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Current S&P earnings growth rates look like post-recession numbers, driven by easier year-over-year comparisons. But 2026 EPS is expected to grow 24%, moderating to 10 to 16% in the following years. That kind of expansion only works if AI efficiency delivers what companies are pricing in.

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"Two companies alone account for 50% of the earnings growth in the first quarter, Micron and Nvidia. Two companies. That's it. 50% of the earnings growth. And if you roll it forward to the full year of 2026, those two companies account for a third of the entirety of the earnings growth." Cameron Dawson on the narrow nature of S&P 500 earnings growth

"Two companies alone account for 50% of the earnings growth in the first quarter, Micron and Nvidia. Two companies. That's it. 50% of the earnings growth. And if you roll it forward to the full year of 2026, those two companies account for a third of the entirety of the earnings growth." Cameron Dawson on the narrow nature of S&P 500 earnings growth

Excess Returns

31,361 Aufrufe • vor 4 Monaten

"Firms installing windows in Utah grew 60% last year. They're one of the heaviest users of AI. A construction firm in Florida grew 65% over the last year." Ramp CEO Eric Glyman (Eric Glyman) on why AI is creating a K-shaped economy: "Companies that are not adopting AI whatsoever — growth rates in the range of 3% to 5% per year." "The difference in growth rate is currently about 6x to 7x and it's accelerating." "While people are pontificating about it, there are businesses that are growing at rates never seen before in American history." The Hill & Valley Forum 2026 The Hill & Valley Forum Ramp

"Firms installing windows in Utah grew 60% last year. They're one of the heaviest users of AI. A construction firm in Florida grew 65% over the last year." Ramp CEO Eric Glyman (Eric Glyman) on why AI is creating a K-shaped economy: "Companies that are not adopting AI whatsoever — growth rates in the range of 3% to 5% per year." "The difference in growth rate is currently about 6x to 7x and it's accelerating." "While people are pontificating about it, there are businesses that are growing at rates never seen before in American history." The Hill & Valley Forum 2026 The Hill & Valley Forum Ramp

The Hill & Valley Forum

22,404 Aufrufe • vor 4 Monaten

Strive CEO Matt Cole believes AI will cause over 50% turnover in the S&P 500 over the next 10-15 years. The S&P 500 of the future will likely include many Bitcoin Treasury Companies that today are using intelligent leverage and accretive dilution to grow war chests of Bitcoin to be in leading positions for the future.

Strive CEO Matt Cole believes AI will cause over 50% turnover in the S&P 500 over the next 10-15 years. The S&P 500 of the future will likely include many Bitcoin Treasury Companies that today are using intelligent leverage and accretive dilution to grow war chests of Bitcoin to be in leading positions for the future.

Strive Asset Management

20,497 Aufrufe • vor 1 Jahr

$PLTR is way too cheap at this valuation!🧵 Not Financial Advice! DYOR! Price to Sales P/S Year Revenue YoY Growth P/S 2020 $1.093B 47% 40x 2021 $1.542B 41% 24x 2022 $1.906B 24% 7x 2023 $2.225B 17% 17x 2024 $2.866B 29% 63x 2025 $4.475B 56% 102x Current SP: $137.75 or $329B Market cap Projection 2026 2027 2028. P/S is based on today MC Dr. Karp said 2027 to grow 100%+ revenue. For 2028, we can take a more conservative at 60%! 2026 $8B 79% 41x 2027 $16-$17B 100-112% 20x 2028 $26.4B 60% 12.4x ~At this kind of growth ~Rule of 40 at 145% ~Adj Operating Margin 60% and expanding ~Adj FCF Margin 57% and expanding ~EPS grew annualized rate of 76.5% to 78.9% The best margin profile vs any SaaS companies today. Is it really expensive at fwd 12.4x-20x P/S? At this kind of growth & margin: 40-50x Fwd P/S is reasonable. Of course if growth slows, Multiple will compress like 2022-2023, but that was a lovely buying opportunity for long term investor like myself :)). Absolutely not. Yes $IGV Is doing its things as Anthropic is selling fear-porn that they can destroy and bankrupt any software companies. But no software companies are delivering this kind of growth, so Palantir is the AI wave. We are experiencing a sharp pullback, but I will leave you with this clip. Are you a long term investor or trader? This isnt the first time Palantir pulls back. Not Financial Advice! DYOR!

