Making sense of investing through visuals | Early $NBIS (8x), $AMD (5x) & $AXON (4x) | Not financial advice | Join 10,000+ readers: investingvisuals.io
Netherlands
- Tweets 8,326
- Following 111
- Followers 114,817
- Likes 10,907
All eyes are on NVIDIA $NVDA reporting earnings tomorrow after hours.
Here's a quick pre-earnings overview 🔍👇
🔹Est. Revenue: $28.7B (+113%)
🔹Est. EPS: $0.64 (+138%)
20
325
1,350
293,861
If you invested $10K in $NVDA 5 years ago, it would be worth $147K today.
Which stock do you think has the same potential right now?
591
136
2,276
611,677
10 one-pager analyses mega thread!🧵👇
I’ve delved into 10 high-quality companies shaping the future. Let's dive in and find your next investment gem💎
#1 NVIDIA $NVDA: A graphics powerhouse in gaming and AI. Can it maintain its stellar performance?
25
532
2,238
499,449
The five layers of AI and those best positioned to benefit:
1 - Application: $PLTR, $NOW, $CRM, $NET, $CRWD, $TEM, $SHOP, $TSLA
2- Models: $MSFT, $GOOGL, $AMZN, $META, $BABA, $NVDA
3 - Infrastructure: $NBIS, $IREN, $CRWV, $ORCL, $ALAB, $ANET & hyperscalers
4 - GPU: $NVDA, $AMD, $INTC, $TSM, $AVGO, $ARM, $ASML
5 - Energy: $OKLO, $EOSE, $CEG, $NXT, $LEU, $SEI
This is my personal take on who I believe is best positioned. Any names you’d add or remove?
65
540
2,277
278,996
Palantir $PLTR stock: a bold prediction of how I think its stock chart will look like🔮
Details in comments
191
199
2,171
916,714
$10,000 invested in $MSFT 25 years ago would be worth $12.5 MILLION today.
Which stock do you think has that kind of potential now?
288
219
2,057
394,619
$AMD is now down 🔻52% over the past year. Meanwhile:
🔹Data center revenue grew 69% Y/Y
🔹Client revenue was up 58% Y/Y
🔹 Free cash flow grew +350% Y/Y
🔹 Overall revenue is up 24% Y/Y
A thriving business with a beaten down stock, I like it👌
81
189
1,850
203,506
Palantir $PLTR is firing on all cylinders. Here's a quick overview after an impressive Q2'24💎👇
20
266
1,651
264,539
$10,000 invested in $NVDA 25 years ago would be worth a staggering $20 MILLION today.
Which stock do you think has that kind of potential now?
260
123
1,410
362,075
Visa $V: the backbone of global digital payments. Here's an overview of this high quality compounder💎👇
15
224
1,476
294,901
On Monday 23 September, Palantir $PLTR will finally join the S&P500. Here's an overview of the company👇🔍
33
238
1,430
152,719
$NVDA: $500B in bookings for Blackwell and Rubin chips over the next 5 quarters.
That’s >3x their current annual revenue.
My goodness🤯
46
161
1,240
351,377
$QQQ returns since 2000, ranked from worst to best years:
🔴2008: -42%
🔴2002: -37%
🔴2000: -36%
🔴2001: -33%
🔴2022: -33%
🟢2018: 0%
🟢2005: 2%
🟢2011: 3%
🟢2006: 7%
🟢2016: 7%
🟢2015: 9%
🟢2004: 11%
🟢2012: 18%
🟢2007: 19%
🟢2014: 19%
🟢2025: 19% (YTD)
🟢2010: 20%
🟢2024: 26%
🟢2021: 27%
🟢2017: 33%
🟢2013: 37%
🟢2019: 39%
🟢2020: 49%
🟢2003: 50%
🟢2009: 55%
🟢2023: 55%
Annualized return: 13%
49
173
1,253
323,331
$NVDA is down 🔻30% from its January high.
Meanwhile:
🔹Revenue is growing 70%
🔹Free cash flow is up 125%
🔹It is trading at its lowest valuation in 6 years
38
191
1,151
98,845
Alphabet $GOOGL kicks off big tech earnings on Tuesday. Earnings preview:
🔹Est. Revenue: $86.2 Bln (+12.4%)
🔹Est. Earnings per share: $1.85 (+19%)
23
177
1,139
134,059
$GOOGL is down 🔻25% since its February peak.
Meanwhile:
🔹Cloud is growing 30%
🔹Free cash flow is up 214%
🔹Has $73 Bln cash (pre-Wiz acquisition)
39
160
1,148
114,328
Alphabet $GOOGL has dropped -14% in the last month, making its valuation more appealing.
Here's the company at a glance👇🔍
15
166
1,115
144,461
$PLTR visualized:
• How they make money
• Sentiment
• Geography
• Business segments
• Financials
• Cash
• Margins
• Valuation
• Short thesis
Let's dive in! 🧵👇
37
150
1,062
238,876
$ASML Q4 2024 Earnings 🚨
Beats across the board and absolutely smashed booking with €7.09B (Est. €3.53B)
Stock is up +7% pre-market
20
153
1,066
248,943
$ASML's stock is down 🔻26% over the past year and trading near a 1-year low. Meanwhile:
🔹 Revenue is up 28%
🔹 Free cash flow is up 238%
🔹 Holds $9 billion in cash
🔹 Maintains a monopoly position in the industry
32
147
961
93,205
Mastercard $MA: Powering global digital payments through relentless innovation. Here’s the company at a glance👇✨
6
150
943
118,409
10 business breakdowns mega thread!🧵👇
I’ve delved into 10 high-quality companies shaping the future. Let's dive in and find your next investment gem💎
#1 NVIDIA $NVDA: A powerhouse in gaming and AI. Can it maintain its dominance?
20
206
938
162,437
$GOOGL: a business with one of the largest user bases in the world, at a reasonable price👌
27
124
925
66,129
$NFLX is absolutely unstoppable lately. It’s now a 1,000+ bagger since going public in 2002.
$10K invested would be worth $10.8 MILLION today🤯
42
95
936
96,327
Palantir $PLTR is now down 36% in one week. However, nothing has fundamentally changed about the business.
"In the short run, the market is a voting machine. In the long run, the market is a weighing machine" - Benjamin Graham
46
106
906
82,258
$PLTR visualized:
• How they make money
• Revenue sources
• Revenue and FCF growth
• Customer growth
• Margins
• Valuation
• One-pager business breakdown
A thread 🧵👇
33
120
912
246,178
$PLTR needs to grow free cash flow by 38% annually for 10 years to justify its current price.
Great business ≠ great investment.
72
94
888
93,330
$AMD:
🔹Revenue is up +33%
🔹Data center revenue is up +57%
🔹Free cash flow is up +92%
🔹Trades at 30x forward price/free cash flow
High growth at a reasonable price.
44
110
866
162,289
$HIMS Q1 Earnings 🚨
• Revenue $586M vs $538 Est.
• EPS $0.20 vs. $0.23 Est.
FY25 Outlook
• Sales $2.35B vs Est. $2.32B
Stock is down -5%
39
100
879
156,456
