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Don't understand why Microsoft and Meta have been punished but Google and Amazon appears to be doing well despite all of them have massive capex
Can somebody explain it like I'm 5?
- Total posts
- 753
- Total predictions
- 292
- Success rate
- 0.0%
- Avg score
- -1.00
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Netflix- A good buy now?
Is Netflix a good buy at the current price now? It was down around 7% today. Do you see it bouncing back up to the 100s in the near future. Reading multiple articles about ad revenue growth but negatives state …
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$SKYECHIP (KLSE/BURSAMY) - Similar to Broadcom
It is a malaysia stock under BURSA with 53% profit margin. The cap is still relatively small around $1B market cap. One of the director used to work in Intel, Broadcom and Altera. Lots of experience in overseeing technician work. …
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74x volume spike on TSX-V today – name change to “AI” + paid promo (we passed)
Hey r/ValueInvesting , Quick case study from today’s market action on the TSX-V. (Canadian venture market, my niche specialty) One micro-cap name (**MIVO.V – now Miivo AI**) saw its volume explode **74x** its average. The move? +3.9% on the day. …
BUY
Seneca Foods Corp ($SENEA) is a Small Cap Food-Packaging Company With Positive Recent Price Action and Numbers That Seem to Indicate This Could Be a Nice Value Play
Seneca Foods ($SENEA) is a vertically integrated food packaging company currently valued around $1 Billion Market Cap. It's business includes seed production, crop harvesting and packaging. Familiar brands include: Aunt Nellie's, Green Valley, and Libby's, to name a few. The …
BUY
Smith & Nephew (SNN)?
I’ve been looking into Smith & Nephew recently and am considering starting a position at around the current price (\~1113p). A few things stand out to me. The share price is still well below where it was in 2021, yet …
BUY
Salesforce down 30% in 14 straight red days at 10.5x forward earnings. The software massacre has gone completely detached from fundamentals. What is anyone actually doing here?
Salesforce is now down roughly 30% in the last 14 trading days. 10.5x forward earnings. 14 straight red days. Lowest levels in $CRM since January 2023. One of the most dominant enterprise software companies on the planet, profitable, generating massive …
SELL
CLSK is up on Meta AI talks and everyone's calling it a pivot play. Here's what the numbers say the narrative is missing.
Everyone on my feed is hyping CleanSpark ($CLSK) right now because of rumored talks to lease data centers to Meta for AI. The stock is pumping on this pivot narrative but if you actually open the 10-Q, the financials are …
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SanDisk is now worth more than Adobe, Paypal, Nike, Lululemon, Chipotle, and Ferrari all combined
Yes, this little company that used to sell usb flash disks is now worth more than all of these famous brands combined.
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Nestlé India at ₹1,396: Does a 67x P/E Still Make Sense?
\> # Why This Stock Deserves Your Research Attention Nestlé India Limited is the domestic subsidiary of Swiss giant Nestlé S.A., operating across instant noodles (Maggi), chocolates (KitKat, Munch), beverages (Nescafé), and dairy products. Its brand portfolio commands near-institutional trust …