Joseph Invests @JosephFGI
Founder | Equity research, valuation & market analysis | Holdings: $IREN $ZETA $SOFI $CELH | Not financial advice fortgamma.com Joined June 2026-
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@dsabs11 Because nothing from horizon is calculated. Also that 1B is a year revenue so we should be 250 m
I think a lot of ppl on X can’t do basic math. 4 B ARR FOR $IREN x a 10 ttm p/s which would be a sub market forward p/s multiple = 40 b market cap for a company at 13 billion right now. Am I missing something with my math? Or are they not going to execute. Please explain bears.
@BCrytpM @SecScottBessent @realDonaldTrump I agree also, but Trump is messing everything up with Iran and yeilds flying. Idk what he is doing personally
@Samdanawich @nvidiaretail I hope people r idiots
@KennyZufall That is always what happens. People r stupid in short term. They r emotional playing calls
A lot of people are still complaining about $IREN earnings and I am not sure why. The biggest bear case a lot of investors had outside of the ai revolution failing is the dilution. But in the call we found out that their funding is much better than we thought. First off they are going to do 25-30 billion of capex in fiscal year 2027. They have 14 billion already, and they are planning to have 8 billion more from their deals. That means they will have 22 billion. They also have 7.6 billion cash on their balance sheet and the rest they can raise with atm offerings. This greatly takes down the dilution risk for the stock because depending on what route the decide to go this should be the last year of dilution for the company if there is any.
@extralovingcup What is the problem then?
@PDphillyPhil Minimal dilution and D/E ratio sub 1 right now. Macro crisis would cook every company including $NVDA if yields run and we get cooked because of a credit crisis
@nvidiaretail Ya it will happen and we will rip
@nvidiaretail Yes ir will they should be eps positive later in 2027. And with higher margins
@dsabs11 @nvidiaretail I mean 12.5 TTM P’s which is valid
@StockAnalystPro @nvidiaretail Ya it is ridiculous how ppl value $IREN
@QualCompounders $AMD was my biggest position last year at this time
@QualCompounders $IREN, $ZETA, $SOFI, $CELH was big in AMD over last year and rotated all that position in June/July when they were over $500. I also was in $ELF in May till post the last earnings and rotated
@Jellyjo97 Ya I genuinely found the cc horrible. I hope they were up late talking with Anthropic or something
@QualCompounders What others do you own
@Yivo940886 If you are in $IREN need to have a 3 year time horizon, short term sm stuff is happening
My top stocks for the next few years $ZETA: $19>100+ $SOFI: $18>$90+ $CELH: $29>$150+ $IREN: $45>$200+ $META: $550>$2000+ $HIMS:$33>$120+
@Fortgamma Ya should def be above market avg
$ZETA STILL HAS HUGE LONG TERM UPSIDE $ZETA has doubled its price over the last 2 months and is still cheap. They are trading at a 27.2 forward pe and a 3.79 forward price to sales. Their CEO has said they should do 20%+ revenue growth minimum for the future with Athena. He also is one of the biggest sand baggers in the market. They should also increase their operating margin by 1-2% a year. They should be further re rated from here with their eps growth I have in mind. On a price to sales basis even if they never even moved that ratio. Just by growing revenue at a 20%+ clip they would have a 20%+ CAGR compared to the market at an average of 10. They also should be way re rated up on a price to sales ratio basis because recurring revenue saas companies trade at higher price to sales ratios.
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