Source material behind every call on the tape.
Over the last 2 years, Accenture moved into legacy IT vendor. AI erodes premium-rate X hours-billed across coding, marketing, testing, design and even consulting Organic growth flat, over-bloated headcount (800k), huge payroll, bolt-on acquisition, non-visionary management IT service providers and …
Quick transparency note before the analysis: The calculations in this report run on an algorithm I built myself — Graham criteria, Earnings Quality framework, all coded from scratch. Data from Yahoo Finance and SEC filings. An AI agent (CrewAI) narrates …
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I’ve been building a covered call backtesting tool to compare how different covered call rules would have performed historically on individual tickers. Instead of only looking at today’s option chain, I wanted to see how different combinations of tenor and …
[https://www.ibtimes.co.uk/michael-burry-fiserv-stock-strategy-1803049](https://www.ibtimes.co.uk/michael-burry-fiserv-stock-strategy-1803049) In a Monday trading post on Substack, Burry said financial technology company Fiserv, which is down 55% over the past five years, is a 'dog of a stock, now under $48 from $226 early last year.' Burry remained bullish …
Now that the Iran deal is completely signed and the Strait of Hormuz is fully open, the only thing remaining is for the ink to dry. How should oil traders position themselves? Are we heading toward sub-$40 oil again? An …
# What Does the Company Actually Do? Arteris sells System IP – basically the data highway *inside* and *between* chips. Their product lineup breaks down like this: * **FlexNoC** – Network-on-Chip IP for classic SoCs, automotive, and consumer electronics * …
Adobe ( $ADBE ) just reported a **double beat,** **raised guidance**, but *dropped \~10% * A *12% FCF yield,*means the market is assuming not just slower growth, but actual permanent structural decline. I work in creative land and was buying …
Recently SpaceX has been saying that wireless direct to cell represents a massive market and could surpass broadband. SpaceX is far from a value stock, and I firmly believe that global connectivity will no longer be focused on terestrial cell …