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534 contributions to Invest & Retire Community
NVDA pre-earning
Trade on NVDA Max Profit $910 Max Loss $90
NVDA pre-earning
3 likes • 9d
I sold both for a small credit last Monday
2 likes • 8d
@Rose B monitor that day by day
S&P 500 vs. Warren Buffett
- Annual returns of the S&P 500 vs. Warren Buffett since 2000 - Most people think Warren Buffett crushed the market - Actually, since 2000, he's beaten the S&P 500 by just 2.5% per year - But that "small" edge over 26 years means: Berkshire: $10K + $134,0000 S&P 500: $10K + $73,000 - An extra $61,000 - from a 2.5% edge
S&P 500 vs. Warren Buffett
Semiconductors
- They power almost everything in today's economy - Al, smartphones, cloud computing, gaming, electric vehicles, and data centers - This ranking shows just how valuable chip companies have become as demand for computing power continues to explode worldwide - NVIDIA currently leads the industry, while companies like TSMC, Broadcom, AMD, and ASML remain critical to the global tech supply chain - One important takeaway: behind almost every major technology trend is a semiconductor company making it possible
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Semiconductors
How Nvidia makes money
According to their earnings report. Here's a look at the numbers: Revenue: $81.6B vs. $78.8B est. EPS: $1.87 vs. $1.77 est. Data Center: $75.2B actual vs. $73.5B est Q2 guide: $91B vs. $86B est. Jenson has created a financial fortress with $50B in cash on hand compared to just $8.5B debt—solid quarter for Nvidia reporting Data Center growth up +92% YoY. Question: Are you long or short Nvidia at $220?
How Nvidia makes money
SpaceX IPO coming up - Should you buy?
There are a few mega AI IPOs this year. SpaceX (including xAI) is one of them. With a valuation of $1.7 trillion dollars, it is the largest in US history. ​It's current revenue is $18 billion in 2025. So this means enterprise value to revenue ratio is around 100x. So give you a better sense of what that means, most companies have a enterprise value to revenue ratio of around 1x. PLTR (which is considered to be very overvalued) has a price to sales ratio of 62. So when it comes to new IPO stocks, we generally avoid it as insiders would dump their shares in the market first​ which drives the stock price down Cheers, Eric ---- Eric Seto Chartered Professional Accountant (CPA) Chartered Investment Manager (CIM) Founder of 5MinInvesting.com In May, I’m helping 20 people to become better at investing through Investing Accelerator. During the free strategy call, you can discuss which area of analysis you need the most help with (finding discounted stocks vs generating income). You can discuss your knowledge on options (and whether or not you are looking to learn a specific option strategy e.g. covered calls, cash secured puts, spreads) We can identify if you would benefit from the techniques covered in the program from technical, fundamentals to buying / selling options We can also discuss the tax advantages / disadvantages of using different retirement / investing accounts for each strategy. If you are interested, you can schedule a free strategy call here to see if you are a good fit. Schedule a free call Disclaimer: This communication is provided for educational and informational purposes only and does not constitute investment advice, a recommendation, or an offer to invest in any fund or strategy. No advisory relationship is formed by receipt of this content. Any references to strategies or markets are general in nature and do not reflect the performance of any client account or investment product.
12 likes • 11d
I would not buy SpaceX IPO at a $1.5T–$1.75T valuation The best move is usually: watch the IPO, let the hype settle, wait for public financials, and only buy later if valuation and execution justify it.
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Kevin Esmati
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@kevin-esmati-3254
Life Is Beautiful

Active 7h ago
Joined Oct 7, 2024
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