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AIRT eps>stock price

Huge opportunity to get in on a stock so cheap it’s hard to find historical comparison. Do some work here. They just posted a one time $111.2M bargain purchase accounting gain! AIRT is a portfolio of airline related businesses. https://www.sec.gov/Archives/edgar/data/353184/000035318426000056/pressreleaseairtfy26.htm Short interest is 16,574 shares and the company trades very …

AI is not a sector it’s a capital rotation ladder from chips to apps (with ETFs for every layer)

Here’s a more natural, American male spoken version, cleaned up and without AI tone or dashes: I don’t really see AI as a single sector. To me, it’s more like a supply chain where money slowly rotates down the stack. It usually starts with compute, basically chips. That’s NVIDIA, AMD, …

AI is not a sector it’s a capital rotation ladder from chips to apps (with ETFs for every layer)

Here’s a more natural, American male spoken version, cleaned up and without AI tone or dashes: I don’t really see AI as a single sector. To me, it’s more like a supply chain where money slowly rotates down the stack. It usually starts with compute, basically chips. That’s NVIDIA, AMD, …

Deep Dive: Why Wall Street’s HBM4 Models for Micron/SK Hynix vs. Samsung are Structurally Broken (A Multiplicative SCM Risk Model)

**TL;DR (Too Long; Didn't Read)** **The Core Premise:** Wall Street models HBM4/HBM5 market share using independent, additive yields. Physical 3D integration dictates that supply chain risks are **multiplicative, not additive**. **The Alliance Bottleneck:** The TSMC-Hynix/Micron alliance faces cross-border logistical latency (3-4 weeks TAT troubleshooting) and heterogeneous material warpage. Crucially, they …

$BB Bears Are About to Learn What QNX Is

Now sitting at **+$3,472 (+46.34%)** with **$10,965** in BB calls. Current positions: 30x $10C 7/2 35x $12C 7/2 35x $12C 7/17 20x $13C 7/17 Everyone laughed when I said BlackBerry wasn’t a phone company anymore. QNX. Cybersecurity. Government contracts. AI. Embedded software. The story is finally catching up to the …

The AI boom is entering its next phase - and it’s no longer just about the tech giants

Artificial intelligence is still the biggest engine driving the market forward. Most experts look at the massive long-term potential here. Companies are spending historic amounts of money on AI infrastructure. This massive spending could boost S&P 500 earnings growth by 13% to 15% or more over the next few years. …

$WEN International is a Goldmine 🍔 Boots-on-the-Ground DD in Jakarta. PT Revised to $23 🚀🚀

TL;DR: Visited a Wendy's in Indonesia and it was packed to the tits. Burgers sell for 26% less than in the US, but labor costs 84% less. International margin expansion is going to be massive. Re-ran my DCF model and I’m doubling my Bull Case PT from $11 to $23. …

Sen. Jon Ossoff says there has to be accountability for Trump's actions

Bitcoin Is Not Anonymous: How Chainalysis, Elliptic, CipherTrace, and Blockchain Analytics Firms Can Track You—and What You Can Do About It.

Accenture at 7x FCF — the cheapest quality name in IT services, or a franchise whose unit of sale is being automated?

**Quick background**: Accenture (NYSE: ACN) is the largest IT-services and consulting firm in the world — \~780,000 people, roughly half strategic consulting and half multi-year managed services, capital-light, ROIC near 20%, net cash on the balance sheet. After a steep de-rating it trades around $129 (≈$79B market cap, as of …