HeyJoeWYG's Discussions - Simply Wall St

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HeyJoeWYG

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TTD·1 day agoWait and see

I invested in TTD shortly after it went public. It performed very well for a number of years, but I got out and managed to preserve some of the gains. I am invested in AppLovin, somewhat like TTD. They just reported and outperformed on revenue and EPS, but guidance was weak and the stock took a huge hit this week. I'm still in, but have my eye on it.

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IREN·10 days agoThe Neocloud Bloodbath, The $832M Payday, and Why I'm Still Holding

Thanks Morgan. How many cloud/neocloud companies does the world need?Amazon, Google, and Microsoft all reported stellar earnings for their cloud divisions this week and last. That's a relief and a rebuke of the AI naysayers. It's also proof - or at least a strong indication - that AI monetization will largely be commercial.CoreWeave and Nebius look priced to perfection. Do we really need another neocloud in IREN? Maybe, but I'll pass.

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INTU·about 2 months agoA Wonderful Business at a Not-So-Wonderful Price

Thanks Michael. One of the things I value about companies is revenue, earnings, and free cash growth. And these things are tracked by SWS. Of at least as much importance is actual customer feedback on a company. So thanks for adding this comment. Companies get too cure sometimes. I don't think a move to the cloud is wrong, but without proper execution, as seems to be the case here, I'll pass on investing. Joe

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