Mike

168,655 Aufrufe • vor 3 Monaten

🇺🇸 THE U.S. STOCK MARKET IS ABOUT TO DO SOMETHING INSANE. The S&P-500 has been running the same cycle for over 100 years. Over 50% of traders believe the S&P-500 will hit $8,000 this year and historically, they are right. But I think it's going to change this time. Every previous 25 year bull run happened due to technology that took decades to price in. It didn't take AI decades, it literally took 2 years. - Smart money is already exiting. - Semi-conductors are insanely overheated. - Yields are exploding. - Buffet sitting on records of cash. - Insiders are selling. This cycle only works if the catalyst lasts 25 years. The AI catalyst is already burning out at the peak. This is not a definitive outcome. But it is a possible outcome.

🇺🇸 THE U.S. STOCK MARKET IS ABOUT TO DO SOMETHING INSANE. The S&P-500 has been running the same cycle for over 100 years. Over 50% of traders believe the S&P-500 will hit $8,000 this year and historically, they are right. But I think it's going to change this time. Every previous 25 year bull run happened due to technology that took decades to price in. It didn't take AI decades, it literally took 2 years. - Smart money is already exiting. - Semi-conductors are insanely overheated. - Yields are exploding. - Buffet sitting on records of cash. - Insiders are selling. This cycle only works if the catalyst lasts 25 years. The AI catalyst is already burning out at the peak. This is not a definitive outcome. But it is a possible outcome.

Coinvo Trading

190,798 Aufrufe • vor 3 Monaten

ROY: The only way to do that to the best of my knowledge is to assume more revenue for tariffs and higher growth rates. I think you have to assume 3.5% growth over 10 years and tariff revenue at the rate we currently are bringing in. Then you start to wash out what we are doing in congress by our choice. If I'm characterizing anything incorrectly, does anybody want to challenge what I just said mathematically? With that I will yield back.

ROY: The only way to do that to the best of my knowledge is to assume more revenue for tariffs and higher growth rates. I think you have to assume 3.5% growth over 10 years and tariff revenue at the rate we currently are bringing in. Then you start to wash out what we are doing in congress by our choice. If I'm characterizing anything incorrectly, does anybody want to challenge what I just said mathematically? With that I will yield back.

Acyn

107,628 Aufrufe • vor 1 Jahr

$This is the biggest irony in tech history. Microsoft beat revenue estimates. Stock plunged 11%, wiped out $400 BILLION in market cap. Salesforce reported growth. Stock fell 5.6%. ServiceNow beat earnings. Stock crashed 11%. SAP beat projections. Stock dropped 16%. Entire software sector entered bear market territory. Down 22% from peak. These are the companies everyone said would WIN from AI. They spent billions BUYING AI companies. ServiceNow: $7.75 billion for Armis. Salesforce: $8 billion for Informatica. They launched AI products. Built AI workflows. Hired AI teams. And the market said: You're all dead. Because investors just realized something nobody wanted to admit: AI doesn't make software companies stronger. AI makes software companies OBSOLETE. Morgan Stanley: "In an environment of heightened investor skepticism, stable growth falls short of shifting the narrative." Good earnings aren't enough anymore. The market is pricing in a world where AI replaces the software these companies sell. ServiceNow CEO tried defending on the earnings call: "AI needs workflow orchestration. ServiceNow is the gateway to this shift." Market response: 11% crash. Because here's what he didn't say: If AI can write code, automate workflows, and generate apps at a fraction of the cost, why would anyone pay $50,000 per year for enterprise software licenses? The per-seat pricing model that made SaaS companies rich is getting murdered by AI efficiency. One AI agent replaces 10 seats. One prompt replaces months of custom development. One LLM call replaces entire software categories. Klarna already proved it. CEO said they pulled Salesforce out of their stack. Built everything themselves using AI. And that's just the beginning. The software apocalypse hit hardest on companies that INVESTED IN AI: Atlassian: down 12.6% Intuit: down 7.8% HubSpot: down 11.5% Zscaler: down 6.3% Meanwhile, the companies ENABLING AI made money: Nvidia: up Semiconductor stocks: surging Memory firms: rallying The divide is brutal. Hardware companies print cash. Software companies get destroyed. Because in an AI-first world, you need GPUs to build the models. But you don't need software subscriptions when the AI builds the software for you. Jim Cramer called it the "P/E multiple compression crisis." Translation: Investors don't care about earnings anymore. They care about whether your business model survives the next 5 years. And right now software business models look doomed. They're literally stuck: If they DON'T invest in AI, they fall behind. If they DO invest in AI, they cannibalize their own products. It's a death spiral with no exit. ServiceNow spent $12 BILLION on acquisitions in 2025 alone. Trying to buy their way into relevance. And yesterday the market cooked them. The craziest thing to me tho... Most software companies beat earnings. Revenue was solid. Growth was fine. But it didn't matter. Because the market stopped pricing software on what it earns TODAY. It's pricing software on what it's worth in a world where AI does the job for free. And in that world these companies are worth nothing. This is the biggest sector repricing since 2008. $500 billion in market value gone in ONE DAY. And it's not stopping. Because every company watching this is thinking the same thing: "If I can replace ServiceNow with 3 AI agents and save $10 million per year, why wouldn't I?" The answer used to be: "Because you need enterprise-grade reliability." But now? AI agents are getting reliable. Fast. Software companies just realized they're competing with open-source models that cost $0.02 per 1,000 tokens. You can't win a pricing war against free. The companies that spent BILLIONS preparing for AI are getting killed BY AI. What an irony.$

