Aayush Shah
@aayushtrades
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software, trader, wholecoiner. i mostly swing trade (weeks-months) with very concentrated positions.
FL
Joined October 2021
$APP Advertising Revenue growth + EBITDA margin is INSANE. This stock deserves to be up 30%.
$APP EPS $1.73 Beats $1.25 Estimate Sales $1.372B Beat $1.264B Estimate Monster Q and they keep executing. Companies that keep executing deserve a premium.
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$TTD just listened to the call. Seems like CTV and Streaming Audio demand is still stronger than ever which is a good read through for $DSP $TTD missed solely due to internal issues which gives me a lot of confidence for $DSP's numbers.
$TTD EPS $0.59 vs $0.57 Revenue $741M vs $759.56M Not a good Q for a company that normally beats. $DSP on the other hand looks stronger than ever. I think a rock solid quarter is incoming sales in the 90-100m range. Hope $TTD is not a predictor of $DSP
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$TTD EPS $0.59 vs $0.57 Revenue $741M vs $759.56M Not a good Q for a company that normally beats. $DSP on the other hand looks stronger than ever. I think a rock solid quarter is incoming sales in the 90-100m range. Hope $TTD is not a predictor of $DSP
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$APP EPS $1.73 Beats $1.25 Estimate Sales $1.372B Beat $1.264B Estimate Monster Q and they keep executing. Companies that keep executing deserve a premium.
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๐ Growth + Momentum Screener ๐
Feb 12, 2025 | 03:00 PM ET Screen Results (Top 10 Gainers): [Financial] $HOOD +4.9% [Consumer Defensive] $HIMS +4.2% [Consumer Cyclical] $LQDT +4.1% [Technology] $UBER +4.0% [Technology] $DUOL +3.6% [Technology] $DAVE +3.5% [Communication Services] $DASH +2.8% [Healthcare] $CORT +2.8% [Technology] $APP +2.2% [Utilities] $TLN +1.5% ๐ฏ Criteria: - Small Cap+ - EPS and Revenue Growth - Near 52W High ๐ฅ Follow @aayushtrades and turn on post notifications for daily updates ๐ฌ What's your top pick?
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Lots of names I've mentioned leading the market today: $UPST 52 week high $SEZL +14% $DSP +5% $WGS +5% $DAVE +4%
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๐ Growth + Momentum Screener ๐
Feb 12, 2025 | 10:00 AM ET Screen Results (Top 10 Gainers): [Financial] $HOOD +2.5% [Healthcare] $CPRX +1.6% [Healthcare] $CORT +1.5% [Industrials] $RLGT +1.3% [Technology] $APP +1.0% [Technology] $IDCC +0.7% [Industrials] $ALK +0.6% [Financial] $LPLA +0.4% [Financial] $LNC +0.2% [Technology] $DUOL +0.2% ๐ฏ Criteria: - Small Cap+ - EPS and Revenue Growth - Near 52W High ๐ฅ Follow @aayushtrades and turn on post notifications for daily updates ๐ฌ What's your top pick?
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85โ
$UPST rock solid numbers. Chart wants 85 then 52 week high
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Now what would I do? I always avoid volatility. I prefer trends/consolidation.
$SMCI I expect this to be volatile until their 10Q. Number look pretty good as expected though
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$UPST rock solid numbers. Chart wants 85 then 52 week high
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$SMCI I expect this to be volatile until their 10Q. Number look pretty good as expected though
$SMCI | Post Market: +2% | ๐๐ฎ๐ฉ๐๐ซ๐ฆ๐ข๐๐ซ๐จ ๐๐ ๐
๐ฒ๐๐ ๐๐๐ซ๐ง๐ข๐ง๐ ๐ฌ ๐๐๐ฉ๐จ๐ซ๐ญ: Net Sales: $5.6Bโ$5.7B (+54% YoY) | GAAP EPS: $0.50โ$0.52 | Non-GAAP EPS: $0.58โ$0.60 (+5% YoY) ๐ ๐๐ฎ๐ฌ๐ข๐ง๐๐ฌ๐ฌ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ: โก๏ธ Net sales: $5.6Bโ$5.7B, reflecting 54% YoY growth at midpoint. โก๏ธ GAAP gross margin: Expected at 11.8%โ11.9%. โก๏ธ GAAP diluted EPS: $0.50โ$0.52, flat YoY. โก๏ธ Non-GAAP diluted EPS: $0.58โ$0.60, showing 5% YoY growth. โก๏ธ Non-GAAP gross margin: Includes adjustment for $6.7M in stock-based compensation. โก๏ธ Cash and cash equivalents: Approximately $1.4B. โก๏ธ Total debt: Approximately $1.9B, with $0.2B in bank debt and $1.7B in convertible notes. โก๏ธ Strong growth potential in AI infrastructure, driven by NVIDIA Blackwell and direct-liquid cooling (DLC) adoption. โก๏ธ FY25 revenue guidance updated to $23.5Bโ$25B from previous $26Bโ$30B. โก๏ธ CEO projects FY26 revenue of $40B driven by next-gen data center solutions. ๐ ๐๐๐ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ: โWith our leading direct-liquid cooling (DLC) technology and over 30% of new data centers expected to adopt it in the next 12 months, Supermicro is well positioned to grow AI infrastructure designs wins based on NVIDIA Blackwell and more,โ said Charles Liang, Founder, President, and CEO of Supermicro. โCombined with exceptional product quality, service, software, networking, and security, Supermicro will expand our leadership as the premier US-based data center infrastructure solution provider. We anticipate this technology transition sets a strong foundation for us now, resulting in FY25 revenue in the range of $23.5 billion to $25 billion, paving the way for $40 billion revenue in FY26.โ
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๐ Growth + Momentum Screener ๐
Feb 11, 2025 | 03:00 PM ET Screen Results (Top 10 Gainers): [Consumer Defensive] $CALM +3.4% [Financial] $PFLT +3.4% [Industrials] $RLGT +2.4% [Healthcare] $CORT +1.6% [Real Estate] $TWO +1.6% [Basic Materials] $ASIX +1.6% [Financial] $NBBK +1.4% [Financial] $SNEX +1.2% [Financial] $NBN +1.2% [Financial] $BANC +1.1% ๐ฏ Criteria: - Small Cap+ - EPS and Revenue Growth - Near 52W High ๐ฅ Follow @aayushtrades and turn on post notifications for daily updates ๐ฌ What's your top pick?
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$WGS lot of strength now Needs 75 to reclaim the 50 day
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$NVDA Power of the gap Strong today in a weak market
$NVDA and there it goes. They move quick when they enter the gap. Wouldn't be surprised to see 142 soon.
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$ALAB need over 110 for a constructive move
$ALAB is hyper growth. Mind blowing growth honestly.
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๐ Growth + Momentum Screener ๐
Feb 11, 2025 | 10:00 AM ET Screen Results (Top 10 Gainers): [Healthcare] $CORT +3.3% [Consumer Defensive] $CALM +1.1% [Financial] $PLMR +1.0% [Financial] $PFLT +0.8% [Financial] $NBBK +0.8% [Technology] $IDCC +0.5% [Utilities] $CPK +0.4% [Financial] $BHLB +0.3% [Real Estate] $TWO +0.2% [Healthcare] $PODD +0.1% ๐ฏ Criteria: - Small Cap+ - EPS and Revenue Growth - Near 52W High ๐ฅ Follow @aayushtrades and turn on post notifications for daily updates ๐ฌ What's your top pick?
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