The trigger is almost absurd. \*\*SK Hynix posted the most profitable quarter in Korean corporate history - 60.5 trillion won in operating profit, up over 550%\*\* (Bloomberg) - and it still missed estimates. The stock fell about 10%, the index …
I have been watching MSFT for a couple of months but never pulled the trigger. The stock has now skyrocketed. Is it too late to buy or will it continue to go up? Are you buying MSFT right now?
Microsoft proved you can increase ai capex spending while still making money and having a positive cash flow still unlike other big tech companies. This directly supports the bull case of the ai bubble
Microsoft's Azure grew 43% and secured $678B in contracted backlog as Meta's free cash flow fell from $9B to $784M on margin collapse. Prediction markets assign 0.955 odds Microsoft closes up and 0.915 that Meta closes down the day after …
My life’s screwed’: Korean investors stress out after AI bubble bursts Millions suffer ‘unprecedented’ losses after Samsung and SK Hynix stock tumbles  Retail investors became the Korean market’s biggest buyers this year after missing out on a 75 per …
Hey All, Longtime lurker, first time poster. I'm a small fish in the giant pond of value investing (and am relatively new to valuing stocks so please feel free to shred my thesis). Let me preface this with what I'm …
Pest control is the ultimate AI-immune business. At the end of 2022, EV was $18B, EPS $0.75, FCF $435MM. Today, $19.6B EV, $1.14 EPS, $650FCF. I have always struggled with the low absolute FCF yield on ROL (currently 3.3% which …
Did the AI bubble pop? Semiconductor stocks are crashing across the board right now. For example Micron, AMD or TSMC lost over 30%. SKHYNIX and Sandisk lost more than 60%. Fundamentally nothing has changed. They're still growing very fast. Maybe …
Quick follow-up for anyone who saw my earlier [posts on Microsoft and its AI spending](https://www.reddit.com/r/ValueInvesting/comments/1uio0by/six_months_ago_we_called_microsoft_overvalued_at/). They reported Q4 FY26 tonight, the stock jumped 8%, and it's worth a look at what the market rewarded. The quarter was genuinely strong. Revenue …
**Pros** \- Paramount/WBD merger creates a highly leveraged competitor with questionable management. \- Strong FCF and balance sheet \- Best in class brand equity \- Trading below historical norms ( PE ). \- Continued tailwinds in Emerging/Frontier markets \- AI …