Posts
ORCL: The Best Stock to Buy Today
Oracle, in my opinion, is the greatest buy in today's market. Let's discuss. **Valuation:** PE: 20.8-22x FWD PE: 15.5-16.5x MKT Cap: \~368B Price/Sales: \~5.6 Net Debt: $95-105B In the context of Oracle, the "valuation" doesn't tell the story on it's own. Instead, let's dive deeper into what is going on. …
A strange mindset I often see with investors
The only reason to buy or own a stock is to make money. I see a lot of people whose reasons for buying or owning a stock resembles the following justificatons: "Are they going to be here in 2 months/years/decades from now? Of course they will." "Will they still be …
How can a stock be a 100% buy with 40% short interest? Can someone explain ONDS?
Been digging into ONDS and the numbers don’t add up in an interesting way. On one hand, the stock has picked up multiple Buy/Strong Buy ratings recently (Needham, Stifel, Lake Street all reaffirming Buy in the past couple weeks), consensus price targets sitting way above where it’s trading now, and …
I messed up. Help!
\*\*\*EDIT\*\* Sold for $1,600 gains. Happy Cake Day accident\*\*\* I thought I was buying one share of MU at $984.32 and accidentally bought 100 shares with 40k of that purchase on margin. (Webull defaulted the number of shares to 100 and I didn't pay attention.) Now I'm holding $98,432.00 of …
IBM dropped 24% today on a green day. Could this be AI infra capex eating into IT spending or just an IBM-specific stumble.
IBM lost nearly a quarter of its value in one session today after pre-announcing a Q2 miss, adjusted EPS of $2.93 vs $3.01 expected, revenue of $17.2 billion vs $17.86 billion forecast. This is a Dow component that people have been parking their investments in all year as a safe, …
heads up for those fearing the dips
Hey folks, just wanted to bring some good news. I've made large(ish) stock purchase early February, added some in June and they are doing like this: \+13.18% \+34.08% \+3.23% \+14.10% \+7.04% \+86.49% \-0.60% \-22.01% \+164.39% \+21.05% \+30.57% \-0.77% The -22% is the June purchase. I am not telling which stocks …
RWAY - Buy Now
Full disclosure: I do have a position in this stock, I am not an expert, and my advice is just my personal opinion. Runway Growth Finance Corp (RWAY) Just announced today that they are buying back 10% of the float up to $8.49/share. The stock closed at $5.76 today, after …
Semis will rebound in late July/early august
I'm fairly confident semis will rebound by mid august. I think this will be driven by earnings, and I think emphasis will be on hyperscaler capex guidance and commentary moreso than semi numbers themselves. This sell off to me is primarily driven by wavering conviction in the AI trade. I …
Samsung accelerates opening of first of six Yongin chip plants to 2029, two years earlier than planned
Samsung Electronics is moving to begin operations at the first semiconductor fabrication plant in its Yongin chip cluster in 2029, one to two years earlier than planned, industry sources said Sunday. The accelerated timeline comes as the government speeds up development of the Yongin National Industrial Complex, a national strategic …