To The Moon

$Shopify(SHOP)$  im bullish on SHOP!

$Shopify(SHOP)$   After taking some time to look through their financials, I view last night’s sell off more as profit taking behaviour rather than a sell due to bad news. The company is expanding its revenue at a good pace and their fees charged to merchants have increased as well without a drop in users. Most critics view their drop in operating margins to be a cause for concern but this can be attributed to Shopify’s expansion in the international market as well as a new revenue stream (that is partnering PayPal and OpenAI). All these new streams do incur higher costs at the start but it’s strengthens Shopify’s value and top line.

$Shopify(SHOP)$  Recurring revenue is healthy, and their merchant churn is low. This coupled withan improving operating leverage makes this pullback an attractive entry point.

$Shopify(SHOP)$   You know a stock has gone full rockstar status when investors start calling it “the next AI winner.” Right now, that stock is Shopify. After teaming up with OpenAI to launch its flashy new “Instant Checkout” feature, Shopify’s shares have been on a tear — hitting a record high of $182 last week. The company says the tool can predict what shoppers want and get them through checkout almost instantly. Think “one click to buy” on AI steroids. It’s futuristic, slick — and it’s sent the market into a frenzy. Shopify’s AI glow-up A year ago, Shopify was the comeback kid trying to rebuild after the pandemic boom faded. Now? It’s one of the most talked-about tech names on the street. Last quarter, revenue surged 31% year-over-y

$Shopify(SHOP)$  Steady as she goes convenient shopify

$Shopify(SHOP)$ stay positive 

Analysts expect a boost from its expansion into enterprise and international markets. $Shopify(SHOP)$ stock has rallied since the "Instant Checkout" partnership with artificial intelligence leader OpenAI in late September.It reports earnings before Tuesday's stock market open. On an adjusted basis, Q3 Shopify earnings are expected to fall 4% to 34 cents per share amid rising investments and marketing expenses.Revenue is expected to rise 27% to $2.756 billion. Gross merchandise volume from merchants will grow 28% to $89.12 billion, according to consensus estimates.Q4 Guidance Key"We expect Q4 guidance to be broadly in line with Street with mid-20's revenue and low-20's gross profit growth and GAAP operating expenses of low 30s as a percentage of re

$Shopify(SHOP)$ Q3 earnings Nov 4 expect $2.76B revenue up 28%. Can GMV $88.9B and AI tools justify a 22% increase?

ARKK Investment Tracker position change: Decreased position in Shopify by 12,120 shares, the number of shares held decreased 0.53% compared to the previous period and now represents 5.14% of the total position.

$Shopify(SHOP)$   You know a stock has gone full rockstar status when investors start calling it “the next AI winner.” Right now, that stock is Shopify. After teaming up with OpenAI to launch its flashy new “Instant Checkout” feature, Shopify’s shares have been on a tear — hitting a record high of $182 last week. The company says the tool can predict what shoppers want and get them through checkout almost instantly. Think “one click to buy” on AI steroids. It’s futuristic, slick — and it’s sent the market into a frenzy. Shopify’s AI glow-up A year ago, Shopify was the comeback kid trying to rebuild after the pandemic boom faded. Now? It’s one of the most talked-about tech names on the street. Last quarter, revenue surged 31% year-over-y

Analysts expect a boost from its expansion into enterprise and international markets. $Shopify(SHOP)$ stock has rallied since the "Instant Checkout" partnership with artificial intelligence leader OpenAI in late September.It reports earnings before Tuesday's stock market open. On an adjusted basis, Q3 Shopify earnings are expected to fall 4% to 34 cents per share amid rising investments and marketing expenses.Revenue is expected to rise 27% to $2.756 billion. Gross merchandise volume from merchants will grow 28% to $89.12 billion, according to consensus estimates.Q4 Guidance Key"We expect Q4 guidance to be broadly in line with Street with mid-20's revenue and low-20's gross profit growth and GAAP operating expenses of low 30s as a percentage of re

$Shopify(SHOP)$  im bullish on SHOP!

$Shopify(SHOP)$   After taking some time to look through their financials, I view last night’s sell off more as profit taking behaviour rather than a sell due to bad news. The company is expanding its revenue at a good pace and their fees charged to merchants have increased as well without a drop in users. Most critics view their drop in operating margins to be a cause for concern but this can be attributed to Shopify’s expansion in the international market as well as a new revenue stream (that is partnering PayPal and OpenAI). All these new streams do incur higher costs at the start but it’s strengthens Shopify’s value and top line.

$Shopify(SHOP)$  Recurring revenue is healthy, and their merchant churn is low. This coupled withan improving operating leverage makes this pullback an attractive entry point.

ARKK Investment Tracker position change: Decreased position in Shopify by 12,120 shares, the number of shares held decreased 0.53% compared to the previous period and now represents 5.14% of the total position.

$Shopify(SHOP)$ Q3 earnings Nov 4 expect $2.76B revenue up 28%. Can GMV $88.9B and AI tools justify a 22% increase?

$Shopify(SHOP)$  Steady as she goes convenient shopify

$Shopify(SHOP)$ stay positive