This is the biggest irony in tech history. Microsoft beat revenue estimates. Stock plunged 11%, wiped out $400 BILLION in market cap. Salesforce reported growth. Stock fell 5.6%. ServiceNow beat earnings. Stock crashed 11%. SAP beat projections. Stock dropped 16%. Entire software sector entered bear market territory. Down 22% from peak. These are the companies everyone said would WIN from AI. They spent billions BUYING AI companies. ServiceNow: $7.75 billion for Armis. Salesforce: $8 billion for Informatica. They launched AI products. Built AI workflows. Hired AI teams. And the market said: You're all dead. Because investors just realized something nobody wanted to admit: AI doesn't make software companies stronger. AI makes software companies OBSOLETE. Morgan Stanley: "In an environment of heightened investor skepticism, stable growth falls short of shifting the narrative." Good earnings aren't enough anymore. The market is pricing in a world where AI replaces the software these companies sell. ServiceNow CEO tried defending on the earnings call: "AI needs workflow orchestration. ServiceNow is the gateway to this shift." Market response: 11% crash. Because here's what he didn't say: If AI can write code, automate workflows, and generate apps at a fraction of the cost, why would anyone pay $50,000 per year for enterprise software licenses? The per-seat pricing model that made SaaS companies rich is getting murdered by AI efficiency. One AI agent replaces 10 seats. One prompt replaces months of custom development. One LLM call replaces entire software categories. Klarna already proved it. CEO said they pulled Salesforce out of their stack. Built everything themselves using AI. And that's just the beginning. The software apocalypse hit hardest on companies that INVESTED IN AI: Atlassian: down 12.6% Intuit: down 7.8% HubSpot: down 11.5% Zscaler: down 6.3% Meanwhile, the companies ENABLING AI made money: Nvidia: up Semiconductor stocks: surging Memory firms: rallying The divide is brutal. Hardware companies print cash. Software companies get destroyed. Because in an AI-first world, you need GPUs to build the models. But you don't need software subscriptions when the AI builds the software for you. Jim Cramer called it the "P/E multiple compression crisis." Translation: Investors don't care about earnings anymore. They care about whether your business model survives the next 5 years. And right now software business models look doomed. They're literally stuck: If they DON'T invest in AI, they fall behind. If they DO invest in AI, they cannibalize their own products. It's a death spiral with no exit. ServiceNow spent $12 BILLION on acquisitions in 2025 alone. Trying to buy their way into relevance. And yesterday the market cooked them. The craziest thing to me tho... Most software companies beat earnings. Revenue was solid. Growth was fine. But it didn't matter. Because the market stopped pricing software on what it earns TODAY. It's pricing software on what it's worth in a world where AI does the job for free. And in that world these companies are worth nothing. This is the biggest sector repricing since 2008. $500 billion in market value gone in ONE DAY. And it's not stopping. Because every company watching this is thinking the same thing: "If I can replace ServiceNow with 3 AI agents and save $10 million per year, why wouldn't I?" The answer used to be: "Because you need enterprise-grade reliability." But now? AI agents are getting reliable. Fast. Software companies just realized they're competing with open-source models that cost $0.02 per 1,000 tokens. You can't win a pricing war against free. The companies that spent BILLIONS preparing for AI are getting killed BY AI. What an irony.

