Which of these liquid natural gas companies do you think will experience more growth in the long term? Besides nuclear energy, I think LNG could be a huge market in the upcoming years. Both of these companies are positioned to …
I have been looking the market all the week. Last week’s payroll numbers basically killed the recession narrative. The U.S. economy is still running stronger than expected, unemployment remains low, and now the focus shifts back to inflation. If CPI …
On a recent trip to Croatia, Birkenstocks seemed to be everywhere. That’s obviously not an investment thesis on its own, but it did motivate me to take a closer look at the company. A few things stand out to me. …
Semianalysis wrote how 800V DC and photonics are getting pushed back few years but it doesn't look like it's true. Switches (spectrum) are already being delivered (https://www.taipeitimes.com/News/biz/archives/2026/06/04/2003858481) and performance improvements are insane https://macroplane.com/blog/co-packaged-optics. every hyperscaler and neocloud needs optics to …
Elon obviously wants to get into the N100 fast as possible, will sell 30% to retail who are likely to hold for a long time, and has a float of about 4-% (555.6 million shares). It will be subject to …
Apple Foundation Model (AFM) Cloud Model will run on Nvidia Blackwell B200 GPUs hosted inside Google Cloud. ------ 9 June 2026: **Apple partnering with Google and Nvidia for most advanced AI model** https://www.cnbc.com/2026/06/08/apple-google-nvidia-ai-chips.html Apple AI executive Amar Subramanya at World …
Hi all, I've been recording my trades in an excel spreadsheet that I created and, by and large, it's been ok for me. However, I'm aware that there are some online products that might make things easier, plus also give …
These daily discussions run from Monday to Friday including during our themed posts. Some helpful links: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks * [Bloomberg market news](https://www.bloomberg.com/markets) * [StreetInsider](https://www.streetinsider.com) news * [Market Check](https://www.streetinsider.com/Market+Check) \- Possibly why …
https://www.globenewswire.com/news-release/2026/06/10/3309447/0/en/applied-materials-expands-singapore-manufacturing-to-support-ai-chip-demand.html Posted: 2026-06-10 - 01:00 a.m. NASDAQ: **AMAT** - New state-of-the-art facility strengthens Applied’s global manufacturing and R&D capabilities to drive resilience and scalability - Tampines Campus sets a new benchmark for sustainable, intelligent semiconductor equipment production Applied Materials, Inc., …
I bought a few stocks of a promising company (in my view) about 6 years ago to test the waters. I decided the game wasn't for me because I still don't understand how a lot of things like puts and …