$Arista Networks(ANET)$ Arista Networks Stock Drops—Is It a Buying Opportunity? Arista Networks (NASDAQ: ANET), a leading player in the data center networking space, is taking a hit this morning, with shares down about 8%. This drop comes despite what many consider to be a solid earnings report. So, what exactly happened, and is this a chance to buy the dip? A Strong Performer Takes a Sudden Dip Arista Networks has been a standout in the data center sector, with its stock surging 58% over the past year and delivering a sevenfold return over the last five years. Given its strong long-term performance, today’s decline might seem like just a minor setback. However, for investors looking to gain exposure to data center stocks, this dip could present a
$NEBIUS(NBIS)$ NBIS Group has reported its quarterly earnings, and in today's video, we'll dive into the details. If you recall, we first recommended this stock back in December and later provided an update following the Deep Seek situation—both turned out to be strong buying opportunities. Year-to-date, NBIS shares have climbed 47%. However, as I record this, we’re seeing some declines in regular trading. We'll take a technical look at the stock and discuss whether this dip presents another buying opportunity—whether you're holding shares or considering adding to your position. We'll also break down the financials. Notably, the company has raised $700 million, including an investment from Nvidia. We'll discuss what this means and connect the dots
It Might Be Even WORSE Than You Think Grab Stock CRASHES!
$Grab Holdings(GRAB)$ If you're not active on X (formerly Twitter), you might have missed the stock that dominated investment discussions over the weekend: Grab Holdings. In simple terms, Grab is the Uber of Southeast Asia. Uber initially tried to compete in the region but eventually opted to invest in Grab instead. Grab released its earnings report after the market closed today, and the reaction was negative—shares dropped about 10%. So, what happened, and what does this mean moving forward? By tomorrow’s market open, Grab’s market cap will likely be around $18 billion. At first glance, the earnings report wasn’t bad. Revenue surged 177%, surpassing analyst expectations, and management’s guidance landed in line with forecasts. While earnings per
MercadoLibre Stock SOARS After Earning! Do You Own This Stock?
$MercadoLibre(MELI)$ Here’s an analogy I never expected to make: Imagine if Amazon and PayPal had a baby, and that baby moved to South America. Well, that’s essentially what you get with Mercado Libre—a company that operates both an e-commerce and a fintech division. The company just reported earnings after the market closed, and investors are loving the results. Shares jumped more than 12% in after-hours trading. But what does this mean for investors moving forward? Is it too late to buy, or is the stock still attractively priced? Let’s break it down. Mercado Libre’s Q4 Earnings Breakdown When the market opens tomorrow, Mercado Libre's market cap will be around $120 billion. The company reported over $6 billion in revenue for the quarter, marking
U.S Consumers Collapsing How This Affect The Market?
$SPDR S&P 500 ETF Trust(SPY)$$iShares Core U.S. REIT ETF(USRT)$ U.S. Consumers on the Brink of Collapse Alright, everyone—this is a big one. Whether you're an investor or just someone with a job, there’s a major risk we need to discuss. Over the next 5 to 10 years, I’m confident inflation will remain a persistent issue, driving asset prices higher. However, in the short term, the risk of a recession is growing, and ignoring it could be dangerous. This isn't a threat from Russia or even China—the biggest domino that could topple the global economy is the collapse of the U.S. consumer. Credit card debt in the U.S. has soared to a record-breaking $1.21 trillion, a staggering amount, especially with inter
$Lam Research(LRCX)$ Today, we're analyzing Lam Research Corp (Ticker: LRCX). As always, this is not individual investing advice—just how I analyze stocks. About the Cyclical Investors Club A viewer recently pointed out that the name Cyclical Investors Club doesn’t quite align with the type of analysis I’ve been doing lately—and they were right. When I first started analyzing stocks nearly a decade ago, I focused on identifying high-quality deep cyclical businesses and determining good entry points. That’s how I got my start, and when I launched the Cyclical Investors Club in early 2019, I named it based on that focus. However, over the years, I’ve expanded my approach significantly. While I still analyze deep cyclical stocks, they now make up onl
$Adobe(ADBE)$ Today, we're going to be analyzing the stock ticker for Adobe (ADBE). This request came from the comments section of one of my previous articles. If you have any stock requests, feel free to drop them in the comments, and I'll make sure to add them to the chalkboard behind me. Eventually, I'll write an article on it. Adobe has been on my list for a while, but it's the last one I haven't marked off yet, so I'm tackling it today. After this, I think I'll be mostly caught up on all the older requests. As always, this isn't individual investment advice—this is just how I analyze stocks. The Case for Adobe Adobe is an interesting case, and there are a few factors that held me back from pushing it to the top of the list. I’m not sure if I’
Chevron (Ticker: CVX) – A Business Overview and Valuation Analysis
$Chevron(CVX)$ In this analysis, we'll take a quick look at Chevron’s business, review some of its key financial metrics, discuss recent updates, and attempt to determine a fair value for the stock to assess whether it's a good buy today. Chevron's Business Segments Chevron operates in two primary business segments: Upstream: Involves oil and gas exploration, extraction, and production. Downstream: Focuses on refining crude oil, producing petrochemicals, and selling end products to consumers. While Chevron's downstream business generates more revenue, its upstream segment is slightly more profitable. This balance between revenue and profit should be kept in mind as we analyze the company's financials. Earning Overview In the fourth quarter of 2024,
Nikola Finally Files for Bankruptcy! The End Of Meme!
$Nikola Corporation(NKLA)$ In February 2025, facing insurmountable financial difficulties, Nikola filed for Chapter 11 bankruptcy protection and announced plans to liquidate its assets under court supervision. Many investors have lost billions of dollars, and that’s no exaggeration. I’ve repeatedly warned people on my channel, practically begging them in multiple article, not to invest in companies like Nikola, Lordstown, Fisker, Lucid, or Rivian. Some might argue that Rivian and Lucid are still operational, which is true, but their stocks have plummeted by over 80%, leaving investors with massive losses. Over time, I’ve suggested alternatives like BYD, CATL, Tesla, or even Zeekr. Personally, I did lose some money investing in Xpeng, but that comp
SoundHound AI Earnings Preview: Should You Buy Before the Report?
$SoundHound AI Inc(SOUN)$ SoundHound AI is set to release its quarterly financial results after the market closes on February 27, 2025. Investors are eager to determine whether they should buy the stock ahead of the earnings announcement. Adding to the anticipation, the company’s stock recently plummeted by approximately 30% following Nvidia’s decision to divest its shares in SoundHound AI. This makes the upcoming earnings report even more critical for investors. In this video, I'll address whether you should consider buying the stock before earnings, provide a preview of what to expect from SoundHound AI’s financial report, and share my intrinsic value calculation using a discounted cash flow (DCF) model to estimate the stock’s fair value. Revenu