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Costco Q1 FY2026 Earnings: 92% Renewal Rates Meet First Decline in Years

Earnings review

Costco Q1 FY2026 Earnings: 92% Renewal Rates Meet First Decline in Years

Stock flat at $882 despite EPS beat as -10bps renewal drop, missing operating leverage, and $72M tax benefit signal premium valuation under pressure

Tom Alpha Trades

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Dec 12, 2025

Newest posts

Earnings review

Broadcom Q4 FY2025 Earnings: $73B AI Backlog Meets Margin Compression Reality

Dec 12, 2025

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13 min read

Broadcom Q4 FY2025 Earnings: $73B AI Backlog Meets Margin Compression Reality

AI revenue doubling masks deeper problems: margin compression, VMware slowdown, and $2.1B accounting gain inflating profits.

Tom Alpha Trades
Tom Alpha Trades

Earnings review

Oracle Q2 Earnings: $50B AI Bet Crashes Into -$10B Cash Flow Reality

Dec 12, 2025

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7 min read

Oracle Q2 Earnings: $50B AI Bet Crashes Into -$10B Cash Flow Reality

Stock plunges 11% as free cash flow disaster overshadows "earnings beat" inflated by $2.7B one-time gain. Is Oracle building the AI future or digging a debt grave?

Tom Alpha Trades
Tom Alpha Trades

Deep dives

NVIDIA Deep Dive: The Valuation Case for 2026

Dec 11, 2025

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20 min read

NVIDIA Deep Dive: The Valuation Case for 2026

A comprehensive equity research analysis of NVIDIA (NVDA) stock with fair price valuation. Examining the AI infrastructure thesis, CUDA competitive moat, $567B market opportunity, and detailed valuation for 2026.

Tom Alpha Trades
Tom Alpha Trades

Deep dives

NICE Stock Deep Dive: The Market is Wrong (12x vs 48x Valuation)

Dec 8, 2025

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2 min read

NICE Stock Deep Dive: The Market is Wrong (12x vs 48x Valuation)

A comprehensive equity research analysis breaking down the 75% discount, AI moat, and my $185 price target.

Tom Alpha Trades
Tom Alpha Trades

Deep dives

REPORT: WIX ($96) → Target $170. The Math the Market Misses.

Dec 4, 2025

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2 min read

REPORT: WIX ($96) → Target $170. The Math the Market Misses.

Undervalued Transformation. 9.0x EV/FCF vs. Peer Median 14.2x. Upside +76.5%.

Tom Alpha Trades
Tom Alpha Trades

Deep dives

My Highest Conviction Trade: Why $NU Is 10% of My Portfolio

Nov 24, 2025

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2 min read

My Highest Conviction Trade: Why $NU Is 10% of My Portfolio

Why Wall Street is mispricing a tech monopoly as a legacy bank. Download the full valuation model.

Tom Alpha Trades
Tom Alpha Trades
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