HubSpot ( HUBS ) is a marketing software as a service platform - competing with SalesForce ( CRM ). HUBS is down 53% YTD. Revenue up 23% YOY (5 Y CAGR 28%) and operating income up from -23M to +29M …
**From Bloomberg:** [https://www.bloomberg.com/news/articles/2026-07-01/south-korean-banks-expand-trading-floors-for-24-hour-won-market](https://www.bloomberg.com/news/articles/2026-07-01/south-korean-banks-expand-trading-floors-for-24-hour-won-market) South Korea’s biggest lenders are boosting trading desks in London and Seoul to prepare for the won’s round-the-clock trading starting next week. Woori Bank dispatched eight staff to its London office, including five traders in its foreign-exchange, …
META and SpaceX is just showed us it has excess capacity. If a data centre oversupply is true, semi stocks will fucking crash and burn for sure. Very dramatic end. But hyperscalers, our beloved Mag 7, the big 3 cloud. …
This is the daily discussion, so anything stocks related is fine, but the theme for today is on stock options, but if options aren't your thing then just ignore the theme. Some helpful day to day links, including news: * …
I m going to sound like a boomer saying this but while i have been watching nvidia earnings and arguing about whether AMD is a buy, gold hit $4,500 an ounce this year which is up roughly 70% in 12 …
So the entire semiconductor sector took a massive dump today (Micron -10%, AMD -7%, NVDA -2%). Why? Because Bloomberg reported that Zuck is planning to rent out Meta's "excess" compute capacity and AI models to third parties. Wall Street read …