bigbull037

bigbull037

- Revenue: Q4 2024 revenue reached $191.5 million, a 4% increase year-over-year. The full-year 2024 revenue was $769.3 million, up 12% from the previous year. - Gross Margin: Maintained at 77.7% for Q4 and 77.4% for the full year. - Adjusted EBITDA Margin: Achieved 26.2% in Q4 and 21.8% for the full year, reflecting improved operational efficiency. - Net...

bigbull037 Updated 

- NASDAQ:CFLT has been range bound for two years now where the lower end is $14-18 and upper range is $35-38. - If FY 2025, Q1 exceeds expectation of the analyst then this stock will be able to get through the long term resistance and turn it into support. - NYSE:IOT is a peer company which operates in IOT and streaming data application layer which has...

bigbull037

- NASDAQ:ABNB gave hopium of investing in different business for next 5 years which could grow into a billion dollars. - Investors should not fall for hopium. Execution remains a challenge and money spent on that bet remains unseen and just a wild dream as of now. - EPS growth of NASDAQ:ABNB is almost flat for next 2-3 years. - Hotel industry has caught up...

bigbull037

- Investors were paying too much for growth in NASDAQ:TTD - It operates in a very competitive space. - Leadership is solid however eps growth and gaap eps tells a different story. EPS growth is impressive but gaap eps is terrible. Stock based comp remain consistent but somehow gaap eps isn't growing as fast as non-gaap eps. - Nonetheless, here's fair value...

bigbull037

- NYSE:PAGS is growing EPS high single digit to low double digits. - I'm not expecting much from this company. Fundamentally, it's cheap enough not to ignore. Year | 2025 | 2026 | 2027 EPS | 1.18 | 1.32 | 1.62 | EPS growth | 2.62% | 11.77% | 22.08% Fair forward p/e for year 2025 -> 5 Fair stock price => 1.18 x 5 ~ $6 Fair forward p/e for year 2026 for...

bigbull037

- NASDAQ:MU GAAP eps is growing substantially in 2025 and 2026 but market hasn't rewarded NASDAQ:MU - It appears that whales are accumulating the stock and/or suspicious of NASDAQ:MU future demand. - If analyst expectation and company's projection is true then this stock is grossly undervalued. Based on the fundamentals: Year | 2025 | 2026 | 2027 Gaap...

bigbull037

- NASDAQ:GRAB is no brainer buy sub $5 and ride it till $7-10 - It's like NYSE:UBER of south east asia. - If you believe that in upcoming years, income per capita in south east asia will grow then you are investing in the right company! - This stock provide me diversification outside of US and allows me to capture the network effect of growing economy be it...

bigbull037

- Say good bye to double digit for NYSE:XYZ - This company is innovating better than other fintech. - Visionary ideas for revolutionizing the finance. - has capped number of employees @ 12k. Jack has shown financial discipline at NYSE:XYZ as compared to NYSE:TWTR - GAAP EPS is growing for the next 3 years. Fundamental wise: Year | 2024 | 2025 | 2026...

bigbull037

- NASDAQ:SMCI traders be ready to pounce and ride the momentum for this name. - Buyers are getting aggressive and price can easily be pushed to 55 ( 200 sma ) to 65 range. - $55 seems to be a resistance, if price moves above that then we could be seeing some parabolic moves in this name. - Please Notes that, NASDAQ:SMCI has to submit SEC filing before Feb...

bigbull037

- NASDAQ:MDB is investing in R&D and recently noticed that they have developed their solution for vector database www.mongodb.com - This will be a strong tailwind for the company. In generative AI, one needs to store large embedding in a low latency databases which could efficiently be looked up. By default, no-sql databases are good for these use cases. -...

bigbull037 Updated 

- While I believe NASDAQ:CFLT chart looks good and it might go to $40 after earnings in Q1 2025. But data platform infra is getting very competitive. - First layer of competition comes from Hyperscalers like AWS, GCP and Azure which have their own variant of stream processing. Confluent had some leverage in terms of managed offering. - I believed that...

bigbull037

- NYSE:CPNG is south korean e-commerce giant similar to $AMZN. - It is growing rapidly and has turned profitable - EPS growth looks amazing for next 3 years. - NYSE:CPNG is not volatile and has a smooth curve. Therefore, good for buy and hold investors who want their investment grow without worrying about wild draw downs.

bigbull037

- NYSE:PATH is uniquely positioned for robotics automation which could benefit from advances in Generative AI and with launch of smarter Machine Learning & AI models. - NYSE:PATH sits in the application layer which will provide companies to automate things with least friction while leveraging powerful models. - NYSE:PATH is badly beaten down. However,...

bigbull037 Updated 

- Uber's capital-light business model has been a major boon to their growth and global expansion efforts, whereas robotaxi will be capital extensive. - The biggest worry regarding robotaxi implementation is the up-front capital required to get the required vehicle fleet on the road, and the years it may take to get the operations running efficiently. However, I...

bigbull037 Updated 

- NYSE:NVO was one of the hottest stocks of 2024 is now facing immense challenges by other healthcare companies in weight loss drug. - With weak results, it sets up for disappointment for 1-2 quarters. Quick turnaround in experiments isn't feasible and would need considerable time to show promising results. - It's better to put it on watchlist, attend earning...

bigbull037 Updated 

- NYSE:HIMS has shown tremendous growth in the past, currently it has a descending trend line as resistance. Once broken it will have a renewed momentum and could take the stock to 40+ range by post earning FY Q1 2025

bigbull037 Updated 

- This bank has phenomenal growth, expanding TAM in latin america. - Numbers speaks for themselves, It's poised for success for rising middle class consumers in latin america. - Digital Banking will provide immense value in latin america where typical banks were the only way to do banking in the past.

bigbull037

- This has broken significant resistance of 1.46; This would create a havoc and fuel the run to test 1.6. - Let's see how upcoming few months goes! - Canadian parliament is suspended, elections will happen end of 2025. This implies USD can cause massive damage to canadian economy for next 3-6 months.