Creator sentiment
4 creators · 4 views · past 7 days
Updated November 10, 2026 (UTC)
The bull case
- +Shopify delivered strong results with revenue up 32% and operating income up 66%, but was priced for perfection.
- +The stock's post-earnings drop was a knee-jerk reaction; the business remains solid.
- +Of the two companies discussed, Shopify is the more attractive investment and the one Matt owns.
- +Revenue miss was tiny ($10M out of $3.75B expected) while free cash flow crushed expectations.
- +Business continues to truck along with potential for higher margins outside holiday quarters.
- +The 20% selloff was a clear overreaction and the stock is correcting upward.
The bear case
- −Strong 32% revenue growth, expanding margins, and a very clean cash flow statement make it a great business.
- −Trading at 83x free cash flow is too high a price, and a DCF implies only ~9% CAGR even with 30% FCF growth.
- −The multiple will likely contract as growth decelerates, so he is not interested at this price.
What StockTubers recently said
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Strong 32% revenue growth, expanding margins, and a very clean cash flow statement make it a great business. · Trading at 83x free cash flow is too high a price, and a DCF implies only ~9% CAGR even with 30% FCF growth. · The multiple will likely contract as growth decelerates, so he is not interested at this price.
📹 Is Apple Losing Its Memory?
Shopify delivered strong results with revenue up 32% and operating income up 66%, but was priced for perfection. · The stock's post-earnings drop was a knee-jerk reaction; the business remains solid. · Of the two companies discussed, Shopify is the more attractive investment and the one Matt owns.
📹 PALANTIR EARNINGS, MIDTERMS TODAY, APPLE DOWN, SEMIS TRY TO RECOVER | MARKET OPEN
Shopify missed revenue by just $10M while GMV grew 29% and free cash flow rose 61%, which does not signal a deteriorating business. · The 20% selloff reflects an unforgiving market rather than fundamental weakness.
