Posts
The Everything Dump
Last year we had the Everything Rally, looks Like this year we get the Everything Dump. Tech, metals, crypto, everything getting hammered. What are we thinking? It’s not sector rotation cause everything is down. Seasonal?
GOOGL Just Dropped $113B in Revenue. This Is What Real Scale Looks Like
Revenue: $113.8B (+17.9% YoY) Net Income: $34.5B (+30.2%) Net Margin: 30.3% EPS: $2.82 (+31.2%) CapEx nearly doubled to **$27.9B (+96%)**. Free cash flow slightly down 1% and that’s exactly what I want to see. Why? Because they’re spending aggressively into AI and infrastructure while still printing cash. # Segment Breakdown …
How true is this stock market analysis?
Saw a post on Facebook. Any read this book? Please validate the accuracy. Samuel Benner, a farmer from the 1800s, published a book with market analysis on periods of panic, good times to buy, and good times to sell. 150 years later, his analysis has proven to be remarkably accurate.
SBLX - Cash Rich Sleeper That Benefits From the Crypto Sell-Off
**StableX Technologies** **Ticker: SBLX (NASDAQ)** **Shares Outstanding: 1.4m** **Public Float: 1.2m** **Cash/Treasuries: $11m** **Liquid Assets Per Share: $8.05** **Debt: Zero** **Closing Stock Price: $2.71 (2/4/26)** StableX Technologies (NASDAQ: SBLX) is a cash-rich ($7.59 per share, zero debt) micro float sleeper stock that has been overlooked because of its conversion to …
$RR Manipulation of stock vaaluee through r/stocks sub?
There was just a post on here by an account claiming to have purchased $175,000 worth of RichTech Robotic Stock. Myself and few other Redditors pointed out this might not be a great place to put that kind of money due to their pending lawsuit. The OP and one other …
Tech will always beat broad market
This is a theory I want to put across this board? And invite a discussion or scrutiny. My theory is that what we call "tech" now, may not be tech in the long run. At least not cutting edge tech. Yesterday's tech (software) has been taken over by Today's tech …
Carvana ($CVNA): Subprime Auto in Prime Clothing – A Forensic Short Thesis (Detailed Breakdown with SEC Data)
I just published a deep-dive bearish analysis on Carvana ($CVNA) over at Abelian Analysis: ["Carvana: Subprime Auto in Prime Clothing"](https://abeliananalysis.com/posts/carvana-short-thesis/).The stock's ripped \~10,000% from the \~$4 lows, trading around $415–470 recently, but the underlying credit picture looks increasingly shaky. The core argument: Carvana has shifted heavily toward subprime-like lending practices …
Bought 50,000 shares of $RR today at $3.50/share. Anyone else?
\-Added 50,000 shares at $3.50 \-$300M cash on hand, virtually zero debt \-No direct competitors operating at comparable scale \-BlackRock & Vanguard just took major positions \-Live pilot programs with Walmart and Mercedes \-Clear path to Fortune 500 adoption at scale \-Built to execute, deploy, and commercialize long term
Millrose Properties High Dividend
Millrose Properties (MRP) is a "Homesite Option Purchase Platform to support residential homebuilders in the acquisition and development of homesites." They spun off from Lennar (LEN) in February 2025. They currently pay a very nice dividend of 10.04%. Their payout ratio is 108.74%. From what I have read, the high …
American Superconductor ($AMSC) beat earnings by 1,773% and increased revenue YoY by 21%
Revenues for the third quarter of fiscal 2025 were $74.5 million compared with $61.4 million for the same period of fiscal 2024. The year-over-year increase was driven by organic growth and the acquisition of Comtrafo, which closed on December 5, 2025, contributing partial results from the final weeks of the …