ValueSnapshot | Stock Research

$SOFI 5 years ago: Stock price: $15 Revenue: $985M Members: 2.5M Total Products: 3.7M Shares outstanding: 828M Cash & Equivalents: $470M $SOFI now: Stock price: $15 Revenue: $4.3B Members: 15.8M Total Products: 24.4M Shares outstanding: 1.29B Cash & Equivalents: $3.8B Hmm..

Another MASSIVE week of earnings awaits us! Monday: $RKLB, $ZETA, $ASTS $HIMS, $OXY, $MNDY Tuesday: $QBTS, $ONON, $SE, $CRWV, $WYFI, $RGTI Thursday: $NBIS, $TE, $ONDS, $FPS, $LUNR, $NU, $CBRS, $AMAT, $CSCO Which name are you most excited for?!

Anthropic has ~$518B in compute commitments over the next decade. ~80% is fixed, with $AVGO accounting for roughly $161B alone. That's nearly $16.1B per year in commitments to Broadcom.

You're paying roughly the same 19x earnings for $NVDA today as investors did in 2016. Except Nvidia now generates 74x the revenue and 243x the net income.

$NBIS one year ago: Stock price: $120 Revenue: $105.1M Adj. EBITDA: -$21M Gross Profit: $75M Contracted Power: >1GW $NBIS now: Stock price: $130 Revenue: $582.3M (+454%) Adj. EBITDA: $236M Gross Profit: $448.7M (+498%) Contracted Power: 5GW year-end target In just 1 year..

$GOOGL's Q3 investment portfolio is getting ridiculous. Its reported $SPCX position alone is worth $84B. Other major holdings: • $1.1B combined in $PL and $ASTS • $1.12B combined in $ARM and $QCOM • $548.8M in $RVMD Its reported investments have grown from $75B to $200B in just one year..

We are in the strongest month of the year historically, ESPECIALLY for semiconductors. The first week although, has been anything but bullish: $MRVL -37% $NBIS -30% $MU -27% $AMD -27% $VRT -28% $BE -25% $NVDA -14% $AVGO -13% Remember.. One week never defines an entire month.

$GOOGL could benefit from tighter AI infrastructure regulations. Google Cloud has a $560B+ backlog, 103% growth and a massive global data-center footprint. If new data-center approvals become harder, Google's existing infrastructure becomes even more valuable.

$MRNA reports Q3 2026 earnings before the opening bell tomorrow! Consensus EPS is -$1.10 versus -$0.51 a year ago (-115.7%). Consensus revenue is $0.89B from 14 analysts. Their first print after the successful Phase 3 cancer vaccine.

$NET reports Q3 2026 earnings after the bell today! Consensus EPS is $0.02 versus -$0.01 a year ago (+300.0%). Consensus revenue is $0.74B from 28 analysts. Thoughts?!

$LITE reports Q1 FY27 earnings after the bell today! Consensus EPS is $3.82 versus $0.60 a year ago (+536.7%). Consensus revenue is $1.25B versus $0.53B a year ago (+134.2%). Their first print after the $MRVL mayhem! The stock exploded +14% last quarter.

$AMD generated more operating income in ONE quarter than they did all of 2022 and 2023 combined. FY2022: $1.26B FY2023: $401M FY22/23: $1.67B Q3 2026: $2.83B

$NBIS generated $448.7M in Q2 gross profit, up nearly 498% YoY, with a 77% gross margin. 2.4GW of planned capacity across Pennsylvania and Missouri. Key thing: 0MW announced in Texas. Trading at just 2.1x projected 2027 ARR.

Safe to say AppLovin crushed it. Record numbers in all fundamental aspect: FCF, revenue, EPS, EBITDA, operating income, cash balance, assets. Last quarter, shares were down -20% after the print. This quarter the stock is up +25%. $APP

$QCOM reports Q4 FY26 earnings after the bell today! Consensus EPS is $1.46 versus $2.56 a year ago (-43.0%). Consensus revenue is $10.14B versus $11.27B a year ago (-10.0%). Big for the AI trade.

$APP reports Q3 2026 earnings after the bell today! Consensus EPS is $3.94 from 9 estimates, versus $2.45 a year ago (+60.8%). Consensus revenue is $2.07B from 22 analysts, versus $1.41B a year ago (+47.3%). Thoughts?

$AMZN trades at just 19x earnings today. Back in 2006, Amazon traded around 86x earnings. 2006 revenue = $10.7B 2026 revenue = ~$797.5B Revenue has grown roughly 74x, while its P/E has fallen nearly 78%.

$AAPL generated $114.5B in quarterly revenue vs. $64.6B for $META. Apple spent $9B on capex over four quarters. Meta spent $104.4B. Apple generated 77% more revenue while spending 91% less on capex.

$UBER reports Q3 2026 earnings before the opening bell tomorrow! Consensus EPS is $0.94 versus $3.11 a year ago (-69.8%). Consensus revenue is $14.67B versus $13.47B a year ago (+8.9%). Beat or miss?!