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Chicago, IL, San Francisco, CA
Joined June 2019
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🟢 Analyst changes for $FSLR: 4 price target raises in the past 7 days. Maheep Mandloi (Mizuho Securities) and William Blair among them.
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🟢 $PINS caught 9 price target raises in the past 7 days. Justin Patterson (KeyBanc) and Mark Shmulik (Bernstein) among them.
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🟢 Analyst changes for $RDDT: 4 price target raises in the past 7 days. Mark Shmulik (Bernstein) and Deepak Mathivanan (Cantor Fitzgerald) among them.
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🟢 Analyst changes for $PINS: 8 price target raises in the past 7 days. Mark Shmulik (Bernstein) and Brad Erickson (RBC Capital) among them.
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🟢 $LLY caught 4 price target raises in the past 7 days. RBC Capital and Jasper Hellweg (Argus Research) among them.
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🟢 Analyst changes for $DASH: 1 upgrade and 3 price target raises in the past 7 days. Wedbush and Nikhil Devnani (Bernstein) among them.
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🟢 Analyst changes for $AMZN: 4 price target raises in the past 7 days. Gil Luria (D.A. Davidson) and Deepak Mathivanan (Cantor Fitzgerald) among them.
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🟢 Analyst changes for $NFLX: 4 price target raises in the past 7 days. Argus Research and David Joyce (Seaport Global) among them.
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$META Nvidia Invests $3B in Meta's Equity Fundraise as Muse Partnership Expands
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$NUE Nucor Reports Q3 Earnings Beat with Higher Steel Prices Driving Profits
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🟢 Analyst changes for $TSLA: 2 upgrades and 4 price target raises in the past 7 days. BNP Paribas and CLSA among them.
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🟢 $BE caught 4 price target raises in the past 7 days. Sunaina Ocalan (Bernstein) and Julien Dumoulin-Smith (Jefferies) among them.
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🟢 $FLG caught 4 price target raises in the past 7 days. Morgan Stanley and RBC Capital among them.
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Meta's cash-flow turn has company. Latest quarterly FCF: Microsoft +$19.64B (Jun) Amazon -$7.69B (Jun) Alphabet -$5.86B (Jun) Oracle -$5.40B (Aug) Meta -$2.12B (Sep) Different periods and company definitions. $MSFT is the positive outlier. Watch how much survives capex.
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$META generated $32.79B in operating cash in Q3, yet reported negative $2.12B in free cash flow. Capex, including finance-lease payments: $34.91B. The cash engine is still growing. The investment bill has overtaken it. Watch the gap, not just the negative sign.
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$LVS earnings and revenue below estimates. EPS $0.54 vs $0.68 est · Rev $3.2B vs $3.3B est stock -4.7% 📉 at posting
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$MCO earnings and revenue below estimates. EPS $4.14 vs $4.25 est · Rev $2.0B vs $2.1B est stock -1% 📉 at posting
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$CB earnings EPS $7.66 vs $6.79 est · Rev $14.9B vs $15.7B est stock -0.3% 📉 at posting
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$ISRG earnings and revenue above estimates. EPS $3.00 vs $2.65 est · Rev $3.0B vs $2.9B est stock +1.1% 📈 at posting
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Bitcoin is entering institutional planning models. That doesn't make the ride smooth. J.P. Morgan now covers $BTC in its long-term outlook, but leaves it out of its main portfolio matrices because correlations are unstable. The five-year chart puts that in perspective.
JUST IN: The largest bank in the U.S. JPMorgan is forecasting Bitcoin to outperform every major asset over the next decade. You are not bullish enough 🚀
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