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@Sem
433 sats stacked
stacking since: #1552327
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88 sats \ 0 replies \ @Sem 4 Sep \ parent \ on: Daily Stock Discussion Sunday’s Weekly Close Contest 🟥 or 🟩? 20k sat award Stacker_Stocks

Damn, I was so fucking close. That damn tiebreaker fucked me over. Shit.

60 sats \ 0 replies \ @Sem 27 Aug \ on: Daily Stock Discussion ~Stacker_Stocks Stacker_Stocks

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Yes. Nvidia is basically printing money at this point 😂 $96B revenue and still accelerating. AI boom doesn’t look anywhere near done.

295 sats \ 1 reply \ @Sem 25 Aug \ on: Daily Stock Discussion ~Stacker_Stocks Stacker_Stocks

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Probably yes. Cash generation is becoming much more convincing. This is an important fundamental improvement. During the first six months of 2026, BROS generated $196.9M of operating cash flow, versus $126.8M in the same period of 2025—a 55% increase. At the same time, it has approximately $268.6M in cash.

So despite the aggressive expansion, this isn't a company that exists purely on investor optimism and borrowed money. The catch is that capex is also huge: management expects $350–370M of capital expenditures in 2026.

70 sats \ 0 replies \ @Sem 24 Aug \ on: Daily Stock Discussion ~Stacker_Stocks Stacker_Stocks

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I don't think so. Berkshire compounds through dozens of businesses and cash flows. MSTR is fundamentally tied to Bitcoin, leverage, dilution and capital markets. That's a very different—and much riskier—model.

@Sem's bio
43 sats \ 2 comments \ @Sem 21 Aug freebie
GENESIS