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@WStreetholics Avatar @WStreetholics WallStreetholic

WallStreetholic posts on X about ai, avgo, sentiment, $avgo the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

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Followers: XXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX% fashion brands XXXX% cryptocurrencies XXXX%

Social topic influence ai 28.57%, avgo #323, sentiment #814, $avgo #750, target 21.43%, $bitf #42, dividend #834, momentum 14.29%, $210m #5, adobe XXXX%

Top assets mentioned Broadcom, Inc. (AVGO) Bitfarms Ltd. (BITF) Adobe, Inc. (ADBE) Lululemon Athletica Inc (LULU) Oracle Corporation (ORCL) Bitcoin (BTC)

Top Social Posts

Top posts by engagements in the last XX hours

"Adobe ( $ADBE ) Q4 FY2025 Earnings Report record revenue record cash and a cleaner ARR framework for FY2026 WallStreetholic Sentiment Index: 7.6/10 (Quality beat record OCF and double-digit ARR guide; valuation reasonable vs. growth but GAAP vs non-GAAP spread and FX sensitivity are watch-items.) Like 👍 Share 🔁 Subscribe 🔔 🚨 Under-the-Radar Shockers (from the filing) 💰 Record OCF $10.03B FY2025 and $3.16B OCF in Q4 cash engine humming into FY2026. 🧾 ARR revaluation +$460M at FY2025 year-end (primarily FX) lifting Total Adobe ending ARR entering FY2026 to $25.66B. 📊 RPO $22.52B exiting"
X Link 2025-12-11T04:57Z XXX followers, XXX engagements

"Broadcom ( $AVGO ) Q4 FY2025 Earnings Report Breakdown - 🟢 Full Thread 🔴 WallStreetholic Sentiment Index: 7.4/10 Complete Earnings breakdown and Price-Target Framework Below Like 👍 Share 🔁 Subscribe 🔔 AI custom silicon + Ethernet drive a XX% jump FY26 kicks off with XX% EBITDA guide Explosive AI-semi momentum record cash generation and higher dividend; watch AI-mix margin drag and large non-GAAP add-backs. Catalysts Are Lining Up for AVGO. Complete Price-Target Framework Below Like 👍 Share 🔁 Subscribe 🔔 📜 Disclaimer This analysis is for educational purposes only and not investment"
X Link 2025-12-13T03:47Z XXX followers, XX engagements

"5 ❌ Key Negatives ⚠ AI-mix margin drag: management flagged XXX bps near-term margin dip as AI sales mix rises. #Margins 🧮 Large non-GAAP add-backs (intangible amortization SBC) and $2.1B tax benefit cloud GAAP comparability. #EarningsQuality 💳 Leverage is still meaningful: long-term debt $62B at FY25 year-end. #BalanceSheet 👥 Customer concentration risk in AI systems and custom silicon. #Concentration 🔌 Supply/power constraints at foundry/packaging could bottleneck AI ramps. #Execution $AVGO"
X Link 2025-12-13T03:47Z XXX followers, X engagements

"7 💸 Fair Price Target (12-mo) Methodology: DCF-to-Equity (FCFE) on the outlook above; WACC XXX% (range 9.110.0%) and terminal g (g) = 2.0%. Cross-check vs a scarcity-premium EV/EBITDA 2021 FY27E given AI custom silicon + Ethernet positioning and resilient software ballast. Base-case 12-mo PT: $XXX. $AVGO"
X Link 2025-12-13T03:47Z XXX followers, XX engagements

"8 🔮 Overall Opinion (MANDATORY Fair Value Range) Rating: HOLD. At $XXX AVGO already embeds a robust AI ramp; upside hinges on sustaining volume while managing AI-mix margin pressure. Cash generation and dividend growth support the floor but GAAP quality and concentration risks temper multiple expansion. Fair Value Range (DCF XXX% on terminal g): Low (g = 1.5%): $XXX Mid (g = 2.0%): $XXX High (g = 2.5%): $485Mid implies XXXX% 12-mo upside vs. the latest price Faster AI system wins + Ethernet share push toward High while margin compression or customer concentration would bias toward Low. $AVGO"
X Link 2025-12-13T03:47Z XXX followers, XX engagements

