Kaushik
@BigBullCap
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Sharing For Informational Purpose Only | No Investment Advice | Our Discord Community
Seattle, WA
Joined April 2009
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$AAPL CFO, Luca Maestri, filed Form 144 paperwork with the SEC to sell 96,735 shares, worth an estimated $16.9 million.
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Rest in peace big boy. Thank you for all the loving memories. Will miss you a lot!
#Don
💔
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Morgan Stanley presents '30 for 2025' list consisting of best LT picks
-‘Alphabet
- American Express
-‘Blackstone
- Cheniere Energy
-‘Costco Wholesale
-‘Eaton
-‘EliLilly
-‘EsteeLauder
-‘Exxon Mobil
- HiltonWorldwide
- Intuitive Surgical
-‘JPMorgan Chase
-‘LibertyFormula One
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Jan - We are closer to bottom
Feb - Definitely closer to bottom
March - This is it we are close
April - Almost there
May - fuck it
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$TSLA Cathie Wood of ARK tells Yahoo! Finance that their base case on Tesla is $3000
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Schwab
@CharlesSchwab
you guys should seriously reconsider bringing back TD Ameritrade app. Unbelievable that you discontinued one of the best app and provided us with a pathetic one!!!
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$NFLX CEO Hastings Buys ~$20 Million in Stock Following Sell-Off
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Enroute to India. Nothing like celebrating Diwali back home. Have a great weekend folks!
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$PLTR announced today it has entered into a six-year strategic partnership with Faurecia, one of the world’s leading automotive technology companies, to accelerate its digital transformation and ambition to be CO2 neutral
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$SHOP $SE $SQ Weren't they supposed to be the next trillion dollar companies?
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$SQ Shares Could Rally Nearly 90% From Here Says UBS and Reiterates Top Pick PT $322
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All the growth names l like. Don't know the bottom though!
$SQ $CRWD $SE $MNDY $COIN $GLBE $DLO $PATH $SHOP $BILL $SOFI $DDOG $U $TWLO $TEAM $ZI $AVLR $CRM $ABNB $OKTA $CFLT $S $MELI $AMZN $FB
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All growth stock investors are now long oil. Remember how it ended though!
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$NVDA Needham - We believe this will be the first $1T semiconductor company. Raise our PT to $400.
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$NFLX after seeing the reaction, if a growth stocks misses guidance this Q, It will go to zero!
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$AAPL Likely to Announce Additional $50B Buyback and 10%+ Dividend Hike with Earnings Next Week - Wells Fargo Reiterates OW PT $160
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Congrats on buying the dip. You are now a proud bagholder 🤦♂️
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$AAPL 140s $GOOGL $2100s $AMZN 2500s and $FB 160s and we bottom?
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30k Friends Not Followers 😍
I will continue to share quality content which may help or assist you in making timely decisions. Appreciate all the trust you have in me. Thank You! 🙏
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$PLTR Selected by the National Nuclear Security Administration for 5-year, $89.9M Contract for SAFER Project
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$TSLA Morgan Stanley Raises PT to $1200 from $900 Maintains Overweight
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$AMZN If nothing changes, by 2025 we estimate AMZN’s net cash balance will make up 10% of its total market cap
$AMZN Morgan Stanley
We are bullish AMZN based on scaling FCF and re-accelerating AWS; but what about beyond '24/'25? In our view, management emphasis/execution on 1) A stronger grocery strategy 2) AWS recapturing the cloud pole position and 3) Increased capital
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Klarna to Raise Fresh Cash at $6.5 Billion Valuation, Valuation Drops From Previous $45.6 Billion Valuation -- WSJ
$AFRM $PYPL $SQ
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$TSLA Raised to 'Street High' $2,300 at Global Equities Research
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$INTC $AMD
$INTC from 2018 revenue $70.848B to FY22 guidance of $76B
$AMD from 2018 revenue $6.475B to FY22 guidance of $26.3B 🔥
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$UPST feel sorry for the longs. what a disaster this one from the $400s in Oct.
