Posts
NVIDIA is still extremely dominant, but is the market getting a bit too optimistic?
After seeing Micron’s results come in better than expected, I went back and took a deeper look at NVIDIA. Honestly, what the company is still pulling off is pretty impressive. In Q1 FY2027, they reported $81.6 billion in revenue, with $75.2 billion coming from Data Center alone (+92% year-over-year). Data …
Micron Technology, MU is overvalued
MU went up so much this year and last year. That was because DRAM and SSD prices went up massively from AI demand combined with restricted supply. However in the latest earnings report, Micron have said that their largest contracts now have a ceiling price set at the 2026Q2 market …
FDJ UNITED, Value play or Value trap ?
I'm about to invest around 10% of my portefolio into FDJ United, I believe in a recovery from last french tax increase thanks to sector growth and recent acquisition (Kindred). Meanwhile recovery, a sustainable dividend of \~ 9% with current stock price will be cashed out every year. More details …
With Nvidia being under 30x for PE ratio and growing revenue significantly every quarter, why does this sub focus so much on Meta and Microsoft?
Looking to understand the meta and Microsoft bulls. Do you guys just not care if the companies bounce back for a few years or is there an actual angle to this? Is it because their businesses are easier for you to understand?
Intel has to start raising equity to get over the capex spending
The stock has recovered noticeably, largely pricing in a growing foundry pipeline that includes the multi-phase $119B "Terafab" project with commitments from Tesla, SpaceX, Nvidia, and Google. While the immediate crisis has passed, the capital expenditures required for this expansion are substantial. To fund this growth without overleveraging the balance …
During this selloff, are you buying new names or just adding to your existing positions?
This recent market has been rough. Feels like every day another stock on my watchlist is suddenly a lot cheaper than it was just a few weeks ago. The interesting part is that a bear market creates two completely different opportunities at the same time. You can either double down …
My thoughts on Nike which will be releasing earnings next week
Nike will be releasing earnings next week. Management already prepared us to not expect any major wins A lot seems to have gone wrong with the company in recent years, and the worst part is that this seems to mostly have been self-inflicted. 1. Went all in direct to consumer, …
A contrarian case for Wendy’s
Many customers believe that Wendy’s died the day Dave Thomas was buried in 2002. And rightfully so! Dave Thomas was more than a founder; he was literally and figuratively the company’s patriarch. An orphan and high school dropout, he built the chain from a single Columbus, Ohio, location in 1969 …
Have you used Barebone.ai? Is it worth the steep price?
Hey has anyone used the app barebone.ai it seems useful but SO expensive $40+/month for what seems to be a perplexity wrapper as an app?? **Here’s what it offers which seems fishy:** \- INVESTMENT RESEARCH Instant, deep analysis on any stock or asset \- NEWS INTELLIGENCE Personal, daily briefing on …
Pizza Has Gone Cold. Domino’s Is Still Worth a Look - WSJ
Pizza Has Gone Cold. Domino’s Is Still Worth a Look - wsj https://www.wsj.com/business/hospitality/pizza-has-gone-cold-dominos-is-still-worth-a-look-38fab850 The category’s sales are stagnant and its chains are faltering, but Domino’s can emerge as a winner By David Wainer June 25, 2026 at 5:30 am ET Americans aren’t as hungry for pizza. Neither is Wall Street. …