of 176 ranked
$1,000 follows their calls into $1,021
Patrick@PatrickInvestinI bought more $NOK today. My position is a bit more than what I wanted it to be but this dip just feels so unfair.
Patrick@PatrickInvestinI’m going to make a call on $NFLX that I think most people are sleeping on right now. The market looked at Q1 earnings, saw a $2.8 billion one time termination fee masking the real results, got spooked by a slight EPS miss versus elevated expectations, and sold. That reaction
Patrick@PatrickInvestin$QCOM just had its Investor Day and I don’t think the market has remotely priced what was actually announced. Non handset revenue target raised to $40 billion by fiscal 2029, approximately double the prior target set just one year ago. Data center revenue target of more than $15
Patrick@PatrickInvestinI’m going to say something that’s going to age really well or really badly. $IBM is about to have its $ARM moment. And I think July 22nd is when it starts. Here’s how the $ARM and $AMD re ratings actually worked, because I think people misremember them. Neither stock waited
Patrick@PatrickInvestin$ONDS is at $7.41 today. Let me tell you exactly why that doesn’t make sense to me. A bit ago this company reported Q1 revenue of $50.1 million, up 1,065% year over year. Ten times the revenue of the same quarter a year ago. And they beat their own guidance by 25%. Then they
