Posts
McDonald’s Posts Better-Than-Expected Earnings as Turnaround Takes Hold
Waters lifts annual forecasts on strong lab-equipment and diagnostics demand
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Guys the train isn't stopping
Since the AI boom started there is the following sequence Blowout earnings/new discoveries -> After a month AI bubble talk from Burry and old school economists-> Face ripping earnings-> Denial it can't be happening it must be cyclical like always-> AI solves math -> no way it's just a niche …
🌾wheat production is down
wheat crop wasn't great this year and you can expect prices to rise starting next month. down 7 million bushels from june and the shortage we are seeing now is similar to the 2022 bad crop / shortage. [https://www.ers.usda.gov/media/29343/whs-26g.pdf?v=82720](https://www.ers.usda.gov/media/29343/whs-26g.pdf?v=82720) idk i'm gonna yolo into a few WEAT 1/15/27 $24 & …
Forward P/E is a bad metric to use when valuing cyclical stocks.
So you've all heard that Micron (MU) has a forward P/E multiple of 4. Four! Sounds crazy undervalued, right? How is no one else seeing this, you might think? Well, it's because forward P/E multiples as they pertain to cyclicals at peak demand-supply imbalance don't really function the same as …
Memory Crisis Expected to Worsen
Samsung's latest report suggests the RAM crisis is only just getting started — could we be looking at a new normal? Tldr; RAM shortages expected to worsen next year and 2028. More capacity not expected until 2029, and even then it is only a small amount \- The ongoing RAM …