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Nicklaus & Investing-
How Jack Nicklaus Can Help You Invest- (\*\*Return figures come from the April 30, 2026, edition of the Wall St. Journal. Y H & C Investments may have positions in companies mentioned in this newsletter. Nothing in the newsletter should be taken as an offer to buy or sell individual …
How Jack Nicklaus Can Help You Invest-
(**Return figures come from the April 30, 2026, edition of the Wall St. Journal. Y H & C Investments may have positions in companies mentioned in this newsletter. Nothing in the newsletter should be taken as an offer to buy or sell individual securities. It is the responsibility of each …
$724M in net cash. 89.75% gross margins. 23.59% ROIC. Trades at $4.3B.
**TL;DR:** Doximity (DOCS) is a digital platform used by 80% of U.S. physicians for collaboration, telehealth, and medical news. They make money by charging pharma companies for targeted marketing access. The stock sold off because pharma clients delayed ad budgets due to regulatory uncertainty around drug pricing (MFN deals). Wall …
Should investors be concerned about ASML?
Due to recent developments 'm no longer convinced ASML has alpha as benchmarked against other high quality semi conductor names. 1. DeepSeek's performance Writers for the MIT Technological Review recently discussed DeepSeek's performance and were incredibly impressed, putting it only marginally behind U.S. models. While I think this is bullish …
US Economy Grew 2% Amid Iran Oil Shock
GDP just came in at 2% annualized growth for Q1, which is actually a pretty solid number considering everything going on. For context, last quarter was basically flat at 0.5%, partly because of that six-week government shutdown dragging everything down. The rebound is being driven by a few things. Government …
Trading is the only way I've made actual money in the past. I need some refresher information.
I was able to make some money before but... I mistakenly believed in some dreck a few years back and lost almost all of my profits. Like, back to square one, hold on to my remaining duckets kind of losses. Scaled back to some blue chip holdings and went back …
$SNDK EPS $23.41vs $14 Est, Guidance of $33 EPS (+10,762% YoY), Shares -6% AH
3Q26 Results: |Metric|Q3 2026 Actual|YoY Growth| |:-|:-|:-| |Revenue|$5.95 Billion|\+251.0% (vs. $1.695B)| |Non-GAAP EPS|$23.41|Turnaround (vs. -$0.30)| |GAAP Net Income|$3.62 Billion|Turnaround (vs. -$1.93B)| **4Q26 Guidance:** |**Metric**|**Q4 2026 Guidance (Midpoint)**|**Implied YoY Growth**| |:-|:-|:-| |**Revenue**|$8.00 Billion ($7.75B – $8.25B)|**+320.8%** (vs. $1.901B)| |**Non-GAAP EPS**|$31.50 ($30.00 – $33.00)|**+10,762%** (vs. $0.29)|
SanDisk Q3 revenue surges 251%, crushes Wall Street targets on datacenter growth
Sandisk on Thursday reported 251% jump in its third quarter revenue that sailed past Wall Street expectations helped by strong demand for datacenter offerings and higher prices. Wall Street has grown increasingly bullish on SanDisk in recent weeks, citing tight NAND supply, strong AI infrastructure demand for memory. Investors are …
Fidelity Contrafund and Spacex IPO
So I have been holding contrafund for awhile. From what I’ve read, Fidelity has then valued at about 350B company. The public knowledge says they are going to IPO at about 1.75T. This is quite a jump. Will contrafund holdings of spacex (5%) jump with this valuation? Also if I …
AAPL nothing in the report about AI???
Nothing at all on AI announcement, integration, breakthroughs. **CUPERTINO, CALIFORNIA** Apple today announced financial results for its fiscal 2026 second quarter ended March 28, 2026. The Company posted quarterly revenue of $111.2 billion, up 17 percent year over year. Diluted earnings per share was $2.01, up 22 percent year over …