<내가 $RBRK 루브릭 투자를 시작한 이유🔥> 오랫동안 지켜만 보다 최근 빠진 주가에 투자를 시작한 루브릭. 여전히 주가가 비싸지만 물탈 각오를 하고 투자를 한 이유는 다음과 같다.👇 1. 높은 시장 매력도. 루브릭이 속해있는 data resilience market. 회사가 사이버 어택을 받아서 서버가

$NFLX is now down 35% from it's recent ATH. After earnings the stock dropped another 6% Even though they posted a double beat, the market is focused on uncertainty and the pause in share buybacks. One could argue, the stock price was also kind of inflated recently, and a

Thoughts on $NFLX 2025 was a very strong year by almost every measure. Revenue hit $45b up 16% or closer to 17% if you strip out FX. Operating margin expanded to 29.5%, up almost 300 basis points, which matters more to me than most headlines. Advertising is no longer an

Netflix is growing double-digits in every geographic region. - United States & Canada: +18% - Europe, ME & Africa: +15% - Latin America: +20% - Asia Pacific: +19% And this doesn’t even include India. $NFLX

There are only two ways a stock goes up. The first is earnings growth. A company makes more money. If a business earns $1 per share and trades at 10x earnings, the stock is $10. If earnings grow to $2 and the multiple stays the same, the stock becomes $20. Nothing magical

Analyst who was right when everybody was scared about $UNH spoke about current situation.. $MS's Erin Wright, an analyst ranked among the top 3% on Wall Street, is a “key component to the turnaround story.” That turnaround story, according to Wright, is at play right now. As

Smh $UNH got obliterated

Let me show you the numbers with $UNH right now: If EPS CAGR's as expected at 14% over the next 3-5 years to $32 and we reward it with a conservative 20x multiple, you're looking at a $640 stock which is 124% from today at $286. Let's say $UNH CAGR's at only 10%... it hits

$UNH GOLDMAN SACHS DEFENDS THE STOCK. Maintains BUY rating with $421 price target. $XLV $SPY $ELV $OSCR $CNC $CI $CVS $HUM $MOH

$META Platforms Q4’25 Earnings Highlights 🔹 Revenue: $59.89B (Est. $58.42B) 🟢; UP +24% YoY 🔹 EPS: $8.88 (Est. $8.19) 🟢; UP +11% YoY 🔹 Operating Income: $24.75B; UP +5.9% YoY 🔹 Daily Active People (DAP): 3.58B; UP +7% YoY 🔹 FY26 CapEx: $115B–$135B (Est. $110.62B) 🟢

Fact: Meta's revenue business is 3.3X larger than Amazon's, yet growing at the same rate. - Amazon Ads: +24% YoY - Meta Ads: +24% YoY Zuckerberg just guided for 30% YoY growth next quarter. $META $AMZN

#earnings for the week of February 2, 2026 earningswhispers.com/calendar $PLTR $AMZN $AMD $GOOGL $SMCI $PYPL $IREN $TER $ARM $UBER $QCOM $COP $DIS $CMG $ORLY $RDDT $MSTR $RBLX $PEP $ENPH $LLY $APTV $MRK $NVO $SNAP $PFE $LITE $COHR $AMGN $IDXX $BE $ELF $NXPI $SYM $ETN $BMY $GLXY $BSX

This is still one of the best clips from former Google $GOOG CEO Eric Schmidt explaining why we need all sources of power to support AI. He told Congress a few months ago that AI could eventually consume a significant portion of the world’s electricity. Schmidt: "We need energy

Chris Davis, who is on a board of $BRK.B adds 134,097 shares of $UNH!! 💪

Bullish for $NBIS $CRWV $IREN I guess

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To quote the late, great Charlie Munger: "If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time. The problem is, few human beings have that kind of discipline." $MSFT

Nebius has agreed to acquire Tavily to bring real-time agentic search into our AI cloud platform. By combining high-performance inference with real-time web grounding, we are expanding the core infrastructure needed for autonomous AI agents. Read the PR:

$NBIS Q4’25 EARNINGS HIGHLIGHTS 🔹 Revenue: $227M (Est. $242.8M) 🔴 🔹 EPS: -$0.68 (Est. -$0.44) 🔴 🔹 YE ARR: $1.25B (vs. $900M–$1.1B prior guidance) 🟢 🔹 YE’26 ARR target: $7B–$9B 🔹 Contracted power (YE’26): 3+ GW (prior >2.5 GW); already secured 2+ GW Other Metrics: 🔹

Following $NBIS' Q4 results: • Northland reiterated Outperform with a $211 PT 🟢 • Citizens reiterated Outperform with a $175 PT 🟢 • D.A. Davidson reiterated Buy with a $150 PT 🟢 • MS reiterated Equalwt/Attractive with a $126 PT 🟢 • Seaport Global reiterated Neutral with