Ricardo

1,816,013 Aufrufe • vor 7 Monaten

Jensen Huang $NVDA says the AI infrastructure buildout will continue to grow exponentially for the next 7–8 years before reaching a level that will need to be sustained. $AMZN, $META, $GOOGL, and $MSFT are expected to spend around ~$700B in capex in 2026, up ~60% vs 2025. Growth rates like this are likely to persist for several more years. Betting on chipmakers like $NVDA, $AMD, and $AVGO remains one of the safest and most compelling plays.

Jensen Huang $NVDA says the AI infrastructure buildout will continue to grow exponentially for the next 7–8 years before reaching a level that will need to be sustained. $AMZN, $META, $GOOGL, and $MSFT are expected to spend around ~$700B in capex in 2026, up ~60% vs 2025. Growth rates like this are likely to persist for several more years. Betting on chipmakers like $NVDA, $AMD, and $AVGO remains one of the safest and most compelling plays.

Daniel

31,591 Aufrufe • vor 6 Monaten

The CEO of Anthropic just said we are 1 to 3 years away from AGI. On camera. With 90% confidence. Almost nobody watched it. INSTEAD OF ARGUING ABOUT AI TAKING JOBS. Spend 2 hours watching the CEO of Anthropic explain exactly when and how it happens. The AI compute arms race just got a reality check nobody expected. Dario Amodei, CEO of Anthropic just did the math out loud: → Revenue growing 10x per year means $100B by end of 2026 and $1T by end of 2027 → At that trajectory you could theoretically buy $5T in compute over 5 years → But if revenue comes in at even $800B instead of $1T, bankruptcy. No exceptions → And if growth slows from 10x to just 5x per year, the entire model collapses by one year This is the most honest thing anyone in AI has said publicly in years. The companies building AI infrastructure are making trillion-dollar bets on growth curves that have never existed before in history. One year off. One multiplier wrong. The whole thing unravels. The AI compute boom is real. The risk underneath it is equally real. The question is not whether AI is the future. It is whether anyone can survive long enough to get there

The CEO of Anthropic just said we are 1 to 3 years away from AGI. On camera. With 90% confidence. Almost nobody watched it. INSTEAD OF ARGUING ABOUT AI TAKING JOBS. Spend 2 hours watching the CEO of Anthropic explain exactly when and how it happens. The AI compute arms race just got a reality check nobody expected. Dario Amodei, CEO of Anthropic just did the math out loud: → Revenue growing 10x per year means $100B by end of 2026 and $1T by end of 2027 → At that trajectory you could theoretically buy $5T in compute over 5 years → But if revenue comes in at even $800B instead of $1T, bankruptcy. No exceptions → And if growth slows from 10x to just 5x per year, the entire model collapses by one year This is the most honest thing anyone in AI has said publicly in years. The companies building AI infrastructure are making trillion-dollar bets on growth curves that have never existed before in history. One year off. One multiplier wrong. The whole thing unravels. The AI compute boom is real. The risk underneath it is equally real. The question is not whether AI is the future. It is whether anyone can survive long enough to get there

Dami-Defi

16,080 Aufrufe • vor 3 Monaten

Thought this was incredibly insightful from Sundar. Too many people are trying to figure out what the world looks like 10 years from now, while AI is moving at a pace that makes the next year itself feel so exciting Sundar Pichai (CEO of Google): "I think you can paralyze yourself thinking 10 years ahead, but we are fortunate to be in a moment where you can think a year ahead and the curve is so steep It’s exciting to just do that year ahead. Whereas in the past, you may need to sit and envision five years out. The models are going to be dramatically different in a year’s time." A lot of the same applies to investing. In a world that is so uncertain, trying to predict what valuation will be in 10 years is not a helpful exercise Instead, you should try to think about what AI capabilities will exist next year and how that impacts the companies you allocate capital towards Exciting times to live in

