Posts
What in the short term would cause a rally?
I've heard mention of a potential rally next week (from other reliable sources on this reliable platform). I am just not seeing what would cause a rally. It seems sentiment is very low and we've already had a few dips to buy. Do you really think a rally next week …
Contrarian view (bullish on the market - especially tech stocks)
So I am thinking more and more about this market and so much of the negativity is due to the Trump tweet (or “truth”) of the day where he’s either amplifying his tariff talk or threatening one of our allies. The market overreacts and sells off great companies (e.g. NVDA …
New ChatGPT announcement should be TERRIBLE for NVIDIA stock
OpenAI has been promising forever that their models will keep improving the more GPUs they have (so called scaling laws). The market is anticipating that AI is just going to keep improving forever the more GPUs they buy from NVIDIA. For the past months OpenAI have been expanding their datacenters …
$CLOV - $1.875B projected revenue, $2B market cap. make it make sense to me. what am i missing ?
***Issues full year 2025 guidance:*** * *Average Medicare Advantage membership of 103,000 - 107,000, representing30%growth year-over-year at the midpoint* * ***Insurance revenue between$1.800 billion and$1.875 billion, representing37%growth year-over-year at the midpoint*** * *Adjusted EBITDA profitability between$45 millionand$70 million* * *Adjusted Net income between$45 millionand$70 million* Source of summary - [https://www.stocktitan.net/news/CLOV/clover-health-reports-fourth-quarter-and-full-year-2024-results-xqlhts1l2ne3.html](https://www.stocktitan.net/news/CLOV/clover-health-reports-fourth-quarter-and-full-year-2024-results-xqlhts1l2ne3.html) …
After 84 years, we are still buying the dip
After 84 years, we are still buying the dip. Since January, the US stock market has been down; every single week has been red, trying to do double down, but you need unlimited capital for that because the dips are getting deeper and deeper every week. What's your thoughts on …
So disappointed with the stock market
Since the new administration, the stock market has fallen significantly. A lot of people thought the vice verse. What are they trying to do? Did Trump say he would care about the stock market? Elon has gone too far. He should step down from Teslsa. It seems he doesn't care …
Some DD on European Defense Companies
# Major European Defense Companies # BAE Systems (UK) * **Performance:** BAE Systems saw **sales grew 14% to £28.3 billion** in 2024, with underlying EBIT rising \~12%. EPS also increased from 63.2p to 68.5p, reflecting strong execution and higher profitability. * **Backlog & Contracts:** The company’s **record-high backlog of £77.8 …
Cursory Analysis of Major European Defense Companies
# Major European Defense Companies # BAE Systems (UK) * **Performance:** BAE Systems saw **sales grew 14% to £28.3 billion** in 2024, with underlying EBIT rising \~12%. EPS also increased from 63.2p to 68.5p, reflecting strong execution and higher profitability. * **Backlog & Contracts:** The company’s **record-high backlog of £77.8 …
Tesla seeking approval to offer ride-hailing services in California, Bloomberg News reports
Tesla is seeking approval to offer ride-hailing services in California, a key step by Elon Musk's company to begin carrying paying customers while its traditional car-selling business falters, Bloomberg News reported on Thursday. The automaker has approval to test autonomous vehicles with a safety driver in California, but it does …
Recommendations for diversifying from NVDA
I'm a recovered Robinhood user, I was around for the GME craze, lost my ass chasing different stocks to try and catch the next big spike, and crashed out on margin I should never have been using. I was left with 30 shares of NVDA at a cost basis of …