Posts
Is SNDK pt of $1400+ crazy?
Really going off the expected EPS and low market cap compared to micron (I know micron sells DRAM as well, but SNDK with half of MU’s market cap isn’t crazy to me). Then you’ve got the massive cash flow that’s going to continue to expand and rising ASP. Hard for …
Two more ships attacked in the Strait of Hormuz
https://shipandbunker.com/news/world/302992-two-more-ships-attacked-in-strait-of-hormuz-ukmto This is in spite of the Iranian FM saying they do not plan to shut down the Straigt of Hormuz. It seems that the IRGC are the group actually in charge right now in Iran, and the fact that they have attacked 3 tankers is an indication of both …
A Ben Graham’s Net-Net: (TSX:TVA.B)
This is more of a deep value asset play selling below working capital, with profitable earnings and reliable access to financing. The company is the leading French-speaking broadcasting company in Canada, reaching up to 80% of French speaking households. TVA Group is going through structural industry changes as their viewership …
GoodRx, a turn around opportunity. ($GDRX)
Investing involves risks, so it’s crucial to conduct your own research and consult with a financial advisor before making any investment decisions. GoodRx appears to be a potential turnaround opportunity, but patience is essential. The economic uncertainties, rising unemployment, and price inflation should logically benefit a platform like GoodRx, which …
DeepSeek trained its new AI model on banned Nvidia Blackwell chips, is the US H200 ban backfiring?
Chinese AI lab DeepSeek trained its upcoming flagship model (slated for release any day now) on Nvidia's top Blackwell chips, which the US has fully banned from exporting to China.A senior Trump admin official confirmed the chips are likely in a data center in Inner Mongolia, and DeepSeek may scrub …
Anyone want to discuss AMD for 2027/2028?
I have been running the numbers a lot for this stock and analyzing exactly what Lisa Su has been saying. Putting it simply a couple of things stand out that make this stock seem crazy, crazy underpriced right now. 1.) She said EPS of 20+ in the next 5 years. …
How people see the futures?
People on other posts saying index was down -1.5% but now is only down 0.5% . As far as I know E-Mini S&P 500 (Ticker: ES=F) is closed at 5:00 PM ET and reopens Sunday at 6:00 PM ET. So how do people see price movements between these two timestamps?
COP Likely to Gain 30-60% in the Next Few Weeks
As a liberal from a left-leaning family, oil would have to be a RIDICULOUSLY good opportunity for me to even consider investing. **Well here we are.** The US - Iran conflict is likely to drag on for weeks, if not months. The straights of Hormuz will be closed for all …
Rate My Portfolio - r/Stocks Quarterly Thread March 2026
Please use this thread to discuss your portfolio, learn of other stock tickers & portfolios like [Warren Buffet's](https://buffett.online/en/portfolio/), and help out users by giving constructive criticism. Why quarterly? Public companies report earnings quarterly; many investors take this as an opportunity to rebalance their portfolios. We highly recommend you do some …
Systemic Risks & Analysis: Iran, US SCOTUS, IEEPA, Section 122, Oil, Strait of Hormuz
*A lot has been happening personally lately, so I apologise if anyone has been hoping I post sooner. Recent events have been quite stirring, economically and diplomatically.* **SCOTUS** The Supreme Court recently invalidated President Trump’s use of IEEPA for global tariffs. As expected, the administration immediately pivoted to Section 122 …