
Volatility? More Like Opportunity People!
Alright listen up. You think the market's a rollercoaster? I call it Tuesday. These 'analysts' are whining about the Fed tariffs and earnings. Meanwhile I'm seeing discounts. That's right discounts. Rule number one: you don't buy high you buy when the chumps are panicking. So let's cut the crap and get to the good stuff. What are the 'smart' guys buying? Because sometimes even a broken clock is right twice a day and even analysts can stumble onto something good. Time to see if their ‘long term potential’ translates to real money understood?
Netflix: Binge Watching Profits
First up Netflix. Seriously? You need an analyst to tell you people like watching screens? But fine let's humor them. This Doug Anmuth guy from JPMorgan apparently ranks high enough to matter he's jacking up the price target to $1,150. He says they're 'firing on all cylinders.' All cylinders? Sounds like something Wags would say after a particularly potent edible. But the guy's not wrong the numbers don't lie. People are HOOKED. They keep adding subscribers they're raising prices… It's like they’re monetizing peoples addictions and their attention deficit. The content doesn't even have to be good they just need enough of it. 'Squid Game' Jake Paul fighting Tyson! Seriously? Still if the masses will watch it I'll bet on it. You gotta ride the wave.
Da Vinci: Not Just a Painter Anymore
Next we got Intuitive Surgical and their fancy robot doctors. 'Robotic assisted surgery,' they call it. Sounds like a sci fi movie but hey if it makes money I'm in. Robbie Marcus another JPMorgan suit is pumping this stock up even though they're whining about their gross margin shrinking. Apparently they sold a ton of their da Vinci 5 systems. I guess rich people will always pay to have robots poke around inside them. Marcus sees a 'conservative' outlook. I like conservative means they are sandbagging. And in the medical field it is always an opportunity. Less 'cutting edge' more 'cutting for profit.' Understood? Good.
Twilio: Talk is Cheap Cash Flow Isn't
Finally we have Twilio. Some cloud communications platform. Kash Rangan from Goldman Sachs is suddenly a believer. Claims they're at an 'inflection point.' I've heard that one before. 'Inflection point' usually means 'we screwed up but think we can fix it.' But he's talking about cost cuts and efficiency. Now you are speaking my language! They're gonna squeeze every last drop out of their CPaaS or whatever it is. I tell you what's happening here: they are going to monetize communications. 'Strategic actions' – I bet that means layoffs. But hey Wall Street loves layoffs. If the stock goes up who cares about the people on the street? Not me. Gotta keep an eye on this one. Remember the wise words of Sun Tzu: “Let your plans be dark and impenetrable as night and when you move fall like a thunderbolt.”
The Axe Takeaway: Bet on What Works (For Now)
Look these analysts are mostly full of it. But sometimes they point you in the right direction. Netflix surgical robots cloud talk… It's all about finding the trends the addictions the things people can't live without and betting on them. Just don't fall in love with any of these companies. In this game loyalty gets you killed. As soon as the numbers start to dip you bail. You got to be cold blooded.
Remember This
One last thing always remember money is a like a beautiful woman. You can’t force her to stay if she doesn’t want to. Gotta keep her interested.
mg1171
Twilio? Never heard of them. Is it a good stock?
Shellytou
Axe Capital for the win! Make us all rich!