I am watching $SOUN going into earnings next week and wanted to put my notes out there through some analysis I am working on. Seperately, I will have an options analysis but not focused on this one. The stock closed …
This is a genuine question. Sorry if the answer is obvious. EBAY made $2B+ on profit last year. They're current trading at around 45-50B market cap. How does GME make them a legitimate offer? I know this sort of thing …
I've been following OPRA for a long time and have been waiting for a big catalyst: Opay to ipo. Opay is a Nigerian fintech company which Opra has a 10% stake in. For the last year, there's been rumors that …
A lot of people are starting to track institutional flows, insider buying, and filings more closely and that’s definitely useful. But one thing that often gets overlooked is timing. By the time most of that data becomes visible, the decision …
Hey, Apple went beast mode again last night, and today it could easily hit a new all-time high! Beating earnings expectations for several quarters in a row, this company is really showing off. Tim Cook is stepping down soon with …
AAPL has become a hedge against the AI hype. No AI, just massive revenue gains and profitability year over year through iPhone and hardware sales. Only announcement related to AI would be its switch from OpenAI to Gemini starting in …
I’m trying to better understand the more “technical” drivers behind sudden market moves. I’m already familiar with things like month-end fixing, CTA positioning/flows, and options expirations (OPEX), but I feel like there are other factors that can also cause sharp …
This is the daily discussion, so anything stocks related is fine, but the theme for today is on fundamentals, but if fundamentals aren't your thing then just ignore the theme. Some helpful day to day links, including news: * [Finviz](https://finviz.com/quote.ashx?t=spy) …
How Jack Nicklaus Can Help You Invest- (\*\*Return figures come from the April 30, 2026, edition of the Wall St. Journal. Y H & C Investments may have positions in companies mentioned in this newsletter. Nothing in the newsletter should …
(**Return figures come from the April 30, 2026, edition of the Wall St. Journal. Y H & C Investments may have positions in companies mentioned in this newsletter. Nothing in the newsletter should be taken as an offer to buy …