Posts
Meta stock discussion
With the stock crashing, is it good to buy? From my research the EPS miss is due to legal fees / settlement and severance packages / reorganization. Its 30% yoy revenue growth is insane for a mature giant Back in 2021/2022: it crashed to $100 because of metaverse spending, apple …
OpenAI's July revenue topped all of Q2.
https://www.cnbc.com/2026/07/29/openai-cfo-sarah-friar-tells-employees-arr-in-july-topped-all-of-q2.html >In an internal meeting with employees on Wednesday, finance chief Sarah Friar and board chair Bret Taylor touted OpenAI’s revenue growth and addressed competition with Anthropic, CNBC has learned. Friar said OpenAI’s annualized recurring revenue in July exceeded the entire second quarter. >“And Q2 was no slouch,” Friar said, …
Buy the dips now or after midterms ?
I am curious how everyone is approaching this market. On one hand, prices have come down and buying during periods of weakness has often rewarded long-term investors. On the other hand, midterm elections can bring uncertainty, and some people prefer to wait until the political and economic outlook is a …
Jeffrey Gundlach says the bond market is telling Warsh the Fed has to start acting on inflation
> DoubleLine Capital CEO Jeffrey Gundlach said the Treasury market is signaling that the Federal Reserve will need to do more than talk tough if policymakers are serious about reaching their 2% inflation target. > “If you really want to get to 2%, I think you have to raise interest …
Safe investments
New investor, 21, just joined in late june. Lost around 3 years worth of wages and practically liquidated from calls that I held a day too long and crashed (thankfully no margins). Anyways, I'm going to continue investing but much more safely from now on. What are some etfs, diversifications, …
Micron investors, is it finally time to face the music?
A month ago if anyone posted any bearish view about Micron and memory stocks, they would get downvoted into oblivion. At this point, Micron is now $720 and down 40% from its all time high. The reason I post about this frequently is because it's so fascinating to me. Micron …
Kevin Warsh at every FOMC going forward
\- “I’m extremely serious about inflation. Super committed to 2% target.” \- *does nothing about it* The market has to understand Warsh was handpicked by the potus who has desperately demanded rate cuts for years. Warsh will put up a tough front when talking about inflation. He’s given the same …
Chipotle hikes same-store sales forecast as diners return for burrito bowls
Chipotle Mexican Grill on Wednesday raised its same-store sales growth forecast for the year after topping analysts’ quarterly earnings and revenue expectations. The restaurant company is now projecting that its same-store sales will increase by a low single digit percentage in 2026, higher than its previous outlook of flat same-store …
Carvana posts record quarterly profits, forecasts up to $3 billion in earnings this year
Carvana said Wednesday it expects earnings of between $2.7 billion and $3 billion this year after reporting record results for the second quarter. The new guidance follows the company reporting $1.4 billion in adjusted earnings before interest, taxes, depreciation and amortization during the first half of this year, including a …
43% Azure growth and 84% RPO growth
Microsoft delivered a **strong quarter**: * Revenue: **$90.0 billion**, up **18%** * Operating income: **$40.6 billion**, up **18%** * Adjusted EPS: **$4.74**, up **23%** * Azure growth: **43%** * Microsoft Cloud revenue: **$59.3 billion**, up **27%** * Commercial backlog/RPO: **$678 billion**, up **84%** * Microsoft 365 Copilot: **more than 30 …