It's got what plants crave! MU earnings tomorrow AfterMarket, Positions: 51 shares at $1977.73 avg
Hi guys , current market environment is absolutely crazy, with indices being driven almost entirely by the semiconductor rally. As a result, many high quality compounders are currently suffering from valuation compression. I want to avoid the typical "Big Tech" …
Which stock would you rather invest in: NBIS, RKLB, SIMO, or KEEL? Why would you make that decision? Do you believe one stock has more short term or long term upside? Do you believe one thesis is stronger than the …
# INTU * Highest-quality business relative to current valuation. * Dominant positions in TurboTax, Credit Karma and QuickBooks. * Very high switching costs. * AI likely strengthens rather than disrupts the moat. * Trades well below the premium multiple many …
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The problem with AMZN, MSFT, and META is GOOGL. My averages for these stocks AMZN ($215), MSFT ($360), META ($600), GOOGL ($160). During Amazon's earnings, the cloud earnings growth was 28%, which is very impressive considering how big AWS already …
MU October IV is sitting at over 100% IV for contracts 40% OTM (This is insane by the way) NVIDA in 2023 was the last time this happened on their massive guidance from my research, Meme stocks being another This …
Key Points * Alphabet will replace Verizon in the Dow Jones Industrial Average on June 29. * Alphabet, the parent of Google, has one of the largest market capitalizations in the world. * Honeywell Aerospace will join the S&P 500, …