Thought this was incredibly insightful from Sundar. Too many people are trying to figure out what the world looks like 10 years from now, while AI is moving at a pace that makes the next year itself feel so exciting Sundar Pichai (CEO of Google): "I think you can paralyze yourself thinking 10 years ahead, but we are fortunate to be in a moment where you can think a year ahead and the curve is so steep It’s exciting to just do that year ahead. Whereas in the past, you may need to sit and envision five years out. The models are going to be dramatically different in a year’s time." A lot of the same applies to investing. In a world that is so uncertain, trying to predict what valuation will be in 10 years is not a helpful exercise Instead, you should try to think about what AI capabilities will exist next year and how that impacts the companies you allocate capital towards Exciting times to live in

Boring_Business

45,140 Aufrufe • vor 4 Monaten

This earnings season kicks off with unusually high expectations. Consensus expects another quarter of more than 20% S&P 500 earnings growth, driven largely by the #AI buildout. But as cheaper AI models emerge, the focus shifts to whether today's exceptional AI profit levels can be sustained. Read more in this week's Weekly Commentary 👉

This earnings season kicks off with unusually high expectations. Consensus expects another quarter of more than 20% S&P 500 earnings growth, driven largely by the #AI buildout. But as cheaper AI models emerge, the focus shifts to whether today's exceptional AI profit levels can be sustained. Read more in this week's Weekly Commentary 👉

BlackRock

20,284 Aufrufe • vor 1 Monat

Can stocks continue their momentum in 2026? After three years of strong returns, investors are watching what comes next. Carrie King joins host Oscar Pulido on The Bid #podcast to discuss how #AI investment, earnings growth, and valuations are shaping equity opportunities this year. 🎧 Listen:

Can stocks continue their momentum in 2026? After three years of strong returns, investors are watching what comes next. Carrie King joins host Oscar Pulido on The Bid #podcast to discuss how #AI investment, earnings growth, and valuations are shaping equity opportunities this year. 🎧 Listen:

BlackRock

18,875 Aufrufe • vor 7 Monaten

The economy will not go into a recession even if there's no govt in India. We will continue to grow at 4-5% because there are farmers, workers, and small industries that produce food grains and other things and services. The real question is how much more than 4-5% the govt can grow the economy. This Govt's policies added about 1.5-2% to the inherent growth rate, but that's not sufficient. We are indeed the fastest-growing economy in the world, but please remember this: - Growing at 2.7% last year, the US added $787 billion to its GDP in that one year. - Meanwhile, China grew last year at 4.91%, and it added $895 billion to its GDP. - We are growing at a faster rate but we add only $256 billion to our GDP. So, we actually need to see the addition to the GDP and not compare the growth rates. : Rajya Sabha MP and Former Finance Minister Shri P. Chidambaram

The economy will not go into a recession even if there's no govt in India. We will continue to grow at 4-5% because there are farmers, workers, and small industries that produce food grains and other things and services. The real question is how much more than 4-5% the govt can grow the economy. This Govt's policies added about 1.5-2% to the inherent growth rate, but that's not sufficient. We are indeed the fastest-growing economy in the world, but please remember this: - Growing at 2.7% last year, the US added $787 billion to its GDP in that one year. - Meanwhile, China grew last year at 4.91%, and it added $895 billion to its GDP. - We are growing at a faster rate but we add only $256 billion to our GDP. So, we actually need to see the addition to the GDP and not compare the growth rates. : Rajya Sabha MP and Former Finance Minister Shri P. Chidambaram

Congress

340,200 Aufrufe • vor 1 Jahr

S&P 500 earnings: +30% in 2 years (1998-2000). Then -40% in 12 months in a mild recession. That swing was not from the recession. It was from the telecom build-out collapsing. Companies realized they ordered 10,000 routers and needed 2,000. They pulled order books. Vendor revenues evaporated overnight. Depreciation costs kept running for years. Jim Chanos on iConnections: the AI CapEx boom has identical mechanics. Nvidia's earnings are CapEx boom output. S&P estimates are rising fast because infrastructure spending flows directly into a small number of vendors. If AI infrastructure spending slows - and order books get pulled - the earnings collapse is fast and severe regardless of how mild any recession is. The full dot-com analog and what it means for $NVDA positioning today: Source: iConnections -

