As the title.
What is the one, two or three, stock aside from meme, pump and dumps etc that you are the most bullish one. It could be sector based. Industry. Or even recent thematic.
For me. I can't see a world where $GOOGL doesn't win. The recent oracle earnings was a good indication of price action in the cloud space and possibilities for Google cloud to grow at crazy pace with its TpU advantage.
Sector would be cloud and infra. So $amzn, $googl $msft. Then neo clouds like $crwv ( coreweave).
Meme stocks aside – what's your pick for 1 stock to hold and why? What's your bullish stock?
byu/ImakeBADinvestmentsx ininvesting
Posted by ImakeBADinvestmentsx
17 Comments
AMCR
RDDT
Fairly undervalued
I think they will doublen the current ARPR and then increase DAU by steady 20-25% each year. That means in 3y 60% more user with double the ARPR.
This means yearly earnings of about 2.2bn $ and is a P/E of 19.
If they license the data for 1bn a year which should be easily possible we are talking about a p/e of 13.
I dont think p/e will drop below 40 soon so it should tripple if this assumptions are correct
NBIS
WLD. Moonshot for sure. But it’s gonna be a fun ride.
ALAB money printer, high margins
RKT. Bullish technical setup. Bullish fundamental setup. Institutions control 89% of the float and 45% percent of the shares are borrowed short. I’m calling this the most explosive setup out there. I’m in with shares and long dated calls and I’m expecting to get paid big.
biggest 3 will always be there for me ( amzn – googl – nvda) no doubt about it , couldnt say microsoft as i hate monopoly dirty trade so will stick in my response to only these 3
$clov. As much as wsb tries to tie it to meme stocks, its clearly not if you look at their vision and fundamentals and potential.
ONDAS holdings. ONDS.. been in it 2 years, and I will bet there won’t be many growth stocks that will compare over the next couple years .
Buy , keep buying , and check back every few months
I think Ibit could be an annual 50% return for the next decade.
Oracle
QBTS
Here’s an interesting one… ORLY
If I was doing a non diverse port
35% NVO 30% Google 30% UNH
5% some random gamble stock, like asts, something 0-100 worthy.
GameStop is no longer a meme stock.
Earnings Highlights
1. Impressive Revenue Growth
Total revenue surged to $972.2 million, up from $798.3 million in Q2 last year—a 22% year-over-year increase.
2. Robust Profitability
Net income jumped dramatically to $168.6 million (31¢ per share), compared to just $14.8 million (4¢ per share) the previous year.
Adjusted earnings came in at 25¢ per share, surpassing analyst estimates of around 16–19¢.
3. Segment Leaders: Hardware & Collectibles
Hardware & accessories sales grew 31% to $592.1 million.
Collectibles revenue skyrocketed 63%, reaching $227.6 million.
4. Operating Turnaround
The company posted GAAP operating income of $66.4 million, a sharp turn from a $22 million operating loss a year ago.
5. Solid Liquidity & Strategic Finance Moves
Cash, cash equivalents, and marketable securities totaled $8.7 billion, up from $4.2 billion a year prior.
Bitcoin holdings were valued at $528.6 million at the close of Q2.
Netflix because they’re going to become global cable. Their only real competitor is YouTube now. Netflix will keep growing and eventually hit 1 billion users.
The advertising story is just getting started. More live events and sports and not to mention musical events as well. They just showed KPop demon hunters and it’s dominating the music billboard right now. They can expand further into merchandise and experiences and gaming.
Netflix’s story imo is in their second phase. It’s like how people thought Apple was done growing because of IPhones were saturated but the services revenue kicked in and was their growth engine the past decade.
Bitcoin. There’s a reason institutions and even major financial companies are buying into this. I do think in a decade it will hit close to 1 million per coin especially if the hypothesis it will be the next world currency reserve comes true after the US dollar falls out of favor/collapses.