Happy for all the people who are making massive gains. Awesome, go for it. Run up your portfolios, become millionaires, buy houses with the gains you've made, etc. But just understand.. all it takes is 1 algorithmic breakthrough that some …
Like everyone, I thought micron’s earnings beat and guidance yesterday was incredible. My initial thought was the report was very bullish for overall tech. Thinking over the results though, I’m having second thoughts. Mag7 stocks have recently struggled, likely due …
I had previously sold off Microsoft at $460, but I think they are probably one of the biggest bargains in big tech right now: - Very favorable exposure to OpenAI(20% revenue sharing agreement and rights to their models). Even if …
I have a pretty large AVGO position from RSUs and want to diversify some of it. I am not a US resident and not really a US market investor otherwise, so having such a big chunk tied to one US …
* Revenue increased 26% year-over-year to approximately $153 million * Adjusted EBITDA grew 144% year-over-year; GAAP operating income increased year-over-year to approximately $15 million * Both QNX and Secure Communications achieved Rule of 40 performance, contributing to BlackBerry's fifth consecutive …
Apple Raises Prices on Macs, iPads by $200 or More on Some Models Looks like an arbitrage opportunity with Amazon Prime Day currently. From the article: *Among the price increases, the base MacBook Air rose $200 to $1,299; the base …
I just want to preface this by saying I didn't use much AI outside of cross referencing data. Alright regards, I've got a REAL value (and growth!) play here for you guys. Value doesnt just mean something thats losing its …
Digital Realty Trust is aggressively expanding its data center footprint to capitalize on rising AI demand. Recent transactions include acquiring 1,440 acres for **$475 million** and boosting its stake in Teraco to **77%** for **$650 million**. The company also launched …
I don't have a position - but the stock has 10x'd since September - surely because they're selling a lot of widgets - why is it then a shock when it's announced they're selling more widgets? I don't understand a) …
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: * …