Posts
How do you handle volatility?
That is a more general question about stock investing. How do you handle volatility emotionally and philosophically? Do you let it get to you? Does it influence your actions? Your general mood? Now that my portfolio has grown to a size where it might go up or down in a …
Tencent (china) to offload more stakes in SE ADR?
Ticker: SE UN (ADR) later but we got to talk about Tencent first to get the picture. Tencent (0700.HK) just reported their earnings (2Q2026) this week. As expected revenue growth was just okay up 11% (YoY) and up 4.2% sequentially (QoQ) As a tech giant (comparable to the US hyper …
Jeff Bezos takes bold new turn amid $4B Amazon sell-off
[MSN](https://www.msn.com/en-us/money/economy/jeff-bezos-takes-bold-new-turn-amid-4b-amazon-sell-off/ar-AA2a2kIT)\-- Jeff Bezos files to sell $4.07B in Amazon stock as consortium eyes Liverpool stake Amazon founder Jeff Bezos filed to sell up to 15 million Amazon shares worth approximately $4.07 billion, according to a Form 144 filed with the SEC on Aug. 3. The sale comes after Amazon crossed …
Sandisk forecasts mid-to-high-teens revenue growth through 2030
[Aug 13 (Reuters) - Sandisk (SNDK) said it expects revenue to grow at a mid-to-high-teens percentage rate from fiscal years 2028 to 2030, encouraged by strong demand amid rapid AI infrastructure buildout.](https://www.reuters.com/business/sandisk-forecasts-mid-to-high-teens-revenue-growth-through-2030-2026-08-13/) [The company said the projection is in line with growth in the amount of storage capacity it produces, …
Why I love NSLR Story than MSFT ?
I agree with most of the MSFT argument. I think $600 is a reasonable target, about 20% upside from current levels. If you want the safer “buy it and forget it” play, Microsoft is probably one of the best names to own. But if you are more aggressive and willing …
Reddit to join S&P 500 index on Aug. 18
https://www.cnbc.com/2026/08/13/reddit-shares-jump-11percent-on-inclusion-in-sp-500.html > Reddit shares rose 11% in extended trading on Thursday on the social media company’s inclusion in the S&P 500. The tech company, known for a variety of topical message boards, will join the S&P 500 on Aug 18, replacing AvalonBay Communities Inc., according to a S&P Dow Jones …
Ever see a sudden massive spike across multiple stocks in the same sector?
Business to business management solution firms like Workday, Adobe, Salesforce, Progress Software, etc all just had a massive spike of anywhere from 10-25% in lockstep all at exactly 2:45 pm. Is this a glitch in reporting? A massive basket order from a financial institution or a rebalancing of a sector …
Silver Lake in talks to buy Workday, sources say
[https://www.reuters.com/world/silver-lake-talks-buy-workday-sources-say-2026-08-13/](https://www.reuters.com/world/silver-lake-talks-buy-workday-sources-say-2026-08-13/) >Aug 13 (Reuters) - Private equity firm Silver Lake is in talks to acquire Workday (WDAY.O), opens, which has a market value of about $43 billion, in a deal that would rank among the largest software buyouts in history, according to people familiar with the matter. >Silver Lake and …
Cambricon doubled H1 revenue and more than doubled net profit, then fell 7% the next session
Cambricon released its 2026 half year report on August 7. First half revenue came in at about 6 billion yuan, up 108% from a year ago. Net profit hit roughly 2.3 billion yuan, up about 123%. By any normal standard those are blowout numbers. The stock dropped roughly 6.8% the …
Redwire doesn’t feel like a “meme stock” anymore
Let’s take a look at the numbers for RDW and why I don’t think it’s a “meme” stock as much people say anymore . \-Q2 earnings reported 117 million in revenue \-Up 89.6% YoY, 27.8% gross margin compared to last years -30% gm \-EBIDTAZ is very close to being breakeven …