Posts
Apple Earns $2.2 Billion in Tariff Refunds
*Apple received an estimated $2.19 billion in tariff refunds […] Apple reported a gross margin of 50.1%, with tariff refunds contributing a favorable impact of around two percentage points. The refunds also increased diluted earnings per share by $0.11, bringing the final figure to $2.02 per share. Apple previously said …
Whose earnings does AI help now, the most, beyond capex spending?
# The market wants to know who can best leverage AI into earnings now, right? What about APP? $1.3B free cash flow. Current Trailing P/E is \~34x but 59% revenue growth and a lot of cash generation. 88% gross margin. RSI \~56. $1B buybacks in Q1. Q2 guidance: revenue of …
The best setup in the market is a gay dating app
Yes, I’m talking about Grindr ($GRND), a company I’m sure you are all very familiar with. For those of you who have “never heard of it”, Grindr is a gay social media/ dating app which serves 15 million monthly average users as of year-end 2025. Not only is Grindr the …
Which stock you are buying these days?
Hey guys, so I have some extra money saved up and thinking to put it into stocks but honestly I don’t really know where to start lol. I already got some index funds so thats covered, but now I wanna try picking individual stocks too and see how it goes. …
Disney is down 20% over the past year and has beaten earnings four straight quarters.something doesnt add up
I am trying to understand why the market hates a stock that keeps beating expectations,the numbers going into wed arent bad( four consecutive earnings beats).The Q2 saw streaming entertainment revenue grow 13%, parks are like up 7% to nearly $9.5 billion and espn d2c also launched and was called a …
Here’s why Korean index (KOSPI) went from 2600 (May, 2025) to 9000 (June, 2026) to 5600 (July, 2026).
The KOSPI has been in a wild ride but many people do not seem to understand it other than the memory boom due to data centers, so I wanted to share some information that is not as well known. **Three reasons it went from 2600 to 9000 in a year** …
Amazon says it got $600 million in Trump tariff refunds and will pass return along to some customers
Amazon disclosed Thursday that it has received $600 million in tariff refunds after the Supreme Court ruled that many of President Donald Trump's levies were illegal, and said it expects to return some of that cash to customers. We are participating in the tariff refund process and, as I mentioned …
focusing on grid infrastructure/electrification/energy storage/etc. - thoughts?
Recently I sold my ASML and AMD stocks after holding them for quite a few years, so I have a bit of money on the side to invest into something new. Currently with things going quite crazy in the world of stocks, and just global instability, I would feel more …