The software discussion is super interesting right now but the community is pretty polar regarding whether software will rebound in the near future or not. For those who own ADBE/NOW/CRM, how do you track new data that comes out on …
I worked at Kroger when I was in high-school and it was one of the first stocks I purchased. I've never sold and now consider it a good defensive stock to moderate risk in my portfolio. It's a position I …
Meta has been a cornerstone of this forum. I want to discuss the elephant in the room. Aside from already existing capex and current historic low valuation, does Meta’s new apps (prediction market, business agent) really make sense to you? …
$460M market cap company that did $284M cash flow last year, with only $300M net debt. That's a 1.5x cash flow multiple, compared to 8x for ADBE, 6.5x for LULU. The catch is their users have been dropping 5% every …
**TL;DR:** Memory chips are in an AI-driven boom, and some of these stocks look "cheap" on *next year's* earnings (\~10× forward while AI peers sit at 40×). For a commodity cyclical, that forward-cheap is often a late-cycle *warning*, not a …
Value has struggled for quite some time now. I'm curious as to why people still cling to it? The AI trade, for example, has left value in the dust. And this is really just a continuation of a trend that …
Infinity Natural Resources is an independent oil and gas producer focused on the Appalachian Basin, mainly the Utica Shale in eastern Ohio and Marcellus/Utica dry gas assets in southwest Pennsylvania. They just completed an acquisition of Antero to fill out …
Will we see a repeat of the previous end of March lows, with a bounce beginning in the new quarter? June has hammered these stocks. Many rightfully so. But is sentiment so incredibly horrible that an opportunity exists? Or, is …
After seeing Micron’s results come in better than expected, I went back and took a deeper look at NVIDIA. Honestly, what the company is still pulling off is pretty impressive. In Q1 FY2027, they reported $81.6 billion in revenue, with …
MU went up so much this year and last year. That was because DRAM and SSD prices went up massively from AI demand combined with restricted supply. However in the latest earnings report, Micron have said that their largest contracts …