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Middle East route risk hit tanker freight first, then BWET & tanker stocks moved
This was not random green on the shipping board. Oil repriced Middle East route risk first. Freight caught the bid next. Tanker equities followed after that. Brent was reported at $94.98 & WTI at $92.16. Tanker stress starts before the equity crowd finishes reading the headline. Insurance gets more expensive. …
Woke up from coma after a year... Can't believe my eyes. What can I still buy??
Last summer, I had a nasty accident. Luckily I had sold all my stocks and moved 100% to cash. Among my semiconductors, TSM was around $200 and still felt expensive at PE 30 something then. Intel was a joke with their 18A schannanigans - but no customer even touching it, …
Following Dell - Hewlett Packard Enterprise skyrockets 30% after hours on biggest earnings beat since 2018 as another AI beneficiary
* HPE reported fiscal second-quarter adjusted earnings of 79 cents per share on $10.7 billion revenue, exceeding expectations vs. $9.79 billion and 53 cents expected expected * The company raised its fiscal 2026 revenue growth outlook to 29% to 33%, up from 17% to 22%, driven by AI demand. * …
What are you planning to buy during the next recession?
Nobody knows when the next recession will happen, but everyone knows one will happen - a recession every decade or so is practically a feature of our current economic system. Obviously we're all going to drop tech like hot coals, but what are you going to pivot to? I've read …
Alphabet Inc. (NASDAQ: GOOG, GOOGL) announced plans to raise $80 billion through equity offerings.
Alphabet Inc. (NASDAQ: GOOG, GOOGL) announced plans to raise $80 billion through equity offerings to fund investments in artificial intelligence infrastructure and compute capacity. The Mountain View, California-based company said the offerings will consist of $30 billion in concurrent underwritten public offerings and a $40 billion at-the-market offering program for …
NOW, PATH OR LENOVO
Which one do you think has the most upside? ServiceNow has transformed its platform into an AI-first enterprise system. The SaaS drawdown is now making a recovery. Lenovo is the largest pc manufacturer and is now hitting record earnings as it transformed into an AI infrastructure company Path is a …
NVDA Computex 2026 Summary: Vera CPU, Rubin Production, Physical AI and Robotaxis
NVIDIA press releases from GTC Taipei at Computex 2026: **Next-Gen Hardware & Silicon Architecture** * Vera (CPU for Agents): New CPU architecture designed to handle the heavy workloads of AI agents. * Vera Rubin: Confirmed to be ramping into full production to power agentic AI factories globally. * Vera BlueField-4 …
Is it normal for semiconductor and AI infrastructure stocks to 10x in such a short time?
Is it just me, or does it feel like it's completely normal right now for a stock to go up 10x within a year? I am asking specifically about AI infrastructure and semiconductors like MU, SNDK, WDC, LITE, and STX. Sure, there are massive fundamental drivers behind this, but isn't …
Anyone see big potential in QCOM
Hello, beginner investor here still learning the basics. Nvidia's recent announcement of their ARM chip made QCOM and others plummet but the way I see it, the popularisation of ARM on Windows could lead to Snapdragon based chips becoming actually mainstream for PC usecases because apps would finally be optimized …
The OMER play!
Ladies and Gents, I present to you the OMER play..... For those who missed the CRSR boat. A heavily beaten down stock with a 800m market cap and a new FDA approved drug, the only kind in the market. Soon to be approved in the European market. Already has a …