Відео

This aged well… i think u need to factor in innovation n intuition instead of just reading financial sheets

What do u think abt chatgpt 4-o coming out and the cheaper and cheaper price theyre licensing their ai model will affect duo lingo… eg. Being able to learn through talking, not typing

Great video! I really like FOUR at these levels I think it’s really undervalued at $5B market cap, growing 30%, EBITDA margins at 45%, expanding market share across verticals + buyout potential Have you looked into them?

Great video Sleepy. I’m comfortable starting to buy Shopify here, but I’m only dipping my toes. What do you think of Roblox? I think it has amazing potential in the long term. I brought the -30% dip after hours and I’m up more than 10% already. I could have cashed out but I added more, I think it will grow exponentially with its younger userbase

@27:49 I still have my GEV shares at $133. I was considering selling if negative earnings report, but at this point I'll be holding for the long term. Reading in regards to their Small nuclear reactors that they construct, I can bet that Constellation has got to be in some talks. Also, another interesting take is Microsoft "Stargate" project which is a $100 billion supercomputer that is speculated to be fueled by several nuclear plants. And we all know the current relationship that Constellation has with Microsoft already.......

@19:22 it still cracks me up that some "analyst" would say the utilities sector is up so much cause of "recession" fears. I sometimes wonder if they don't know how much energy demand we'll need for data centers and EV's. Or they just want to get in at the right point before they miss out completely.

Dude this video just made my sunday😍 Thank you Sleepy! Really solid report and great call from CEG. I still need to dig into VST more, not really familiar with it so much.

Please zoom in more when you record the screen when you make the videos. Especially the dociments you open from earnings. You may see it ok in a large screen when recording but when you watch it on a phone basically 50% of the screen is wasted ;) cheers and keep up these great videos coming!

I doubled down on TRIP. I'm hoping on recouping my losses from earnings :')

DAT CAKE!

I bought TRIP today 👍

@19:50 don't particularly see the consumer pulling back on Celsius, since they're already so cheap to buy from the stores. I see 2 for $5 deal all the time in Walmart and 7 eleven.

Are you still bullish on TRIP? Falling knife or buying the dip?

I found your channel back in late February when my CEG stocks were going nuts and I was looking for some answers. I sold my CEG position at 185 and have been waiting for it to dip so I can jump back in lol

Man I’ve been waiting for a larger pullback in VST, but the thing just keeps on going higher😅 Sleepy, have you maybe looked into Atkore (ATKR)? Also a utility/infrastrucure play, stock I think is at ATH.

Thank you for the update. Quite useful information. I recall the FTC suing AT&T when they bought Time Warner in 2018, to try to force AT&T to not buy Time Warner. I wonder if the FTC will do the same if Shari Redstone accepts the Sony-Apollo deal with some additional benefits for her A-Shares.

@11:09 definitely don’t want it to become a meme in terms of volatility. Thats why I’ve had to keep my mouth shut on alot of these sub redditsZ 😬

@3:13 lol. Cost basis of 113 for my shares.

1st!

Thanks for spreading the wisdom

Thanks for the update! :)

Man we both did the sell and buyback trade. Love it.

Speaking of Airports, I wonder jf $OSK looks like a play in terms of their Airport firefighting trucks. Their Forward P/E is showing at 9.73

@11:36 I personally can attest to this as well 😂. Im going to Australia in January.

@11:24 also to account for the fact that Frontier tends to have the most deals domestically around the country. Not saying their services are the best tho. 😂

@10:33 as a Major Airport employee this is indeed true. Our Airport recently as of last year approved plans to build a new terminal with more gates. Same thing with Denver Airport and United.

@10:25 I think an issue with alot of these restaurants/services companies is that they’re failing to market their apps to show/emphasize value on their part. Like “Hey Bogo Big mac, only the McDonalds app.” I think Dominos has been very successful in how they market their carryout deals for online/app use.

@9:22 I think people are simply not thinking of or caring that McDonalds has the app for their deals. You could literally get a mcmuffin for a $1.50 or a free hash brown with purchase. Or even get a bogo 10 piece mcnuggets for around $5 on the app. I know from experience 😂 Wendys has the same concept.

Hmmm, that Doordash issue has me thinking that Uber can be tied up in there as well with the delivery orders on their side going down.

Personally, I'm trying to avoid any ticker whose growth can only happen in gyna. Maybe it'll work and maybe it won't, but personally I'd rather invest elsewhere.

Intel has done nothing since this video, except another pump and dump. I still think we are in a longer chip super-cycle for the next 5-10 years and Intel will eventually catch up when they get their shit together. I would rather buy Intel now than AMD and Nvidia, I see long term value in it and will start building a position.

The BKNG CEO did an interview on CNBC yesterday and the interviewer asked him about the consumer and he said that the travel industry is not seeing what other consumer industries are seeing. So that confirms what you are seeing now with travel. I bought a starter position in CMG a while back and am shocked I'm up 30%. I've was hoping for it to come down to buy at a better price. We'll see if that ever happens. Also been waiting on MCD to grab at a discount. SBUX I'm just not sure about. That was a really negative quarter.

The CEO has bad lucks man. He doesn’t have the best track record, he suddenly quit his previous role at Reckit Benckiser after failing to turn it around. I’m not sure what the board saw in him, but they might have better luck elsewhere man. The only reason I have some hope is Cramer doesn’t like it anymore, normally a sign the bottom is close. I understand they’re pinning their hopes on China, but that gives me even less confidence given how weak Chinese sensitive stocks have been of late.

Hey Sleepy, excellent breakdown and very good points on SBUX. Many claimjng they are done, they are too expensive. But much more under the hood. When speaking of the consumer and spending, could you maybe do a video on V and MA? They both had kinda shaky earnings this Q, not the big beat earnings as usual.

Any updates regarding PARA?

Thanks! You were right on your china predictions

Why did you sell Baidu?

It's hard to get excited about gyna. Just feels weird investing in a hostile nation. I've got a single YINN call and a lot of TSM chairs. Hope it works out for you 🤞

@31:37 Have owned TSMC in my ROTH since October/November. Thats as close as I'm getting to China in terms of investment lol.

For those unfamilar, Nexon makes MapleStory :D

But Q2 is not over yet???

good utility / chemical companies you have discussed? can't seem to find the specific video

market doesn't like META spending more on AI capex, but what does NVIDIA need to keep growing earnings....😂

Another question….. is it too late to get into $PDD ?

@16:29 Very good point

What do you think about $Uber in the 60s?

First! :) Thanks for a quick earnings breakdown, Sleepy! Not owning it, but I was really curious about their report.

It's a good buy

CPNG is my largest holding bought at 15 and holding for the long term. Thanks for the analysis!