ValueSnapshot | Stock Research

$SOFI 5 years ago: Stock price: $15 Revenue: $985M Members: 2.5M Total Products: 3.7M Shares outstanding: 828M Cash & Equivalents: $470M $SOFI now: Stock price: $15 Revenue: $4.3B Members: 15.8M Total Products: 24.4M Shares outstanding: 1.29B Cash & Equivalents: $3.8B Hmm..

$AMD operating income more than doubled in a year. Now imagine $NVDA's current issues pushing even more customers toward AMD. AMD could capture a larger share of AI spending, propelling operating income even higher.

$ONDS Q3 2026 earnings before the open tomorrow! Consensus EPS is -$0.13 versus -$0.06 a year ago (-116.7%). Consensus revenue is $0.15B, ~1,380% YoY. All eyes on the acquisitions turning into real ARR.

$NBIS reports earnings before the open tomorrow. Consensus EPS is -$0.61 from 4 versus -$0.39 a year ago (-56.4%). Consensus revenue is $0.91B $CRWV crushed it yesterday, $NBIS needs to follow! Deja Vu to last quarter..

$PLTR operating income went from just $11M in Q4 2024 to $1.085B in Q3 2026. That's nearly 98x growth in less than two years. “Those who bet against us will regret it.” — CEO, Alex Karp

$MSFT benefits when Anthropic wins. Claude is expanding into tools with Sheets & dashboards. But.. Anthropic is a major Microsoft partner, with Claude running on Azure and available through Microsoft Foundry Claude adoption means more AI demand flowing through Azure.

$INTC has $228B in assets against a $320B market cap. Just 1.4x its asset base. For a semiconductor company, that's significant. Fabs, manufacturing equipment and infrastructure cost hundreds of billions to build. Intel already owns them.

$NVDA is projected to generate approximately $518B in gross profit in FY2028, up from ~$310B in FY2027. At today's ~$4.3T market cap, that's just 8.3x projected 2028 gross profit.

$ZETA nearly doubled its quarterly free cash flow in just two quarters. Q1: ~$47M Q3: $82M That's a massive increase in cash generation while revenue grew 46% YoY to $493M. 2026 FCF guidance just got raised to ~$271M, up 65% YoY.

“Some charts don't climb. They defy gravity.” $MU

Taiwan Semiconductor doesn't need unreasonable assumptions to 2x from here.. ~ Compound EPS 30%/yr ~ Exit Multiple: 30x This is a currently a $800 stock, and a $1,200 stock by 2031. $TSM

Another MASSIVE week of earnings awaits us! Monday: $RKLB, $ZETA, $ASTS $HIMS, $OXY, $MNDY Tuesday: $QBTS, $ONON, $SE, $CRWV, $WYFI, $RGTI Thursday: $NBIS, $TE, $ONDS, $FPS, $LUNR, $NU, $CBRS, $AMAT, $CSCO Which name are you most excited for?!

Anthropic has ~$518B in compute commitments over the next decade. ~80% is fixed, with $AVGO accounting for roughly $161B alone. That's nearly $16.1B per year in commitments to Broadcom.

You're paying roughly the same 19x earnings for $NVDA today as investors did in 2016. Except Nvidia now generates 74x the revenue and 243x the net income.

$NBIS one year ago: Stock price: $120 Revenue: $105.1M Adj. EBITDA: -$21M Gross Profit: $75M Contracted Power: >1GW $NBIS now: Stock price: $130 Revenue: $582.3M (+454%) Adj. EBITDA: $236M Gross Profit: $448.7M (+498%) Contracted Power: 5GW year-end target In just 1 year..

$GOOGL's Q3 investment portfolio is getting ridiculous. Its reported $SPCX position alone is worth $84B. Other major holdings: • $1.1B combined in $PL and $ASTS • $1.12B combined in $ARM and $QCOM • $548.8M in $RVMD Its reported investments have grown from $75B to $200B in just one year..

We are in the strongest month of the year historically, ESPECIALLY for semiconductors. The first week although, has been anything but bullish: $MRVL -37% $NBIS -30% $MU -27% $AMD -27% $VRT -28% $BE -25% $NVDA -14% $AVGO -13% Remember.. One week never defines an entire month.

$GOOGL could benefit from tighter AI infrastructure regulations. Google Cloud has a $560B+ backlog, 103% growth and a massive global data-center footprint. If new data-center approvals become harder, Google's existing infrastructure becomes even more valuable.

$MRNA reports Q3 2026 earnings before the opening bell tomorrow! Consensus EPS is -$1.10 versus -$0.51 a year ago (-115.7%). Consensus revenue is $0.89B from 14 analysts. Their first print after the successful Phase 3 cancer vaccine.