NET
Cloudflare, Inc. Class A Common Stock - Recent news and sentiment analysis
Default charts cover the last 24 hours by "day" period and sentiment shares compare positive vs. negative mentions after removing neutral posts.
Price
Today
Users
Total
NET Price & Sentiment Over Time
Sentiment series exclude neutral posts so the green/red balance matches the bar on the home page; price points use the latest available quote.
Define excessive debt?Β Most people buy houses with negative net worth.Β American government has a...
Define excessive debt?Β Most people buy houses with negative net worth.Β American government has a lot of debt.Β Just saying.Β Β
That's not a hot take - that's just true. $3m will net yah \~300k / annum in the stock market (\~10%...
That's not a hot take - that's just true. $3m will net yah \~300k / annum in the stock market (\~10% average since 1990). Adjusting for inflation, \~210k (\~7% / annum). Take half that out - you get 100-110k to play with. Leave the rest riding / to compound every year. \--- TLDR: You get \~100k+ / annum indefinitely with $3m.
I played both ER's. Made money on the 1st one, lost money on the 2nd. Sold next day on both - so net...
I played both ER's. Made money on the 1st one, lost money on the 2nd. Sold next day on both - so net positive overall. Still - turns out you can't sustain a pump based off AI hype that isn't likely to materialize
Canβt worry about taxes when your port is net negative for the year π₯²
Canβt worry about taxes when your port is net negative for the year π₯²
Damn if the bubble pops right before Elon Muskβs net worth hits $1T, thatβll be so fucking funny.
Damn if the bubble pops right before Elon Muskβs net worth hits $1T, thatβll be so fucking funny.
AI will make companies 10% more efficient and productive, however they will need to, overall, spend ...
AI will make companies 10% more efficient and productive, however they will need to, overall, spend 20% more money in RAM, making a net gain of -10% due to AI. Thank you for your attention to this matter.
Tesla is now more valuable than Saudi Aramco Saudi Aramco 1.547T Tesla 1.561T Net Income After Ta...
Tesla is now more valuable than Saudi Aramco Saudi Aramco 1.547T Tesla 1.561T Net Income After Taxes 2024: Saudi Aramco: $106.2B Tesla: $7.15B
Life is all about having as much fun as humanly possible, without getting arrested, or losing your e...
Life is all about having as much fun as humanly possible, without getting arrested, or losing your entire net worth in the process
30 years old 560k net worth and have traveled to over 15 countries but letβs hear your lies go ahead
30 years old 560k net worth and have traveled to over 15 countries but letβs hear your lies go ahead
Energy, Raw Materials, US services (lots of IT) all got cheaper and the single market has export dri...
Energy, Raw Materials, US services (lots of IT) all got cheaper and the single market has export driven locations like Romania and Poland that don't use the Euro. Its showing net benefits tbh lol
Tell me more.Β I understood that the reserves management was just because the banking system's lev...
Tell me more.Β I understood that the reserves management was just because the banking system's level fell below 12% of net assets, or something to that effect.Β It's just to prevent stress in cross bank payments and settlement.
Whole administration should simply buy convert their net worth to metals and announce 900 trillion s...
Whole administration should simply buy convert their net worth to metals and announce 900 trillion stimulus package
Discovery Global Networks (the linear Warner Bros assets) will have ~$15bn in net debt. Applying ...
Discovery Global Networks (the linear Warner Bros assets) will have ~$15bn in net debt. Applying a ~5x EV/EBITDA for this business, implies ~$3/share
because Qs will crash hard tomorrow and next week. Dont want to lose my whole net worth
because Qs will crash hard tomorrow and next week. Dont want to lose my whole net worth
I will have to close my W future position in a 20k loss tonight at the opening. I feel super depress...
I will have to close my W future position in a 20k loss tonight at the opening. I feel super depressed and did not eat since 2 days. My net worth went from 100k to 80k Euros.
Prob gonna to make about 10 trades tomorrow for a net $17 loss
Prob gonna to make about 10 trades tomorrow for a net $17 loss
When you buy something that makes net profit and actually hold it for 5 years. It's some kind of le...
