Posts
Netflix earnings beat by $0.01, revenue fell short of estimates
Here are the numbers EPS: $0.80 vs. $0.79 Expected Revenue: $12.56B vs. $12.58B Expected * Netflix forecast third-quarter revenue of $12.86 billion and diluted EPS of 82 cents * Company will reduce viewing hours disclosure * Second-quarter results roughly in line with forecasts Disclosure I own Netflix I think the …
How is this legal? - Truth Social to sell banks 'fastest' access to Trump's posts.
Paid for data feed that will give banks and firms “fastest” access to Truth Social post notifications? Yeah, we all already knew the platform was blatantly used for insider trading, but now this just seems to rub everyone’s noses in it. Where the hell has the SEC been? Oh, I …
Another Nearly 2% Nasdaq Selloff... As If the Market Never Learns You Know What Usually Happens Next
Here we go again. Nasdaq drops nearly 2%, doom posts start flooding in, and the bears act like this is the beginning of the next financial apocalypse. How many times does this have to happen before people learn? Every decent pullback turns into the same panic. Everyone screams, "This time …
One week, one story, three companies, IBM loses the budgets, ASML builds the capacity, TSMC prints the record quarter
Three companies just told the exact same story from three different seats. IBM fell by 25% saying its customers are diverting budgets to AI infrastructure mid-quarter. ASML raised forecast and committed to expanding capacity 30% because of what's flowing in. And overnight, TSMC, sitting directly between them in the supply …
Bernstein’s mid-year CIO survey (Cloud spending to rise, no expectation AI to replace enterprise software)
If you're a Microsoft, Amazon or Alphabet stock investor there's some very encouraging results from Bernstein’s mid-year CIO survey, before the latest quarter results reporting in the next few weeks from these companies. \* strong IT budget growth in 2026, with growth similar to 2025 and rivaling the strength seen …
Memory names with still all 2-3x from here
I still think the memory name all will 2-3x from here comfortably. Models are rapidly commoditizing, which will only increase demand. Inference isn't really a compute issue it's a memory issue. The timeline to bring on more capacity is years. The fact that so many lab companies are getting to …
There is always a day when the portafolio starts to fall and it’s not gonna recover anymore
Two months ago my portafolio was up 20%, today I am -10% this is ridiculous. Literally April an may they were great, the market was growing a lot, suddenly there was a day, I don’t remember which one, when nothing in particular happened where the stocks start to drop for …
Do I keep dumping money into ETFs or take the plunge on a mortgage?
Hey everyone, I’m feeling really stuck and could use some honest outside perspective. I’m 24F, living in Prague, making about $2,600/month net after tax. Right now, I invest at least $1,000 a month into ETFs (holding about $48k, planning to hold for 10+ years and not use it as a …
Possible explanations for collapse in chip stocks?
The semi trade has gotten dumped very hard over the past 2 months even though there hasn’t been any material sector related bad news - nothing that would indicate a slowdown in chip demand anyway. I understand the semi trade was overcrowded and needed some relief, but major chip names …