Is it possible we get a paradoxical reaction to rate cut/hike? They probably won’t actually move on the rates side and will let long duration assets run off the balance sheet to get other voters to cut but if Warsh …
TOST at $23, seriously undervalued imo been looking at this one for a while. company is killing it financially but stock got destroyed with the rest of tech the numbers are wild honestly - revenue up 22%, profit went from …
Public companies are always chasing profits, we know this. It's not always possible to be profitable, however. So when there profits dry up, is it an automatic death sentence? Or how does it work? What brought this to my mind …
So I have meager (share quantity) positions in RKLB and ASTS, however since my entry price was so low I have bagged 5 figures in profit on each. As I get older I’m trying to consolidate more of my portfolio …
wanted to share quick read i've been circling since the nvda print. literally every thread this week went straight to the revenue beat and the immediate stock move, which makes sense but the part that keeps nagging me is the …
If you ever built a computer from scratch, you would know that AMD CPU chips have been king over Intel for more than a decade now. The reason is that AMD is a master in chiplet based design - the …
I bought 284 shares of Nvidia, sitting at \~80% of my portfolio in anticipation for their earnings on Wednesday, and am currently down \~2500. I've been doing lots of research and it seems Nvidia pretty much always dips after earnings …
Been doing some digging lately, looking for names that aren’t riding the AI hype wave but still have solid fundamentals. NOT: NFA Here’s what caught my eye: **1. Micron (MU)** Right in the middle of the HBM memory demand story …
TL;DR: Booking Holdings ($BKNG) owns the digital highway connecting travelers to hotels, flights, and rentals. 97% gross margins, 73% ROIC, $7.8B owner earnings. The stock trades at 16x earnings because Wall Street is pricing in AI disruption and Middle East …
Hello folks. What do railroads in the 1880s, telecom fiber in 2000, and AI infrastructure in 2026 have in common? Each was a capex cycle where the shovel-makers got rich first and lost the most once the cycle finished. I …