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“Booming custom chip business with companies like Alphabet, driving strong EPS growth expectations.”
“Management has successfully diversified beyond smartphones into automotive and laptops.”
“The stock is down almost 30% from an all-time high in about 25 trading sessions, an unusually fast move.”
“Record Q3 revenue of $174 million, up 336% year over year, making it one of the fastest-growing companies.”
“Fastest revenue ramp ever seen, with 1200% year-over-year growth and 85% gross margins.”
“Stock is fairly valued to slightly overvalued; fair value estimate around $187 per share.”
“Bill Ackman sees ~20% annual earnings growth over the next five years, which supports a strong upside scenario.”
“Micron looks significantly undervalued on a discounted cash flow basis, with a fair value estimate of $1,566 versus a market price of $729.”
“TSMC looks undervalued on a discounted cash flow basis, with a fair value estimate of $567 versus a market price of $390.”
“Semis have been massacred and are now trading at very low multiples, with almost nobody believing in them.”
“It's a concentrated, more volatile bet on semiconductors, down 54% at the lows and still 48% off highs.”
“If the growth is to be believed, the stock looks attractive or very attractive at 13x forward earnings.”
“Valuation is extremely cheap at under $170 per share, calling it 'dirt cheap'.”
“Profit up 73% and members up 35% while the stock is down nearly half, which he calls a deal.”
“Revenue up 53% and profit up 74%, with ~32 cents of every dollar becoming pure profit.”
“Daily profit jumped from about $450,000 to $4.4 million, nearly 10x in a year.”
“Revenue per dollar is up about 4.23x year over year, with signed leases not yet fully live.”
“Revenue more than doubled and profit grew 126%; the stock is down 26.6% from its October high.”
“Short-term bearish due to legal fallout and CEO succession concerns, but long-term bullish on the AI story.”
“Took profits on LEAP calls and sold puts after a 68% and 100% gain respectively.”
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Updated November 11, 2026 (UTC) · Tracking 46 finance creators
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