Posts
The Micron hype is turning out to be a giant Ponzi scheme
Investing heavy into memory stocks like Micron is turning out to be a big short term fad like YieldMax funds were back in April of 2025 Except this time Micron has a noticeable amount of hardcores who will literally hold this stock all the way to $0 It doesn’t matter …
Anyone Notice the Inverse action of software & memory stocks?
As the title says, it seems like SAAS stocks fall when memory stocks go up, while the inverse also happens. Is there some unequal tie between these two? I follow MU, SNDK, SK etc.. They shit the bed today, while CRM, SAP, MNDY went way up. Ive seen this pretty …
SK Hynix announces Q2 results, stock falls AH
* **Reports revenues of 79.3187 trillion won, operating profit of 60.5426 trillion won, net profit of 93.9226 trillion won** * **Record-Breaking Quarterly Performance Driven by High-Value Product Sales Amid Strong AI Demand; Cumulative First-Half Revenue Surpasses 100 Trillion won for the First Time** * **Long-Term Agreements with around 10 Key …
40% of Stocks Experience Catastrophic Losses, and the Best Performers Suffer -69% Drawdowns on Average
With the turmoil and recent deleveraging in the markets, I would like to offer research for concerned retail investors to look into. Plainly, if you are an investor without a defined goal and are concerned about the prices of your **individual** stock picks, you are likely investing for the wrong …
Seagate Stock Jumps After Earnings Beat Expectations, 'Robust' Data Center Demand
Seagate Technology (STX) stock jumped late Tuesday after the hard-disk drive maker reported quarterly results that beat expectations. A recent pullback for top performing AI stocks was weighing on Seagate's shares coming into the report. Seagate earned an adjusted $5.71 per share from sales of $3.6 billion for the June …
Albertsons stock plunges as it says weaker grocery spending will cut into sales and earnings
Albertsons does business under a variety of different brand names including Safeway, Jewel, Osco, Vons, etc throughout the United States, but they still don't understand pricing strategy. They refuse to adopt EDLP (everyday low price) on all items and still use the archaic system of weekly ads where they put …
Apple touches $5 trillion market cap for first time
Apple on Tuesday briefly hit a market capitalization of $5 trillion for the first time, a day after passing Nvidia to become the most valuable publicly traded company. Shares of the iPhone maker, which reports quarterly results on Thursday, have jumped 25% this year, outpacing its mega-cap peers. The stock …
Cava (NYSE:CAVA), Board Hit With $2.2 Billion Insider Trading Case
Bloomberg Law just reported: Cava Group Inc.'s founders and financial backers dumped billions of dollars in stock at prices inflated by hype about the company’s supposedly soaring trajectory, an unsealed lawsuit said Tuesday. A pension fund hit Cava’s corporate leaders with insider trading claims, saying they helped affiliates of the …
CRS Carpenter Technology dropping a lot
I've been buying and selling CRS for (years) a while now . I have been taking profits and doing rather well but this time I'm in underwater today (just a hair : ) . Didn't think it would drop this much , although I have heard there's was some inside …
I graded the credibility of the Q4 FY26 Earnings Call for Carmax (KMX). Here are my conclusions.
Summary: Overall grade of "C". Earnings call reflects a company in genuine turnaround mode with few quantified guidance claims, and that is predominantly aspirational with lots of hedged forward-looking language, combined with a new CEO with no auto industry track record. Primary Drivers: 1. High density of Safe Harbor/hedging language, …