Toast (TOST)

Last night they reported another incredible quarter, but shares then fell 13% after hours, but this morning was up +1%. Nothing changed. Revenue and earnings and cash flow earned. Users are using AI. Plus, there was good guidance. Does the rally continue past today? Don't know, because people could be insane tomorrow.

Their quarter was excellent, though some didn't. Problem is, the restaurant stocks have been weak, so TOST has been weak. Be patient.

He added more. This has the potential to be an AI consulting company for hospitality (hotels, etc.). It's consolidating before moving higher.

They report Wednesday. Is a growth machine. He expects top and bottom beats and higher forecast. Executed well at EPS growth the past 4 quarters at 211%.

Wednesday is investor day. Lately we hear things have been slowing for them, but if they dispute that, then shares will fly.

TOST offers nothing proprietary. These companies are interchangeable.

Shares fell 8% after reporting. But revenues came in in-line, gross payment volume rose 34% YOY, and total locations jumped 34% YOY

Own this to benefit from the general trend of people eating out, whether casual or high-end. it's been stuck at these levels at a while though. Prefers this to any fast food stock.