Posts
Still bearish on ADBE
I’m still bearish on Adobe after this earnings report. Yes, revenue grew about ten percent year over year and ARR ended the year roughly eleven percent higher, but the way they achieved that growth raises real concerns. For the first time in recent memory Adobe did not disclose net new …
San Francisco woman gives birth in a Waymo self-driving taxi
https://abcnews.go.com/amp/US/wireStory/san-francisco-woman-birth-waymo-driving-taxi-128287190 SAN FRANCISCO -- Self-driving Waymo taxis have gone viral for negative reasons involving the death of a beloved San Francisco bodega cat and pulling an illegal U-turn in front of police who were unable to issue a ticket to a nonexistent driver. But this week, the self-driving taxis are …
Oracle’s stock slides 5% on revenue miss
Oracle shares fell about 5% on Wednesday after the database software maker reported lower quarterly revenue than expected. Here’s how the company did in comparison with LSEG consensus: Earnings per share: $2.26 adjusted vs. $1.64 expected Revenue: $16.06 billion vs. $16.21 billion expected Oracle’s revenue grew 14% year over year …
$14 to $58? Major Drilling Group: Supercylcle + REE + ATH Gold&Silver, M2 supply
Major Drilling is a high leverage play on the potential new exploration supercycle, as the West seeks independence from China in critical minerals and rare earth elements. Demand for metals like copper, nickel, lithium, silver, and rare earths is rising due to military technology, AI infrastructure, robotics, and electrification. Strong …
What's the upside to WBD stock price?
The Netflix bid is 27.50 + they keep discovery maybe valued at $5? Or Para wins and that's only $30 all in, why is the price almost $30 already? For a long wait and max of maybe 10% upside? Or is the market pricing something else?
Lumentum Holdings Inc (LITE)
As demand for AI and cloud computing surges , data centers need faster and more energy efficient connections and that’s exactly what Lumentum builds. This is a strong infrastructure play in my opinion in the long term growth of AI and cloud computing and data center networking space.
2026 which one do we choose?
Lately I’ve been thinking about one big question Is there still room for the market to run next year? Wall Street is getting pretty bullish about 2026, but I keep wondering is this bull run going to continue or are we already at the peak? A bunch of investment banks …
Trump’s Nvidia H200 Reprieve Spurred by Huawei’s AI Gains
President Donald Trump decided to let Nvidia Corp. sell its H200 artificial intelligence chips to China after concluding the move carried a lower security risk because the company’s Chinese archrival, Huawei Technologies Co., already offers AI systems with comparable performance, according to a person familiar with the deliberations. The move …