$Grab Holdings(GRAB)$ is available at less than 9x FY2027 adjusted FCF and under 6x adjusted EBITDA, while revenue is projected to grow more than 20% and both adjusted EBITDA and FCF more than 50%. The market is not efficient. Honestly, what is going on? lol $SPDR S&P 500 ETF Trust(SPY)$
$Invesco QQQ(QQQ)$ It seems clear now that bears are going to get burned and September may not turn out so bad after all. The market is doing the opposite of what you would expect with rising rates, rising oil and gas prices, inflation likely to tick upward again, the Fed set to raise rates, and an election coming up. The market is basically saying it doesn't care, it's heading higher.
$Coherent(COHR)$ This looks like it's basing here, so buying now makes sense. I'd be looking to hold it long term too. Seems like a solid swing setup, especially with it sitting more than $100 below the price target and $120 under its high.
$Oracle(ORCL)$ $Invesco QQQ(QQQ)$ $Microsoft(MSFT)$ $NVIDIA(NVDA)$ Oracle's quarterly report is due Thursday, September 10 — feels like the setup going into it has a lot of built-up tension that could release quickly. The post-AGI theme is putting them front and center.
$NVIDIA(NVDA)$ Astra six made some moves over the weekend, South Korea is declaring free open AI for everyone, and there are a few other things in the mix. This is heading to 360 soon.