Mickey082024
Mickey082024
Value investor and Long Terms
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DraftKings Stock: Why It Remains As Top Picks for 2025 After a Mixed Earnings Report

$DraftKings Inc.(DKNG)$ DraftKings (NASDAQ: DKNG), the mobile gaming and sports betting platform, recently reported its quarterly earnings. The results were mixed—there were several encouraging trends but also a few cautionary signs that investors should take note of. In this article, I’ll break down the key takeaways from the earnings release, examine how DraftKings is positioning itself in the current economic environment, and update my valuation and investment recommendation for the stock. I’ll also explain why I continue to rate DraftKings as one of the top nine stocks to buy in 2025. Earning Overview DKNG reported earnings of $0.12 per share for the latest quarter, falling short of the Zacks Consensus Estimate of $0.18. Despite the miss, this
DraftKings Stock: Why It Remains As Top Picks for 2025 After a Mixed Earnings Report
avatarMickey082024
2024-11-08

Airbnb, continue missing EPS but still have steam

$Airbnb, Inc.(ABNB)$ Q3 2024 earnings reported revenue of $3.73 billion, up 10% year-over-year. Net income was $1.37 billion, or $2.13 per share, compared to $4.37 billion, or $6.63 per share, in the same period last year. Adjusted EBITDA was $2.0 billion, up 7% year-over-year. Bookings Growth Nights and Experiences Booked increased by 8% to 123 million from a year earlier. Gross booking value totaled $20.1 billion in the third quarter. $1.1 billion of free cash flow during Q3 and $4.1 billion over the trailing twelve months While Airbnb has missed earnings per share (EPS) expectations in some quarters, the company still shows strong growth potential. Analysts have mixed ratings, but many maintain a positive outlook2. The company's revenue growth,
Airbnb, continue missing EPS but still have steam

Super Micro Soars Nearly 18% on Breakthrough Cooling Tech for AI Data Centers

$SUPER MICRO COMPUTER INC(SMCI)$ On the morning of May 14th, 2025, Super Micro Computer (NASDAQ: SMCI) made headlines with a breakthrough announcement that sent its stock surging almost 18% in early trading. The news? A next-generation liquid cooling solution specifically engineered for AI-optimized data centers—one of the most power-hungry and strategically important pieces of infrastructure in the modern tech economy. This development couldn’t come at a better time. With the ongoing AI boom, data center construction is accelerating across the globe, but it’s running into a fundamental constraint: power availability. In this article, I’ll explain why Super Micro’s innovation is such a big deal, how it fits into the broader AI infrastructure narra
Super Micro Soars Nearly 18% on Breakthrough Cooling Tech for AI Data Centers
avatarMickey082024
2024-11-11

Everything You Should Know Before Grab Q3 Earnings

$Grab Holdings(GRAB)$ GRAB is the dominant ride-hailing and food-delivery player in Southeast Asia. The platform provides a wide range of services, including ride-hailing for transportation, food delivery to satisfy cravings, as well as ventures into e-commerce and various fintech solutions. The company is expected to release Q3 2024 earnings report on 2024/11/11 ET after bell. As the company's core business, deliveries accounted for over 50% of the revenue in Q1, with mobility close to 40%. The profit growth and contributions of these segments have attracted widespread market attention. Market expectations for the Q3 2024 financial performance of the company are as follows: The company is projected to achieve a revenue of $699.83 million, represe
Everything You Should Know Before Grab Q3 Earnings
avatarMickey082024
2024-11-04

Stock to watch: Hims & Hers Health

$Hims & Hers Health Inc.(HIMS)$ Company Overview operates a leading telehealth platform that provides range of services and product online that connects consumers to licensed healthcare professionals. The company offers a wide range of curated health and wellness products, including both prescription and non-prescription items, available for direct purchase through its websites and mobile applications. Key focus areas include general wellness, sexual health, skincare, and hair care. The company’s direct-to-consumer model, where users consult with licensed healthcare professionals and access treatments and products through their platform. Combined with its commitment to healthcare accessibility, Hims expanded their services to United Kingdom in
Stock to watch: Hims & Hers Health

