USA Stocks discussion - Part 3

[mooseolly]

Azure +38%

 

[mooseolly]

Revenue beat by 1.4B

 

[mooseolly]

Servicenow:

(EPS) of $0.92 against a forecast of $0.89
Revenue $3.57 billion against the anticipated $3.53 billion
Announced a $5 billion share repurchase
21% increase in subscription revenue for Q4 2025, reaching $3.466 billion
Renewal rate of 98%
Free Cash Flow: $4.6 billion for the full year, a 34% increase YoY


All beat but stock down 6% post market.

 

[elvintay07]

Heng I hoot alot when it dip to $600. I also have losing stocks but this one more than make up for it. That’s why it is important not to put everything into one basket and just patiently wait for it without any worry.

Microsoft pulling back , I only add alittle when it dip below $450. Time to add more.

Yeah. Haha! That is my next buy also.

 

[elvintay07]

Revenue beat by 1.4B

Haha! Like I say lo. Free money. Haha! Knn! Never drop to $400 like my bear friends said. Bang balls la they all. Side on the motorboat and see fishermen netting big fish.

 

[stanlawj]

Sell all my Larvotto Resources. 100% cash now. UAMY plunged 15% after hours. When stock falls quickly on a single bad news/rumor, means all good news have been priced in. Shoot first, ask later.

https://www.reuters.com/world/asia-...-mineral-price-floors-sources-say-2026-01-28/

Exclusive: US moves away from critical mineral price floors, sources say​

Jan 28 (Reuters) - The Trump administration is stepping back from plans to guarantee a minimum price for U.S. critical minerals projects, a tacit acknowledgment of a lack of congressional funding and the complexity of setting market pricing, multiple sources told Reuters.

The shift, which comes as a U.S. Senate committee is reviewing a price floor extended last year to MP Materials (MP.N), opens new tab, marks a reversal from commitments made to industry and could set Washington apart from G7 partners, opens new tab discussing some form of joint price support or related measures to bolster production of critical minerals used in electric vehicles, semiconductors, defense systems and consumer electronics.

At a closed-door meeting earlier this month hosted by a Washington think tank, two senior Trump officials told U.S. minerals executives that their projects would need to prove their financial independence without government price support, three attendees told Reuters.

"We're not here to prop you guys up," Audrey Robertson, assistant secretary of the U.S. Department of Energy and head of its Office of Critical Minerals and Energy Innovation, told the executives. "Don't come to us expecting that."

The shift would guide future deals and does not affect MP's price floor, which the government agreed to as part of an investment package last July.

Robertson was joined by Joshua Kroon, the deputy assistant secretary for textiles, consumer goods, materials, critical minerals and metals at the U.S. Department of Commerce's International Trade Administration.
Both Kroon and Robertson told the meeting that Washington is no longer in a position to offer price floors, according to the sources.

Kroon and Robertson did not respond to requests for comment.
The administration's current stance is in contrast to a closed-door meeting held last July, where two separate officials told minerals executives that a floor price extended to MP Materials days prior was "not a one-off" and that the administration was working on price supports for other projects.

Since then, the administration has taken equity positions in Lithium Americas, opens new tab(LAC.TO), opens new tab, Trilogy Metals (TMQ.TO), opens new tab, USA Rare Earth (USAR.O), opens new tab and others. None were offered price floors, sparking questions about the government's commitment to that financial tool.

 

[elvintay07]

rare earths uplorry , senate committee don't allow plan for price floor

Where got up lorry. REMX still $90+. If it is $30 then maybe. Haha

 

[mooseolly]

Servicenow:

(EPS) of $0.92 against a forecast of $0.89
Revenue $3.57 billion against the anticipated $3.53 billion
Announced a $5 billion share repurchase
21% increase in subscription revenue for Q4 2025, reaching $3.466 billion
Renewal rate of 98%
Free Cash Flow: $4.6 billion for the full year, a 34% increase YoY


All beat but stock down 6% post market.

I updated my intrinsic value calculation based on free cash flow method on the latest financial report.

Free cashflow of 4.6b,
Total debt 2.4b (On the financials it only show the long term debt so I just put same as previous quarter)
Cash and equivalent 6.2b
next 5 years growth rate 21%

Fair value now increased to 214.63 from 186
This makes no sense siah

At current share price it is based on only 10% growth rate for the next 10 years.

 

[stanlawj]

Where got up lorry. REMX still $90+. If it is $30 then maybe. Haha

Yup... REMX should start a serious correction now. The chart shows REMX topped out on Monday.
It's time to walk away from the casino table with the chips still in my pocket.

 

[elvintay07]

Yup... REMX should start a serious correction now. The chart shows REMX topped out on Monday.
It's time to walk away from the casino table with the chips still in my pocket.

Totally agree. 1 bird in hand better than one dozen in the bush

 

[stanlawj]

 

[Krabs.]

this thread became hidden in the subforum ...

 

[wutawa]

Azure +38%

premkt -7%

 

[Euqorab]

I doubled down at $48x last Friday to average down

then it dropped to $470 hahaha

Fml
Today laosai
Why drop 56 bucks or 11% to $425 huh?

 

[LWZ]

I doubled down at $48x last Friday to average down

then it dropped to $470 hahaha

Can average down further now

 

[Krabs.]

gld reach rsi of 88 .... previously this high was august 2020

guess correctly i anyhow one ....

 

[Euqorab]

Can average down further now

Bo lui liao

 

[CrashWire]

Really vomit blood today.