$Coinbase Global, Inc.(COIN)$seems like the start of a falling knife. Regulators doesn't like interest account for crypto assets for a good reason (higher interest rate than any shit banks can offer). I mean same thing happening with blockfi right now. A few states ordered a cease and decease order. Ridiculous. Government don't like what they are unable to control. With coinbase pushing towards an interest account for crypto asset, I can only be nothing but bullish about it over the long run.
$Pinterest, Inc.(PINS)$i realized that Pinterest have been consolidating at the 50+ usd range after its major drop from its q2 earnings which was mainly due to the loss of Pinterest monthly active users. One key note to take is that during Pinterest q2 earnings they have failed to mention their mobile users and that they only taken into account their web user this far. In my opinion, given that Pinterest have their partnership with not just $Shopify but $target as well, it might be posed for a major run up after or before its q3 earnings. Now it is believed that Pinterest is kind of revamping their platform into whatever you see you can buy. This is a huge step ahead. Please refer to this video for more details:https://youtu.be/t8q8YjgmolU. I was pre
$Tesla Motors(TSLA)$ As interest rates went up, tesla stock got hit the hardest back in 2022. It's has been a hell of a roller coaster ride since then with tesla stock going absolutely nowhere in the span of 4 years. Now that it marks the beginning of the rate cut cycle, the opposite might happen for tesla stock and a rally might happen but this is only under the assumption that the federal reserve initiate a soft landing and not crash the economy with a recession
Most likely the board will reject it given that they are hiring Goldman Sachs to review on Twitter intrinsic value but little did they know that Goldman Sachs have one analyst on tipranks whom gave a 30 dollars price target and a sell rating on it. This already proves that the board of directors of Twitter needs to go right now. On the other hand Elon musk kept an imaginary price ceiling on Twitter stock at 54.2. This likely means that Twitter will most likely not go above 54.2. So, Elon could scoop more stocks at a cheaper price. Elon have 71 million shares of Twitter right now. He needs 51% of the company's shares in order to fire the board of directors which means he still lacks about 300+ million shares. Knowing Elon, he most likely will go through this route. If Twitter does acce
So I came across this on Twitter about Elon musk potentially starting out his own social media company. If there is one thing to know about Elon musk is that people shouldn't bet against him. Also, he is solving one of the problems in the world today by promoting free speech which Twitter, YouTube and Facebook doesn't. They would most likely promote stuffs being said by the left wing. And for the record, the hunter Biden laptop that was written off by the MSM, newyork times just confirmed it is real. Humanity may not have changed in the aspect of free speech; in olden times, say something that most others or those in power disagree, you will get executed in some of the worst ways imaginable. This time is in the form of social media; say something that people disagree, you will get ban
$Palantir Technologies Inc.(PLTR)$ nothing much to say here. Just pure conviction in this stock. It goes to show how superior palantir's product is especially when Gotham is not getting cancellations from the white house.
Unity beats both EPS (actual $-0.18, expected $-0.21) and revenue expectationRevenue at $297.0m (+9% YoY) was just above their own guidance of $290 million to $295 million.Revenue breakdown - Create $120.9m (+66% YoY), Operate 153.5 (-13% YoY), Partnership 17.7 (-2% YoY)Customers generating $100k+ revenue 1,085 (+22.18% YoY)Dollar-based net expansion rate 121% vs 142% (Q2, 21)Big news coming are:Fixed the inaccuracy of the pinpointer tool and put in place monitoring mechanisms to react faster if something goes wrongKey partnerships secured with Mercedes-Benz and CapgeminiGuidance:Q3 revenue $315m-$335m (+10% to 17% YoY), 2022 revenue $1.3b-$1.35b (17% to 22% YoY)Unity beating the expectations was expected. Revenue from the operate solutions was a bit disappointing but given their claim tha
$SOFI IT IS OFFICIAL. Student loan payments are starting in October, as per the Department of Education. The Supreme Court still has to rule, but regardless of their ruling, student loans will resume this Fall. There will need to be ALOT of refinancing, and $SOFI is in a prime position to capture that market. Here’s a question - with student debt at 1.8T and the average borrower having to pay $300 a month when it resumes, there will be a deflationary effect because less discretionary income will be spent, which is good, but will this also impact earnings for companies now that a natural stimulus (pause on payments) is gone?
So why is Unity $U down so much?You'd be surprised by how STRONG certain parts of the company are.And how FRUSTRATING the thing holding them back is.Here's what happened Top line: MATCHThis is way more impressive than you might think given the major headwind that popped up Margins: decent, but stock-based compensation was way too high given the headwind was self-inflictedHere's a big story: FCF is now **POSITIVE** on a TTM-basis. The reason: deferred revenue booming.The good news: Big Customers continued growing briskly The good news: Dollar-Based net expansion continues to be well above my own hope of 120% BUTHere's where the trouble comes in:There are two segments:CREATE: subscription revenue that can only grow with new customers or upgrades, so it grows more slowlyOP