Posts
I spent a week pulling Pentagon AI procurement data from USASpending.gov. Found that BAH was sitting on a $6.4B AI contract ceiling while trading at ~$9B market cap. They announced a $720M acquisition this morning confirming the thesis.
I've been building a pipeline on [USASpending.gov](http://USASpending.gov) \- 30 million rows of federal contract data going back to 2020. I've written a few pieces on this data before, mostly about DOGE cuts and defense spending patterns. This one is different because the timing was quite fortuitous. **What is the CDAO?** …
Broadcom, Intel and SKYECHIP - similarity
Not going to make this too long. All of their ceo are from malaysia. All three leaders sit at the center of infrastructure demands for Artificial Intelligence. Broadcom builds the custom AI networking chips, Intel manufactures advanced node processors, and SkyeChip designs specialized High Bandwidth Memory (HBM) and on-die transport …
Don't understand why Microsoft and Meta have been punished but Google and Amazon appears to be doing well despite all of them have massive capex
Can somebody explain it like I'm 5?
Netflix- A good buy now?
Is Netflix a good buy at the current price now? It was down around 7% today. Do you see it bouncing back up to the 100s in the near future. Reading multiple articles about ad revenue growth but negatives state competition and content issues. Any insight appreciated. Genuinely confused. Fundamentals …
$SKYECHIP (KLSE/BURSAMY) - Similar to Broadcom
It is a malaysia stock under BURSA with 53% profit margin. The cap is still relatively small around $1B market cap. One of the director used to work in Intel, Broadcom and Altera. Lots of experience in overseeing technician work. Other director used to work in Intel and Altera as …
74x volume spike on TSX-V today – name change to “AI” + paid promo (we passed)
Hey r/ValueInvesting , Quick case study from today’s market action on the TSX-V. (Canadian venture market, my niche specialty) One micro-cap name (**MIVO.V – now Miivo AI**) saw its volume explode **74x** its average. The move? +3.9% on the day. **What drove it?** A name change riding the AI theme, …
Seneca Foods Corp ($SENEA) is a Small Cap Food-Packaging Company With Positive Recent Price Action and Numbers That Seem to Indicate This Could Be a Nice Value Play
Seneca Foods ($SENEA) is a vertically integrated food packaging company currently valued around $1 Billion Market Cap. It's business includes seed production, crop harvesting and packaging. Familiar brands include: Aunt Nellie's, Green Valley, and Libby's, to name a few. The stock price has seen a nice run up in the …
Smith & Nephew (SNN)?
I’ve been looking into Smith & Nephew recently and am considering starting a position at around the current price (\~1113p). A few things stand out to me. The share price is still well below where it was in 2021, yet the valuation doesn’t look demanding. Forward P/E is around 13x, …
Salesforce down 30% in 14 straight red days at 10.5x forward earnings. The software massacre has gone completely detached from fundamentals. What is anyone actually doing here?
Salesforce is now down roughly 30% in the last 14 trading days. 10.5x forward earnings. 14 straight red days. Lowest levels in $CRM since January 2023. One of the most dominant enterprise software companies on the planet, profitable, generating massive free cash flow, trading at a multiple you'd normally see …
CLSK is up on Meta AI talks and everyone's calling it a pivot play. Here's what the numbers say the narrative is missing.
Everyone on my feed is hyping CleanSpark ($CLSK) right now because of rumored talks to lease data centers to Meta for AI. The stock is pumping on this pivot narrative but if you actually open the 10-Q, the financials are a horror show... The classic trap here is looking at …