"3 🚨 Under-the-Radar Shockers (from the filing) 🌍 International net revenue +33% YoY while Americas X% the mix pivot is accelerating. 🧾 Gross margin XXXX% (290 bps YoY) on higher markdowns/mix; operating margin XXXX% (350 bps). 📦 Inventory +11% YoY to $2.0B but units only +4% cost/FX mix inflating dollar value. 💳 Tariff hit baked into guide: $(210)M reduction to 2025 operating income (net of mitigation) on higher U.S. import tariffs & loss of de minimis. 🛍 Q4 revenue guide X% to X% (reported) but +2% to +4% excluding 53rd week optics vs. underlying demand. 🏬 Store count 796; +12 net new"
X Link 2025-12-13T04:23Z XXX followers, XX engagements

"5 ❌ Key Negatives Americas X% revenue; comps X% U.S. remains a drag. #USSoftness 📉 GM XXX bps / OPM XXX bps markdowns/mix pressure profitability. #Margins 🧾 Tariff/de minimis removal cuts $210M from FY2025 operating income. #PolicyRisk 📦 Inventory dollars +11% (units +4%) ongoing mix/FX risk. #WorkingCapital 🗓 53rd-week distortion muddles YoY optics into Q4. #Comparability $LULU #WallStreetholic"
X Link 2025-12-13T04:23Z XXX followers, XX engagements

"7 💸 Fair Price Target (12-mo) Methodology: DCF-to-Equity (FCFE) using WACC XXX% (range 8.510.0%) and terminal g (g) = 2.0%; cross-check vs 2022 FY2026E EPS for premium global athleisure with improving U.S. trajectory and strong international. Base-case 12-mo PT: $XXX. $LULU #WallStreetholic"
X Link 2025-12-13T04:23Z XXX followers, XX engagements

"8 🔮 Overall Opinion (MANDATORY Fair Value Range) Rating: HOLD. Valuation embeds a rebound; near-term U.S. softness GM pressure and the tariff drag offset international strength and buyback support. Watch U.S. comps markdown cadence and inventory turns into 1H26. Fair Value Range (DCF XXX% on terminal g): Low (g = 1.5%): $XXX Mid (g = 2.0%): $XXX High (g = 2.5%): $XXX At $XXXXXX Mid implies XXXX% upside; faster U.S. repair + full tariff mitigation bias to High while renewed markdowns or slower China would lean to Low. $LULU #WallStreetholic"
X Link 2025-12-13T04:23Z XXX followers, XX engagements

"🚀 Oracle ( $ORCL ) Q2 FY2026 Earnings Report IaaS +68% YoY; RPO explodes to $523B; chip-neutral pivot amid capex surge 🚀 WallStreetholic Sentiment Index: 6.9/10 (Massive RPO and IaaS momentum offset by negative TTM FCF and a sharp capex ramp that raises execution/financing risk.) The Inflection Im Watching in ORCL Target Path & Assumptions (Subscribers Only). Like 👍 Share 🔁 Subscribe 🔔"
X Link 2025-12-11T04:50Z XXX followers, XXX engagements

"🟢 New Stock Alert: ⚡ $BITF: This Bitcoin Miners Valuation Is Starting to Look Dangerous (in a Good Way) Thread Below Like 👍 Share 🔁 Subscribe 🔔"
X Link 2025-12-12T05:07Z XXX followers, XXX engagements

"$BITF The Dislocation: The stock trades at $XXXX a deep discount to the Intrinsic Mid-point ($5.80). The market is pricing in "Execution Fatigue" after the fleet upgrade delays ignoring the $814M liquidity pile"
X Link 2025-12-12T05:07Z XXX followers, XXX engagements

"$BITF Summary: Bitfarms is currently a "Laggard Value" play. While the broader crypto sector is celebrating Bitcoin's move above $100k BITF is in the "Penalty Box" following a Q3 revenue miss. However the capitulation selling appears exhausted creating an asymmetric entry for patient capital"
X Link 2025-12-12T05:07Z XXX followers, XXX engagements