Kevin Simpson

Fantastic earnings. It sold off at 22x PE. Likes it here.

All space stocks are down today after a Jeff Bezos rocket exploded in a test yesterday. It has no effect on him. Explosions are expected in the test phase. Maybe investors are freeing some dry powder, perhaps to buy SpaceX.

He wrote an in-the-money call at $985. It was trading over $1,000 yesterday down to $950 today. He covered half the position and just closed it out at $5. He netted a $22 profit. Earnings were good, as expected. You can add to it at these levels, despite the high PE.

The 30x forward PE is justified, given strong earnings. He doesn't know how long this momentum will last, but he wouldn't jump off the ship today. The hyperscalers have so much free cash flow to keep buying. If the ROI doesn't emerge later, then this momentum could come to a stop, but he expects this to keep momentum to keep going for a few years.

You can't have data centres without power. Though the stock is expensive, this is a multi-year trend.

A dividend pick. Dividend are one of the best, easiest ways to hedge against inflation. This is a dividend grower, increasing each year by nearly 202% annually over the past 5 years. The total return over 3 years is 230%.

A dividend pick. Dividend are one of the best, easiest ways to hedge against inflation. This is a dividend grower, increasing each year by nearly 22% annually over the past 5 years. The total return over 3 years is 248%.

A dividend pick. Dividend are one of the best, easiest ways to hedge against inflation. This is a dividend grower, increasing each year by nearly 5% annually over the past 5 years. The total return over 3 years is 80%.