE CHINA DEAL

Howard Marks is one of the best investors, and everyone should know about him. He predicted: - Dot-Com bubble in 2000 - Global Financial crisis in 2008 - The COVID crash in 2020 - He’s said stocks are in early days of a bubble 7 days ago Let me tell you about it🧵

NVIDIA’s $4.3B stock portfolio is highly concentrated (Q2 2025). And $CRWV (CoreWeave) makes up >90% of it with a $3.96B stake. The rest? $ARM, $APLD, $NBIS, $RXRX, $WRD - all tiny compared to CoreWeave. What do you think NVIDIA sees in $CRWV?

I need to buy more $AMD

This video just makes me want to own Ethereum $ETH. WOW. 🤯

$BABA EARNINGS ARE OUT! Taobao Tmall customer management +10% ✅ CLOUD +26% Y/Y!!! 🤯 "AI related revenue grew triple digit for 8 consecutive quarters"

2Q’25 EARNINGS SEASON DELIVERING! Nearly all of the S&P 500 is in, and the numbers speak loud: → Revenue: 391 beats / 99 misses (80% beat, +2.2% avg surprise) → EPS: 407 beats / 83 misses (83% beat, +10.1% avg surprise) Solid results?

$BABA vs $SPX P/E spread remains near long-term highs. Alibaba still trades at a ~40% discount: $BABA: 14.2x $SPX: 24.5x After strong earnings, could momentum finally close SOME of the gap?

Magnificent 7 CASH UPDATE Q2’25: → $MSFT jumped the most, now at $94.6B → $GOOGL $95.1B, $MSFT $94.6B, $AMZN $93.2B nearly tied → $META burned $23B, down to $47.1B → $AAPL $55.4B, $NVDA $56.8B hold steady mid-pack → $TSLA lowest, only $36.8B Who could deploy the capital