6/17/2026 Daily Plays Sold FISV 49.90 up on CELH PYPL and SLQT Watching ACI ASAN CHYM CRM FIG GWRE INTU ITRI LPG NFLX NOG NOW PATH PINS RBRK Z Sorry SPCX is bad for the market it is the same as Bitcoin 2021 AMC GME believe what you want! I have traded since 1994 Do not need acceptance or validation

Good morning everyone. I have been going back and forth on X last several days regarding SPCX . It is very important to know who your mentor, guru etc is.. What are they after. Are they getting paid for this, is it a pump and dump what is their goal. Know, that I do not charge anyone. I do not have any subscriptions. I have posted daily ideas/plays since January of 2021 for free! I do not care to charge. I would post in other areas on Reddit, but I am banned. I do not mind helping someone learn how to fish. So they can feed themselves and their families. I want to do DD on a stock that I have, and my stock flies. Like ADBE [265 and 343] LULU 124 PRGS 50.25 and 56.50. KMX hit 55 this morning, I was trading it at 35! I did DD why it was worth 50 over a year ago! It would be great if I can do this DD, with fundamentals and logic, back a stock and a ton of people bring an ADBE to 300 within 30 days… YES THAT IS WHAT I WANT! YOU GOT ME!

The difference is my stuff and my thesis, ideas makes sense! MY MATH MATHS!

I can tell you why ADBE should be 360+

18% earnings growth, 13% sales growth

I give it a 15x multiple, 15 PE

Earnings are expected near 25…

25 x 15 = 375

These are facts, these have happened and this was just reported. This is what fair value is to me on ADBE and there is a systemic system I use.

PYPL had a 7% sales growth and 3% earnings growth.

I think it should have an 11-13x PE. Earnings are expected near 5.50

5.50 x 11 = 60.50 [I am in 43.45, 54.50 and 59.50]

My numbers make sense, you can see why I come up with them. Both companies have good financials, have positive cash flows, can raise shareholder value in a number of ways. Have they have sales earnings, very low multiples. [As I said even a private quality company sells for 5-10x… These are 2 brand new software companies that sell below 10x! PYPL like 7x WTF!]

 

SPCX lol! They had sales of 18 billion and lost 6 billion on those sales.. But it is valued at more than MSFT META AMZN . LOL! At what point do we understand that the stock market is a live auction and stock prices have very little to do with the actual company. You can look at TSLA and  understand the market gives a clown premium on anything MUSK. We are in danger, because if he faulters on SPCX [he has already on TSLA as it has less earnings and sales] then what, the entire market falls on a MEME? This isn’t AMC GME of 2021, that were small companies that didn’t mean as much to the overall market, this is  now 1 of the largest companies in the world… WITH NO EXECUTION! This is not a niche market like Bitcoin or Crypto where a very small % of people have exposure. [By the way to me, they are all worth 0! You do not need to own any of them!] SPCX TSLA both play a big part in the US stock market… TSLA has failed to deliver taxis, robots, autonomy. They are late on every car, the sales and earnings are falling and fast… The market has not woken up…

Fair value is 75 on TSLA .. What happens if it falls to 100? What does that mean for the rest of the market?

Remember, I am not here for BS, likes or followers, 75 TSLA fair value is actually a premium for the pathetic execution of the company, I am giving him the benefit of the doubt. If you gave this car company a 10x like ADBE [Which is growing sales and earnings] it would be 20!!!!! 

What will that do to investor sentiment?

If NVDA whiffed as bad on earnings as TSLA would that crush the market? Luckily they are smoking sales and earnings.

Unlike the grifter Musk!

 

I will do up to 2-3 longs depending on the situation. The stuff on the title.

 

I sold 250 shares of FISV from 47.90 to 49.90.

 

I was in court. I am up on CELH PYPL and my gamble SLQT.

 

Good luck!

 

Very good earnings [85 score] from:

KMX   JBL

 

Good earnings from LZB