For most start ups, $7 bil in quarterly revenue and growing 18% quarter to quarter would be great. But this feels very lackluster compared to the speed of anthropic and considering we’re seeing token prices drop drastically. Not to mention margins got worse ?
Seems like things are not paradise over at OpenAI
Free to play round based zombie game. Explore the budding and kill zombies. Each level gets harder as you go. Free to play
Is anyone considering adding $NKE ? New 12 year lows, I can’t get myself to add it even here sub $40…
Iconic brand but seems like a tough uphill battle
Flick Swish , repeat, just a free simple basketball game. The hoop changes location and wind direction and speed.
Play for free in your browser. No sign up required
Free to Play basketball game. Pull and shoot while the hoop and wind changes directions.
Gain more points in streaks and type of made shot.
For context I’ve been trading since 2019 and trading income is been my main income since then. So naturally I watch charts, read earnings reports etc pretty much 10-12 hours a day,
But I find one of best indicator is when one my non trading friends texts me their newest stock idea
For example my friend who has never invested before called me a few weeks ago when $SNDK was at 2200. Saying that memory is massive and we need to get in.
Naturally I’ve been in sndk since $600 so I sold my shares and went short. This isn’t the first time, this happens often with different people. But it’s like when the masses know about something, time to run! (Or opposite for example in 2022 during the market pull back , I would get calls saying I was stupid for buying stocks in a bad market )
Does anyone else use psychology and sentiment of non traders as an indicator?
I do not own a single dollar in an index fund. I haven’t in years and so far it’s been the best decision I’ve ever made. Granted of course my eggs are mainly in 2 baskets but 2 really confident baskets. Buy right sit tight as some say. Is anyone else doing this or mainly index investors ?
For context I’ve been in crypto since 2019…. This feeling feels all too similar. Hate has returned from all angels.
I’m not saying the bottom is in today but these are the times to be putting some extra money to work IMO
This is a reminder to all new traders that there is no 1 indicator that is better than the rest and there is no social influencer that will save you.
Screen time and patience beats all the hot stuff you see online. Treat trading like a real business, like a real skill. No one mastered anything in a short time.
Best of luck to everyone
Added to my long term hold of $META.
For context I’ve been a holder for 7 years and have a price average well under $300 with this add.
The market hates Zuck’s spending right now but I’ve lived through these times with $META multiple times and my best is bright days are ahead
This is not a growth story, it’s a turn around story with potential to make 3-4x on a rerate.
$INGN turnaround is happening in real time, growing, inflecting to profitability, buying back stock at depressed levels , run by C-suite with M&A in their history, a new product in a $500M market. Priced at 0.18x sales against comps at 1.5x to 5.8x.
August 6 is their next ER report.
Want to see positive operating income growing on last years Q2 4M positive.
Not advice. My top pic 12-16 months.Do your own work
My thesis on $INGN below
A debt free company with over 60% of its market cap in cash, growing, inflecting to profitability, buying back stock while it's depressed, run by respiratory operators with M&A in their history, holding a new product witha $500M market, in an industry where every peer already got acquired. Priced at 0.18x sales against comps at 1.5x to 5.8x.
August 6 is next earnings report where the market gets a number it has to price.
Long 60,000 shares. Not advice. Do your own
When I started trading in 2019 I went to YouTube, Instagram to absorb as much free content as I could. Eventually buying courses for trading “gurus”
When reading through the courses it felt like everyone was repeating the same jargon and it felt to me too mechanical.
A few years ago I stopped using pre set stop losses and my trading has never been more profitable. After being years in the business there is a real instinct to this profession and everything is zones rather than specific prices. Of course if my thesis or conviction changes on a position I exit and take a loss. But having a pre determined line in the sand never worked for me. I let trades breathe, develop and don’t freak out just because a stock moved $2 under where I thought it would go.
I am adding to my $INGN today with my reasoning below
Market cap $176M. Cash, $111.5M with no debt. 2026 guidance is $366M to $373M, about 6% growth. A debt free company with over 60% of its market cap in cash, growing, inflecting to profitability, buying back 20% of their outstanding stock while it's depressed, in an industry where every peer already got acquired. Priced at 0.18x sales against comps at 1.5x to 5.8x. As long as they don’t return to cash burning there is a theoretical floor on the name with $110M cash and 30M buy back. The asymmetry is there for a 3-4x over 12-18 month minimum
Not advice. Do your own work.
Massive week of earnings coming up my plan below
We have $META $MSFT $AAPL $AMZN reporting this week. I am buying $META at the money calls and $AAPL at the money puts.
The market is already pricing in capex raise one meta since Googl raised last week.
AAPL is running into earnings.
One long one short.
I’ve personally never invested with dividends being a top priority. I’ve always looked at growth and fair value, market cap compared to future cash flows…
I always preferred buy backs than dividends but I’ve recently started looking into dividends more and am interested in hearing some success stories or even some early advice for dividend investing
I’ve spent a lot of time looking into the turn around happening at $INGN and it has the be the best R:R I can find in small/micro caps. New CEO and leadership have M&A history and are setting this name up.
Market cap $170M. 30M buy back approved and in process. Cash, cash equivalents of $111.5M with no debt. revenue $351.5M. That works out to a $64M EV, 0.18x sales. A debt free company with over 60% of its market cap in cash, growing, inflecting to profitability, buying back stock while it's depressed, run by respiratory operators with M&A in their history. The trend is glaring, cleaned up capex, added new products, new activist investor on the
Board
Not advice. Do your own work.
Does anyone actually get their market news from mainstream outlets like CNBC, Bloomberg, or Fox Business?
I swear CNBC feels almost designed to be wrong. Jim Cramer can miss over and over and still keep one of the biggest jobs in financial media.
I mostly use X, but lately it feels like half the replies are AI bots talking to other AI bots.
So where is everyone actually getting reliable news and research now?
I’ve been moving closer to the source: SEC filings, earnings calls, company presentations, transcripts, and management commentary. It takes longer, but at least I know what I’m reading.
The case for $INGN being a 4-5x bagger
Once a Wall Street darling has fallen from $300-$6
Many years of large losses turned the company upside down but new management is in and turned the ship around.
Market cap $170M. Cash, $111.5M with no debt. revenue $351.5M. That works out to a $64M EV, 0.18x sales. 2026 about 6% growth, inflecting to profitability, buying back stock while it's depressed, run by respiratory operators with M&A in their history, in an industry where every peer already got acquired. Priced at 0.18x sales against comps at 1.5x to 5.8x. Not advice. Do your own work.
This is not a hyper growth story this is a re rate story. $INGN’s Market cap $170M. Cash of $111.5M with no debt. revenue $351.5M. That works out to a $64M EV, 0.18x sales.
2026 guidance is $366M to $373M, about 6% growth. A debt free company with over 60% of its market cap in cash, growing, inflecting to profitability, buying back stock while it's depressed, run by respiratory operators with M&A in their history, holding a free option on a $500M market, in an industry where every peer already got acquired. Priced at 0.18x sales against comps at 1.5x to 5.8x. Not advice. Do your own work.