Source material behind every call on the tape.
Oracle reported Q4 FY2026 a week ago $19.2B revenue (+21% YoY), cloud infrastructure up 93% to $5.8B, EPS of $2.11 beating estimates by 15 cents, and a record $32B in operating cash flow for the year. Backlog sits at $638B. …
I turned off my phone. See you next month
Mid 40’s and appear to be on track for my retirement goals. Current portfolio: VOO 76% / VXUS 9.5% / VXF 4.75/ AVUV 4.75%/ Cash equivalent 5% Looking had adding a little defense tilt with XAR or similar. Just 5-10% …
Took out a small bit of margin to cover the entirety of this hood position and sold a covered call to hedge a little bit. Should not have done that 🤷♂️ I guess I’ll let it ride. Idk I’m just …
Interesting timing question regarding withZeta. Lantern's CEO, Panna Sharma, is scheduled to participate in a BIO2026 executive roundtable on June 23 focused on AI-driven drug development, biotech innovation, and the future of life sciences. Given that management has repeatedly highlighted …
Cyclical industry investing is challenging. When business is booming, earnings soar, making valuations look very attractive. However, these high watermark earnings levels are susceptible to rapid decline from any macroeconomic or competitive supply shocks. The auto manufactures have always been …
AIMD bouncing off these levels after today's news on: New research program with National Taiwan University taking Smell AI from environmental/industrial sensing into digital breath intelligence for dyspneic patients in emergency settings. Low float micro-cap with real traction building on …
First time caller, long time listener. I am 38. Looking at building a div income sleeve that I can access in about 10-14 years. All of this would be in a taxable account and probably never go beyond 5-7% …
Hi all, After I left my last job I moved my 401k to Fidelity and it became a rollover IRA. My income is now higher and I want to start doing a backdoor IRA but I can’t do this while …