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$PLTR is 96 billion market cap

THE GEMINI APP HAS 650M MONTHLY. ACTIVE. USERS. INSANE 🤯 $GOOG $GOOGL

Google is cheaper than a sack of potatoes: Cloud - $50B revenue run rate - Slap on a 15x sales multiple → $750B valuation YouTube: - Call it $40B in revenue + $20B YT Premium - Give it 10x sales (Netflix at 12) → $600B valuation Google's market cap at the time of this writing is 1.88T. Meaning that Cloud + YouTube roughly represents 70% of the market cap right now. You're paying just $530B (or about 2x sales) for: - $200B Search business still growing at 10% - $30B Display ads business - $20B+ in hardware division - And then whatever Waymo + DeepMind are worth What a joke $GOOG $GOOGL

$ADBE is a dead company that happens to be doing $23B of revenue per year, growing 11% YoY Dare I say it, this is $GOOGL 2.0

$META trades at 21x actual earnings btw

What do you call a business that has tripled its revenue... While the stock has stayed roughly flat over the past 7 years $ADBE 🤔

S&P up 73% since he tweeted that

I'm no genius but it seems that 40% of Palantir's operating income is interest on their cash So... if you strip out the interest income and simply look at the actual operations of the business. It's trading at just north of 800x earnings 😳😅 $PLTR

It took $ASML 20 years and $65B of capex and R&D to go from 65nm to 3nm China is currently the closest competitor at 65nm = 2003 ASML $ASML is a true monopoly

Say what you want about Robinhood's ridiculous valuation. I've NEVER seen such rapid margin improvement in any business... ever $HOOD

Bill Ackman just released his investor presentation, here are the slides for the $UBER investment 👇

90% of my feed is Buffett buying $UNH congrats bag holders lol

I just love charts like this: $GOOG $GOOGL

Top 5 Undervalued Quality Companies 📉 1/ Google $GOOGL

40 PE for this $AAPL

$GOOGL up 22% in 25 days Its like suddenly - DOJ risks disappear - Perplexity and ChatGPT cease to exist - And Google is regarded as an AI leader even though NOTHING CHANGED My question is: where did all the bears?!

What do you call a business that has tripled its revenue... While the stock has stayed roughly flat over the past 7 years $ADBE 🤔

$PLTR is 96 billion market cap

Is there a single person holding their $100 $META shares from 2022? Truly a “generational” buying opportunity

If I had the cash, Adobe would be 30% of my portfolio right now I have SOO much conviction $ADBE

If you were to buy and hold just 1 business for the next 50 years, what would it be? This is for a video

$ADBE is a dead company that happens to be doing $23B of revenue per year, growing 11% YoY Dare I say it, this is $GOOGL 2.0

Google is cheaper than a sack of potatoes: Cloud - $50B revenue run rate - Slap on a 15x sales multiple → $750B valuation YouTube: - Call it $40B in revenue + $20B YT Premium - Give it 10x sales (Netflix at 12) → $600B valuation Google's market cap at the time of this writing is 1.88T. Meaning that Cloud + YouTube roughly represents 70% of the market cap right now. You're paying just $530B (or about 2x sales) for: - $200B Search business still growing at 10% - $30B Display ads business - $20B+ in hardware division - And then whatever Waymo + DeepMind are worth What a joke $GOOG $GOOGL

Novo's collapse makes me wanna never touch healthcare ever From 50x earnings to 14x within a year due to growth revisions that no one saw coming. Scary. $NVO

What would you change about this portfolio? $AMZN $GOOGL $ASML $UBER $FICO $FI $TMDX $ADBE $HIMS

If I could make my portfolio from scratch... it would look something like this $ADBE 35% $UBER 30% $AMZN 20% $ASML 10% $FICO 5% What do you think?

I'm no genius but it seems that 40% of Palantir's operating income is interest on their cash So... if you strip out the interest income and simply look at the actual operations of the business. It's trading at just north of 800x earnings 😳😅 $PLTR

$GOOGL up 22% in 25 days Its like suddenly - DOJ risks disappear - Perplexity and ChatGPT cease to exist - And Google is regarded as an AI leader even though NOTHING CHANGED My question is: where did all the bears?!

40 PE for this $AAPL

Has anyone realized just how cheap Accenture has gotten? This isn't some narrow moat, garbage retailer... we're talking about one of the biggest and most important professional services in the WORLD Stupidly cheap $ACN

This is a complete JOKE of a valuation for $ADBE - 15x P/FCF - 15-20% Future FCF growth - Wide moat from MASSIVE network effects, switching costs & distribution This remains the most obvious large cap long in the market. Once "AI risks" turns out to be a nothing burger… 📈👀

How can any of you be defending this? 🤔 They're spending nearly 20B a year to generate a little over 2B in revenues?! $70B of cumulative losses in RL is enough money to build all 12 Disney parks around the world TWICE over What are we even talking about here?! $META