Какво мислите за търговията с акции/петрол/валута?

[Exclusive89 Профил]

$HOOD Q1 EARNINGS

• Revenue $1.07B vs Est. $1.14B
• EPS $0.38 vs Est. $0.39
• Net Income $346M vs Est. $354M
• Total Platform Assets: $307B (+39% YoY)
• Gold Subscribers: 4.3M (+36% YoY)
• ARPU: $157 (+8% YoY)

Леко разорачован след отчета.. но нищо, купих още малко на промоция
Довечера ще е шоуто

[drago_pavlov Профил]

Довечера ще е шоуто

Да... Аз купих Майкрософт почти на дъното и сега чакам с нетърпение

[Exclusive89 Профил]

ALPHABET $GOOGL JUST REPORTED Q1 EARNINGS

- Revenue: $109.9B vs $107.2B est
- EPS $5.11 vs. Est. $2.67
- Google Cloud Revenue: $20.0B vs Est. $18B
- Dividend: $0.22 (a 5% increase)

Operating highlights:
- Total paid subscriptions reached 350 million, with YouTube and Google One as the key drivers
- "Strongest quarter ever" for consumer AI plans, driven by the Gemini app
- Waymo surpassed 500,000 fully autonomous rides per week
- First-party models like Gemini are now processing more than 16 billion tokens per minute

Q1 beat on revenue and the dividend was raised 5%.

$META Q1 EARNINGS

• Revenue $56.3B vs Est. $55.4B
• EPS $10.44 vs Est. $6.67
• Operating Income $22.9B vs Est. $19.4B

Q2 Guidance
• Revenue $60B vs Est. $60B

FY26 Guidance
• CapEx $135B vs Est. $125B

$AMZN Q1 EARNINGS

• Revenue $181.5B vs Est. $177.2B
• EPS $2.78 vs Est. $1.64
• AWS Sales $37.6B vs Est. $36.7B
• Operating Income $23.9B vs Est. $20.8B

Q2 Guidance
• Revenue $196B vs Est. $189B
• Operating Income $22B vs Est. $23B

FY26 Guidance
• CapEx $200B vs Est.$200B]

MICROSOFT
$MSFT
JUST REPORTED Q3 EARNINGS

- Revenue: $82.9B vs $81.4B est
- EPS: $4.27 vs Est. $4.05
- Net Income: $31.8B

Segment breakdown:
- Productivity & Business Processes: $35.0B vs $34.4B est
- Intelligent Cloud: $34.7B
- More Personal Computing: $13.2B vs $12.7B est
- Microsoft Cloud (total): $54.5B

Azure and other cloud services revenue grew 40% YoY.

Q3 beat across every segment.

[Exclusive89 Профил]

PALANTIR
$PLTR
JUST REPORTED Q1 EARNINGS

• Revenue: $1,632.58M vs $1,540M est
• Net Income: $876.40M

The FY guidance raise is the story:
• FY Revenue: $7,650M-$7,662M vs $7,271M est
• FY Adjusted Income from Operations: $4,440M-$4,452M

The numbers translate to:
• ~6% Q1 revenue beat
• ~$385M FY revenue raise above consensus at the midpoint
• ~54% net income margin in the quarter

[Exclusive89 Профил]

от Exclusive89 » 06 Окт 2025, 13:44

От $NBIS също съм много доволен, макар и средната цена да не е много ниска (53$) а можеше да е около 27-30$… от много чудене така става..

Разбира се, средната цена вече не е 53$, доста натоварих след този пост, но няма как да не съм доволен

[Exclusive89 Профил]

$AMD CRUSHED THEIR Q1 EARNINGS

• Revenue $10.25B vs Est. $9.85B
• EPS $1.37 vs. Est. $1.29
• Data Center Revenue $5.8B vs Est. $5.6B
• Gross Margin 55% vs. Est. 52%

Q2 Guidance
• Revenue $11.2B vs Est. $10.5B
• Gross Margin 56% vs. Est. 55%

$AMD raised its long-term server CPU outlook which is now expecting the market to grow at 35%+ annually versus its prior ~18% CAGR view.

Management says agentic AI is structurally increasing CPU compute demand pushing the server CPU TAM to $120B+ by 2030

[Exclusive89 Профил]

*NVIDIA AND IREN ANNOUNCE STRATEGIC PARTNERSHIP TO ACCELERATE DEPLOYMENT OF UP TO 5 GIGAWATTS OF AI INFRASTRUCTURE

*NVIDIA TO INVEST UP TO $2.1B IN $IREN

20++% $IREN
Имате по една виртуална бира

[Exclusive89 Профил]

от Exclusive89 » 29 Мар 2026, 8:23

Аз пък чакам акциите на Rocket Lab Corp (RKLB) да се сринат до около 40$ за да добява оше малко.

Не се сринаха... ама чукнаха 100 доларес

[Exclusive89 Профил]

ЕВАЛА на такива младежи

Leopold Aschenbrenner will disclose his new trades in exactly ONE WEEK.

Here are his past trades:

SNDK: Entered the bulk of his position in Q4 2025 at roughly $230 per share, now ~$1494. Up ~550% on his position.