When you buy something that makes net profit and actually hold it for 5 years. It's some kind of lendary thing called "investing" none of us regards have ever seen in our lifetimes.
Net worth $15 million ($10 million in retirement, $5 million liquid), fully paid off house, got two ...
Net worth $15 million ($10 million in retirement, $5 million liquid), fully paid off house, got two rental properties generating $100k per year in passive income, online side hustle generating $50k per year Man, what a thrill typing all that out None of it is true Anyway, lemme get this Burger King apron ironed, I wanna look clean for my shift
TMUS - It is time
TMUS, probably the most oversold large cap stock in the market. It consistently bounces off its 150 SMA - shown on a weekly chart here - where it finds itself once again. The fundamental case of why TMUS can meaningfully appreciate from here: Sustained, above-consensus subscriber growth (volume engine): T-Mobile reported record postpaid customer additions in 2025 (millions of net adds across postpaid phone, other and prepaid from acquisitions), with large quarterly adds cited by the company and industry press. Strong net adds drive recurring service revenue, ARPU stability/upside, and superior churn economics vs. peers. This growth is the primary revenue engine that will compound cash flows. οΏΌ 5G leadership and network scale that converts into share gains: T-Mobile built a broad mid-band 5G footprint faster than peers after the Sprint merger; that scale is translating to competitive advantage for coverage + performance, especially for price-sensitive consumers and suburban/rural areas. Faster, cheaper 5G motivates upgrades (premium plans, 5G broadband) and supports new services (fixed 5G broadband, enterprise customers). Company commentary and analysts emphasize its network-driven wins. Diversifying revenue: broadband & fiber tuck-ins T-Mobile is not just phones β theyβve added 5G broadband customers and have acquired fiber customers (e.g., Metronet acquisitions) to scale fixed connectivity offerings. Owning both wireless and fiber/fixed broadband increases wallet share per household and improves lifetime value. οΏΌ Material free-cash-flow (FCF) tailwinds + aggressive capital returns: Management has increased guidance for EBITDA and FCF; the company just authorized a large $14.6B shareholder return program (through 2026) and raised its quarterly dividend β this both reduces share count and returns cash to investors, supporting EPS growth and multiple expansion. Buybacks + dividend increase are direct catalysts for total return. οΏΌ Room for margin expansion (profit curve + operating leverage): As service revenue scales faster than incremental capex (once major 5G build is complete) and as fixed costs are spread over more subscribers, EBITDA margins can improve. Market commentary and managementβs guidance point to steady service revenue growth (high-margin) and improving profitability. οΏΌ Valuation gap + analyst upside: Recent analyst coverage still implies meaningful upside β examples include buy ratings / price targets in the $275β$280 range, suggesting \~35β45% upside from current levels, supported by the fundamentals above and cash returns. If the market re-rates T-Mobile nearer to those comps, upside is substantial. οΏΌ Numbers that matter (evidence-backed): Record net adds / scale: company reported multi-million postpaid adds in Q3 2025 (e.g., 3,287,000 postpaid phone & other adds referenced in the release / press). These are eye-popping numbers that materially grow revenue base. οΏΌ Service revenue growth: management reported double-digit growth in postpaid service revenue and mid/high single-digit on overall service revenue in recent quarters. Thatβs a high-quality revenue stream. οΏΌ Shareholder returns: $14.6B authorized program through 2026 + dividend increase to $1.02 per quarter (recently declared), both compress available shares and increase yield/total return. οΏΌ Valuation framework & target: Base case (multiple expansion + FCF growth): If TMUS grows EBITDA modestly and continues buybacks that reduce share count \~3β5% annually, the market could re-apply a telecom / growth multiple lift (say from mid-teens to low-20s on EV/EBITDA) as growth proves durable. That supports a move into the $250β$300 range over 12β24 months. (Analyst targets cluster near $275β$280.) οΏΌ Conservative case: Execution slows but FCF and buybacks persist β low-double-digit total return from current price (dividend + modest multiple expansion) β downside limited by cash returns and resilient wireless cash flow. Bull case: Continued share gains, ARPU stability, strong fiber/wireless bundling, and aggressive buybacks drive EPS substantially higher β stock re-rates to premium growth multiple β $300+ possible over 18β36 months.
this week was take $X: ASO CSPs -> UEC CSPS -> ORCL / ADBE CSPs -> LULU calls / CSPs -> NKE calls /...
this week was take $X: ASO CSPs -> UEC CSPS -> ORCL / ADBE CSPs -> LULU calls / CSPs -> NKE calls / NKE CSPs (today). I'll likely exit the CSPs before ER's. \--- Net PNL of those rotations was \~5%. Should have been \~25% if oracle didn't shit the bed so damn hard.
