Posts
MSFT was very much overbought (still is)
When you start learning about technicals you actually better understand the moves that happen each day. So many questioning why MSFT dropping when little news, and it's such a profit making company. But look at the technicals and it's so obvious. You don' even need many indicators but relying on …
SpaceX valued at just $780 billion by Morningstar, less than half its IPO target
SpaceX just got slapped with a bearish valuation ahead of its monster IPO coming up later this month. The report signals that one of the most anticipated offerings in years may be significantly overpriced, just as CEO Elon Musk tries to justify the valuation. This again shows (long-term) investors really …
GameStop Discloses First Quarter 2026 Results
https://investor.gamestop.com/news-releases/news-details/2026/GameStop-Discloses-First-Quarter-2026-Results/default.aspx **FIRST QUARTER HIGHLIGHTS** Highest quarterly net income in GameStop’s history of $389.6 million. Highest first quarter operating income in GameStop’s history of $143.3 million. Net sales grew 14% year-over-year, driven by collectibles. Cash, marketable securities, digital assets and related receivables, and collateral pledged for derivative asset of $9.7 billion. …
Have you ever sought a "ten bagger" ?
I believe Peter Lynch actually coined this term in the first place. ( ten bagger 10x) >***"Peter Lynch explained investing in the simplest way possible. His core philosophy was built on a simple premise: the downside is strictly limited, but the upside can be extraordinary if you remain patient. He …
ENLV has $16 per share worth of RAIN tokens in the balance sheet and SP is at $0.85
Enlivex Ltd. (ENLV) is Nasdaq listed biotech that has quite promising drug in phase 2. But contrary to the usual biotech firm this is actually not the most important thing about the company at this junction. Reason is there's quite unique opportunity available due to their crypto treasury strategy where …
Helpful Insights on the SPCE Stock Trade
A helpful perspective from an Economics Assistant Professor at a highly regarded private four-year university in the United States: For those currently holding SPCE shares, there may not be a reason to panic just yet. Although some investors have criticized the recent price action as a pump-and-dump scenario, and the …
Is MU becoming the real AI infrastructure trade?
I keep coming back to **Micron (MU)** as one of the more interesting AI names right now. Everyone talks about GPUs, but AI data centers also need a huge amount of memory. That is where Micron’s HBM story gets interesting. Reuters reported that Micron’s shift toward high-bandwidth memory for AI …
$NVDA and $MSFT have great moves coming forward
MSFT Microsoft $MSFT announces Project Solara at Build: chips will run AI agents rather than apps, communicating directly with cloud data centers. Desktop device built with MediaTek silicon previewed, Portable device for on-the-go agent interactions in partnership with Qualcomm $QCOM, Healthcare patient check-in capability teased for a portable Solara device, …
UIPATH- ready to accumulate?
I look for stocks that have: Uipath seems to meet all the criteria Little to no debt Increasing cash 2022 has a -34million free cash flow, 2026 +372 million, NRR over 100% Net new ARR UIPATHS seems to meet all the criteria. Daniel Dines mentioned that the stock will stay …
computex is a supply chain play, dont buy nvda blindly
nvidia eps is all anyone talks about but look at the actual supply chain!! they just dropped this rtx spark superchip at computex to put ai on windows pcs and the real money is moving way before consumer gpu sales even touch an income statement. im talking oem licensing, module …