The Shocking Truth About Active Management ETF: YieldMax ETFs

$YIELDMAX PLTR OPTION INCOME STRATEGY ETF(PLTY)$ $YieldMax MARA Option Income Strategy ETF(MARO)$ $YIELDMAX NVDA OPTION INCOME STRATEGY ETF(NVDY)$ They say there’s no such thing as a free lunch, yet YieldMax appears to be offering some of the highest yields in the market—though not without a cost. Despite the risks, the firm has managed to attract nearly $10 billion in assets under management (AUM). One of the most common questions we get about ETFs revolves around YieldMax: Is an 83% yield too good to be true? Could these high-yield ETFs be the answer to your retirement planning gap? Let's find out. YeildMax Background As an ETF veteran, my first question was: W
The Shocking Truth About Active Management ETF: YieldMax ETFs
avatarMickey082024
2024-11-08

DKNG benefit from FOMC rate cut?

$DraftKings Inc.(DKNG)$ DraftKings (DKNG) could benefit from the FOMC rate cut Lower Borrowing Costs. Reduced interest rates can lower the cost of borrowing for DraftKings, making it easier to finance operations and expansion efforts.Lower interest rates generally encourage consumer spending, which could lead to higher demand for DraftKings' services. Positive Market Sentiment Rate cuts often boost investor confidence and can lead to higher stock prices, benefiting companies like DraftKings. Which is currently happening now. Q3 Financial Performance DraftKings reported its Q3 2024 earnings with several key highlights: Revenue: The company posted $1.1 billion in revenue, a 39% year-over-year increase. Monthly Unique Payers (MUPs): MUPs reached 3.6
DKNG benefit from FOMC rate cut?

REIT Investors 2025 Investment Warning & Strategy

$Realty Income(O)$ $NNN REIT INC(NNN)$ $Simon Property(SPG)$ Real estate investment trusts (REITs) have experienced a significant decline in recent weeks. On average, they've dropped by about 13%, with individual REITs like Realty Income falling by over 20%. The primary reason behind this sell-off is the growing uncertainty about future inflation. As a result, the Federal Reserve (FED) has decided to pause its rate cuts for the time being. Until now, the investment thesis for REITs was largely based on expectations of rate cuts. The assumption was that REITs had dropped due to rate hikes, and thus, they should rebound once rates were reduced. However, with fewer rate
REIT Investors 2025 Investment Warning & Strategy

Historical Context For Stock Investors Trump Recession Day

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ Hey everyone, Today I'm going to talk about Trump's Recession Day tariffs and some of the broader policies we're seeing from the administration—and more importantly, what all of this could mean for investors right now. Normally, I focuses on individual stock analysis—probably 80–90% of the time—but I’ve had a lot of requests to share my macro views, so this is my attempt at that. I'm aiming to do something like this maybe once a week, depending on how it goes. Since we’ve got this big “Recession Day” event coming up on, April 2, 2025, I thought now would be a good time to frame how I’m looking at all of this from an investor perspective—especially in historical context
Historical Context For Stock Investors Trump Recession Day

Micron Technology Stock Analysis, Would You Buy Now?

$Micron Technology(MU)$ The Deep Cyclical Strategy Micron is a textbook example of a high-quality cyclical business. If you look at their historical earnings (represented by the green areas in most charts), you’ll notice that every few years, earnings drop significantly—sometimes even going negative—but they eventually recover, often to new highs. That’s the key pattern I look for. I’ve written about Micron several times on Seeking Alpha—10 articles in total, starting back in 2018. My first buy was in October 2018. I published a "hold" article on December 31, 2019, but it was actually a sell in practice—I took profits around then for about a 45-50% gain. I didn’t buy again until 2022, when the stock had fallen around 50% from its highs. I sold again
Micron Technology Stock Analysis, Would You Buy Now?
avatarMickey082024
2024-11-11

