Liz Stone

    • Liz StoneLiz Stone
      ·00:45
      $NVIDIA(NVDA)$ It ranks #12 in technology growth with a score of 85. The results come from Stock Meadow's scoring model.
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    • Liz StoneLiz Stone
      ·10-29 23:40
      $ServiceNow(NOW)$ $NVIDIA(NVDA)$ This looks like a buying opportunity to me. It's down 43% right now and has erased all the gains from the last 3 months. I'm watching how it closes. There's clearly nothing wrong with the business or its earnings. Happy to be corrected if anyone has additional info.
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    • Liz StoneLiz Stone
      ·10-27
      Hard to believe that after all the bubble talk, Anthropic has burned less than $10B since inception, is already comfortably FCF positive to the tune of billions in 2026, and will likely be on a pace close to $100B in ARR by Dec 2026. I've said this plenty of times before. Ed Zitron has no background in AI, engineering, corporate finance, accounting, or investing. Just a loud voice with no expertise in any of the relevant fields needed to speak on these topics. Notice he's been quiet today. Where are the AI bears now? What's the latest negative take on Anthropic's financials? $SPDR S&P 500 ETF Trust(SPY)$  $NVIDIA(NVDA)$  $Broadcom(AVGO)$ 
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    • Liz StoneLiz Stone
      ·10-22
      $SpaceX(SPCX)$  will buy up $Tesla Motors(TSLA)$ , and in my view the stock should reach $300 in the near future. That would be roughly double from current levels.
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    • Liz StoneLiz Stone
      ·10-21
      $NVIDIA(NVDA)$  The Musk and Jensen exclusive partnership is something special. I think it extends well beyond AI for many years to come, into robotics.
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    • Liz StoneLiz Stone
      ·10-21
      $SUPER MICRO COMPUTER INC(SMCI)$ SuperMicro just raised its Q1 revenue guidance from $14.5B–$15.5B to $18.5B–$19.5B. The new midpoint is $19 billion, which is 26.7% above the prior guidance and about $4.1 billion above Wall Street's consensus estimate. If that holds, it implies up to $78 billion in annualized revenue. There's been a lot of talk about AI slowing down, but SuperMicro just lifted its quarterly revenue outlook by $4 billion. That looks like real AI infrastructure demand showing up in guidance, not hype. If margins and execution follow, the market may have to seriously rethink SuperMicro's valuation. The numbers seem to be making the case here. $NVIDIA(NVDA)$ 
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    • Liz StoneLiz Stone
      ·10-20
      $Invesco QQQ(QQQ)$ $Tesla Motors(TSLA)$ I see an HL double bottom on the 4hr, just saying.
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    • Liz StoneLiz Stone
      ·10-20
      $BigBear.ai Holdings(BBAI)$ BBAI feels like the $Palantir Technologies Inc.(PLTR)$  of peace, security, and orderly lines. It seems like it should be the gatekeeper here. BBAI as the gatekeeper in general, at least when Sunner runs the rollout through his Ghostbuster tracking model. Planter is almost always Rick Moranis. We are always the lady.
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    • Liz StoneLiz Stone
      ·10-19
      $Palantir Technologies Inc.(PLTR)$ A new winning partnership with Knox, and the AI partnership inroads keep getting bigger and stronger by the week. $250 is right around the corner after the Nov. 2nd earnings.
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    • Liz StoneLiz Stone
      ·10-19
      $Tesla Motors(TSLA)$  I think a 10% move to the upside was what the whole world was talking about with that event.
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