The fact that Iβm actually in a position where taking my port to $1M+ by the end of the year if Iβm ...
The fact that Iβm actually in a position where taking my port to $1M+ by the end of the year if Iβm able to replicate even 1/10 of what Iβve already done is actually pretty insane. 90k gains from $500 in less than a month plus I still have another 200k in long term investments giving me a 300kish net worth, and Iβm a 25M working in tech making ~150k with the potential for much much more in the future so things are pretty decent at the moment. Actually insane considering that I was a broke grad student 1.5-2 years ago with probably $500 to my name. Gonna do hookers and coke for real if I manage to hit $1M by the end of the year.
Apples to apples re Chatgpt Uber (GAAP) Lyft (GAAP) Revenue ~$43.98β―B Uber ~$5.8β―B Lyft Net Income ...
Apples to apples re Chatgpt Uber (GAAP) Lyft (GAAP) Revenue ~$43.98β―B Uber ~$5.8β―B Lyft Net Income ~$9.856β―B Uber ~$22.8β―M Lyft GAAP EPS ~$4.56β$4.71 Uber ~$0.08β$0.10 Lyft
Im old and do it the old fashion way. C#, .net framework, thumb up my ass. All day, er day
Im old and do it the old fashion way. C#, .net framework, thumb up my ass. All day, er day
If its any consolation my net worth is currently -15k and im 31. Never experienced the pleasure of b...
If its any consolation my net worth is currently -15k and im 31. Never experienced the pleasure of being profitable for longer than 1 day lol
I am putting 100% of my net worth on margin when spaceX goes public and if you dont you are a fuckin...
I am putting 100% of my net worth on margin when spaceX goes public and if you dont you are a fucking retard
That's net profit, well done. I shouldn't touched the market today as well..
That's net profit, well done. I shouldn't touched the market today as well..
The only reason I don't have a negative net worth today is lulu lemon yoga pants. πππ
The only reason I don't have a negative net worth today is lulu lemon yoga pants. πππ
As a bull that put his net worth into 0DTE the past three days, it feels good to hit for once
As a bull that put his net worth into 0DTE the past three days, it feels good to hit for once
Costco is the worst performing stock in my port. And for people who say itβs overvalued, here is a f...
Costco is the worst performing stock in my port. And for people who say itβs overvalued, here is a fact, Costco has higher net income than Tesla. Make it make sense at this point.
Avgo puts are free money nothing but net sellers
Avgo puts are free money nothing but net sellers
in that vid, which is from a gold bull, he lays out the risk that the US may try to destabilize the ...