BE: Entered at ~$86.89 (end of 2024), now ~$253. Up ~190% on his position.

INTC: Entered call options in Q1 2025 at ~$19 per share, now ~$117+. Up ~510% on his position.

LITE: Entered around $40 in 2024-2025, now ~$885+. Up ~2000% on his position.

COHR: Entered around $60, now ~$318. Up ~425% on his position.

At only 25 years old, he has outperformed Warren Buffett, Michael Burry, and every tier 1 investor.

[Exclusive89 Профил]

Пак съм аз

$NBIS
ABSOLUTELY DESTROYED THEIR EARNINGS

• Revenue $399M vs. Est. $389M
• EBITDA $130M vs. Est. $91M
• ARR $1.92B vs. Est. $1.81B
• AI Cloud Revenue: $390M (+841% YoY)

2026 Guidance
• ARR $8.0B vs. Est. $7.2B
• Contracted Capacity: 3.5GW

Вече се търгуват за над 200$
$RKLB (Rocket Lab Corp) и те чукнаха 120$

[Exclusive89 Профил]

JUST IN: PRESIDENT TRUMP'S Q1 STOCK DISCLOSURE COVERS 3,800+ TRANSACTIONS. THE LARGEST: $5M-$25M SALES EACH OF META, AMAZON, AND MICROSOFT ON 2/10.

The OGE 278-T was filed May 8 and certified by the Office of Government Ethics on May 13.

The largest disclosed sales ($5M-$25M each):
- Meta Platforms
$META
(2/10/2026)
- Amazon
$AMZN
(2/10/2026)
- Microsoft
$MSFT
(2/10/2026)
- Vanguard Dividend Appreciation ETF (1/12/2026)

Additional $1M-$5M sales:
- Netflix
$NFLX
(2/10/2026)
- Palantir
$PLTR
(2/10/2026)
- Vanguard S&P 500 ETF
$VOO
(1/6/2026 and 3/19/2026)
- iShares Core S&P 500 ETF
$IVV
(1/23/2026)
- State Street SPDR S&P 500 Trust ETF
$SPY
(1/29/2026)

The largest disclosed purchases ($1M-$5M each, 15+ names):
- NVIDIA
$NVDA
(2/10/2026)
- Apple
$AAPL
(3/2/2026)
- Oracle
$ORCL
(3/17/2026)
- Broadcom
$AVGO
(2/10/2026)
- Adobe
$ADBE
(2/10/2026)
- ServiceNow
$NOW
(2/10/2026)
- Workday
$WDAY
(2/10/2026)
- Synopsys
$SNPS
(2/10/2026)
- Cadence Design
$CDNS
(3/17/2026)
- Microsoft
$MSFT
(3/19/2026, after the 2/10 sale)
- Amazon
$AMZN
(3/19/2026, after the 2/10 sale)
- Vanguard S&P 500 ETF
$VOO
(multiple)
- iShares Russell 1000 ETF (3/27/2026)

Important context per the OGE form itself:
- The 278-T discloses transactions over $1,000 made by the filer, spouse, or dependent child
- Many entries are flagged "Discretion Exercised" or "Your Broker Acted As Agent," indicating a managed brokerage account placed the trades
- Some are "Unsolicited" (filer initiated) and others "Solicited" (broker recommended)
- All amounts are disclosed in ranges, not exact figures
- The reporting period covers January through March 2026

[Exclusive89 Профил]

SPACEX $SPCX OPENS FOR TRADING ON HYPERLIQUID VIA PERPETUAL FUTURES AT $208/SHARE

Perpetual Futures are basically creating liquidity for non-liquid assets and have been incredibly accurate.

This price action is implying an open of $2.4T, the biggest IPO in history

[Exclusive89 Профил]

ANTHROPIC IS GONNA START PAYING SPACEX $1.25 BILLION A MONTH TO USE ITS DATA CENTRES THROUGH 2029

THAT’S $15 BILLION A YEAR JUST FROM ANTHROPIC

[Exclusive89 Профил]

от Exclusive89 » 29 Мар 2026, 8:23

Аз пък чакам акциите на Rocket Lab Corp (RKLB) да се сринат до около 40$ за да добява оше малко.

Не се сринаха... ама чукнаха 100 доларес

150$

$TE (T1 Energy inc.) честно казано НИЩО не бях чувал за въпросната компания. Реших да рискувам едни 500€ след като стана ясно, че Leopold Aschenbrenner закупили дялове.. само за седмица 50+%

$IREN, доста нашумя последните месеци, повече от година вкарам по малко… интересни времена предстоят. Мисля, че ще избухнат много скоро, ще видим

[steeN Профил]

Аз имам Intuitive Machines и Eutelsat от доста време, изглежда че предстоящото IPO на SpaceX вдигна всички космически компании, но не ги търгувам като теб.

Космическите, заедно с енергетика (особено ядрена енергия, възобновяеми и водород), военни технологии и ключови суровини според мен са многогодишни тенденции и там ще са най-интересните неща. Ама може и да съм пристрастен. Роботиката е също много интересна област, но там повечето неща са ниво стартъпи.