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BuffQuant
@buffquant.bsky.social
Fin Tek spotlights Symbotic ($SYM), a pure-play automation leader with 650+ patents, whose systems operate without human intervention. Walmart is investing $500M into a new retail business using Symbotic's AI robotics. Risk: concentrated customer base (11 customers). #Robotics #Investing #BuffQuant
February 3, 2026 at 1:03 PM
Robotics market booming! Fin Tek sees Hyundai Motor Group ($HYMTF) as a 2026 robotics play, thanks to its ownership of Boston Dynamics, a leader in advanced robotics. $HYMTF stock could rise. Buy via Korean exchange or OTC. #Robotics #Investing #BuffQuant
February 2, 2026 at 1:03 PM
Fin Tek: Google ($GOOGL) drives the AI/robotics frontier via Gemini, Wing, & Waymo. Undervalued, even with Buffett's backing, its robotics could add trillions to market cap. #Robotics #AIStocks #BuffQuant
February 1, 2026 at 11:03 PM
$MSFT earnings beat top/bottom lines, but FCF dipped due to heavy AI/cloud CapEx. This signals growth investments. With strong revenue backlog & attractive valuation, Dividendology sees a potential buying opportunity despite short-term FCF dip. #Microsoft #Investing #BuffQuant
February 1, 2026 at 6:10 PM
Earnings season = high volatility & risk. Couch Investor weighs selling high-flyers pre-report to cut drawdown, preferring to buy post-earnings for info & better prices. Market conditions impact results. Manage stress & adjust positions. #stocks #investing #BuffQuant
February 1, 2026 at 1:03 PM
Tech earnings: $META's AI capex shines; $MSFT's Azure/OpenAI raises concerns. NeoCloud & software face AI disruption headwinds. Volatility creates long-term investing opportunities. #stocks #investing #BuffQuant
February 1, 2026 at 2:02 AM
Amid economic uncertainty, defensive sectors are key. Dividendology on Waste Management ($WM): Solid growth, impressive FCF, and recession-proof revenue drove market outperformance. But a high PE means future returns depend on sustained earnings growth and valuation. #stocks #investing #BuffQuant
January 31, 2026 at 11:02 PM
Couch Investor explains why $SOFI is down despite strong Q4 & growth: Macro pressures from PPI & Fed nominee fears. Advice: Focus on fundamentals, accumulate shares on dips. Predicts $SOFI will exceed conservative 2026 guidance. #SoFi #Investing #BuffQuant
January 31, 2026 at 6:11 PM
Motley Fool on $DASTY: Strong simulation SW & recurring revenue drive stability. Despite new CEO uncertainty & minimal AI boost, expect market-average returns with high safety. #stocks #investing #BuffQuant
January 31, 2026 at 1:03 PM
GE HealthCare ($GEHC), newly independent, targets recurring revenue growth. CEO Roland Rott (Motley Fool interview) outlines a strategy of smart devices, drugs, & digital solutions, leveraging 85+ FDA-cleared AI devices. Expanding via SaaS & partnerships. #stocks #investing #BuffQuant
January 31, 2026 at 2:02 AM
AI fears disrupt SaaS, hitting stocks like $NOW. Unrivaled Investing explores if AI will undermine ServiceNow. $NOW has critical modules & sticky customers, and is integrating AI. But valuation concerns remain amidst potential AI challenges. #Stocks #Tech #BuffQuant
January 30, 2026 at 11:02 PM
Software stocks are undervalued from market overreactions, offering buying opportunities. Our presenter invested $60k in $NOW, also buying $ADBE, $CRM for long-term. Avoid $MU (cyclical) & $PLTR (political risks). Think clearly, ignore Wall St. overreactions. #Stocks #Investing #BuffQuant
January 30, 2026 at 1:06 PM
