Posts
Toyota Motor Corp (TYO:7203)
10k ist als Einstieg ist mir diese Meldung wert✌️ Der japanische Autohersteller Toyota Motor Corp (TYO:7203) bereitet die umfassende Auflösung strategischer Beteiligungen vor. Der Gesamtwert dieser Positionen beläuft sich nach Unternehmensangaben auf rund 3 Billionen Yen (19 Milliarden Dollar). Reuters bewertet diesen Schritt unter Berufung auf mit der Angelegenheit vertraute …
Day one starts tommorow, are you going to join me??
Starting tomorrow, February 26th, I will be starting a small account full port challenge. Throughout this challenge, we will trade options. I will aim for 1-2 trades a day. The beginning balance will be $250 USD, and we will aim to make roughly 20% a day. If you want to …
SEZL - Crushed earnings once again
Howdy. Not sure what my intentions are here, i'm not gonna post some deep dive AI slop. But this is one of my highest conviction plays - in the sense that i believe it can easily go up 100% in a short time. Not something i'm planning on staying in …
HUM (Humana) deep dive: Medicare Advantage margin fears vs re-rating case
HUM (Humana Inc) Thesis Humana is trading at a deep cyclical-fear discount driven by Medicare Advantage regulatory anxiety, pricing in a worst-case margin scenario that likely overstates the actual policy risk. Over 12-18 months, if CMS rate clarity emerges and medical cost ratios normalize from post-COVID peaks, the stock could …
Do you think one of the mag 7 could just become the equivalent to Weyland-Yutani with this AI stuff?
I don’t really do individual stocks but I have a vision that the amount I’ve put into the SP500 over the years will blow the hell up (in a good way) and I can make out like a goddamn bandit. Obviously this is more of a shower fantasy of mine …
Shift Four FOUR will likely be acquired imo
It’s a fact that on Feb 7 Jared Isaacman has officially relinquished his super-voting power over Shift4 Payments (FOUR). This was achieved through a "Simplification Transaction" where the company collapsed its multi-class share structure into a single class of Class A common stock. Previously, Isaacman held Class B and Class …
Why this still looks like a transition market (not full risk-on) based on the current data
# I’ve been watching the recent move higher and I’m not convinced this is a full expansion phase yet. Some macro data looks fine. ISM is at 52.6, so growth isn’t breaking down. The yield curve is positive (+0.60), which doesn’t scream recession stress. VIX has cooled to around 19. …
Does this really look like a clean risk-on market to you?
# I’ve been trying to make sense of this rally and I’m not fully convinced it’s a clean expansion phase yet. Some of the data looks solid: ISM is at 52.6 Yield curve is positive (+0.60) VIX cooled to \~19 But at the same time: Russell 2000 is still down …
Hi Guys , back with some interesting stocks
Hi All, I have seen some interesting companies like Monster Energy, Western Digital Corp, Fastenal and Corning. These companies are absolutely phenomenonal and silently beating earnings report. I know you guys would have invested or know about these stocks. Do you guys work here or know any useful information please …
Good buy the dip opportunities: Tempus AI & LUNR?
Tempus AI dropped after good earnings, no bad signs, looks oversold and undervalued right now to me. LUNR dropped after a dilution and people panic selling/stop losses being hit? Also looks oversold to me What are your thoughts?