Apr. 29 at 3:35 PM
4 TOP FUNDAMENTALS IN TECH:
$MU
FY2026 Revenue Growth: +191%
Gross Margin: 75–81%
Micron is operating at peak profitability, driven by tight supply and strong demand.
$APP
FY2026 Revenue Growth: ~+47%
Net Profit Margin: 51–60%
APP shows explosive growth with exceptional margins, an outlier in the tech space.
$SHOP
Revenue Growth: 25–30% (10 quarters above 25%)
Free Cash Flow Margin: 17–19%
Shopify remains top-tier in e-commerce with consistent performance.
$NVDA
FY2026 Revenue Growth: +65%
Gross Margin: 71–75%
Nvidia continues to dominate the AI space with impressive growth.
In my view, only SHOP and APP are long-term holds. The rest are solid businesses but may not be the best investment right now.