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NVDA 15% hike
Nvidia, $NVDA, is hiking prices of many servers containing its AI chips by more than 15% as memory costs soar, per Bloomberg. The price hikes will go into effect on systems shipped early next year and will include those with the flagship Vera Rubin and Grace Blackwell chips. what do …
Chipotle and Yum! Look Like Bargains After Food-Safety Selloff - Barron's
Original link: [https://www.barrons.com/articles/chipotle-taco-bell-yum-stock-cyclospora-jalapenos-f89f08e5Chipotle](https://www.barrons.com/articles/chipotle-taco-bell-yum-stock-cyclospora-jalapenos-f89f08e5Chipotle) and Yum! Look Like Bargains After Food-Safety Selloff # The two chains have been performing strongly, and the scares should have a temporary effect on sales. By [Evie Liu](https://www.barrons.com/authors/evie-liu?mod=article_byline) Follow Updated Aug 21, 2026, 2:04 pm EDT / Original Aug 20, 2026, 12:50 pm EDT Key Points …
Meta is too cheap to ignore
Market cap : 1.4 trillion dollars Forward pe ratio : 17 Operating cash flow 2006 expected : 140 billion dollars Revenue growth 2026 expected : 28% User base : 45% of global population 3 risks 1. High capex \- Turns into assets that can generate more profit via advertisement and …
Lennar: Housing Lull Hiding Improved Business Model
Over the next few months, I plan to post about every holding in my portfolio. See my previous post for my overview of Coupang. Business overview: Lennar is one of the largest homebuilders in the nation. Their "secret sauce" is that they use standardized plans to build homes. Basically, there …
Which Industrial company do you find genuinely interesting
I often read people recommending the "boring" industrial compounders. Do you have any industrial companies you find both good and interesting in their business model, management, speciality, and so on? I have a full watchlist of companies I look at, and many are industrials like Idex Corp., Atlas Copco, Schneider …
OCL Research Round 2: Is OCL a Modern Cigar Butt Company?
As I started digging into OCL's core business and revenue distribution, I found a major headwind. The culprit is M365 Copilot. When you discover that a company like Microsoft is the main threat to a company like OCL, your hopes reduce drastically. In real life, there is often a greater …
Short TLT is a no-brainer for non-US investors
If you are a US investor you can kind of ignore this post because both your income and expenses are inherently tied to the dollar. The pitch is aimed at non-US investors who have a large part of their holdings (50%+) in US/dollar assets. This is a bit of an …
Won the MRNA Lottery
Not sure how many people are in this situation because people might not consider MRNA a value stock. I work in investments but have been out of a job almost a year. But I have picked individual stocks since my first job a decade and a half ago. Last I …
OTC: The Detroit Legal News (DTRL) quick valuation.
OTC: DTRL is intriguing. I do this for 🏀 sport. Not investment advice. The Detroit Legal News (OTC: DTRL) is an intriguing nano-cap that has plummeted -77% from its all-time high. This legal publishing house, a cornerstone of Michigan legal news for nearly 150 years, is currently led by the …
NVDA grew revenue 85% and the stock rose 22%. Micron rose 725%. I think the interesting question is what you're actually buying at 21x.
Leading into next weeks results, the thing that got my attention is the 52-week scoreboard in NVIDIA's own supply chain: \- Micron +725% \- Intel +283% \- Marvell +233% \- AMD +186% \- NVIDIA +22% Meanwhile NVIDIA grew FY2026 revenue 65% to \~$216bn at a 60% operating margin, and the …