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Anyone watching CAT? What a wild ride.
Take a look at earnings: **Annual EPS (diluted):** * 2021: $11.83 * 2022: $12.64 * 2023: $20.12 * 2024: $22.05 * 2025: $18.92 * TTM: $20.20 * Q1 2026 (annualized): $22.16 ($5.54 × 4) The most recent "blowout" quarter that beat estimates by a dollar, sent the stock up 6% …
Three juniors I’m watching where the next catalyst is still measurable
\#1 is Outcrop Silver, $OCG / $OCGSF. This is the high-grade silver-gold vein story in Colombia. The Santa Ana project is already past the “interesting rocks only” stage because it has a maiden resource, ongoing drilling, multiple vein systems and a district-scale footprint. The part I’m watching is whether the …
Microsoft is now cheaper than the April 2025 Tariff crash, yet TTM EPS is up 30%. Huge bargain
I had previously sold off Microsoft at $460, but I think they are probably one of the biggest bargains in big tech right now: - Very favorable exposure to OpenAI(20% revenue sharing agreement and rights to their models). Even if OpenAI keeps burning cash, they are benefitting from their top …
Fervo Energy (FRVO): Google just quietly expanded their geothermal deal to 3 GW. Here's why this matters for the AI energy trade.
Most people haven't heard of Fervo Energy. That might be about to change. Quick background: they IPO'd on Nasdaq in May 2026 at $27 — stock jumped 33% day one. They build Enhanced Geothermal Systems (EGS) — basically forcing hot water through rock where there's no natural reservoir. Cape Station …
Core PCE inflation rises to 3.4% making Fed hikes soon very likely
Core PCE inflation just got released and went up from 3.3% to 3.4% so certainly not going back to the Fed's target of 2%. Headline PCE inflation even hit 4.1%. Consumer spending also came in stronger than expected. Personal consumption expenditures rose 0.7% for the month of May. Different firms …
WEN will I stop?
It’s called DCA for reason. I either blow up the Roth or breakeven. Never felt more confident in a company.
Microsoft? FU!
I have a good feeling about these calls. Options on 2x etf… what could go wrong?
27 trades forex — voilà ce que j'ai appris
Depuis 3 mois j'ai loggé tous mes trades (forex, macro, quelques positions stocks). Aucune ambition de "battre le marché", juste de comprendre où je gagne et où je perds de l'argent. Le truc intéressant : quand je regarde les 27 trades, j'ai réalisé que 2-3 idées macro (les vraies) étaient …
25 JUNE 2026 , WHAT ARE THE BIGGEST LOSERS AND WHY ?
# 📉 Biggest Small-Cap Losers Under $5 Today |Ticker|Company|% Change|Why It's Falling| |:-|:-|:-|:-| |**NTCL**|NetClass Technology|\-86%|Massive selloff after an earlier speculative run-up. | |**PPBT**|Purple Biotech|\-48%|Biotech volatility and likely reaction to company-specific developments. | |**DSY**|Big Tree Cloud Holdings|\-46%|Profit-taking and weak sentiment after previous gains. | |**MMA**|Mixed Martial Arts Group|\-46%|Heavy selling pressure and …
Too much of my portfolio is from RSUs - how would you diversify?
I have a pretty large AVGO position from RSUs and want to diversify some of it. I am not a US resident and not really a US market investor otherwise, so having such a big chunk tied to one US tech stock feels a bit uncomfortable now. Current thinking is …