The Next Phase of the AI Bull Run
Just want to preface this by saying that this is my personal view of the current market and that I would be happy to hear you thoughts on what you think is coming next. The AI trade appears to be …
Source material behind every call on the tape.
Just want to preface this by saying that this is my personal view of the current market and that I would be happy to hear you thoughts on what you think is coming next. The AI trade appears to be …
How can I understand how much money is getting generated from an investment a company just made? Talking about how to read and interpret that from quarterly reports. Any real examples?
Second time this month I've run into the same trade. ORCL got repriced for borrowing to build AI capacity. Now MSFT is getting repriced for paying cash. Same fear, different balance sheet. The numbers: \~$387, about 30% off the high. …
Anyone got a stock like Travelzoo (TZOO) that’s been buying back like 15% of its shares in the last 18 months? Show me one and I’ll probably buy it too 😂 TZOO’s been going hard — repurchased a ton in …
He seems less than pleased with the product of late. I’m concerned about the long term implications that may have on my holdings. Thanks
I’ve recently started swing trading in my HSA for fun. First trade I got lucky as piss and closed out a 35% after holding for a month ($SN). I’m in the process of researching my next move and have it …
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