Posts
Thoughts on buying ASML around the $1700-1850 range for a 1–2 yr hold?
I’ve been researching ASML as a potential 1–2 year swing/medium-term hold and wanted to get the sub's take on current valuation around $1700–$1850. My basic thesis is that they essentially hold a total monopoly on high-end EUV lithography machines, which makes them the ultimate bottleneck for advanced semiconductor manufacturing (TSMC, …
ORACLE SUPER LONG
why everyone is sleeping on oracle right now full dcf breakdown and why orcl is an easy 200% and more in the long term from here. i spent the last few hours diving deep into oracle's recent FY2026 10-k and latest 10-q filings because the market is completely blind to …
Google Q2 earnings top expectations, cloud revenue grows 82%, but stock falls on capex growth
Google parent Alphabet reported its second quarter earnings after the bell on Wednesday, beating Wall Street's expectations on the top and bottom lines as cloud revenue increased 82% year over year. For the quarter, Alphabet saw earnings per share of $9.11 on revenue of $119.8 billion. Analysts were anticipating EPS …
Korea to launch pilot offshore won settlement network in September
Summary The Bank of Korea (BOK), in collaboration with major commercial banks and government financial authorities, plans to launch a 24-hour offshore won settlement network called BOK-WireInt in September, with full operations scheduled for January. This initiative allows foreign investors to settle Korean won transactions through home-country banks during their …
The "cash drag" and "inflation" argument for "staying invested at all times": widespread misunderstanding
"Cash drag" and "inflation" aren't good arguments in favor of blindly investing for the sake of investing when your timeframe for deploying capital is within a 3 year period. This "cash drag" thing is repeated ad nauseum on reddit to anyone expressing doubt about buying stocks or expressing interest in …
A lot of people are getting hurt because of Micron.
Micron is destroying a lot of investors. The problem is that there's this narrative out there that the stock will moon, but the technicals say otherwise. The 50 EMA broke on the daily and the stock is consolidating now. I've made predictions with TA on Sandisk and have been proven …
Google Earnings - How do they plan to fund $180-190B in capex?
Google reported $45B of capex in 2Q26, totaling $80.6B for 2026. They have guided $180-190B, implying they plan to spend $100-110 in the second half of 2026. How do they plan to pull this off when Free Cash Flow was negative this quarter? Note, this is the first time they …
Tesla misses on earnings despite revenue beat
Tesla reported weaker-than-expected earnings for the second quarter even as revenue topped estimates. The stock slid in extended trading on Wednesday. Here’s how the company did compared to Wall Street expectations, according to estimates from analysts polled by LSEG * **Earnings per share**: 33 cents adjusted vs. 51 cents expected …
GOOGL Quarterly Revenue $119.8 billion (up 24% YoY)
**GOOGL Q2 2026 (Apr - Jun 2026) Quarterly Results:** Revenue = $119.8 billion (up 24% YoY) * Ads = $81.6 billion (up 14% YoY) * Cloud = $24.8 billion (up 82% YoY) [Includes the sale of TPUs for the first time] * Subscriptions = $12.9 billion (up 15% YoY) * …
EU antitrust regulators clear Paramount-WBD merger as it faces challenge by U.S. states
European Union antitrust regulators said on Wednesday they had signed off on Paramount Skydance’s proposed acquisition of Warner Bros. Discovery. The approval, which included concessions made by Paramount, came as the deal has been delayed in the U.S. due to concerns raised by state attorneys general. A Paramount spokesperson didn’t …