in that vid, which is from a gold bull, he lays out the risk that the US may try to destabilize the gold price to hurt China in particular, but Russia as well. there are risks, but for the moment rising gold price helps US Gov's net financial position as well, and aligns with admin's trade rebalance objective. enjoy
My current net worth: $0,000,003.02
My current net worth: $0,000,003.02
KRMN: The Pick-and-Shovel Space Play
# TL;DR Hereβs the whole thesis: If you believe space launches will increase, if you expect NASA, commercial satellite operators, national-security agencies, and private launch companies to keep expanding activity into orbit, then KRMN is a little-known company youΒ *need*Β to know. ================================= # The Short & Sweet Karman Holdings (**$KRMN**) is a little-knownΒ **aerospace and defense**Β company posting numbers that look nothing like the obscurity of its stock. Revenue up 23% YoY, net income up 191%, and a funded backlog up 35%, with guidance calling for another yearΒ *(and beyond)*Β ofΒ **double-digit expansion**. For a company most of you havenβt even heard of, these are eye-popping metrics. The driver is straightforward: Karman builds high-spec structures, subsystems, and assemblies forΒ **missiles, hypersonics, and next-gen launch vehicles**. Its acquisition of Metal Technology Inc. brought capabilities in ultraβhigh-temperature alloys, for materials used inΒ **strategic missile programs**Β where steel melts and only special refractory metals survive. That move pushed Karman deeper intoΒ **classified supply chains**Β tied to U.S. rearmament, allied purchases, and the global shift toward tactical missile systems. Karman also sits inside both of the next-decade launch platforms:Β **Blue Originβs New Glenn and ULAβs Vulcan**. Each is designed for national security, deep-space, and commercial missions. And since Karman supplies structural components toΒ *both*Β vehicles, you donβt need to predict which rocket will win future contracts because the activity itself is the catalyst.Β **Karman wins either way**. Karmanβs core markets (missile defense, hypersonics, and launch systems) are expanding, not contracting. That makes its recent pullback attractive. **Takeaway:**Β Karman is a company that sits inside every major missile and launch trend, and that trend will just accelerate. ================================= What fueled **KRMN's 189% run** since its IPO on February 13? # The Long & Winding Karman Holdings (**$KRMN**) is an under-the-radar supplier embedded across some of the most important U.S.Β **space and missile-defense programs**. But before we talk about what this company actuallyΒ *does*, we start with the trail of evidence buried in its filings. After all,Β **numbers donβt care about narratives**. They donβt hype. They simply record the truth, especially the kind most people don't pay attention to. Karmanβs disclosures reveal something quietly unusual. A company whose trajectory doesnβt match its obscurity.Β **Growth hiding behind small-cap camouflage**. # The Numbers Speak Before the Narrative While the company may be small, the numbers donβt lie. They signal momentum, and momentum in an obscure defense contractor is rarely accidental. # FY2024: A Record Across the Board On April 8, 2025, KRMN reported: * **Revenue**: $345.3M,Β **+23% YoY** * **Net income**: $12.7M,Β **+191.3% YoY** * **Adjusted EBITDA**: $106.1M,Β **+29.7% YoY** * **Funded backlog**: $579.8M,Β **+35.2% YoY** For a small-cap contractor, these are not ordinary numbers. This is a company stepping into a larger orbit (*get it?*) # 2025 Outlook: Expansion, Not Consolidation For FY2025, Karman expects: * **Revenue**: $423β$433M * **Adjusted EBITDA**: $132β$137M **Double-digit growth on top of double-digit growth**. # Q1 2025: The Trend Continued On May 13, 2025: * **EPS**: $0.05 (vs. $0.02 est.) * **Revenue**: $100.12M,Β **+20.6% YoY** Guidance reaffirmed. No slowdown. At this point, some of you might realize that even though youβve never heard of this company, these numbers look interesting. And they are. Because once you peel back the veil, the reason becomes obvious. # The CEO Speaks After delivering theΒ [Business Outlook for the Full Year 2025](https://www.businesswire.com/news/home/20250408551721/en/Karman-Space-Defense-Reports-Full-Fiscal-Year-2024-Financial-Results), Tony Koblinski, Karmanβs Chief Executive Officer, summarized it this way: >βAcross numerous key metrics, weΒ achieved record performance in 2024Β that **positions us very well forΒ growth in 2025 and beyond**. >Each of our end markets deliveredΒ **double-digit topline growth**Β and remainsΒ very well aligned with existing and emerging customer and **national priorities**Β in missiles, tactical defense systems, and space and launch systems.