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Memory revenue is only up ~20-40%, but the memory makers' profits jumped an order of magnitude. What's actually driving the gap?
Trying to get my head around the memory cycle and something isn't adding up for me. Total DRAM+NAND revenue went from \~$170B in 2024 to \~$200B in 2025, and maybe \~$290B in 2026. So call it up 20% then 40%. Solid, but not insane. Meanwhile Micron's gross margin went from …
HMR - Uber of Shipping - #1 stock on Nasdaq, Trading at ~4x Forward Earnings While all Peers Sit at 15–20x, Acquisition PR out TODAY - price not moved yet, Still Sitting at the 200MA Buy Zone, Huge Discount to Fair Value. Zero debt cash pile nearly majority of mcap, insider buying too
Position from 80–95c, not sold a share. Treat this as a fresh post: today's PR adds another piece of proof that the thesis is playing out. Heidmar completed the acquisition of Q-Shipping B.V. for about $0.2M cash, adding nine vessels to the managed fleet plus operating presence in the Netherlands …
AquaBounty Technologies, Inc. (NASDAQ: AQB) canceled RS
The board **has decided NOT to proceed** with the previously approved reverse stock split. Shareholders had authorized a reverse split between **1-for-5 and 1-for-20** at the June 23, 2026 annual meeting, leaving the exact ratio and timing up to the board. On **July 6, 2026**, the board reviewed the situation …
$PPG $120 strike 8/7 exp calls
looks distressed for no good reason today, adding more if necessary earnings in late July should beat/beat imo https://preview.redd.it/on56p153j0ch1.png?width=793&format=png&auto=webp&s=41bef8c518554bd3ae48597ad1f98a629ac7fbb6
first options ever, ambitious about earnings
If the ceasefire was really over stocks should drop 20% in a week
And it's down like what, 0.5% today? Lol Trump is gonna TACO again in a few days.
First time trading options went well :3
Most toxic monopoly I've seen
Autotrader in the UK (AUTO) is hilarious, they're such a monopoly their customers are trying to revolt but can't. Been searching for UK monopolies for my substack and find this vehicle selling platform. 63% margin, 51% ROIC and they convert literally 100% of their free cash flow (capex is under …
BLRX - BioLineRx and Hemispherian Announce New Preclinical Data Demonstrating Strong Synergistic Effect between GLIX1 and PARP Inhibitor in a Patient-Derived Ovarian Cancer Xenograft Model
AI Brief Summary from the article: BLRX just showed GLIX1 plus olaparib at low doses matched cisplatin in a real patient derived ovarian cancer model. Not cell lines. Actual human tumor tissue. AstraZeneca sells five billion dollars a year of olaparib. It only works in half of ovarian cancer patients. …