The only positive thing about Nike’s earnings today is that it is now 2 quarters of positive US sales and earnings growth that is helping stauch the bad news from China. < end of message > The only positive thing …
Hi guys , i have a special interest in quality compounder and i’ve been refining my watchlist lately, focusing on compounders that are currently out of favor. We all know that if a stock price *only* went up, it would …
After the recent drop in share prices, and a couple of posts in this sub, I feel like people may have a misunderstanding about what makes Netflix special. Or better (I hope): I may be able to offer a differentiated …
Recently, I have been looking at CEG and it seems to have fallen so much that it is really becoming attractive. Revenue growth - around 25% Earning growth - \~23% PE - 22 PEG of around 1-1.1 With every other …
I've been spending some time researching Eos Energy recently and what stands out to me isn't the battery technology itself. It's how the business has been evolving over the past couple of years. Eos isn't trying to compete with lithium-ion …
Centrus Energy is a company that produces enriched uranium. It is the only company in the US that produces HALEU (Specific type of uranium used for SMRs). It is also the only company doing contracts with US government for HALEU. …
The consensus AI infrastructure trade is Snowflake, Databricks - raw data platforms. Everyone agrees on this. The market has priced it accordingly. My day job is literally taking messy, ungoverned data and building the semantic structure - the ontology - …
Since I have bought into Intel and AMD, the stocks have close to 3x or more. I have gotten mixed advice as to whether I should let these individual stocks run or to trim the gains and put the gains …
Last year, Nvidia's $1B investment in Nokia caught my attention. It wasn't the investment itself that interested me as much as the obvious question: What does Nvidia see that most investors don't. The Nokia most people remember hasn't really existed …
I've watched Apple grow from $100B to $1T, and now it's a $4T giant. Every step of the way, people claimed it had peaked and that the law of large numbers would stop it. But they just kept growing YoY. …