Here are 9 BEAUTIFUL graphs on the stock market!1/ $NEBIUS(NBIS)$ Forward Revenues$21M ➡️ $5.8B 277x in 4 years!Simply INCREDIBLE! 2/ $Alphabet(GOOGL)$ Cloud EBIT-$5.6B ➡️ $10.7BIn how many years will it reach $100B? 3/ $IREN Ltd(IREN)$ Forward Revenues$8M ➡️ $3.9B 488x in 7 years!UNBELIEVABLE! 4/ $Uber(UBER)$ FCF-$3.4B ➡️ $8.5B in 3 years 5/ $Grab Holdings(GRAB)$ Net Income-$1.9B ➡️ $122MThe graph will look the same as $UBER in no time. 6/ $Oscar Health, Inc.(OSCR)$ Revenues$455M ➡️ $11.1B24x in 5 years! 8/
1. $NEBIUS(NBIS)$ NBIS +177% YTD 🚀🚀🚀Unbelievably fast-growing AI infrastructure business!Can it become the "AWS of AI"?- Strong Losses- Massive Capex Plans- Huge AI Demand- 185% 2027 Revenue CAGR- Very Demanding Multiple, but very fast growth- 87% Below Consensus Price Target 2. $Rubrik Inc.(RBRK)$ RBRK +83% Since IPO 🟢Leading Cybersecurity Data Recovery and Back-up business.- Unprofitable Business- Very High SBC- Projected to reach break-even in 2027- Strong 345% Cloud ARR Growth- 24% 2027 FCF CAGR- Trading cheaper to cyber peers- 42% Below Consensus Price Target For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited tr
Breadth, Volatility, and Leadership All Deteriorating
The market continues to break down.There has been no reason to be overly bullish for weeks.• $Cboe Volatility Index(VIX)$ exploding• Terrible breadth• No leading sectors• No appetite for risk• Sell-off on good news• Increasing selling pressure• Crypto in a deep bear market• Speculative names getting crushed• Largest distribution week of the year• Indices losing the 50 day moving averageThe market has been sending clear signals for weeks. You just have to listen. All of this tells you to be cautious. It does not mean the bull market is over, but it is a good reason to be more careful for now.It is much easier to make progress when the market is in a healthy environment. But patience is key. The next window of opportunity will come. It always does. A