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President Trump is currently flying to China with all of the following people to request "deals" with China's President Xi
1. Elon Musk, Tesla and SpaceX CEO 2. Jensen Huang, Nvidia CEO 3. Tim Cook, Apple CEO 4. Larry Fink, BlackRock CEO 5. Stephen Schwarzman, Blackstone CEO 6. Kelly Ortberg, Boeing CEO 7. Brian Sikes, Cargill CEO 8. Jane Fraser, Citigroup CEO 9. Larry Culp, General Electric CEO 10. David …
ResMed beat earnings and dropped 6%. Ran the fundamentals and I think the market is missing something here.
For context, ResMed makes CPAP machines and connected devices for people with sleep apnea and other respiratory conditions. Not exactly a dinner party stock but the business underneath is genuinely interesting. here's what my screen showed: ROIC: 20.1% (5yr avg: 18.6%) FCF margin: 26.1% Gross margin: 62.2% Net margin: 27.4% …
The Stock Market is Gaslighting you. Here is why that's fine.
Here is something nobody wants to admit: the macro is completely, objectively broken right now, and it doesn't matter even a little bit. Inflation won't die. Rate cuts keep getting pushed back like a flight delay that everyone knows is actually a cancellation. yields are high. the geo political situation …
BlackBerry Future AI Stock Contender?
BlackBerry has quietly been making a name for itself. I found the stock on Yahoo Trending, the 3 month volume 12m vs current volume 40m+, this made me dig a little deeper like what's going on here? Turns out they have an AI software which is the safety guardrail necessary …
CBO published 12 page report that states Golden Dome acquisition costs for would total more than $1 trillion.
In a 12-page report, the CBO stated that acquisition costs for a national missile defense system would total more than $1 trillion. That includes funding for interceptor layers, a space-based missile warning and tracking system, research and development and improvements in the system’s integration and performance. The space-based interceptor layer …
Late starter..has that tech ship already sailed? Amd, MSFT, VOO?
Been watching but wasn't ready to commit a month back when these are WAY less. It seems tech stocks are overvalued so not sure if it's a right time to buy. Have about $10k peasant funds and thinking to stay with the safest bets ....AMD, MSFT, VOO and JPMorgan (probably …
What kind of due diligence would have led me to buy SNDK before it ran?
Id hate to make a " how to find stocks" thread because it's probably inquired here frequently. But I'm seriously tired of living aloof or ignorant to potential to serious gains. Like how the fuck did I miss sandisk until last week?? Where do I tap in? Which platforms are …
NASDAQ is already back up 1% from the session lows. After a 26%+ run, this market still can’t even manage a proper 2% red day.
Market still feels weird to me right now. You’ve got inflation staying hotter than the Fed wants, traders talking about inflation maybe ending the year around 4.5%, rate cuts getting pushed back again, yields staying high, and geopolitical stuff still unresolved. Normally you’d expect at least a decent pullback with …
Uber finally fixed the business. Why hasn't the stock noticed?
**Spotify is up 430% since 2023. Uber's business went through the same transformation. Uber is up 31%.** For years the criticism was fair. Uber burned cash at a scale that was genuinely hard to justify. Driver subsidies, market expansion, regulatory battles, the whole thing looked like a company that could …
Energy stocks dilemma.
I have Vistra and CEG on my radar. Both have contracts with hyper scalers. Both have good rev, margins and rather high upside. CEG - ran a lot already plus worse performance in bull markets, politically sensitive and a lot of good news is already priced in, beat Q1 massively …