Of all the market reactions to a company’s earnings and guidance, this has to be the one that puzzles me the most. How could it go up more than 3% AH, then end up flat, and open almost 3% down? …
I am looking at 2 solar stocks and struggling to find a clear choice between them. They are **SHLS**, and **NXT**,. Solar panel production is heavily commoditized, fragmented, and there's only one decent choice that's publicly tradable imo (FSLR) so …
Yesterday in a cnbc interview he said "agents won't replace tools, they will use tools" in a context where tools are SaaS. He even thinks tools use will go up because the number of agents growing fast. Compared agents to …
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: * …
10k ist als Einstieg ist mir diese Meldung wert✌️ Der japanische Autohersteller Toyota Motor Corp (TYO:7203) bereitet die umfassende Auflösung strategischer Beteiligungen vor. Der Gesamtwert dieser Positionen beläuft sich nach Unternehmensangaben auf rund 3 Billionen Yen (19 Milliarden Dollar). Reuters …
Starting tomorrow, February 26th, I will be starting a small account full port challenge. Throughout this challenge, we will trade options. I will aim for 1-2 trades a day. The beginning balance will be $250 USD, and we will aim …
Howdy. Not sure what my intentions are here, i'm not gonna post some deep dive AI slop. But this is one of my highest conviction plays - in the sense that i believe it can easily go up 100% in …
HUM (Humana Inc) Thesis Humana is trading at a deep cyclical-fear discount driven by Medicare Advantage regulatory anxiety, pricing in a worst-case margin scenario that likely overstates the actual policy risk. Over 12-18 months, if CMS rate clarity emerges and …
I don’t really do individual stocks but I have a vision that the amount I’ve put into the SP500 over the years will blow the hell up (in a good way) and I can make out like a goddamn bandit. …
It’s a fact that on Feb 7 Jared Isaacman has officially relinquished his super-voting power over Shift4 Payments (FOUR). This was achieved through a "Simplification Transaction" where the company collapsed its multi-class share structure into a single class of Class …