Posts
Is my CFO being an idiot or should i listen to them.
Long story short, my company’s CFO wants to sell off a large parcel of AMD shares that we received as a bonus payment for a job. I don’t want to sell. I think they’ve still got a pretty good run left in them, and honestly, it’s not like we actually …
$GLSI shows Less Than 1k Shares Available to Short
APR LOOKS like it is about 110% cost to Borrow with Hard to Borrow status at all Brokers. This ran 3000% in 2021 on Phase results & wasn’t shorted anything like this. Phase 3 due any day Plus insiders own 53% of the stock and they have it locked up. …
Best memory option for AI Drones/Robots
What would be the best memory option for AI drones or robots? MRAM: Fast, most expensive, stores memory with no power SRAM: Fastest, very expensive, no refresh required but needs constant power DRAM, Slowest, Cheapest, Refresh required (uses more power when chip is working) Obviously DRAM is best suited for …
Futures looking grim for top buyers
Iran setting up a crypto toll booth doesn't scream "everything will all be over soon.". Trump rushing to the "situation room" calling his buddies over at Axios trying to get a fast bullish headline out as he prepares military strikes. I guess the problem with the TACO trade is one …
Building an 8-Stock Portfolio to Beat the S&P 500 Long Term What Would You Pick?
Hi everyone, I’m resetting my portfolio and want to build a focused 8-stock portfolio with strong long-term upside while still being somewhat diversified. My main goal is to outperform the S&P 500 consistently over the next 5–10 years. I’m fine with volatility and willing to take some calculated risks for …
Question regarding employee stock options
I need some serious help understanding my employee stock options. I am receiving 10000 shares over the next 4 years. My offer letter specifically states “Common Shares” but talking to fellow employees, it seems like its options, and not RSUs or direct shares. Seems like I only make money if …
What do you think about Oxford Industries ($OXM) stock?
My girl told me about this deal at Tommy Bahama (owned by Oxford) where if you sign up for emails you get a free $50 gift card to use on any purchase of $100 or more. If you’re a fan of Tommy you know it doesn’t take much to spend …
Premier Air Charter (PREM) discloses going-concern doubt in 10-Q $288K cash, $3.85M debt, while jet fuel costs rising
Premier Air Charter Holdings filed a 10-Q on May 15 with going-concern language. The filing states substantial doubt about the company's ability to continue operating, citing global economic conditions and market volatility. The balance sheet: \- Revenue: $7.2M \- Gross profit: $537K \- Accounts receivable: $3.5M \- Cash: $288K \- …
96% recurring revenue. 100 consecutive quarters of growth. The EDI middleman retailers can't quit.
**TL;DR:** SPS Commerce (SPSC) is the digital plumbing that connects retailers like Walmart and Target to their 300,000 suppliers. 96% recurring revenue, 100 straight quarters of growth, $147M net cash, management buying back shares aggressively. The stock cratered 59% because Amazon policy changes are causing 4,000 small suppliers to churn …
Impact of AI on IT Services - Long Accenture Short Indian IT Service
I wrote this report on Indian IT services in the AI era. TCS, Infosys, and HCLTech are often treated like defensive cash-generating machines. High margins, strong cash flows, sticky clients, good governance, domestic SIP support. The real question is not how high the margin is, but where the margin comes …