This is a thinking out loud question and apologies if it has been tackled previously; or it just isn't an interesting question or thought to many. I can't really escape the thought that, regardless of whether you consider AI a …
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Peter Lynch: *"You make your best money in a cyclical when earnings go from rotten to mediocre or from mediocre to pretty good. The danger point is when earnings go from great to spectacular. Somewhere between these points wall street …
Why does this stock and the AI infrastructure stocks keep dropping? I’ve asked this question on the NBIS subreddit but they seem very biased. I bought in at an average cost basis of $225 per share, will this stock be …
So, thinking about what has led to the success of these companies is a brilliant business innovation. Selling to enterprise is hard; mature businesses are bureaucratic and slow, and don't like unnecessary risk. Selling to startups is also hard, except …
[https://www.youtube.com/shorts/24Vhsf6S\_pE](https://www.youtube.com/shorts/24Vhsf6S_pE) Howard Marks talking about JPM study showing every time you buy S&P with P/E of 23, your 10 years returns (no exceptions) were between 2% and -2%. What is the takeaway for those of you people (I’m not one …
Most people know Amazon for their online shopping platform. However, in recent years, their biggest drivers of profitability for the company have actually come from their AWS and advertising services. The company has many other initiatives they have started to …
Blue chips that have positive 3 year revenue and earnings growth, but also down from 52-week highs. * Oracle $124, P/E 22 * IBM $219, P/E 19 * ISRG $402, P/E 47 Buying the dip?
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