Posts
How of a deal is AI in regard to SaaS? Overblown?
The share prices of Adobe, Salesforce, ServiceNow, Microsoft, Monday .com, Workday, Intuit and other 'CRM/SaaS stocks have been getting clobbered over the past year, and even as far back as 2024, presumably over fears of AI encroaching on their business models. Post-COVID, as small businesses and individuals were shutting down …
Stock prices seem to be consistently dropping after earnings calls (even on positive news). Do you think this will hold for ONDS tomorrow?
|**Company (Ticker)**|**Call Date**|**Met/Exceeded Expectations?**|**Post-Call Stock Movement**|**Key Driver of Price Action**| |:-|:-|:-|:-|:-| |**LENZ Therapeutics (LENZ)**|Mar 24|**Missed** (EPS & Revenue)|**-12.0%**|High launch expenses for its new drug "VIZZ."| |**Braze (BRZE)**|Mar 24|**Mixed** (Rev Beat / EPS Miss)|**Down** (Pre-market)|27% earnings surprise to the downside.| |**Accenture (ACN)**|Mar 19|**Exceeded** (EPS & Revenue)|**-5.2%**|Concerns over rising administrative costs.| |**FedEx …
What if AI demand shifts away from just GPUs
For a while now GPUs have been the focus because of model training. But, Arm just put out a data center CPU with Meta and said it gets about 2x performance per rack vs traditional setups.Nvidia AMD and Intel are all pushing CPUs again too. Anybody heard about this? What …
Where should I put my money to protect against inflation short-term?
I live in the US and earn in USD and save about $1.5k to $2k a month. I don't trust Trump to not fuck up the economy any more so I want to have the peace of mind that I won't lose a lot of value. I will need this …
Iran’s “Never” Pledge Collides With a Nuclear File That Is Still Moving
Iran has agreed never to have a nuclear weapon, but the market problem is that the nuclear file keeps advancing in ways that are hard to verify and easy to misread. In the past week, the IAEA said inspectors still do not have the access they need after strikes on …
Saeed Jalili, one of Iran's top politicians says claims of negotiations are a deception
I guess he is referring to Trump: >The one who once spoke of regime change and the fragmentation of Iran now hopes that someone in Iran will engage in dialogue with him; though this, too, is merely an attempt at deception. [https://x.com/DrSaeedJalili/status/2036545473406746679](https://x.com/DrSaeedJalili/status/2036545473406746679)
Most people still misread junior mining stocks. They are not trading the metal, they are trading shrinking doubt
Most people still look at a junior miner and assume they are buying leveraged exposure to whatever metal the company is chasing. Gold up, gold junior up. Copper up, copper explorer up. Silver ripping, junior silver names should follow. That sounds logical, and it is usually wrong at the stage …
bitcoin and ethereum becoming “bank commodities” within 5 years?
Just saw this on Blossom and thought it was kinda wild basically the idea is btc and eth just become normal things banks offer, like not even “crypto” anymore just another asset you can buy lowkey feels like that changes everything if it actually happens or is this just another …
A guy show me a financial game this weekend that feels like everyone on wall street will be playing soon that thing
A friend showed me this over the weekend and I honestly didn’t expect much at first, because “financial game” usually sounds either too dry or too gimmicky. But after a couple rounds, I got why it stood out. It actually felt like there was real tension in the decisions, not …
The real job of a junior miner is not to build a mine. It is to remove doubt.
A lot of people still look at tiny copper explorers the wrong way. They ask: Can this company build a mine? Usually that is the wrong question. The real job of a junior miner is not to jump straight into construction. It is to remove doubt. Step by step. That …