S&P 500 earnings: +30% in 2 years (1998-2000). Then -40% in 12 months in a mild recession. That swing was not from the recession. It was from the telecom build-out collapsing. Companies realized they ordered 10,000 routers and needed 2,000. They pulled order books. Vendor revenues evaporated overnight. Depreciation costs kept running for years. Jim Chanos on iConnections: the AI CapEx boom has identical mechanics. Nvidia's earnings are CapEx boom output. S&P estimates are rising fast because infrastructure spending flows directly into a small number of vendors. If AI infrastructure spending slows - and order books get pulled - the earnings collapse is fast and severe regardless of how mild any recession is. The full dot-com analog and what it means for $NVDA positioning today: Source: iConnections -

Podcast Alpha

145,017 Aufrufe • vor 2 Monaten

Qullamaggie on Big Revenue Growth Equals Big Moves “Well look, the longer time frame you have on your trades, the more you need to focus on fundamentals and not just momentum. And you want stocks, you know, if you’re gonna hold the stock for many months and even quarters. You know there needs to be a reason for the stock to go up rather than just random momentum. Like, shorter term swing trading, you can just use momentum. You don’t need any fundamentals. But you know, to catch a mover like this, you know something goes up several hundred percent in a short amount of time. You know you need fuel. The stock needs, uh, to have a reason to go up. And the fuel many times is earnings, big earnings and revenue growth, and obviously big volume. You know some of my biggest winners: Fastly, Livongo, those stocks. These stocks went up 200, 300% after my entry. And these had big, you know, they had a lot of fuel or rocket fuel. And it’s called earnings and revenue growth. Now Fastly doesn’t have any earnings, but it had, you know, pretty good revenue growth. Livongo has enormous revenue growth and even earnings growth. Like a lot of these stocks that have made big moves, like Fiverr again. Big revenue growth and now it’s getting earnings too. GSX too. This thing has very big earnings and revenue growth, even though a lot of, you know, people call it a fraud. But like, look at the numbers right. This is the reason the stock is up, or was up almost 1,000% uh, in less than a year. Is because of this, look at the revenue growth. These are the stocks that make big moves. So you know, I try to focus on stocks that have big earnings and revenue growth. Primarily revenue growth, they don’t need to have earnings, but earnings if they have earnings, that’s a good thing. W too, well W was a bit trickier, because it had a slow quarter here. But now like, look at the numbers: 300% Rev, EPS growth 84% revenue growth. These are the stocks that make big moves. Overstock, hundred and ten percent revenue growth last quarter, and the market sniffed it out. This is why the stock went up two thousand percent before the earnings report. And you, you know, that’s something. If you study the big movers over the past, you know, 10, 20 years, you’ll see that most of the big movers, not all of them, but most of them had big revenue and big earnings growth.”

Qullamaggie on Big Revenue Growth Equals Big Moves “Well look, the longer time frame you have on your trades, the more you need to focus on fundamentals and not just momentum. And you want stocks, you know, if you’re gonna hold the stock for many months and even quarters. You know there needs to be a reason for the stock to go up rather than just random momentum. Like, shorter term swing trading, you can just use momentum. You don’t need any fundamentals. But you know, to catch a mover like this, you know something goes up several hundred percent in a short amount of time. You know you need fuel. The stock needs, uh, to have a reason to go up. And the fuel many times is earnings, big earnings and revenue growth, and obviously big volume. You know some of my biggest winners: Fastly, Livongo, those stocks. These stocks went up 200, 300% after my entry. And these had big, you know, they had a lot of fuel or rocket fuel. And it’s called earnings and revenue growth. Now Fastly doesn’t have any earnings, but it had, you know, pretty good revenue growth. Livongo has enormous revenue growth and even earnings growth. Like a lot of these stocks that have made big moves, like Fiverr again. Big revenue growth and now it’s getting earnings too. GSX too. This thing has very big earnings and revenue growth, even though a lot of, you know, people call it a fraud. But like, look at the numbers right. This is the reason the stock is up, or was up almost 1,000% uh, in less than a year. Is because of this, look at the revenue growth. These are the stocks that make big moves. So you know, I try to focus on stocks that have big earnings and revenue growth. Primarily revenue growth, they don’t need to have earnings, but earnings if they have earnings, that’s a good thing. W too, well W was a bit trickier, because it had a slow quarter here. But now like, look at the numbers: 300% Rev, EPS growth 84% revenue growth. These are the stocks that make big moves. Overstock, hundred and ten percent revenue growth last quarter, and the market sniffed it out. This is why the stock went up two thousand percent before the earnings report. And you, you know, that’s something. If you study the big movers over the past, you know, 10, 20 years, you’ll see that most of the big movers, not all of them, but most of them had big revenue and big earnings growth.”