β [Karman Space & Defense Full-Fiscal Year 2024 Financial Results](https://www.businesswire.com/news/home/20250408551721/en/Karman-Space-Defense-Reports-Full-Fiscal-Year-2024-Financial-Results). https://preview.redd.it/r0axw9djuo6g1.png?width=2060&format=png&auto=webp&s=5219ac45ca574928c64b4621ec00d5af23d9c826 [](https://preview.redd.it/krmn-the-pick-and-shovel-double-digit-growth-space-play-you-v0-dy38j9wc816g1.png?width=2060&format=png&auto=webp&s=7f7fb15b278bc34d6fada1c530bb23330f0d6276) Karman is one of the quiet cogs insideΒ **Americaβs missile defense buildup, hypersonic development race, and next-generation launch ecosystem**. But to understand how deep that goes, we begin with a move that opened new doors. # The Metallurgical Key Earlier this year, Karman acquired Metal Technology Inc. (MTI), a company specializing in **ultra-high-temperature refractory alloys**Β used in strategic missile systems. MTI works with materials such as Tantalum, Zirconium, Niobium, Vanadium, and Molybdenum. These arenβt ordinary metals. They areΒ **engineered for environments where temperatures reach levels that melt steel and vaporize conventional alloys**. With this acquisition, Karman gained new metallurgical capabilities, access to high-specification missile programs,Β **deeper integration into classified supply chains**, increased revenue and EBITDA, and expanded design and manufacturing scope. KRMN reaffirmed that it is not just a supplier, but aΒ *strategic*Β supplier. # Missile and Integrated Defense Systems The revenue in this segment grew due to key programs entering or continuing production cycles. Why? Because U.S. military inventory is being replenished, global conflicts have continued to drive demand, allies are purchasing next-generation tactical systems, and missile defense is entering a new strategic era. Karman provides the structures, subsystems, and assemblies that make these systems operational. Now, itβs not about whether thereβs a war or not. Of course, I donβt wantΒ *any*Β wars. But even in peacetime,Β **missile defense isnβt slowing down**. Itβs accelerating. And now Karman sits closer to the core. # Hypersonics and Strategic Missile Defense It has been called the highest-temperature, highest-priority arms race on Earth. **Hypersonics is the battlefield of the next decade**. Every major power is investing, testing, and racing toward Mach-5+ platforms. ButΒ **few companies can build components that survive these temperatures and stresses**. Karman is one of them. This segmentβs revenue surged thanks to well-funded programs in both development and production,Β **backed by aggressive government budgets**. Karmanβs offerings (propulsion, deployable shrouds, launchers, energetic subsystems) are precisely the components required for hypersonic missile systems. This is not speculative work. This is strategic infrastructure. # Space and Launch Systems This isΒ **where commercial demand and defense priorities finally converge**. Revenue here increased due to Karmanβs involvement in two next-generation launch vehicles. # Blue Originβs New Glenn A heavy-lift reusable orbital rocket whose purpose is to launch satellites, space infrastructure, and future deep-space missions. It is still in a development stage. Although, on November 13, 2025, the New Glenn first stage landed successfully for the first time. The rocket is scheduled to launch the Blue Moon Mark 1 lunar lander on robotic missions in early 2026 and late 2027. Blue Originβs customer base: * Commercial satellite operators. * Government payloads. * Potential national-security missions. [New Glenn](https://www.blueorigin.com/new-glenn)Β is designed to compete with SpaceXβs Falcon Heavy. Its reusable first stage, massive payload capacity, andΒ **long-term contract potential with DoD and NASA**Β make it a cornerstone of the growing commercial and government launch ecosystem. Karman supplies components used in New Glennβs structures and launch systems. # ULAβs Vulcan A next-generation launch vehicle by United Launch Alliance, a joint venture between Boeing (BA) and Lockheed Martin (LMT). [Vulcan](https://www.ulalaunch.com/rockets/vulcan-centaur)Β is the United Launch Alliance successor to Atlas V and Delta IV, the legacy rockets that became the backbone of U.S. national-security launches. It has already flown its first successful mission. This rocket is built to serve: * U.S. Space Force. * DoD national-security missions. * Commercial payloads. * NASA deep-space missions. Vulcan is engineered specifically forΒ **National Security Space Launch (NSSL)**Β contracts: The elite, highest-priority, and highest-specification launches in Americaβs defense architecture and orbital missions. It is expected to be one of the main U.S. rockets for defense-related payloads over the next decade. And Karman is inside that build because Karman