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$SOFI CEO, Anthony Noto, disclosed the purchase of 15,350 shares on 03/07/22 at $9.7264
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Cathie Wood of ARK said Palantir $PLTR CEO "was speaking our language" with long-term focus on a massive opportunity. Added after earnings dip.
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$TSLA Morgan Stanley's Katy Huberty Sees Tesla as a 'Tech Company', Not an 'Auto Company'
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$FUBO Buys Exclusive Streaming Rights for South American Qatar World Cup 2022 Qualifying Matches
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$PLTR Accelerates Hiring, Will Increase Headcount By 25% - Bloomberg
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It’s been 23+ years in US. If you are willing to work hard, this is the best country in the world and full of opportunities. Happy July 4th folks! 🇺🇸
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$GOOGL getting interesting after crash - Mizuho
“As our colleague Farzin Azarm pointed out, GOOG has lost ~$155b of its market cap just last 2 days, That's more than total market cap of 449 S&P 500 companies. That seems like a LOT for a ChatBot malfunctioning on stage.
ChatGPT
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$SE PT Raised to $300 from $196 at Goldman Sachs. Maintains Conviction Buy
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Kudos to Wallstreetbets putting up a great fight. How many times we have been screwed by hedge funds shorting the stocks. Not anymore. This retail power is REAL 👍
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It’s been 24+ years in US. If you are willing to work hard, this is the best country in the world and full of opportunities. Happy July 4th everyone! 🇺🇸
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Growth stocks are looking good. Don't keep postponing buying the good ones. You will never time the bottom. GL!
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$NVDA when was the last time you saw a mega cap move like this over a 6 months period? Unbelievable!
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$NVDA
Record quarterly revenue of $8.29 billion, up 46% from a year ago
Record quarterly revenue for Data Center and Gaming
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$SKLZ We model Skillz GMV to become larger than five publicly traded mobile game publishers combined by 2024; we think Skillz will can grow GMV at 42% CAGR from 2020E to 2024E, reaching $1B in revenue
@Soumyazen
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Morgan Stanley Top Overweight Internet Picks for 2022
$UBER $72
$SNAP $65
$AMZN $4000
$FB $365
$RBLX $150
$U $185
$APP $120
$IS $10.50
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Upgraded to 13 Pro Max today to contribute towards $AAPL guidance on Thursday. So expect a beat/raise!
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$PLTR Upgraded to 'Buy' at Goldman Sachs Following Strong Q4 Results. PT Raised to $34 from $13
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$PLTR signs new two-year contract worth up to $31.5M with the UK’s NHS
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$GOOGL Goldman Sachs First Take on Alphabet Q1 2022 Earnings Report, 'We would expect the market to have a mixed reaction'
Reiterates Buy PT $3400
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Cathie Wood's ARK Removes Limits Restricting Investing 30% of Total Fund Assets in a Single Stock, and Owning 20% of the Total Outstanding Shares of a Single Stock $ARKK $ARKG $ARKW $ARKF $ARKQ
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$BABA Top Pick at Goldman Sachs and Morgan Stanley
Why not after being up 95%
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$MSFT MS Sees Microsoft Generating $20 in EPS Within 5 Years, The Party is Just Beginning
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$SE Goldman - View SE as a key winner in the fast-growing ASEAN/Taiwan Gaming, Ecom and Payments markets, see upside from its successful moves into LATAM/India. We see the company transforming in to global EM internet play, competing in a much larger TAM. Conviction Buy PT $330
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$TSLA PT Raised to $1125 at Goldman Sachs Saying Hertz Order Has Many Positive Implications
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$NVDA
Q4 EPS $1.32 vs est. $1.22
Revenue $7.64B vs est. $7.42B
GUIDANCE:
Q1 2023 revenue $8.1B vs est. $7.29B
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Bill Ackman's Pershing Square accumulates massive $1.2 billion position in Google
- $GOOG 8,069,770 shares
- $GOOGL 2,185,000 shares
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