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EIX is responsible for burning down an entire neighborhood
Hello All, First and foremost - my condolences to all those who are effected by the wildfires in Los Angeles. It's truly a terrible situation, and as you will see, a completely preventable one. On the night of Tuesday, January 7th, Los Angeles experienced historical winds reaching in excess of …
NVO Novo Nordisk A/S is trading at a discount.
While some might think of juicy burgers and crunchy chicken tendies when reading 'discount', it is actually Novo trading at a discount. Since the crazy market overreaction to Novo's latest GLP-1 drug study results, it has become evident, that Novo Nordisk is heavily undervalued. While Novo can do better communicating …
KODAK will prosper under the new US Administration
I read this post by user Adventurous Date a couple months back: "Kodak now has 1.4 Billion in cash after they sold the excess from the pension. They only have 400 million in debt. They could literally pay off all their debt and still have a billion in cash. And …
SERV's food delivery robots will fail and I can prove it
https://preview.redd.it/bofd5uleb7de1.png?width=452&format=png&auto=webp&s=ecd1178ed4bda7f8ef6c000f100fb769464dd705 You thought it would be because of crackheads and homeless people? Nope, those are the least of Serve Robotics' worries. The company has a history of not only being unprofitable, but also having negative gross margins. That's REALLY bad, the cost of operating their robots is higher than the …
NBIS - Picks & Shovels but make it AI
TL:DR : * Company makes infrastructure for AI workloads at extremely impressive efficiency levels. Proprietary configuration for GPU clusters (first in NA to complete in Q1), has efficiency levels and compute performance beyond that of Tesla's latest creation, which NVDA Jensen said described as remarkable. Tip of the iceberg * …
$RGTI CEO: US taxpayers are their main "customers" who pay their "revenue", need to lower expectations on commercial use
Hello quantum "experts", Are your RGTI profits both in your account and not in your account? I guess it depends when you look at it. Last I looked, I made 6X my money with $7 puts, In this post I questioned RGTI's revenue sources before the CEO admitted what they …
CorMedix (CRMD): My Regarded DD & Position.
**A)You guys didn't like my last regarded post so here's my DD; and** **(B)The following is my opinion, and is NOT investment advice**. **TLDR:** I believe CorMedix will be $25-$50 by EOY… Mark my regardation... Enjoy. **Summary:** CorMedix ran 214% since August 2024. I believe CRMD will run to $25-$50 …
TH and the Immigration Trifecta
Target Hospitality (TH) is a relatively overlooked potential beneficiary of Trump’s Immigration policy. They are one of the largest providers of temporary accommodations. These temporary accommodations have been used for (a) immigration, and (b) large construction projects - think infrastructure build-outs or oil exploration. This chart shows they have benefited …
SENS: it’s back
Do you like making money? So do I, which is why I’m balls deep in SENS and my wife’s BF is balls deep in…well, you know. Anywho, most of you have probably heard of SENS but if you haven’t, they are a boomed with the longest lasting CGM system with …
Carvana - DD from a Senior Finance Manaer
Brief background - my day job is as a Senior Finance manager at a big tech firm and I have passed all 3 levels of the CFA (not currently working as an active CFA Charterholder). The following is not investment advice. Been doing hours of research on Carvana since the …