AI assistance disclosure: I used AI to condense and edit my original research. I verified the figures against Micron’s filings and investor materials. TL;DR: Micron is delivering extraordinary results as AI demand absorbs HBM and server DRAM supply. But at …
Hey everyone, I just recently finished working through Amazon’s finances out to 2030 with my research firm Northwise. The question that kept coming up was how much cash would be left for shareholders after paying for the growth and capex. …
This isn’t a thesis just a question / discussion. Uk based specifically in London. The last week and a half I’ve had so many promos / discounts sent to me from these providers. It’s been incredibly consistent and although companies …
The fundamentals look fine; the stock is all about sentiment. In my opinion, it's right now too cheap to ignore. While everyone is eyeing AI, Comcast could be a defensive value play. The chart overall looks like a classic value …
Some investors are increasingly concerned that the loss of Semaglutide exclusivity is going to lead to commoditisation of the GLP-1 market and a race to the bottom. Which is a concern i also share, however here is an alternative counter …
What’s one stock you’re watching that most people aren’t talking about? Been going through my watchlist lately and realizing there are quite a few smaller companies that don't get much attention compared with the usual mega-cap names. Not necessarily looking …
… to increase liquidity. And immediately several stocks fell because it was stuck at 50 IDR for the longest time. The article here, courtesy of u/jackandjillonthehill https://www.ft.com/content/04923b0e-a955-4cfa-bd05-cd828807f61d?shareType=nongift&syn-25a6b1a6=1
What stocks are on your radar this week? What's undervalued? What's overvalued? This is the place for your quick stock pitches or to ask what everyone else is looking at. *This discussion post is lightly moderated. We suggest checking other …
Hello, if youre new to investing and are looking for book recommendations, look no further! I have read and listened to 109 books so far in the last year, and am listening to one now that I think is the …
The US Dollar didn't stay dominant by accident—it evolved through 5 distinct eras: **Gold** \\rightarrow **Petrodollars** \\rightarrow **Monetary Cycles** \\rightarrow **Globalization Expansion** \\rightarrow **Sanction Weaponization**. Today, it faces a major bottleneck: high national debt service limits how aggressively the Fed …