MarketswithMay
@marketswithmay
Opinionated finance commenter mostly posting on the 400+ earnings calls I listen to a Q. I don't give advice. It's your $, do your DD.
Here's the deal. No cussing on any of my threads. I'm cool with disagreements. I'm cool with some trolling, to a point, even though I don't deserve it. But if you cuss on my threads it's over for you.
$NOW + 7% in the premarket and it's deserved, but let me just say this. I am so tired of poorly written press releases. You're lucky your results are outstanding but this will slam your stock one day when you don't make your numbers. Rev + 21%, Net Inc+ 31% Everything was…
$DG... one other thing... I failed to properly demonstrate the issue with selling down the inventory and fcf. Here... I marked up the Cash Flow statement to help out. @leevalueroach
$DG.. 6/3 report... my bad, it does appear to finally have it's issues under control. Rev + 5.3%, EPS + 7.9% Same Store +2.4% Story Background The former CEO retired at the Todd Vaso retired in 2022 right into the inflation of the period and all year long I thought the new CEO…
$DG.. 6/3 report... my bad, it does appear to finally have it's issues under control. Rev + 5.3%, EPS + 7.9% Same Store +2.4% Story Background The former CEO retired at the Todd Vaso retired in 2022 right into the inflation of the period and all year long I thought the new CEO…
$TSLA - 4.5% in the aftermarket. Rev -12%, Net Inc -23% Obvi not good. The call focused on the future of robotaxes & robots. They didn't actually do much on Energy which I think still has a big potential despite the down shift yoy. I get it. It's not the right timing for that…
Listening to $TSLA… Crazy to think in 10yrs, I’ll be telling students robots only started doing real work recently. Same way they’re shocked when I say the App Store started 2008—phones didn't have apps before then...
$UBER.... I think they are coming at it all wrong. You got to lean in way further IMO. Allow women to request a super good looking 6'5", blond-haired, blue-eyed guy working in finance that happens to moonlighting as an uber drive. I'm just saying. Give the people what they want.
UBER announces new option where women customers will soon be able to request women drivers This is long overdue Nobody wants their female loved one alone in a strange man’s car at night Especially when Uber’s background checks are so bad
$BSX $ISRG... this is preciesly why I do no invest in medtech. Both had crazy good Quarters. $BSX - Rev + 22%, Net Inc. + 147% $ISRG - Rev + 21%, Net Inc + 26% Both trade over 70x. ISRG up 10% only to give it all back for goodness knows why. $BSX up 4%, but if the industry…
Every now and then I get folks who comment but blocked me at some point. I then block them back, even if it’s a nice comment. Weird that the X allows one way blocking. It really promotes a certain type of trolling and algo manipulation. @CommunityNotes something to figure out.
Being not a market timer, I find it interesting some the positive reaction to $PCAR despite the Q. Were they upbeat, 100%. Are they great operators? yes. But man ... someone is calling the bottom and they are putting money where their mouth is. Good for them! No shade. Some…
$PCAR....+8% is the reason I don't like playing earnings season. I mean wow, that is a big move on a terrible quarter. Rev -11%, Net Inc -42% Why? Simple. People aren't buying the trucks. Yes, parts, the trucks are going to age a bit more in the current climate. Yes they need…
$GM... -3.5% The earnings look like hell premarket and it is actually coming from COGS. Some of this was already telegraphed in Q1. Rev -1.8%, EPS -5% Will be an interesting trading day in this one b/c unlike past times, the company is 1) still profitable 2) Trading at 7x (one…
Wow... this is interesting. Not sure how to think about it.
@tastyliveshow #PDTRule #PDT
$KMX reported 6/20/25 and ya'll haters been selling this one ever since for goodness knows what reason. I had some stub shares and am adding. Here's the deal. Rev + 6%, Net Inc + 38% This is as good as it looks as it represents a turn in the various biz AND also the benefit of…
$SNPS... I mean this was why I was long $ANSS and thought the merger was good and I think we're going to have a pretty lengthy chip cycle here..... IDK... can someone smart comment if they own this thing along side me?
Synopsys says its merger with Ansys creates a $31B addressable market. CFO Shelagh Glaser discusses long-term targets: • Double-digit revenue growth • Mid-40% op margins • High-teens non-GAAP EPS growth instagram.com/p/DMSKTRQgr6w/ $SNPS 🎙️ @Synopsys
$SNPS.... I might be wrong and I def wouldn't mind having some thoughts on this, but I think while there might have been some merger arb traders in the $SNPS-$ANSS deal, I think most will top off their $SNPS position. I mean, I get that it's close to its 52w high, but it kinda…
One of my prouder teacher moments from the 3wk seminar: The ladies who chose $WMT $AMZN $BABA understood that these are really logistics companies. That’s what distribution actually is & how you guage their relative competiveness. Mama is glowing. 💫