Paramount Q3 2024 streaming profit, but slow TV and studio struggles pressure

$Paramount Global(PARA)$ As of November 9, 2024, Paramount Global has released its Q3 2024 earnings report. Here's a summary of the key financial highlights from that report: Paramount Global Q3 2024 Earnings Report Summary: Total Revenue: Paramount reported $7.6 billion in total revenue for Q3 2024. This represents a slight decline compared to the same period last year, driven primarily by weaker-than-expected performance in its advertising segment and higher content costs. Net Loss: The company posted a net loss of $0.9 billion, or $1.05 per share, compared to a net loss of $0.4 billion for Q3 2023. The increased losses are largely attributed to the continued investment in streaming and content creation, particularly for its Paramount+ platform.
Paramount Q3 2024 streaming profit, but slow TV and studio struggles pressure
avatarMickey082024
2024-11-17

Tesla, Trump Policy Turn The Table or Sales on Story?

$Tesla Motors(TSLA)$ $TESLA 3xLongSG261006(TSYW.SI)$ $TESLA 3xShortSG261006(TSXW.SI)$ In the U.S., electric vehicle (EV) subsidies have become increasingly contentious and may face rollback or restructuring due to political divides and economic pressures. The Biden administration's policies—such as the $7,500 tax credit for new EVs and $4,000 for qualifying used models—were designed to increase EV adoption as part of a broader climate agenda. However, these initiatives have met resistance, particularly from Republican lawmakers who argue the subsidies are costly and poorly executed, pointing to supply chain issues and minimal returns on some investments lik
Tesla, Trump Policy Turn The Table or Sales on Story?

Googles Invested These Stocks, Should You?

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Google remains the third most valuable brand in the world and is owned by the fourth-largest company globally. Google's technological ambitions span a wide range—from smart contact lenses and autonomous vehicles to quantum computing. Driving these innovations is its primary revenue engine: ad spending, soon to be bolstered by cloud computing. Reviewing Google's 13-F When one of the world's leading tech companies invests in other businesses, it naturally grabs the attention of investors. Today, we'll explore Google's investment portfolio, encompassing 45 companies, to uncover key insights. For context, firms holding over $100 million in publicly traded stocks are require
Googles Invested These Stocks, Should You?
avatarMickey082024
2024-12-10

Ultria Group (MMO) Highest-Yielding Dividend Stocks Heading Into 2025!

$Altria(MO)$ is currently trading at $57.38 per share. This stock is favored by dividend investors due to its significant 7.12% dividend yield. Earlier this year, it was considered a buy at $40, meaning it has gained about 37% year-to-date. Altria is facing a period of stagnation in terms of price movement, with its stock being highly influenced by external factors like government regulations and market shifts. While the company's dividend yield remains strong, its stock's technical setup suggests a more cautious approach, with limited growth in the short term. Watch for potential signs of a trend reversal or breakout, especially if the company continues to make progress in its shift to non-combustible products and adapts to market challenges. Earni
Ultria Group (MMO) Highest-Yielding Dividend Stocks Heading Into 2025!

Is This The Most Incredible Footwear & Accessories Value Stock Today? (Not Nike)

$Crocs(CROX)$ Since June, shares of Crocs have fallen by 34%, but I don't believe the company is necessarily in a worse position now compared to then. The advantage for investors here is that as Crocs becomes more of a value stock, management has the opportunity to buy back shares. This reduces the number of shares outstanding, ultimately increasing the earnings per share for investors. Earning Overview Let’s break down some numbers today to see just how quickly the company could buy back stock in 2025. To start, let's examine the stock movement. I'll show a chart of Crocs' drawdowns, which simply indicates how much the stock has dropped from its peak. The last peak was June 17, 2024, and since then, shares have fallen by 34%. Another useful metri
Is This The Most Incredible Footwear & Accessories Value Stock Today? (Not Nike)

Payment Giant Is In Crisis? Hold For Entry Opportunity?

