Posts
Where to park 600K in cash
I have recently realized a lot of capital gains (mix of short term and long term of AMD), and debating what would be best to park this cash beyond RH cash sweep (3.35 percent). I am stressing about the inevitable huge tax bill next year, but that's another post. I …
Palantir Q1 2026 results: revenue +85% YoY to $1.63B, operating margin expands to 46.2%
Palantir reported Q1 2026 revenue of $1.63B, up 84.7% from $884M in Q1 2025. Operating income came in at $754M, up 328% YoY, with operating margin expanding roughly 26 percentage points to 46.2%. EPS was $0.33 basic vs the $0.28 street estimate. The gross margin number is the detail worth …
Berkshire Hathaway's Cash Hoarding Is More Than Poor Management, It's Un-American
Berkshire Hathaway has been sitting on a mountain of cash for nearly a decade, and the consequences go far beyond missed returns. While the company lets hundreds of billions languish in Treasury bonds, it is simultaneously failing its shareholders and abdicating its broader responsibility to the American economy. The investment …
Unstable bubble $EWY.... Night night bulls
Chips stock are following pre-COVID pattern of concentrated run up in tech then collapse. Longs confuse price action from momentum trading algos as being meaningful with confidence. The math bulls fail to understand is that an entire economy can't be held up by tech. Wages are stagnant for most areas …
New ETF SGRD.TO
I’ve been looking at this new ETF which follows the USD traded version GRID. I want to enter but it has an extremely low volume. I was wondering if anyone had an info or opinions on it. Would it be better to wait until it gains more traction? Or does …
GameStop’s $55.5B Bid for eBay Sparks Doubts and Market Shock
[https://townflexnews.com/gamestops-55-5b-bid-for-ebay-sparks-doubts-and-market-shock/](https://townflexnews.com/gamestops-55-5b-bid-for-ebay-sparks-doubts-and-market-shock/) GameStop has launched a surprise $55.5 billion bid to acquire eBay, aiming to reshape the online marketplace sector. CEO Ryan Cohen believes the deal could unlock growth and position eBay as a stronger rival to Amazon. The offer includes cash, stock, and significant debt financing, raising concerns among analysts …
All of the public companies involved in Optical communications
Below you can find what I have managed to complie to be the companies involved in Optical communications. Let me know if I've missed any tickers: |Layer|Category|Ticker|Company Name| |:-|:-|:-|:-| |IC Design & Manufacturing|ASIC & xPU Design|NVDA|NVIDIA| |IC Design & Manufacturing|ASIC & xPU Design|MRVL|Marvell| |IC Design & Manufacturing|ASIC & xPU Design|AVGO|Broadcom| …
$LTH Q1 Earnings: The money printer keeps on printing
***Total revenue of $788.7 million increased 11.7% over the prior year quarter*** ***Net income of $88.1 million increased 15.8% over the prior year quarter*** ***Diluted EPS of $0.39 increased 14.7% over the prior year quarter*** ***Adjusted net income of $96.2 million increased 27.4% over the prior year quarter*** ***Adjusted EBITDA …
How do you think the SpaceX IPO will mess with RKLB and ASTS?
so spacex ipo june 8th roadshow, 1.75T valuation, retail gets 30%. what im actually trying to figure out is what happens to RKLB and ASTS after. im a long term holder, like 10-15 years out, not trying to flip the ipo. just trying to figure out if i should pick …
Energy Recovery (ERII): a “hidden” small cap on the world’s new gold WATER
Strong cash position, basically no debt. Core business: they recover energy in high-pressure processes (mainly desalination), so less energy used = lower costs = higher efficiency. They don’t produce drinking water. They do something even more important: THEY MAKE IT ECONOMICALLY AND ENVIRONMENTALLY SUSTAINABLE TO PRODUCE IT (companies are increasingly …