Posts
BYD stock surged 8.4% on a disruptive tech announcement the same day it reported a 41% sales decline, here's the investment casec
On March 3, BYD's Shenzhen-listed shares jumped 8.4% to 96.79 yuan after the company teased a "disruptive technology" event scheduled for March 5. What makes this interesting from an investment standpoint is that the same weekend, BYD reported February NEV sales of 190,190 units, down 41% year-over-year, the worst monthly …
Why CITR’s EPA Safer Choice story stands out more after the red retardant controversy
CITR’s product story starts looking a lot stronger when you compare it with the controversy around legacy red retardant. CitroTech is built around wildfire prevention and asset protection, and the company says its chemistry is recognized under the EPA Safer Choice program and tested to UL GREENGUARD Gold standards. That …
NVDA still leading the AI wave, but keep an eye on competition
Nvidia (NVDA) has been dominating the AI hardware conversation for months. Their revenue jumped roughly 73% year-over-year to $68.1 billion in the latest fiscal year, fueled by GPUs for AI data centers. Traders have been chasing this momentum, with small dips often triggering aggressive buying. The landscape is starting to …
Why CITR Could Ride the Shift from Fire Suppression to Prevention
CitrоTech ($CITR) sits in a space that could see massive growth as wildfire strategy evolves. California alone dropped roughly 194M gallons of aerial fire retardant since 2006, costing $500M to $780M just for the chemical. When you add aircraft operation costs, total suppression spending likely exceeds $150M to $300M per …
Wyckoff vs Mark Minervini vs Elliott Waves or anything else?
I recently learned Stan Weinstein’s stage analysis method for long-term charts, and I find it extremely helpful. It’s great for identifying strong stocks and understanding the broader trend. But I feel the method is quite general and better at spotting good stocks rather than determining the best entry points. Sometimes …
Billions are spent reacting to wildfires after they start. Prevention still receives a fraction of that attention.
Every wildfire season the same image appears on the news: aircraft flying low over burning hillsides and releasing large clouds of bright red fire retardant. It has become one of the most recognizable symbols of wildfire response in the United States. That material is commonly known as Phos-Chek fire retardant, …
Middle East Tensions: Investment Moves?
With rising tensions in the Middle East, markets could see sharp swings. Energy, defense, and commodity sectors may be most affected. How are you adjusting your portfolio amid the uncertainty, and which plays are you watching closely for potential moves?
Given the state of affairs in the USA who is buying RNWF?
Good Morning, I am looking to get some more perspective if I may! I am interested in hearing theories or technicals on why you're positioning yourself in this company and what you think the results might be and when? Literally I am just sparking conversation on this one, any and …
Are there any alternatives to WEAT for getting exposure to wheat futures?
I'm trying to decide if wheat futures are a good play right now. I don't want to buy grain companies directly because I think while the price may spike, profits likely won't or will be small. My thesis for a potential spike in wheat prices is that fuel and fertilizer …
AST SpaceMobile $2.8 billion cash, $175 million prepayment from Saudi Arabia, zero profit. What the filing actually says.
Been going through the ASTS 10-K filed March 2 2026. A few things that do not get enough attention. STC Saudi Telecom, 100 million subscribers committed $175 million as a prepayment before commercial service launched. Telecoms do not do that without conviction. Vodafone signed a commercial agreement and bought equity. …