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WEN tendies?
ADA is officially out of the top 20
Remember when Cardano peaked around #3 in 2021 with a market cap close to $90B? It spent roughly 5 years in the top 20 while Charles promised that peer-reviewed research would eventually translate into adoption. Today ADA’s market cap is a fraction of that, and newer chains with actual users …
GOOGL DD and amateur analysis.
GOOGL is currently trapped between $341 and $350. The rejection from the $373 peak and subsequent drop to $345 is tied entirely tied to Alphabet's massive equity raise. Underwriters currently are managig a $30 billion dollar public allocation anchored near a $350 cost basis. To hedge this inventory during distribution, …
A Specific MSFT Breakdown - Rule One Investing
Are you familiar with the book "Rule One Investing" by Phil Town? It basically gives you specific steps for analyzing a company using the Buffett method, and I find it interesting to look at MSFT this way. Basic gist of this breakdown - MSFT is currently at its "Sticker Price" …
Avoid Chasing: Limit Entries On LMT
LMT: stop chasing the tapeLook, a Limit order is the most basic thing in trading and somehow people still skip it. You name your price, you only get filled there or better. No "oh I clicked market and bought the top wick" stories. I've done that on TSLA more times …
MemeCore Price Crash: $M Plunges Over 70% in a Day - Insider Control Suspected
SK Hynix surges 11% after filing for blockbuster Nasdaq listing
The "you can't beat the market" crowd is the funniest contradiction in finance
"It's priced in." Priced in by who? Nobody knows the correct price of anything. A stock price is just where the last trade happened. That's it. There's no machine calculating what things should be worth. And no, the market doesn't magically add up everyone's information and spit out the truth. …
How do you price companies like CALM and SWKS that are diversifying quickly?
Both used to sell basically one product to one company. CALM- eggs to Walmart SWKS- chips to Apple Both have diversified where now 50% of CALMs revenue comes from prepaid food/quick cook restaurant eggs. And 40% of SWKS to auto/data center/wifi. Both are big post boom due to various cycles. …
Why buy Now when you have Veeva
Veeva is much more niche, hence it isn't as big of a household name as ServiceNow. However, for every reason someone might invest in ServiceNow, I find Veeva makes a better case. Think ServiceNow has a deep moat because it's hard for customers to switch? Veeva's moat is even deeper …