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 …
I'm about to invest around 10% of my portefolio into FDJ United, I believe in a recovery from last french tax increase thanks to sector growth and recent acquisition (Kindred). Meanwhile recovery, a sustainable dividend of \~ 9% with current …
Looking to understand the meta and Microsoft bulls. Do you guys just not care if the companies bounce back for a few years or is there an actual angle to this? Is it because their businesses are easier for you …
The stock has recovered noticeably, largely pricing in a growing foundry pipeline that includes the multi-phase $119B "Terafab" project with commitments from Tesla, SpaceX, Nvidia, and Google. While the immediate crisis has passed, the capital expenditures required for this expansion …
This recent market has been rough. Feels like every day another stock on my watchlist is suddenly a lot cheaper than it was just a few weeks ago. The interesting part is that a bear market creates two completely different …
Nike will be releasing earnings next week. Management already prepared us to not expect any major wins A lot seems to have gone wrong with the company in recent years, and the worst part is that this seems to mostly …