$PayPal(PYPL)$ The past three years have been nothing short of disastrous for PayPal. After nearly a decade of exponential growth and a soaring stock price, the company suffered a dramatic 85% decline in its valuation in 2022. This downfall was driven by several factors threatening PayPal’s survival, including the rise of competing payment methods like Apple Pay and the slowdown in e-commerce as pandemic restrictions eased and consumers returned to physical stores. However, the situation took an even darker turn in December 2024 when PayPal became embroiled in massive fraud allegations. A popular YouTuber's investigation revealed that one of PayPal's most significant acquisitions, Honey—a prominent online coupon aggregator—was allegedly involved i
Payment Giant Is In Crisis? Hold For Entry Opportunity?

Palo Alto Netowork, A Buy or Wait For Historical Pullback Trend?

$Palo Alto Networks(PANW)$ Palo Alto Networks: A Closer Look at Its Platformization Strategy and Growth Prospects Palo Alto Networks is a fascinating cybersecurity company, particularly with its platformization strategy that it began implementing in late 2022. I’ve been tracking this company for several years, and it has been one of the standout cybersecurity stocks in the market. If you’ve been following me, you’ll know I’m quite bullish on the cybersecurity sector for the next decade or more, believing it will see substantial growth. That said, the question remains: is Palo Alto Networks a buy, hold, or sell? In this video, I’ll explore that by analyzing the company's revenue growth, profit margins, cash flow, return on invested capital, and val
Palo Alto Netowork, A Buy or Wait For Historical Pullback Trend?

Why is Super Investor and Smart Money Buying VISA?

$Visa(V)$ Visa's stock is at an all-time high, yet many top investors are still purchasing at these record levels. Why is that? Is it simply a safe investment with little risk of loss, or does Visa still have room for growth? In this video, we'll apply our seven-step analysis to explore why Visa remains such an appealing investment, even at its peak, and what the future might hold for this outstanding company. Visa is a major player in the digital payments space, enabling both individuals and businesses to transfer money through its extensive network, VisaNet. The company processes transactions across more than 200 countries, and in 2022 alone, it handled around 24.42 billion payments valued at approximately $13 trillion. Let’s begin with a look at V
Why is Super Investor and Smart Money Buying VISA?
avatarMickey082024
05-15 14:48

Royal Caribbean Stock Revisited: From Undervalued to Overheated?

$Royal Caribbean Cruises(RCL)$ Alright, so I recorded a article on Royal Caribbean Cruise Line back on April 10th, 2025. At the time, the stock was trading around $190 per share, and I rated it as a buy. It was one of those setups where there was a clear catalyst—an opportunity I highlighted, primarily around the company’s effort to reduce its long-term debt, lower interest expenses, and increase profitability. Since then, Royal Caribbean’s stock has rallied, jumping from $190 to about $233 per share as of this recording. So, if you acted on that recommendation and made some money—congratulations! I'm always glad when my analysis helps generate profits for viewers. In this article, I’m going to revisit Royal Caribbean, assess the long-term risks, u
Royal Caribbean Stock Revisited: From Undervalued to Overheated?

Disney Earning Push The Stock Higher?

$Walt Disney(DIS)$ The Walt Disney Company recently reported its latest quarterly results, which were released before the market opened alongside reports from Nova Nordisk and Uber. As for Disney, the stock is currently down 1.1%. While that might seem like a pullback, it was still a strong quarter overall, with some positive remarks from the earnings call. Year-over-year, Disney’s stock is up 16%, and it now has a market cap of just over $22 billion. Its forward P/E is currently 27 times. Earning Overview Strong Earnings Performance: Disney’s Q1 2025 results showed a significant beat on earnings, with a 22.2% EPS surprise and a 44.3% year-over-year increase in EPS. This strong performance indicates that Disney is on track to recover and grow, boos
Disney Earning Push The Stock Higher?

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