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Goldman Sachs Defense: 🛡️ The $2.89T Security Supercycle youtu.be/kYZzleF5DoU?is=dTGw…
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$QXO vs. Builders FirstSource $BLDR 🚨 Brad Jacobs' $50B Roll-Up & The 2027 Housing Market. youtu.be/BQCn6YNULu4?si=usWO…
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Griffonomics retweeted
Why $NVDA matters so much in one picture.
Any disruption here would be bad news for many stocks that enjoy unusually high margins.
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Hims & Hers $HIMS 🚨 The 52% Collapse, 7-State FTC Lawsuit & The $19 Turnaround youtu.be/knQ-WQqrPKw?si=73Pe…
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youtu.be/RH7I1nSEW1w?si=UwV_…
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Evolv Technologies $EVLV 🚨 The $325M Backlog, 34% Surge & The $4.50 Turnaround. youtu.be/BKUKfybK0Hk?si=GwMK… via @YouTube
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Nvidia $NVDA 🚨 The FBI Probe, China Smuggling Scandal & $169 Breakdown youtu.be/6boze3qj8x4?si=H4tD…
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Griffonomics retweeted
$NVDA trades at almost 10x forward earnings.
- Lowest since 2013
- Below the market's 18x forward P/E
- Even staples trade at 24x forward earnings
Any buyers here?
The biggest trap here is its margins (the part that people always leave out when they pump it).
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Rambus $RMBS ⚡ AI Memory Tollbooth or Overvalued Semi Trap? youtu.be/P5UavB4kzKE?si=y_rb…
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Honeywell Aerospace $HONA ✈️ The 38% Post-Spin Sell-Off & The $19.3B Backlog Truth youtu.be/vtGUYkYPne4?si=IWOW…
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