DVB (private) @TrDeepValueBagg
$8M NW | fatFIRE | Peter Lynch 2.0. Long term investor 90%, trade 10%, chasing deep value baggers. Building agentic equity research platform. e/acc Bahamas Joined December 2016-
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It just keeps getting better and better for $INTC
$AAPL is exploring $INTC as a potential manufacturing partner for its main device processors. The move would give Apple foundry optionality beyond $TSM and reduce reliance on a single supplier.
Michael Burry is cutting his loss on $gme. Who pays for his substack? 😂 The dude lives in Silicon Valley and still faded the entire AI rise. He has been so vocal on it that he would look stupid reversing his take. But he looks stupid anyway so it would smarter to change.
WSJ: MICHAEL BURRY SELLS ALL HIS $GME GAMESTOP STOCK
$gme is dropping hard. a) you should talk to ebay first b) dont acquire a company 6x larger than you. c) acquire a company that is synergistic to your business and offer value. Feels like Ryan Cohen is making a desperate attempt to exit $gme since the stock dropped.
I had fun discussions around $duol. So easy to predict. We're in the business of predicting the future, not just reading the financial statements. Qualitative analysis is underrated which for me, comes from decades of product and engineering leadership. I'm as old as AOL, Netscape and a 2400 baud modem.
$DUOL Q1 EARNINGS • Revenue $292M vs Est. $289M • EPS $0.89 vs Est. $0.75 • EBITDA $83M vs Est. $74M • Paid Subscribers: 12.5M vs Est. $12.7M • DAUs: 56.5M vs Est. $55.7M FY26 Guidance • Bookings $1.28B vs Est. $1.29B • EBITDA $310M vs Est. $302M
I can confirm - my wife likes her $NBIS shares (now $175). This was also your alpha.
My wife still had decent amount of $IREN shares. I finally grabbed her phone today and sold everything for her and switched to $NBIS. It had to be done. I can't sleep well knowing the risks. We switched about 2/3 of it a few weeks ago.
I shared this alpha a month back. OpenAI just announced they switched from ddog to $nbis clickhouse.
In my Agentic development experience, anytime you come across Observability and Logging, needed for logging server transactions, and AI workload), then you need OLAP database and ClickHouse is usually integrated, and the preferred choice. Langchain, the most widely used
Retail investors should draft their own unsolicit letter to acquire $GME. 😂 This is most comical thing I've seen in a while. No prior discussion. On the hand if this whole charade boost up $GME mc, Ryan can sell his shares at 20B mc mark per SBC agreement.
Proposal to acquire eBay. investor.gamestop.com/ebay
My top two companies $NBIS and $MU are killing it today.
It's kind of crazy to see a $MU hardware margin is better than a software company $META.
I have been coming to PEG ratio to find cheaper growth companies. It is not a substitute for deep research into the company because the expected growth must be realized. Or in other words revenue and margin need to continue to unfold, which can be affected by macros, sector, pricing, competition, partnerships and deals.
@FuturumEquities This is Peter Lynch’s favorite metric and I like it too because it ties valuation to growth. I prefer using a 2026 to 2028 window so the multiple adjusts for how fast the business is actually compounding. For example $AMD may trade at ~53x forward earnings but earnings are
Life of a $NBIS investor: scroll X and randomly learn 1. Microsoft pays them 40% upfront 2. They delivered the second tranche in time, in February 3. OpenAI now uses ClickHouse Just a normal weekend of winning, I guess.
Interesting data point on $AAPL buyback.
Apple has bought back $732 billion in stock over the past 10 years, which is greater than the market cap of 488 companies in the S&P 500. $AAPL bilello.blog/newsletter
Few people reporting there is problem subscribing on mobile due to sales tax/other flows. Try on web.
@DeepValueBagger Would like to subscribe. Getting an error why trying
The comparative growth trajectories of $NVDA 's 2023 rise vs $INTC 2025-2026 rise is quite interesting.
I checked on a friend to see how his investment. He said he was really busy with work and missed everything. I made a strategic move to fatFIRE last year to focus full time. Whether you're part time or full time, be grateful you are here putting the time and focus on your financial future. You're here because you believe.
I'm up $1m this week, now $7.2M. Have a good weekend everyone.
If you like my content, consider subscribing for only $5/mo, in order to go deeper on how I think. Revenue goes toward buying local LLM hardware and building my agentic research platform. Better research, a compounding effect for you and me. x.com/DeepValueBagge…
Like clockwork, wait until Thomas Lee realizes his 10% has no voting rights.
JUST IN: Ethereum Foundation sells 10,000 $ETH worth $23,000,000.
Uhhh you need a time machine. $iren and buy more. I'm in the business of predicting the future.
Getting the hate was worth it to help the ones who listened to my warnings. You're welcome.
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