Posts
Google Earnings Beat As Cloud Computing Momentum Builds
Google parent Alphabet ([GOOGL](https://research.investors.com/quote.aspx?symbol=GOOGL)) delivered fourth-quarter earnings and revenue that topped consensus estimates. Internet search advertising growth slightly beat views while cloud computing revenue came in well above expectations. Google stock wavered on the news amid its big run-up since September. [https://www.investors.com/news/technology/google-stock-googl-google-earnings-news-q42025/?src=A00220](https://www.investors.com/news/technology/google-stock-googl-google-earnings-news-q42025/?src=A00220)
Why everyone has PYPL wrong and the hidden untapped value in PayPal
I've heard it all: "Value Trap, Dying business, Competition" Let's start from the $310 price it was in 2021. There was absolutely zero reason Paypal should have ever traded this high. That puts PayPal close to a $300B valuation with $4B net income. It was trading for 80X earnings. Let's …
SCAM VERIFIED: AVOID AST PRO, AVOID "INVESTMENT CLUB"
A cybergroup impersonating Jack Albin of Cresset Group has an "investment club" where they are claiming they have a technique to push the market and make big returns. Inviting for risk takers, narcissists, those who look for gains no matter what. RED FLAGS: THE APP is not an app, it's …
Sudden Spike in Oil Prices
I'm tracking a sudden jump in oil prices, from \~ $63.5 at 12:25 EDT to \~ $65.5 at 12:40 EDT. Any color on what's going on? I imagine it's related to recent US-Iran tension, but I haven't found any definitive information on major news channels. It looks like there was …
Zoom Out A Month
In February tech has largely been getting slaughtered, so I thought I’d zoom us all out to new years when these are the top 15 stocks hyped on Reddit to add to their portfolios. Almost every single one of these stocks, except for GOOG and MU, are significantly down from …
This level of volatility feels unhealthy
I don't have any profound insight. just a retail idiot here to commiserate. the level of volatility in the market feels very unhealthy to me and it's scaring me quite a bit... the swings were seeing just feel insanely aggressive, and in both directions. a lot of stocks are moving …
Anybody have thoughts on RKLB’s recent plunge?
Down 5% on the month, 18% last 10 days, and big drop today. Sure lots of pullback in the market but haven’t seen any bad news specifically for the company or the sector; in the contrary seems like nothing but positive developments. People taking profits? Market correction? Are you buying …
RDDT options pricing
Can anyone explain to me the absolutely mental pricing right now on short term RDDT contracts? For a stock that has gotten absolutely hammered the past couple of weeks, their options are still priced extremely bullish. I can understand the short term volatility of this stock but the relationship with …
AI Fear" Resurfaces in Software – Potential Sector Pivot Brewing?
Yesterday’s market saw major indices decline, with Tech and Semis leading losses. A significant factor was renewed "AI Displacement" fears hitting the Software sector hard, impacting everything from Gaming to Cybersecurity with notable sell volume. Despite this, broader sector rotation is active; Small Caps (IWM) closed green, and thematic sectors …
Why have Software - Applications stocks been in free fall for many months? ADBE SAP CRM UBER SHOP INTU NOW ADP SNOW ADSK
The stocks listed above are in free fall... The most telling example is Adobe ADBE...! The stock is in the red, again and again and again. Every day. Has OpenAI's AI simply destroyed the sector, and will its companies end up having to merge with each other to survive? Or …