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Added an Agent skill that lets you access 20 years of financial filings for free. Please check it out and let me know if you find it useful!
github.com/ssmlee04/edgarpar…
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Following a very difficult meeting with my accountant, I just found out how much it is going to cost me in terms of an "exit tax" to leave Quebec and Canada. No human being in a free society should have their hard-earned money stolen in this manner. I'm genuinely numb. I'm speechless.
BREAKING: US TREASURY SECRETARY BESSENT, WHEN ASKED IF WARSH WOULD CUT RATES: HE WILL DO THE RIGHT THING...
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Created a video about Unity and why they’re losing. Stock price dropping is just a confirmation in my opinion.
$U
youtube.com/watch?v=j3yUoJLs…
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Cloudflare. Their future is not bad imo. I’ve made the clips in this video using their platform.
$net youtu.be/RHZgohC_5lQ?si=RjLY…
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NVIDIA: Growth without limits 🚀
Over the past 3 years:
• Revenue: parabolic YoY and QoQ acceleration.
• Gross margin: ~70%+ and expanding.
• Operating margin: ~60%+.
• Net income: growing 15-20x in 3 years.
This is what paradigm shift looks like. $NVDA
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I still don't see what would make Sidus Space's stock price go up with fundamentals like this. It's a loss-making machine that isn't even growing revenue.
$SIDU
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Tesla's revenue increased 842 times since 2010. Yeah, Elon is hands down the best CEO on this planet.
No exposure to Tesla will not make sense.
$TSLA
Micron's revenue grew 20.57% QoQ and it guided for another 37.5% QoQ next quarter. This is something.
Keep in mind that memory chips are cyclical, so even if things look good now, a sudden downturn in demand is also possible for companies like this
$MU 7baggers.com/stocks/mu
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Costco. In the past 3 years:
- Revenue up ~7% YoY
- Op margin ~3%
- Net income margin ~2.5% to 3%
- Cash, debt and inventory hovers around the same level
This company is trading at a TTM P/E ratio of 60, which is simply too expensive for a company that does not grow. $COST
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Micron
- Revenue soars 3x in 2 years
- Gross margin goes from low of -32% to 44% in 2 years
- Net income margin goes low of -62% to 28% in 2 years
With DRAM prices at this level and demand continuing to surge, I can see the AI-driven growth extending into 2026 and beyond $MU


















