I've been thinking about these as two separate questions that often get lumped together. **1. Does AI spending continue?** Probably a question of competitive necessity, demand and access to capital. **2. What are those future cash flows worth to shareholders?** …
# PANW: AI May Make Cybersecurity More Essential, Not Less **Palo Alto Networks (PANW) trades around $390.** The company is increasingly moving beyond its firewall roots toward a broad enterprise security platform spanning Network & AI Security, Cortex, Cloud and …
# GEV: AI Needs More Than Chips — It Needs Power **GE Vernova (GEV) trades around $955.** GEV is increasingly becoming a direct beneficiary of the multi-year power infrastructure buildout driven by AI data centers, grid modernization and global electricity …
Been digging into the AI infrastructure + semi stack after seeing a few threads on long-duration AI bets. Here’s every ticker I’ve seen floated so far in these discussions (cleaned up and de-duplicated): **AI / Data-center infra** * NBIS – …
Yep, I'm new, invested around €1000 euros (2 shares) at August 31, was €480 or so. Now it's €678. Honestly, I have no clue. Muse was released and the rip on the stock seems justified, but I absolutely have no …
Went through G-III Apparel's last three 10-Ks for the customer concentration disclosure: * Macy's: 19.2% → 18.0% → 20.6% * TJX: 13.6% → 13.2% → 11.4% * Ross: 10.1% → 12.6% → 11.0% * Top 10 customers: 70.1% → 69.6% …
BSX is one of the largest medical-device companies in the world, focused mainly on cardiovascular, endoscopy, urology and neuromodulation. Think catheters, ablation systems, stents, implantable devices and other products used during minimally invasive procedures The stock is around $45 as …
Hey all — I've been building a research tool that pulls a stock's fundamentals and runs it through a handful of value-investing models: Piotroski F-Score, Altman Z-Score, NCAV, DCF, EPV, Magic Formula, DuPont, and a composite "Explainable Score" that shows …
What do you think of the 8-10% chance priced into the options market that Nke stock would decrease further from its 12-year low of 35.6 to rest at a stock price of 15 dollars or less? I think it would …
RCL is around $230. Its 2026 adjusted EPS guide is $17.73-$17.87, and capacity is set to grow 4%, 6% and 7% in 2027-29. Now it is paying $3B for 50% of Sandals and Beaches at about 10x forward EBITDA. That …