Lone

11,356 Aufrufe • vor 1 Monat

TOM LEE: THE MARKET IS CHEAPER THAN PEOPLE THINK Thomas (Tom) Lee (not drummer) FundstratDirect.com says this rally is still earnings driven, not P/E driven. 2027 S&P 500 earnings estimates have jumped from $352 to $399 this year. But the forward P/E has fallen: 🔹 S&P 500: 6,846 → 7,365 🔹 Forward P/E: 19.4x → 18.4x 🔹 Earnings up 🔹 Multiple down That means the market is higher, but fundamentally cheaper than January 1st. Semis just dropped 7% in one day. Since 2011, 6%+ one day drops in semis have had an 88% win rate over 1, 3 and 6 months, with a median 6 month gain of 38%. Tom Lee’s view: This looks less like a top and more like a buyable dip in the AI infrastructure trade.

TOM LEE: THE MARKET IS CHEAPER THAN PEOPLE THINK Thomas (Tom) Lee (not drummer) FundstratDirect.com says this rally is still earnings driven, not P/E driven. 2027 S&P 500 earnings estimates have jumped from $352 to $399 this year. But the forward P/E has fallen: 🔹 S&P 500: 6,846 → 7,365 🔹 Forward P/E: 19.4x → 18.4x 🔹 Earnings up 🔹 Multiple down That means the market is higher, but fundamentally cheaper than January 1st. Semis just dropped 7% in one day. Since 2011, 6%+ one day drops in semis have had an 88% win rate over 1, 3 and 6 months, with a median 6 month gain of 38%. Tom Lee’s view: This looks less like a top and more like a buyable dip in the AI infrastructure trade.

BMNR Bullz

23,702 Aufrufe • vor 2 Monaten

THE DEATH OF G7: Putin drops devastating GDP numbers that humiliate the West! "If you look at the dynamics of global GDP over the last 5 years, 49% is represented by BRICS countries, while the G7’s contribution is a measly 18%. BRICS overtook the G7 back in 2020." "Over 25 years, the BRICS share in global trade has more than doubled, accounting for nearly a quarter of global exports last year. BRICS internal trade turnover already exceeds $1 TRILLION a year and continues to grow steadily."

THE DEATH OF G7: Putin drops devastating GDP numbers that humiliate the West! "If you look at the dynamics of global GDP over the last 5 years, 49% is represented by BRICS countries, while the G7’s contribution is a measly 18%. BRICS overtook the G7 back in 2020." "Over 25 years, the BRICS share in global trade has more than doubled, accounting for nearly a quarter of global exports last year. BRICS internal trade turnover already exceeds $1 TRILLION a year and continues to grow steadily."

RussiaNews 🇷🇺

126,691 Aufrufe • vor 2 Monaten

Intercom CEO Eoghan McCabe: "You don't have a choice. AI is going to disrupt you in the most aggressive, violent ways. If you're not in it, you're about to get kicked out of all of it. My strongest advice is that you need to bring in the young talent. AI is kind of a young person's game. You're competing with young companies that are in part AI, run by kids in their twenties, literally working 12 hours a day, literally 365 days a year. These younger companies know how to use AI in ways that the older companies don't. Companies of our generation, people in most organizations, particularly non-technical organizations, they're not using any AI. Maybe they're starting to use ChatGPT to write a job description. But they're not doing it by default."

