Most recent news from Oracle showed that the price target was raised to a whopping $275!!! (it used to be $225) Other notes: Oracle's capex-to-RPO ratio is \~9% versus peers' 33.6% They're is cutting staff in India amid broader hiring …
I'm no seasoned economic analyst or economic thinker, but a lot of posts in this and related subreddits got me thinking. I see people musing over the beaten down prices of SAAS and consumer cyclicals and an implicit assumption that …
Some of the numbers stood out: \- Revenue up 57.6% YoY \- Product revenue up 115.8% YoY \- Gross profit up 55.9% YoY \- Cash position around $896M \- Robotaxi fleet expanded to 1300 vehicles The other interesting part was …
Is it an ETF, a hedge fund, a hyperscaler, an AI and robotics company, a consumer device company, or a space and quantum company? I see people throwing around random numbers like $7T, $10T, and $13T by 2030, but no …
Something I noticed when trading earnings- If something runs more than 5% pre earnings generally you will get a very volatile movement, whereby less than 5% it is much cleaner, two I can give you examples- Cisco-less than 5% during …
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Nebius Earnings report Q1: $399M Rev, Net Income $621.2M AND Nebius Posts 684% Revenue Surge as AI Data Center Demand Accelerates I see so much growth for this company for the future i just bought a few shares. The AI …
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: * …
Not sure if this is just me being lazy, but there are definitely times I don’t bother with certain stocks just because the whole process on my platform feels like a hassle. Things like dealing with FX, stuff not being …
The health crisis in the US is getting worse as an mpox case is identified, I expect mpox vaccine makers $EBS (trading below book value) and $SIGA to surge on the news. Given the circumstances related to the ANDV hantavirus …