supplies structural components and subsystems that go directly into Vulcanβs architecture. # Whichever Rocket Wins, Karman Wins This isnβt about picking sides in the rocket race. It isnβt about tracking which launch vehicle secures more payloads, or which timeline slips, or which program accelerates. Karman supplies critical hardware toΒ *both*Β ULAβs Vulcan and Blue Originβs New Glenn. Karmanβs components run through the veins ofΒ *both*Β launch systems. Whichever rocket wins the next wave of contracts, Karman wins with it. If national-security payloads shift in one direction or commercial contracts in another, the outcome is the same:Β **Karman benefits either way**. # Understanding the Core of the Play This is a crucial hinge of the entire play.Β **If you understand this one idea**, the rest of the thesis can open itself to you. **You donβt need to decide whether New Glenn or Vulcan will dominate the next decade**. You donβt have to choose heads or tails. Because with Karman,Β **it isnβt about the side of the coin**.Β **Itβs just about the coin being flipped into the air**. **As long as rockets are being launched**Β (commercial, government, national-security, deep-space, doesnβt matter)Β **Karman benefits**. The rivalry is irrelevant. **The activity itself is the catalyst**. # The Short-Term Decline Now, yes, Karman, like many other growth names, was bruised over the past few weeks. The stock is down β24.80% since the close on November 3, 2025. Personally, I bought (and keep buying) the dipΒ *gradually*. There was support in the high $50s (Karman has bounced from there, though), and the stock did ride a +23.37% rally in four days (Nov 21-26), so keep that in mind since this is a company below 10 billion in market cap. Check the chart. Once it runs, it runs north fast. I did buy a handful ofΒ **KRMN Dec 19 2025 80 Calls**Β for cheap, though. Of course, this one is a cheap, low-risk, high-reward play if it works. Quite simply, the stock can move $10 in a couple of days, and if KRMN even gets in the ballpark to sniff that strike, these become multi-baggers. But, again, the main play is for the long-term. You should also know theΒ KRMN play, although great for swings, is mostly meant for the **long term**. This is aΒ **structural story**, not a short-lived trade. # Why Smart Money Is Interested On May 23, portfolio managerΒ [Randy Gwirtzman](https://www.baroncapitalgroup.com/bio/randolph-gwirtzman)Β of Baron Capital published a Barronβs article highlighting small-cap defense and cybersecurity stocks he believes have strong potential. He noted that many investors are shifting away from economically sensitive sectors and towardΒ **companies capable of compounding regardless of macro conditions**. His focus, however, is on profitability, a key filter, especially when bond yields spike. Karman Holdings popped up on his list. And he understands there is a powerful reason this company couldΒ **benefit enormously**Β in the coming years:Β **Trumpβs Golden Dome plans**. Now, everything in this post has been the backdrop, the scaffolding, the necessary foundation. In my next post, if this DD gets approved/noticed, Iβll guide you deeper into the Golden Dome itself, what it is, why it matters, and why a small, overlooked company like Karman is positioned to benefit directly, along with several more developments from KRMN. Have a nice day. ================================= Shares, cost basis $58.99 And a handful ofΒ **KRMN Dec 19 2025 80 Calls** (these are cheap risk, high reward, though!) because they were dirt cheap, and I know KRMN can move $7-10 in two or three days. However, the play is long-term.
Fucked around with MSOX after hours. Made $700 in 15 minutes. Sold. Bought in again when it kept roc...
Fucked around with MSOX after hours. Made $700 in 15 minutes. Sold. Bought in again when it kept rocketing. It dropped and I was down almost to a net loss. Sold and kept $100 thinking wow I dodged a bullet. Proceed to watch it climb. Could have made a cool $2-$3k. Thank god I have TLRY and MSOS calls at least
Gold and Silver go up must come down. I put my net worth in 1 DTE GLD and SLV puts and SPY puts
Gold and Silver go up must come down. I put my net worth in 1 DTE GLD and SLV puts and SPY puts
BROADCOM $AVGO JUST REPORTED EARNINGS | Q4 2025 Q4 Results β’ Revenue: $18.015B vs $17.494B est β’ Adj...
BROADCOM $AVGO JUST REPORTED EARNINGS | Q4 2025 Q4 Results β’ Revenue: $18.015B vs $17.494B est β’ Adjusted EBITDA: $12.218B vs $11.596B est β’ Adjusted EPS: $1.95 vs $1.86 est β’ EPS: $1.74 β’ Net Income: $8.518B Outlook & Updates β’ Q1 Revenue: $19.1B β’ Quarterly Dividend: Raised 10% to $0.65/share β’ Q1 FY26 Adjusted EBITDA Guidance: 67% of projected Q1 wowzer
Do you guys think the MMs sit around a table like "sorry bill; today Microsoft is taking a hit so ap...
