Creator Post Archive
Playing FTSE
Browse the full post archive, then jump into the source post to inspect linked mentions and linked signals.
May 4, 2025
Tim Cook & Apple's Little White Lie?
The creator discusses Apple's recent earnings report, noting that while revenues and EPS were up, the market reacted negatively. Key points include slower growth in services than previously, but a positive increase in iPhone revenues and North American sales. The company also announced significant reinvestment plans.
May 4, 2025
Amazon's Meh Earnings...Or Where They?
The creators analyze Amazon's Q1 2025 earnings, arguing that the results are stronger than the market's neutral reaction suggests, particularly in AWS and advertising.
Apr 27, 2025
Enphase Plummets: Tariffs, Weak Results, and a Dim Solar Outlook.
The creator discusses Enphase Energy's recent poor performance, citing missed earnings expectations, declining revenue, and negative impacts from tariffs and high interest rates. The outlook for the solar industry and Enphase specifically appears dim, with further uncertainty surrounding government incentives.
Apr 27, 2025
Intel: Beating Expectations in the Land of Low Expectations.
The creator discusses Intel's recent earnings report, noting that revenue was flat and beat expectations, but the company reported a loss. While the data center group saw an 8% increase in sales, the client computing group's revenue fell 8%. The new CEO, who previously worked at Cadence, has initiated operational efficiency improvements, but the creator views the report as uninspiring and suggests investors need to see a clear path for Intel to regain market share and achieve sustainable growth.
Apr 27, 2025
Tesla: Musk's Back to Save the Day (From a 20% Sales Nosedive and Tariffs)
The creator discusses Tesla's Q1 earnings, which were poor with significant declines in revenue and auto revenue. Despite the bad earnings, the stock rose, with the narrative suggesting this was due to Elon Musk's increased focus on Tesla. The creator posits that Tesla's market cap can only be justified by success in robo-taxis, which is heavily dependent on regulation, and suggests Musk's involvement in government could be beneficial for navigating these regulatory hurdles.
Apr 27, 2025
The Obituary for Google Was Premature.
The creator sarcastically refutes the idea that Google is a dead company, highlighting strong revenue and EPS growth, significant cloud segment performance, and substantial buybacks and dividend increases. The creator also details Google's advancements and investments in AI, including new models and integrations across its product suite.
Apr 20, 2025
ASML Slips - It Might Be a Buy For Us!
The creator discusses ASML's recent earnings report, noting a stock price drop despite some positive operational metrics. While acknowledging macro uncertainties and missed booking targets, the creator views the current dip as a potential buying opportunity, citing strong AI demand and positive customer conversations for future growth.
Apr 20, 2025
Netflix Earnings Rundown! Are We Buying Here?
The creator provides a bullish breakdown of Netflix's latest earnings, emphasizing strong revenue growth, high operating margins, and a successful shift toward financial-driven valuation.
Apr 6, 2025
Steve W's Sell Regrets!
The creator discusses recent stock sales, rating them from great to terrible. They sold half their stake in Citigroup at a near-peak price, viewing it as a good sell due to valuation concerns despite underlying business improvements. They also sold their entire stake in Primary Health Properties at a loss, which they consider a terrible sell.
Apr 6, 2025
Buy Updates From Steve W
The creator discusses their recent stock purchases and additions, noting that their portfolio has underperformed year-to-date but has beaten a benchmark. They highlight DCC as a new buy due to a special situation involving asset sales and potential cash dividends, and CRUS as another purchase despite its recent decline, citing its recurring revenue growth.
Apr 6, 2025
Here's What Steve D Has Been Buying!
The creator discusses their portfolio performance, which has declined significantly in the recent period. They detail additions to existing positions like Fat Group, Alexandria, Accelis Technology, and Ashtad Technology, and highlight a new buy in Novo Nordisk, which has underperformed due to mixed drug trial results. The creator also mentions adding to Judges Scientific and discusses Steel Dynamics, which has pulled back following tariff announcements.
Mar 16, 2025
Sign Up To This Stock!?
The creators analyze DocuSign's strong quarterly performance, noting beats across all major metrics and a positive outlook on its AI-driven platform expansion.
Mar 16, 2025
Disinfect Your Portfolio With This Small Cap!
The creator introduces Chell (ticker: CHLL), a small-cap company on the AIM market, focusing on hospital decontamination and disinfection products. The company has a strong balance sheet with net cash and no debt, and its signature product range, Trel, uses chlorine dioxide for decontaminating surgical devices.
Mar 16, 2025
Is Adobe Too Cheap To Ignore?
The creator discusses Adobe's recent earnings, highlighting revenue growth and stock buybacks, while noting investor concerns about AI competition and the need for a clearer AI roadmap. Despite a slight dip after earnings, the creator suggests Adobe's valuation is attractive and praises their innovative approach to monetizing AI features like Firefly.
Showing 101-114 of 114 posts · Page 5 of 5