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@StocksCashFlow "@MrMikeInvesting $UNH is such an easy pick. Dominates private healthcare keeps growing earnings year after year and has pricing power most companies dream of. The margins cash flow and scale make it one of the most reliable long-term plays in the market"
X Link @StocksCashFlow 2025-10-13T22:34Z XXX followers, 1736 engagements

"Lets look at stock price performance. Between 1995 and 2000 Ciscos stock rose about 3800%. At its peak it briefly became the most valuable company in the world with a market cap of around $XXX billion. Then the bubble burst and the stock crashed 88%. From 2023 to 2025 NVIDIA rose about XXX% and reached a $XXX trillion market cap at a point. Today $NVDA is the most valuable company in the world. Different times but both saw massive hype"
X Link @StocksCashFlow 2025-10-12T12:13Z XX followers, XX engagements

"Heres why theyre in the spotlight: $NBIS multi-billion Microsoft partnership to expand AI infrastructure. $CIFR $3B hosting deal with Fluidstack and backed by Google. $IREN $225M+ recurring revenue from AI cloud contracts. $CRWV $36B+ in contracts with Meta & OpenAI. $GLXY $460M funding to build a XXX GW AI campus"
X Link @StocksCashFlow 2025-10-14T23:50Z XXX followers, XXX engagements

"Remember those mystery $BMNR assignments that made no sense Today I decided to make sense of them by selling covered calls and finishing the wheel. Strike: $XX Expiry: Oct XX 2025 Premium: $1730 Contracts: X The shares are likely to be called away and Im completely fine with that. Itll free up cash for other opportunities while I keep the premium"
X Link @StocksCashFlow 2025-10-13T19:20Z XXX followers, XXX engagements

"But heres the other side: Many are still unprofitable. Some carry heavy debt to expand. Hardware gets outdated fast (Blackwell chips are replacing H100s already). Power costs and supply are massive risks. If AI demand slows some of these names could crash just as fast as they rose"
X Link @StocksCashFlow 2025-10-14T23:50Z XXX followers, XX engagements

"@StockMKTNewz This is what separates today from the Dot Com bubble. Back then stocks ran on hype. Now companies like $TSM are posting 31%+ revenue growth. Theres real cash behind the charts"
X Link @StocksCashFlow 2025-10-09T14:08Z XXX followers, 2308 engagements

"Over the last year a lot of old Bitcoin miners realized theres more money in powering AI than mining crypto. So they repurposed their data centers. They took the same data centers that once mined Bitcoin and turned them into facilities that rent out computing power to AI companies. Thats how $CIFR $IREN and $GLXY entered the AI game"
X Link @StocksCashFlow 2025-10-14T23:50Z XXX followers, XX engagements

"The bull case is simple: Global AI demand is exploding. Data centers are the new oil fields. These companies already have land power and infrastructure. If AI keeps growing like it has they could be the picks and shovels of this new era"
X Link @StocksCashFlow 2025-10-14T23:50Z XX followers, XX engagements

"Everyone is calling this the AI bubble" and comparing to the DotCom bubble. But how true is that I compared the star of this boom NVIDIA ($NVDA) to the star of the DotCom era Cisco ($CSCO). I looked at profits valuations and stock performance. The results may surprise you. 👇 🧵"
X Link @StocksCashFlow 2025-10-12T12:13Z XX followers, XX engagements

"@zerohedge This will be interesting to watch. The AI data center space is getting crowded fast. The ones that survive long term will be those with real diversification (multiple revenue streams strong partnerships) and a path to profitability beyond just compute hype"
X Link @StocksCashFlow 2025-10-15T11:40Z XXX followers, 5021 engagements

"Were in earnings season the time when numbers tell the truth. Here are a few things to watch out for: - Revenue growth are sales rising or stalling - EPS is profit growing faster than sales - Margins pricing power or pressure - Guidance are they raising or cutting outlooks Earnings show whos executing and whos just talking"
X Link @StocksCashFlow 2025-10-15T12:00Z XXX followers, XX engagements

"Meanwhile $NBIS and $CRWV are pure-play AI cloud providers. They dont just rent out power They sell full GPU computing services (the chips behind AI) to clients like Microsoft Meta and OpenAI. Think of them as smaller faster-moving versions of AWS"
X Link @StocksCashFlow 2025-10-14T23:50Z XXX followers, XXX engagements

"@DevotedDividend If I had to choose at this stage of my life Id go for both. $200K in rental equity and $200K in $O. Each has its pros and cons and instead of picking one Id rather benefit from both"
X Link @StocksCashFlow 2025-10-11T22:14Z XX followers, XXX engagements

"Both companies reached similar Price-to-Sales ratios. Cisco was around 33x and NVIDIA is around 27x. Thats where the real risk lies. Paying too much for future growth. With expectations this high even a small slowdown can lead to a sharp correction"
X Link @StocksCashFlow 2025-10-12T12:13Z XX followers, XX engagements

"$UNH is one of those stocks that doesnt need a story. The numbers tell it all. It dominates private healthcare grows earnings every single year and has pricing power most companies can only dream of. Strong margins. Endless cash flow. Decades of scale. Its not hype. Its habit. The kind of stock you buy hold and let compound quietly while others chase the next big thing"
X Link @StocksCashFlow 2025-10-15T20:27Z XXX followers, XXX engagements

"Valuation is where the bubble talk starts. Cisco traded around 150200x P/E at its peak. NVIDIA trades around 5060x P/E today. Still expensive but a lot more grounded. In fact NVIDIAs PEG ratio (1.3) suggests its price aligns with real earnings growth"
X Link @StocksCashFlow 2025-10-12T12:13Z XX followers, XX engagements

"You dont have to pick one investing strategy or argue about which one is the best. Theres no single path to wealth. It depends on your goals your capital and your risk tolerance. Some people invest in individual growth stocks. Some trade options for cash flow. Some prefer dividend stocks or ETFs for steady returns. Others buy index funds and simply set it and forget it. Some go for penny stocks bonds or even crypto. Each approach comes with its own risk and reward. What works for one person might not work for another. The best strategy is usually a mix that fits your life your temperament and"
X Link @StocksCashFlow 2025-10-08T16:51Z XXX followers, XX engagements

"@GuyTalksFinance Usually home ownership isnt the problem. Buying more house than you can afford is. If you stay within your budget pick the right area and think long term owning a home can be a good financial move"
X Link @StocksCashFlow 2025-10-15T22:59Z XXX followers, X engagements

"Everyones talking about AI data center stocks $NBIS $CRWV $CIFR $IREN $GLXY. Theyve all skyrocketed lately. But how many people actually know what these companies do Lets break it down 🧵"
X Link @StocksCashFlow 2025-10-14T23:50Z XXX followers, XXX engagements