Do you guys think the MMs sit around a table like "sorry bill; today Microsoft is taking a hit so apple can fly" or "hey Larry, were gonna drop your net worth but only for a little while, we wanna make money off Oracle but the stocks to heavy right now"
Larry losing net worth faster than getting a divorce.
Larry losing net worth faster than getting a divorce.
Yeah, and that's an argument for SPY underperforming despite the appearances. But you didn't LOSE mo...
Yeah, and that's an argument for SPY underperforming despite the appearances. But you didn't LOSE money though did you. Your net worth remained stable despite inflation, because you held stocks, not dollars.
Larry Ellison: Oh no, my 300B net worth turned into 230B. Anywaysβ¦ WSB Oracle Bull: Iβve lost the l...
Larry Ellison: Oh no, my 300B net worth turned into 230B. Anywaysβ¦ WSB Oracle Bull: Iβve lost the last $10,000 to my name, my life is ruined.
Cloudflare $NET will be one of the biggest winners of 2026 π
Cloudflare $NET will be one of the biggest winners of 2026 π
NVDA projected net income for 2026 = \~175 billion insane shit their buybacks will be insane
NVDA projected net income for 2026 = \~175 billion insane shit their buybacks will be insane
Larry Ellison after Oracle earnings: Oh no, looks like my 300B net worth just dropped to 225B. Anywa...
Larry Ellison after Oracle earnings: Oh no, looks like my 300B net worth just dropped to 225B. Anyways.... WSB regard and Oracle bull after earnings: I just lost the last $10,000 I had, my life is over.
I need the biggest, four-legged, hairy Pride day ever to save my net worth. Please for the love of ...
I need the biggest, four-legged, hairy Pride day ever to save my net worth. Please for the love of Allah
I just lost maybe⦠60% of net worth messing with mstr calls. Fuck ass BTC never fucking saw a real p...
I just lost maybe⦠60% of net worth messing with mstr calls. Fuck ass BTC never fucking saw a real pump. My port to its last 10% I need a play tomorrow to yolo the rest .
The only positive thing to all this is Ellison's net worth dropped by 70 Billion today
The only positive thing to all this is Ellison's net worth dropped by 70 Billion today
Did Larry Elison's net worth just decrease by 70 friggin Billion after hours? LOL
Did Larry Elison's net worth just decrease by 70 friggin Billion after hours? LOL
Bro. Your telling me I bet 25% of my net worth on OPTIONS for a financial crisis today. And i miss i...
Bro. Your telling me I bet 25% of my net worth on OPTIONS for a financial crisis today. And i miss it by 2 hours!!!! Fuck!!!!!
$ORCL Earnings: Actually Bad
Link to Press Release: [Q3 Earnings](https://s23.q4cdn.com/440135859/files/doc_earnings/2026/q2/earnings-result/2q26-pressrelease-final.pdf) # The Good: Net Income of $6.135 billion, up 38% YoY Remaining Performance Obligations up to $523 billion, crazy if actually realized Clear Path for Revenue Growth # The Bad: $2.668 billion of net income was related to sale of Amphere and the declaration that Oracle will not produce chips and just buy "what customers want" EPS would have been \~$1.33 without the gain on sale of Amphere ste Remaining Performance Obligations (RPO) growth outpaced revenue growth and is highly sensitive to cancelation risk # The Ugly: Free Cash Flow is Tanking \[ $11.27b, $9.54B, $5.81, ($0.394), ($5.88), ($13,181), \] With no sign of reversing Current Liabilities > Current Assets ($37.795b vs $34.366b), when FCF is tanking Their actual Software Business shrank compared to last year (software license revenue down 21%) # The Takeaway: This was not a strong report and $ORCL is heavily exposed if one believes in "AI Bubble" theories No position, Would buy at 20x forward earnings, so \~$150 per share. NFA
At least my call and puts will be a slight net positive. So, why not!!
At least my call and puts will be a slight net positive. So, why not!!