Posts
Intel shares pop 10% on report Broadcom and Taiwan Semi could break up company (Again)
Intel shares rallied more than 10% on Tuesday following a Wall Street Journal report that both Broadcom and Taiwan Semiconductor Manufacturing are potentially weighing bids that could result in splitting the embattled chipmaker. The Wall Street Journal reported that Broadcom may consider a play for the company’s chip design and …
You're not getting any inheritance. [DD]
Fries in the bag, chud. You're not getting the inheritance you thought you were. Nana's bagholding life, and she's not going to let the suits take it from her without a fight. **PART 1: The Setup** https://preview.redd.it/97p7mlj7oxje1.jpg?width=960&format=pjpg&auto=webp&s=f31f08a9ec7a038a13bff2fd9eb4be8dca05255e Healthcare spending as a percentage of GDP is booming, and has no plans …
YOLO'd my 401k into Block $XYZ
$PARA YOLO - Undervalued Giant with Massive Upside Potential
**Paramount Global ($PARA) is an undervalued giant hiding in plain sight.** The misunderstood fundamentals and exaggerated expectation for the death of traditional media has fueled a shockingly unique opportunity on a company that is fundamentally sound and poised for future growth due to its incredibly strong brands. Despite its negative …
The Nebius Boys Are Trying to Speedrun the Entire AI Cloud Industry—Will It Work? ($NBIS)
Nebius Group is the ultimate chip-on-the-shoulder company—literally. Here’s a group of ex-Yandex billionaires, sitting in Amsterdam, staring at Larry Page, Jeff Bezos, and Satya Nadella’s mega yachts, foaming at the mouth, thinking: *we built Google, Uber, and AWS for Russia, and we got stuck in Putin’s nightmare economy while these …
BofA Survey Shows Investors Haven’t Been This Risk-On Since 2010
Global stocks have become the most popular asset class with investors, who are showing the biggest willingness to take risk in 15 years, according to a survey by Bank of America Corp. Fund managers’ cash levels fell to the lowest since 2010, while 34% of participants said they expect world …
Singapore Buys Only Small Amount of Nvidia Chips, Official Says
Singapore plays a minor role in Nvidia Corp.’s revenue, according to a senior official, amid U.S. scrutiny over whether Chinese AI startup DeepSeek has obtained Nvidia chips through the country. Tan See Leng, Singapore’s Second Minister for Trade and Industry, informed lawmakers on Tuesday that the physical delivery of Nvidia …
$DBX: Dropbox Took out a FAT LOAN to pump itself and avoid a pile of debt repayment in 2026. Will it work?
**TL/DR:🌈🐻 Case (my personal prediction): Stock stays below $38.25. They pay the full $695.8M 2026 convertible note in cash instead of converting the debt to stock. The $2 Billion loan for buybacks ends up being a leveraged bag hold, and 2026 refinancing happens under terrible conditions. Short sellers feast on …
Can Broadcom save Intel? What to know about the latest deal rumors
Intel Corp.’s future has been a hot topic on Wall Street lately, and it’s poised to stay that way into another week following a new report about possible deal activity. This time, it’s from The Wall Street Journal, which said that Broadcom Inc. (AVGO) and Taiwan Semiconductor Manufacturing Co. Ltd. …