Now everyone is talking about $DELL but don't forget who was talking about it in 2025 > @italianinvesto (me).
New price target for 2030 > $1000.
Another incredible print, congrats @MichaelDell (one of the top CEOs ever).
$DELL just reported a huge $95B backlog.
I got a question for experienced investors: how do you consider backlog?
Lately I see so many companies advertising their incredible backlogs but oftentimes they post disappointing results (not Dell case ofc which is getting so close to my
Forgent $FPS could be my favorite buy right now.
The stock is growing fast (+103% last Q) and it's already profitable.
I think it beats @aleabitoreddit pick $HPS on every metric.
In the last Q Hammond grew 44% and posted a 7% EBIT margin compared to Forgent's 10% EBIT.
Hammond's
I wanted to post this yesterday, but I forgot:
Basically every retard is now trying to pump piece of shit stocks.
This guy Markiplier (no idea who he is) has 39m followers on YouTube and he is pumping a $100m market cap stock, followed by the number 1 degen @ShaneStoffer$GPRO
The European micro-cap (€245m market cap) growing 30% at a 20% EBIT margin trading at an ntm p/e of 14 is $ALSTI.
STIF is a French family-controlled industrial group (founded 1984, ~51% family-owned) that designs, manufactures and sells proprietary equipment for two niche
$IREN disappointing er once again:
> the only neo-cloud that isn't capacity sold out
> slow as fuck when compared to $NBIS and $CRWV
> @mikealfred on the board
> likely dilution
> they allegedly refuse customers for "strategic merit"
> they don't sign deals because "signing
There are 3 stocks you can buy around tangible book value right now:
$XFAB$KVHI$ALPAS$XFAB book value per share > €6,7
$KVHI book value per share > $ 6,95
$ALPAS book value per share > €10,8
Difference from tangible b/v compared to actual price:
$XFAB +9%
$KVHI -6%
