Growth Investing and Portfolio Building by Jonah Lupton
AppLovin Q3 revenue rises 55% year over year, Jonah Lupton states
AppLovin reported $2.18 billion in revenue for the third quarter, reflecting a 55% increase compared to the same period last year and a 13.4% rise from the previous quarter. Jonah Lupton, ...
Jonah Lupton: ALAB reports after close with implied move of 12–18 percent
ALAB is set to report earnings after the market close, with an implied move of 12–18 percent. Jonah Lupton, identified as an investor and market commentator, described ALAB as having traded at ...
Compute remains hard to find for Palo Alto Networks, CEO says
Palo Alto Networks CEO described compute as hard to find and said the company is a taker of terms, not a dictator of terms. Jonah Lupton, investor and market commentator, shared the remarks and ...
Jonah Lupton: MRVL to acquire LITE for $115 billion in all stock deal
MRVL has announced it will acquire LITE in an all stock transaction valued at $115 billion. LITE's market cap at the close on Friday was $76 billion, indicating a premium of approximately 50%, ...
Memory makers generate $727.2 billion annualized operating income and $2.8 trillion market cap, Jonah Lupton notes
The top five memory makers have reported their Q3 earnings with a combined annualized operating income of $727.2 billion and excluding cash, a combined market cap of $2.8 trillion. They also hold ...
Jonah Lupton: MRVL declines on LITE acquisition rumors, now below 30x CY2027 EPS
MRVL shares fell by 12% in the latest session amid rumors of a potential LITE acquisition and are now down 35% from their highs. Jonah Lupton called attention to the stock trading below 30 times ...
SK Hynix Q4 operating profits reach $88.1 billion, Jonah Lupton notes
SK Hynix reported $88.1 billion in operating profits for the fourth quarter, representing a 40% increase quarter over quarter and a 530% increase year over year. This information was highlighted ...
Jonah Lupton: SK Hynix trades at 2x forecast 2027 EPS, buybacks and dividends continue
SK Hynix is trading at what Jonah Lupton, identified as an investor and market commentator, describes as 2x its forecast 2027 earnings per share (EPS). According to Lupton, this valuation makes ...
Brazilian stocks drop sharply after election, Jonah Lupton notes
Brazilian stocks suffered steep declines, with fintech shares falling 20–50% and the EWZ ETF down 26% after Luiz Inácio Lula da Silva defeated Flávio Bolsonaro in Brazil's runoff election. ...
Jonah Lupton: Choosing a board seat from investment portfolio companies
Jonah Lupton, identified as an investor and market commentator, asked which company people would choose to join as a board member from their own investment portfolio and why. Lupton added that ...
Lower token prices are leading to higher gpu demand, Jonah Lupton notes
Jonah Lupton, an investor and market commentator, suggested that as token prices decline, usage increases, which is driving up prices for GPUs. According to Lupton, this environment is extremely ...
Jonah Lupton: Blackstone president sees steady compute demand, neoclouds expected to find capital
Jon Gray, president of Blackstone, stated that Blackstone has seen no signs of slowing demand for compute and added that neoclouds will be able to find sources of capital. Jonah Lupton, an ...
NBIS could reach $10B EBIT in 2028, Jonah Lupton notes
Jonah Lupton, Investor, Market Commentator, stated that NBIS might currently be trading at 2x its 2027 enterprise value to revenue and 1x its 2028 enterprise value to revenue multiples. He added ...
Jonah Lupton: SMH drops 16 percent over two weeks as RSI nears oversold
SMH, a semiconductor sector ETF, has declined by 16 percent over the past two weeks, with the relative strength index (RSI) at 33 and the price nearing a key support level. Jonah Lupton, ...
Anthropic could have grown faster than 50% QoQ in Q3 with more compute, Jonah Lupton notes
Rumors are circulating about Anthropic preparing to announce a $45 billion data center deal with Nscale, which suggests the artificial intelligence lab continues to face compute constraints. ...
Jonah Lupton: NBIS faces pressure amid FUD and CRWV slide, but continues deals at $30-50 million per MW
NBIS is under pressure alongside CRWV, with market sentiment impacted by widespread FUD. Jonah Lupton, an investor and market commentator, stated that NBIS remains compute constrained but ...
SK Square valuation does not reflect possible SK Hynix upside, Jonah Lupton notes
SK Square, which owns 20% of SK Hynix, is currently trading at twice its estimated CY2027 earnings per share, not accounting for SK Hynix buybacks, cash dividends through next year, or the ...
Jonah Lupton: People selling memory stocks due to CXMT threat are mistaken
Jonah Lupton, an investor and market commentator, argued that selling shares of the leading memory companies based on claims that CXMT is a significant threat is misguided. Lupton made this ...
SK Hynix trades at 2.6x CY2027 estimates after adjustments, Jonah Lupton notes
SK Hynix's enterprise value is approximately $890 billion after accounting for the 6% of operating profits attributed to Solidigm and subtracting ownership stakes of $100–150 billion and more ...
Jonah Lupton: Personal AI agents help users save thousands on insurance and travel
Jonah Lupton, investor and market commentator at Social Media / FinTwit, describes how personal AI agents are helping users save significant amounts of money. According to Lupton, his contacts ...
TSMC and Samsung post strong results but tech stocks drop, Jonah Lupton argues
Jonah Lupton, investor and market commentator at Social Media / FinTwit, highlighted that despite robust financial outcomes from TSMC and Samsung, technology stocks declined. He pointed to ...
