Source material behind every call on the tape.
This is a follow-up to my December 2023 DD, which you can find here: https://reddit.com/r/stocks/comments/189qrsw/stmicroelectronics_stm_is_one_of_the_best_and/ **My original thesis** Back in late 2023, STM had been trading at ~7-9x earnings despite 47% gross margins, $1B+ quarterly net income, and exposure to …
Here’s my thesis: \-WMT is recession-proof, and something like 95% of US citizens live within 10mi (16km for the Europoors) of a Walmart, which each act as a distribution center for online orders, offering same day delivery for groceries and …
I have a significant portion of my net worth in a S&P500 fund. The changing of the rules such as seasoning, float requirements and specifically profitability have me somewhat concerned. Part of the reason for investing a good chunk of …
I was thinking about doing some geographical diversification by moving some of my US Tech holdings to other countries. Was looking at CQQQ, but the returns look really lackluster this year (down a bit YTD). Is this primarily due to …
Trade Desk runs the largest independent demand-side platform for programmatic advertising. When a brand wants to buy digital ads across streaming TV, podcasts, display, or basically any screen that isn't Google or Meta, they often run it through TTD. The …
$MDT Q4 FY2026: Revenue: $9.81B vs. $9.66B expected Non-GAAP EPS: $1.55 vs. $1.54 expected Revenue growth: +9.9% Organic growth: +6.6% Free cash flow: $5.4B Cash + investments: $9.2B The standout number: Cardiac Ablation Solutions revenue jumped 78% globally, including 124% …
I love how the market spent two years pretending AI was just chips and then suddenly remembered that chips need electricity to do chip things. Now every company connected to power, cooling, copper, data centers, generators, transformers, batteries, cables, concrete, …
For traders who have already switched to a prop company and received their first payments, what was the most difficult part of the process?
Crude oil prices are largely unchanged, WTI is +2.57% and Brent is +2.06%, at the time of writing. Disclaimer, Gemini AI put the screenshots into the four square grid, hence the star.
I don't know what's going on but Robinhood has frozen access to my funds and preventing withdrawal. They triggered an ID request from me when I tried to request the withdrawal which failed multiple times because of their shitty softaware. …