r/TheVisualInvestors

Revenue growth is not everything, but a clean, consistent chart usually tells you a lot about the quality of a business.

Here is my ranking:

S Tier

$NOW — ServiceNow

This is the crown jewel of revenue charts.

High growth, consistent growth, and still scaling. I do not think I have seen a prettier revenue chart.

A Tier

$MSFT — Microsoft

Almost Costco-like consistency, but with much higher growth.

Revenue slowed in 2023, but growth is picking back up. Sticky subscriptions make this one of the cleanest mega-cap charts.

$NVDA — Nvidia

The post-2023 revenue growth is almost impossible to comprehend.

Very few mega-caps have ever grown like this, but the cyclicality keeps it out of S tier.

$MA — Mastercard

Very consistent, high-quality growth.

Revenue grows alongside global spending, digital payments, and card volume. This might be S tier if COVID had not distorted the chart.

$ADBE — Adobe

One of the most linear revenue charts I have seen.

Not parabolic, just steady 10–20% growth for years. Most software companies would kill for this chart.

B Tier

$COST — Costco

Extremely consistent, but lower growth.

You know what you are getting, and you know roughly what the average year will look like. Not the fastest-growing chart, but one of the most reliable.

$AVGO — Broadcom

Strong recent growth, but more cyclical than the cleanest compounders.

Great business, but the 2017–2023 portion of the chart was not flawless enough for A tier.

$AMZN — Amazon

This one may surprise people.

The chart is still excellent, but growth has slowed from more than 20% to the low-to-high teens. Still reliable, but the old growth rate is missing.

Without the explosive growth cycle, this would probably rank much lower.

C Tier

$TSLA — Tesla

The 2020–2023 growth was incredible, but revenue has basically gone nowhere since.

The chart could improve quickly if the next growth cycle arrives, but right now it is difficult to rank it any higher.

D Tier

$NKE — Nike

This is the definition of a value trap to me.

Slow growth turned into no growth, while On and Hoka continue taking brand share. I would not touch this right now.

What would you move up or down?

So gold ripped to $5,599 back on Jan 28 and now it's sitting around $3,980. That's a brutal drop for something everyone called a safe haven last year.

I never tried to call the top. Just been throwing the same amount in every month regardless. Ran the numbers on moomoo and a $500/month habit over the last few years still came out roughly +77%, so the boring approach kinda works even through a slide like this.

What's actually spooking me is the demand side. Central banks bought like 16 tonnes in Q1, way down from the ~225 tonne quarterly pace they ran for years. Türkiye alone dumped 60 tonnes in March. Fed staying hawkish and pushing cuts to mid 2027 isn't helping either.

But then the sell side is still loud. Goldman's at $4,900, Morgan Stanley $5,200, JPMorgan throwing out $6,300. Either they're anchored to old highs or they see something in the de-dollarization story I'm underweighting.

Honestly I don't know if I'm averaging down into a real bottom or just catching a falling knife with extra steps.

Anyone else still DCAing gold here or did you tap out after it went red? Whats your read on the central bank slowdown, temporary pause or the actual thesis breaking?

So Meta popped 8% on the news it plans to sell off excess AI compute, and meanwhile Micron, SanDisk, Corning, CoreWeave and Nebius all dumped over 10%. That split says a lot.

The bull case was always "GPU shortage forever." Now one of the biggest buyers is basically saying it has capacity to spare. Even if that's just older chips sitting idle between training runs, the word "overbuild" leaving Meta's mouth changes the story from supply crunch to demand question mark.

Numbers are still nuts though. Meta capex going from $145B in 2026 to $175B in 2027, and Mag-7 combined heading toward $1.2T by 2027. I pulled the chart on moomoo and the infra names bleeding red next to Meta's green candle is a wild picture.

Honestly I don't know if this is one bad day or the start of the market repricing the whole AI hardware bucket. Morgan Stanley still has Meta at $775.

Anyone else holding the picks and shovels names here? Are you trimming or is this a dip you're buying?