Posts
Michael Burry bets against rally: ‘We are near a major top, and possible a 1987-type fall’
Michael Burry of “The Big Short” fame is sticking with his bearish wagers even as the S&P 500 surges to a record high, warning that the rally could still end in a sharp sell-off reminiscent of the 1987 stock-market crash. “I continue to believe it is possible we are near …
What’s the argument against GOOG?
I have a Roth that isn’t my main retirement. I have two pensions and a 401k with my second job. I put in about $100/mo in my Roth and bought fairly conservative investments but recently said “F it” and put everything I have into GOOG. I know it’s not wise …
Sell parts of my NVDA and reposition to my dividend funds
NVDA makes up about 35% of my growth portfolio and my cost basis would be in the single digits. I'm 47M, and my tax on this would be 0 since I have enough capital losses to offset the gains. I'm the type that usually don't sell unless I have to …
$40 has become a robust floor for Nike
Everybody loves to hate Nike stock these days especially JP Morgan who just downgraded it to a SELL and lowered their price target to $40 but since the sharp selloff in early April, NKE has repeatedly approached the $40 area without producing a sustained breakdown. I think one day it …
Question: How do passive index funds like VTI, VOO, SPY, ETC., work?
Setup. I understand the concept that there’s a bundle of stocks that any given ETF is comprised of, and the amount of “room” any one given stock takes up is determined by its market cap. The higher the market cap, the more shares an ETF will buy of a given …
AMD’s revenue climbs 50% and data center sales doubled, but the stock is down
AMD reported second-quarter earnings on Tuesday that beat expectations, but the stock slumped in extended trading. Here’s how the chipmaker did versus LSEG consensus estimates for the quarter ended June 27: EPS: $1.66, adjusted, versus $1.62 expected Revenue: $11.54 billion versus $11.28 billion expected Overall, AMD revenue climbed 50% from …
SpaceX revenue jumps 92% in first earnings report since IPO
Here’s how the company did compared with analysts’ estimates, according to LSEG * **Revenue:** $7.81 billion vs. $6.93 billion expected * **Loss per share:** Loss of 9 cents. That’s not comparable to the average analyst estimate of a loss of 26 cents. SpaceX lost $4.9 billion last year, largely due …
'Big Data' promised better decisions. Palantir is one of the first companies to operationalize that promise.
I've spent a good part of my career working in data governance, business architecture and analytics. About 10-15 years ago, everyone was talking about Big Data. The promise was simple: if organizations could harness all of their data, they could make better decisions. The problem was that they couldn't. The …
Chipotle stock falls on potential link to salmonella outbreak in Minnesota
Chipotle Mexican Grill said Tuesday it temporarily pulled jalapenos from restaurants in Minnesota after learning that their supply may have been linked to a salmonella outbreak. Shares of Chipotle fell more than 5% in afternoon trading after Bloomberg first reported the news. The stock reaction indicates investors see the news …
Need help consolidating my stock list.
I currently have 35 individual stocks and I want to shorten it to 25-30, maybe 20 but I would like to stay at 25. What should I keep and what should I get rid of and why. Maybe swap in some of the other stocks I got rid of. **Communication …