JD.com Stock Has Too Much Political Uncertainty
JD.com (JD) has had political pressure from China as it tries to expand its business. And that might be taking a toll on profits.
Growth Portfolio
Update: StoneCo’s Stock is Weak Due to Credit Issues
StoneCo’s (STNE) is weak due to revenue well below estimates, trouble with its credit portfolio, and political uncertainty in Brazil.
Twitter’s New Catalysts Aren’t Really Working Out
Twitter (TWTR) was expected to have three catalysts in Fleets, Spaces, and Blue. But these aren’t bringing in more users.
Azure and Microsoft 365 Sales Power Microsoft
Big companies are utilizing Microsoft (MSFT) products more now than they ever have, especially Microsoft 365 and Azure.
Palo Alto Impresses Investors With Million-Dollar Deals
Palo Alto Networks (PANW) scored a slew of new $1 million deals last qtr, and that means more revenue (and profits) ahead.
Tesla Stock Takes Aim at $1000 (Again)
Shares of Tesla (TSLA) reached $900 earlier this year before correcting to $600. Now, the shares take aim at $1000 once again.
Square’s Acquisition of Afterpay Gives it Another Catalyst
Square (SQ) already had two catalysts in the Cash App and Bitcoin trading. Now, it has a third catalyst with Afrerpay.
Chipotle Has a Secret Recipe for Increasing Profits
Chipotle’s (CMG) digital sales and Chipotlanes are boosting not only sales per restaurant, but also restaurant profit margins.
The Math Suggests Netflix Could Double From Here
My pencil-to-paper math suggests Netflix (NFLX) stock could double from here by 2025. And the move may have just begun.
Roku Needs to Get its International Plan Going ASAP
Roku (ROKU) stock fell this qtr due to light subscriber growth. What concerns me more is International growth is a concern.
Pinterest’s User Attrition Shouldn’t Be Longlasting
Pinterest (PINS) stock has been weak since the company reported it lost users last qtr. But the long-term picture is bright.
NVIDIA Results Surge as Crypto Mining Might Be a Catalyst
NVIDIA (NVDA) just delivered 100% profit growth as its Ampere GPUs seem to be in high demand for crypto mining.