Hello everyone! Today i want to share some trading ideas with you!
1.
🚨 $AppLovin Corporation(APP)$ Q1 Earnings 🚨
• Sales $1.48B vs Est. $1.38B
• EPS $1.67 vs Est. $1,44
• EBITDA $1.01B vs Est. $867M
Q2 Outlook
• Advertising Sales $1.20B vs Est. $1.08B
• EBITDA $980M vs Est. $914M
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2.
🚨 $Axon Enterprise, Inc.(AXON)$ Q1 Earnings 🚨
• Sales $604M vs Est. $586M
• EPS $1.41 vs Est. $1.24
• EBITDA $155M vs Est. $138M
• Axon Cloud: $263M -- up 39% YoY
• ARR $1.1B -- up 34% YoY
FY25 Guidance
• Sales $2.65B vs Est. $2.62B
• EBITDA $668M vs. Est. 660M
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3.
$Alphabet(GOOGL)$ at $150 implies a ~$1.7T valuation.
Its cloud infrastructure business is running at a ~$50B rate -- slap a 20x multiple on that & you're looking at a $1T segment, or ~$85 of the current stock price.
Give it time: Google’s infrastructure engine is hardening beneath the surface, and over time, that strength will outweigh any search-related noise.
Search isn’t dying -- the monopoly might erode, but the market is pricing it like it’s collapsing, and that’s just not the case.
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