Jeremy Lefebvre (Financial Education/BuffQuant) reveals top long-term holdings: $META, $AMD, $AMZN. He's bullish, calling them significant investments. $META: large public account. $AMD: heavily acquired late 2024/early 2025. $AMZN: core holding everyone should own. #stocks #investing #BuffQuant
January 30, 2026 at 2:02 AM
Medicare changes hit healthcare stocks. Is UnitedHealth ($UNH) under $300 a buy or trap? 2025 rev up/earnings down; 2026 rev down/margins up, AI to drive savings. Couch Investor says existing holders accumulate, new investors wait. #stocks #investing #BuffQuant
January 28, 2026 at 11:02 PM
$MA & $V hit by sell-offs. Interest rate cap fears overblown. Video compares both using valuations, growth, FCF. $MA has lower P/CF than $V & faster projected earnings growth, making it a slightly better opportunity. Both high-quality. #Stocks #Investing #BuffQuant
January 28, 2026 at 1:02 PM
Fin Tek's video spots Nokia ($NOK) as an undervalued stock for 2026, benefiting from the global 5G/6G buildout. Its network infra focus, low valuation (per investing.com), & a $1B Nvidia ($NVDA) investment for 6G make it a cheap play on the telecom wave. #stocks #investing #BuffQuant
January 27, 2026 at 11:02 PM
Nuclear's role grows. Fin Tek showcased $BWXT's revenue jump ($2B to $3B+) & sustained profit. However, major political risks in nuclear threaten valuations; policy changes are paramount. #NuclearEnergy #Investing #BuffQuant
January 26, 2026 at 6:10 PM
Tech downturn has investors eyeing buys. Is $META's sell-off a huge opportunity? Analysis: Cyclical ad revenue & growing users versus high AI capex impacting FCF. Valuation hints undervaluation, but future returns depend on earnings growth & capex payoff. #Stocks #Investing #BuffQuant
January 26, 2026 at 1:02 PM
Fin Tek spotlights Mizuho ($MFG) as Japanese banks eye global expansion. $MFG is boosting ROE to compete with Western peers, potentially strengthening its P/E. Trading under $10, $MFG gained 50% in the last year. #stocks #investing #BuffQuant
January 26, 2026 at 2:02 AM
Nanalyze reviews Recursion ($RXRX): Impressed by its AI for drug discovery via cellular analysis. Concern: In-house drug development is too costly. Suggests $RXRX focus on AI, partner for dev. Cautious interest remains. #AIDrugDiscovery #Biotech #Investing
January 25, 2026 at 11:02 PM
$SOFI Q4 earnings imminent! @CouchInvestor predicts strong results: ~1M new members, $990M+ revenue (possibly >$1B), 12-13c EPS. Watch for management updates on crypto, SoFi Pay & Invest monetization. Stock support near $25-26. #Fintech #Earnings #BuffQuant
January 25, 2026 at 2:02 AM
Unrivaled Investing questions $CRM: Deep value or AI casualty? Amid AI disruption, $CRM shows modest growth since 2022 despite strong FCF. AI offers ops but threatens segments. Presenter sees risks, doubts 10% organic growth, suggests better plays. #Stocks #Investing #BuffQuant
January 24, 2026 at 6:10 PM
Motley Fool evaluated Philip Morris ($PM) as a defensive income stock. They noted its pivot to smokeless products offsetting cigarette decline, growth in emerging/US smokeless, but also regulatory risks & thin dividend coverage. Analysts project 0-10% returns. #Stocks #Investing #BuffQuant
January 24, 2026 at 1:02 PM
Why $RKLB is down (Neutron failure) & $ADBE is undervalued (growth/multiples). $PYPL boosts agentic commerce via Symbio. Positive USPC inflation/GDP mean no immediate Fed rate cuts. Gemini gains AI traffic share. #stocks #investing #BuffQuant
January 24, 2026 at 2:02 AM
Motley Fool gave United Rentals ($URI) an 8/10. Durable, mature business growing via consolidation & construction. CEO Flannery praised for capital stewardship; ROIC doubled in 10 yrs. Analysts see 10-15% return in 5 yrs. Anand Chokkavelu will buy shares. #stocks #investing #BuffQuant
January 23, 2026 at 6:10 PM