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Cvna is the next smci
Carvana just beat earnings expectations but its supracompetitive profit margins compared to peers seem to be from loan sales, not cars. Those loans? Sold straight to Drivetime, run by Ernie Garcia II—the CEO’s dad and an ex-con who’s also Carvana’s major stakeholder. Family ties like this don’t belong in a …
The last mile: S&P at 6000
S&P had a phenomenol run year to date. It has journeyed almost 1000 points from 4743 on 2nd January, 2024 to 5705 on 31st October, 2024. It made two valiant [but failed] lunges to 6000 on 14th October (5860) and then on 18th October (5865). Now the question is whether …
Why I think TSM/INTC will outpace NVDA/AMD growth in the next decade.
Tech giants like Amazon, Google, Microsoft, and Meta are spending billions of CapEx on AI. Lets just look at their last 2 quarters spending: * **Amazon**: Increased CapEx from $60 billion in Q2 2024 to $70 billion in Q3 2024. * **Google**: Increased CapEx from $44 billion to $49 billion …
Forget the dumpster behind Wendy’s, get on the $ALTO rocket
Gear up for a long one, Alto Ingredients Inc. (NASDAQ: ALTO) is a U.S.-based producer and distributor of specialty alcohols, renewable fuels, and essential ingredients. Operating through three segments—Marketing and Distribution, Pekin Campus Production, and Western Production—the company offers products ranging from alcohols used in personal care and pharmaceuticals to …
Lucid Motors Earnings = MASSIVE Tendies
Listen closely regard, you're in the red, your wife is about to divorce you and go with 14in BBC Jamal, even if she gets back with you that smelly fish basket will never be tight again, you can't afford to mess this up. Heed my call. Position: 311 nov 15 …
ELV Elevance Health DD
First time poster long time regaurd This was Anthem Bluecross Blueshield. They are now a conglomerate including pharmacy and specialty services through Carelon. The Bad: Recently they lost 1.5 million Medicaid enrollees due to an expiration of expanded eligibility from covid funds. (About 3% of total enrollment) And due to …
Cliffs Puts
I work for cliffs on-site Middletown location. Everything seems extremely ambiguous and more so a cover up for lack of demand. CEO made 2 announcements in September within 2 days with polar opposite answers, first they were going to move away from (1.6 billion dollar project 25% of market cap) …
A multi generational company in the making $RKLB
Praise the lord regards as he shall return and stick it to you in the ass with your own short dated options. One of the most underrated yet important aspects of leading a company is them vision. Good for us there’s one man who has just dat and his name …
Remember remember the 5th of November
SIRI has done that split-off with Liberty Media and Berkshire Hathaway just increased their stake to 33%. SiriusXM has more users than Spotify when including Pandora and is sitting rather undervalued ie. Warren Buffet takes advantage. And he’s picky. Something appears to be cooking. Acquisition target? Cause the ER wasn’t …
The Big(ger) Short: The Case for April 2025 Puts on iShares CMBS ETF
Everyone on this sub has seen The Big Short; its practically a prerequisite to trading market derivatives (and losing lots of money doing it). I think its safe to say that everyone has that fantasy that they get in on the ground floor of a trend that no one else …