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$META going back to 530-550 range would be an easy all-in for me..
Good morning good people! β
Are we ready for this week and the upcoming earnings?
Earnings I will be watching..
Monday:
- $WHR
- $CINF
Tuesday:
- $HOOD
- $SOFI π
- $SKHY
- $UPS
- $V π
- $KO
- $ENPH
- $PYPL
- $SPGI π
- $WM
Wednesday:
- $MSFT π
- $GOOG π
- $TMUS
- $FDX
- $CMG
Thursday:
- $LLY
- $RDDT π
- $COIN
- $AMZN π
- $SBUX
Friday:
- $CNI π
Today we hit 18,000 followersβ
, and I want to say something I donβt say enough: THANK YOU! π
To make it even better, I got one of the most viral posts ever on this channel, today!π₯³
If youβd told me when I started that this many people would care about what I write about red flags and undervalued stocks, Iβd have laughed..
What I do isn't the flashy side of investing, but the opposite. I go against the crowd and I try to offer different kind of opinion where I see that the hype isn't justified..
But here we are.. π€―
Looking back, the best part hasnβt been the picks that worked. Itβs the replies, the DMs, and the connections I made with people who have different point of view from the crowd..
Itβs knowing that somewhere, someone read a post of mine and realized that his decision to put money in some stock was due to hype or FOMO and saved them from gambling..
It also feels great and inspiring to put effort into something, and see it grow and evolve over the time, this is what keeps me going..
Looking ahead, I want to dig deeper, share more of my process, and keep finding the hidden gems others overlook, or run away from stocks where everybody and their barber is jumping in..
I canβt promise every pick will win. I can promise honesty, effort, and respect for your time..
Thank you for being here. Letβs keep building something great together. π
New Goal: 22,000 by End of the year! π
18,000/22,000 -> ββββββββββ 81.8%β
Let's Fucking GO!πͺ
CEO of $NVDA, Jensen Huang, was found eating kebab in Berlin yesterday..
He also signed the wall of the kebab place!
$BTC and other crypto might be hedge against getting rich..
Great morning guys, I have been working on an article for last few days..
I was curious which one of $GOOG, $AMZN, $META is currently the best buy, what are projected upsides from current valuations, and what are the risks..
I researched and made some different point of view valuations and comparisons with some interesting charts and data..
Stay tuned, will post it later today!
Check my BIO π
Superinvestor John Armitage - Egerton Capital updated fund's Q3 portfolio!!!
HIS BIGGEST SELL WAS $GOOG !! π€―
He sold 36% of his position..
He also FULLY sold: $AMAT, $UBER, $RIOT, $EFX ..
He also reduced positions in: $VMC, $MDLN, $IBKR, $V, $MCO, $MA ..
It also looks like all the money from $GOOG went into $AMZN (increased his position by 32%), $SPGI (add 124%)!!!!
His new positions are $ICE, $META, $DIS, $TMO ..
I love this portfolio rotation, look very similar to mine..
Good morning guys, its finally weekend!
Are you relieved the stock market is closed or cant wait for it to open again? π
$NBIS investors right now, realizing what Burry was saying was true..
American Express, $AXP reported Q3 2026 results, and the quarter was strong.
Headline numbers
Record revenue of $20.1B vs 20.12, up 9% year over year β
GAAP EPS was $5.42 vs 4.49, up 31% β
Adjusted EPS was $4.68, up 13% β
Adjusted net income was $3.2B, up 11% β
Billed business (total card spending) was $454B, up 8%.
Guidance raised
Full-year GAAP EPS guidance is now $18.30β$18.60, or $17.60β$17.90 adjusted. β
That implies 14β16% adjusted growth over 2025βs $15.38.β
Management says itβs on track for roughly 10% revenue growth for the year. β
Credit quality
Provisions for credit losses fell to $1.0B from $1.3B a year ago, mainly because of a reserve release this quarter versus a reserve build last year.
Net write-offs were actually higher, so part of the improvement is an accounting benefit.
The net write-off rate was 1.8%, down from 1.9%.
Things to watch in the quality of earnings
Adjusted EPS growth of 13% is the better read on underlying performance than the 31% headline.
The effective tax rate dropped to 18.1% from 24.1% because of one-time tax benefits, which helped EPS.
Expenses rose 9%, driven by variable customer engagement costs and the U.S. Platinum Card refresh.
Operating expenses were lower, but that is largely because the GBTG gain is netted against them.
Legal reserves and restructuring costs partly offset it.
Share buybacks continue to help, with diluted shares down 3% year over year.
Business highlights
Launched next-generation Amex Corporate with new expense software, and introduced a Business Savings account.
Extended its Marriott partnership and launched a new one with Airbnb.
Announced Resy integrations, including with OpenAI, and a framework for agentic commerce.
Card acceptance is now above 190 million merchant locations.
Ranked #1 in the J.D. Power credit card satisfaction study for the seventh year running.
Expanding its Centurion Lounge network, including a new lounge at Newark.
There is 70 days left in 2026..
How much do you expect your portfolio will go up till EOY? π€
If im up +6% more, I will be very happy..













