Скачать или смотреть Poster Child of Crapness: Bapcor’s 65% Discount Disaster + Why the Market is Slaughtering AIM & RDY

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What an interesting day on the market! Tech had another stellar run, up 3.33% overall, providing a great lead-in for Wall Street. We start today's video discussing the NVIDIA results—despite the beat, the aftermarket reaction has been mixed. I break down why a forward P/E of 25 for a company growing at 60-70% is, in my opinion, insanity.

However, the ASX side of things was a bit of a "Bad News Bears" situation for reporting companies. While many stocks were up, they weren't up by much, but the ones that missed expectations were absolutely slaughtered. We look at Cettire, ReadyTech, and our Stock of the Day, AI Media, which plunged 37% after withdrawing long-term aspirational targets.

I also touch on my upcoming move to Brisbane and the logistics of keeping the channel running during the transition.

Key Highlights:
NVIDIA Analysis: Why robotics and autonomous tech are the hidden growth drivers.
The "Withdrawal" Trend: Why the market is ruthlessly punishing companies that pull their future guidance.
Bapcor's Nightmare: A 65% discount on an equity raising—is there any bottom in sight?

Disclaimer: I am not a financial adviser. The content of this video is for educational and entertainment purposes only. Please seek professional advice before making any investment decisions.

00:00 Intro 26/2/26 at 2:26
00:39 NVIDIA Results: Robotics, P/E Ratios, and Future Growth
02:47 Global Market Wrap
03:43 The Agenda: A Bearish Top 5 and Busy Reporting Day
04:46 Personal Update: Moving to Brisbane and iPad Recording Trials
06:44 ASX Sector Analysis: Tech and Healthcare Performance
08:21 Commodity Check: Copper and Iron Ore Movements
09:17 Harris Technology (HT8): 85% Jump
11:25 Cosol (COS): The Weird 30% Bounce
11:58 RMA Global (RMY) & StepChange (STH)
14:57 Honorable Mention: Bioxyne (BXN) Guidance Upgrade
24:35 Cettire (CTT) is the No.5 Stock of the Day
28:07 RPM Automotive Group (RPM) is the No.4 Stock of the Day
30:33 ReadyTech (RDY) is the No.3 Stock of the Day
33:53 Austin Engineering (ANG) is the No.2 Stock of the Day
37:12 AI Media (AIM) is the STOCK of the DAY
41:51 Bapcor (BAP): The Poster Child of Crapness & 60c Raising
45:30 Potential Breakouts: Ramsey Healthcare (RHC)
51:00 Farm Pride Foods (FRM): Egg-cellent Results?
52:16 DUG Tech (DUG): Why I’m Buying Back In
54:20 Quick Hits: Yancoal, NextDC, and Neuren Pharmaceuticals
56:28 Disclaimer and Wrap Up

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