How are you approaching MU earnings on Wednesday and the following momentum on all the remaining memory stocks, assuming all the stocks move higher? I was holding some OTM LEAPS on MU and DRAM starting from April, but I realized …
In my opinion, Klaviyo has been unfairly bucketed with the rest of SaaS which has created a massive and generational buying opportunity. For Klaviyo, the AI disruption is not only wrong, but it actually is the opposite. This company will …
According to Drew Day(I just watched a vid interview if him), institutions / funds have an edge over retail traders. They have better tools / software, faster connections, better strategy , better data etc. Is this true . I thought …
Putting some visibility on this, been in this for about a month. Listened to a podcast ([Podcast episode link](https://open.spotify.com/episode/0Kw8wqrb6YmjaNIhEvQXA9?si=a8a52e5f7207463b)) talking about Toast (primarily POS solutions provider for restaurants), and its absolutely stupid how flawed the SaaSpocalypse-related "analysis" is compared to …
If ROIC-WACC spread, EBIT margin, ROCE, EV/E, FCF yield, PE ratio are where you begin your research read on. value crowd on here knows that thousands of stocks are traded, accompanied by mountains of financial statements, news alerts, and analyst …
Is history repeating itself? Cisco in 2000 vs. today: Cisco went up about 320% from October 1998 to March 2000 before crashing. So far, Cisco is up about 147% from July 2024 to June 2026, and its P/E ratio is …
With the recent market pullback, I like GFL as a solid waste giant with very good macro tailwinds. **Valuation Multiples & Guidance** **Revenue:** $4.82 Billion USD **2026 Guided Revenue:** 5.31B – $5.33B USD (excluding SECURE) **Forward EV/EBITDA Multiple:** \~11.5x (excluding …
Hi everyone, as the title implies, i am looking for thoughts, recommandations and opinions on using hardware wallets as FIDO/U2F tokens (as well as PGP tokens if possible) from people who used or are using these options. I'm specifically looking …
In this Wednesday's FOMC, it was indicated that the Fed commitee expects rate hikes later this year. However, the market seemed to hone in on some of Chair Fed Warsh's remarks that could implicate a change in policy. Specifically, he …