Intercom CEO Eoghan McCabe: "You don't have a choice. AI is going to disrupt you in the most aggressive, violent ways. If you're not in it, you're about to get kicked out of all of it. My strongest advice is that you need to bring in the young talent. AI is kind of a young person's game. You're competing with young companies that are in part AI, run by kids in their twenties, literally working 12 hours a day, literally 365 days a year. These younger companies know how to use AI in ways that the older companies don't. Companies of our generation, people in most organizations, particularly non-technical organizations, they're not using any AI. Maybe they're starting to use ChatGPT to write a job description. But they're not doing it by default."

Lenny Rachitsky

73,870 Aufrufe • vor 1 Jahr

.Talia Goldberg explains the concept of 'supernovas' in the AI industry. "The supernovas are out-of-nowhere growth stories that are mind-blowing. AI companies are accelerating and compressing growth into a very short period of time." "On average, the top cloud companies took about 6-7 years to get to about $100 million ARR." "In this cohort, the top percentile is getting to $100 million ARR in about one and a half years, and the top decile in about four years. There are some trade-offs like gross margins. Many of these companies have negative gross margins. Not all revenue is created equal, but nevertheless, the adoption is astounding."

.Talia Goldberg explains the concept of 'supernovas' in the AI industry. "The supernovas are out-of-nowhere growth stories that are mind-blowing. AI companies are accelerating and compressing growth into a very short period of time." "On average, the top cloud companies took about 6-7 years to get to about $100 million ARR." "In this cohort, the top percentile is getting to $100 million ARR in about one and a half years, and the top decile in about four years. There are some trade-offs like gross margins. Many of these companies have negative gross margins. Not all revenue is created equal, but nevertheless, the adoption is astounding."

TBPN

409,181 Aufrufe • vor 1 Jahr

The next Mag 7 may still be private: "All of us in this room would probably think of.. SpaceX, OpenAI, Anthropic, Revolut, Databricks.” “If you're going to outperform the index over a long period of time, you're going to need exposure to these companies.” Thomas Laffont, Coatue COATUE coatue.thomas Upfront Ventures "Regardless, if you think about the innovation of these late-stage private companies—or one thing we kind of look at is the Mag 7, which has been a significant driver of returns in the public market over the past few years—has essentially kind of been flat over the past year-ish. And that's because Microsoft, as an example, I think has lost almost a trillion dollars of value over that timeframe as people are questioning their positioning kind of in AI. So then that leads you to think, “Well, what would the next Mag 7 look like?” Or who would be other candidates to kind of fit into the index of the future? And I think the names that all of us in this room would probably think of are names like SpaceX, or names like OpenAI, Anthropic, Revolut, Databricks. So I do think it's a really important class of companies. I do think if you're going to want to outperform the index over a long period of time, you're going to need exposure to these companies. Some of them will probably go public in the next 12 to 24 months, so that'll be kind of one impact of it. But it is unbelievable the amount of innovation that is now coming from this group of companies."

The next Mag 7 may still be private: "All of us in this room would probably think of.. SpaceX, OpenAI, Anthropic, Revolut, Databricks.” “If you're going to outperform the index over a long period of time, you're going to need exposure to these companies.” Thomas Laffont, Coatue COATUE coatue.thomas Upfront Ventures "Regardless, if you think about the innovation of these late-stage private companies—or one thing we kind of look at is the Mag 7, which has been a significant driver of returns in the public market over the past few years—has essentially kind of been flat over the past year-ish. And that's because Microsoft, as an example, I think has lost almost a trillion dollars of value over that timeframe as people are questioning their positioning kind of in AI. So then that leads you to think, “Well, what would the next Mag 7 look like?” Or who would be other candidates to kind of fit into the index of the future? And I think the names that all of us in this room would probably think of are names like SpaceX, or names like OpenAI, Anthropic, Revolut, Databricks. So I do think it's a really important class of companies. I do think if you're going to want to outperform the index over a long period of time, you're going to need exposure to these companies. Some of them will probably go public in the next 12 to 24 months, so that'll be kind of one impact of it. But it is unbelievable the amount of innovation that is now coming from this group of companies."

Molly O’Shea

15,258 Aufrufe • vor 5 Monaten