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MSFT, GOOG, AMZN and META

Not sure what is going on with all the above meg7 stocks. Everyday it's like 2-3% drop. I put money everytime when it's lower considering their business models are good, but now out of money to put in and still going down. Anyone has any thesis on it? Would you …

Bravos Research: a warning before you trust them with your money

I'm writing this post in good faith. I read the rules and I don't think I'm breaking them. I only want to help people who google this company. I'm not even going to write any direct criticism: just explain where it can be found and how it was buried. Bravos …

De-Salination Companies

I feel like everyone is chasing the obvious AI trade (NVIDIA, AMD, hyperscalers, etc.), but I’ve been spending more time thinking about what AI requires rather than what powers the chips. The more data centers get built, the more they need two things that are becoming increasingly constrained: power and …

Inflation topped 4% in May, but the worst may be over | CNN Business

Affording 15 WEN in this economy

De-Salination Companies

I feel like everyone is chasing the obvious AI trade (NVIDIA, AMD, hyperscalers, etc.), but I’ve been spending more time thinking about what AI requires rather than what powers the chips. The more data centers get built, the more they need two things that are becoming increasingly constrained: power and …

$WEN DCF at just 1% rev growth = $8.3 base. The pump only erased the discount, not the upside. Bull case >$11

BlackBerry lifts annual revenue forecast as QNX unit powers growth

* Revenue increased 26% year-over-year to approximately $153 million * Adjusted EBITDA grew 144% year-over-year; GAAP operating income increased year-over-year to approximately $15 million * Both QNX and Secure Communications achieved Rule of 40 performance, contributing to BlackBerry's fifth consecutive quarter of positive GAAP net income; Adjusted EPS exceeded expectations …

STRC the Microstrategy preferred stock used to raise funds to purchase Bitcoin - that was supposed to be as "stable as a Money Market" at $100 has dropped to $76 as it falls below $80 for the first time ever.

Where the Saylor Apologists at?

MU

I didn't buy into the the narrative that MU's price was inflated. Dumped it as soon as the market opened.