I F’d up‼️

Jeremy Lefebvre • 3 days ago

Original source

What This Video Is About

The video provides an overview of the current stock market trends, highlighting the performance of hot and cold stocks. It also delves into the earnings reports of several companies, including Google, Service Now, and Cake, to provide insights into their stock outlook and potential investment opportunities.

Major Ideas Discussed

  • AMD's stock is up, with a significant gain in the public account, representing a 418% increase.
  • Google's earnings report showed impressive revenue growth, with the cloud business more than doubling and operating income tripling.
  • Service Now's earnings report was disappointing, with high expenses and a slight miss in adjusted profit and revenue guidance.
  • Cake's earnings report was exceptional, with revenue growth of 14% and net income up 92%.
  • AMD's stock outlook is positive, with significant growth potential and a strong position in the market.
  • Google's stock is considered undervalued, with a forward P/E ratio of around 19, and its AI investments are paying off.
  • Service Now's stock is considered a sell due to high expenses and unjustified valuation.
  • Cake's stock is considered a hold, with a clear roadmap for growth and improving margins.

What to Watch Next

The video suggests keeping an eye on the earnings reports of major companies, such as Meta, Microsoft, and AMD, as well as monitoring the performance of hot and cold stocks to make informed investment decisions.