Posts
SK Hynix earnings dropping soon, but the real question is whether the LTAs hold up
Numbers are probably gonna be insane. Revenue up 264% YoY, operating margin near 75%, gross margin over 84%. On paper that's a monster quarter. But ngl, everyone already knows this. The beat is priced in. What the market actually wants to see is the LTA details, like committed volume, HBM4 …
Why did Rollins (ROL) fall ~10% right after its 99th straight growth quarter?
Flag and Pennant Patterns Explained: The Flagpole, the Breakout & the Measured-Move Target (Beginner's In-Depth Guide)
AMAT, KLAC, LRCX earnings coming up, which one are you playing?
Been watching semis for a while now and the equipment names keep flying under the broader chip conversation, which is kinda wild given the setups here. LRCX has 28.8% projected revenue growth this quarter and holds something like 45% of the etch market. KLAC just announced a 10-for-1 stock split …
Biotech
So for the past 10 days i've been looking into biotech stocks, and what makes them shoot up sometimes more than 1000 % I'm therefore beginning to look into which biotech stocks would be interesting to invest in. I've been trying to look for companies who is waiting or is …
prediction for today
CoreWeave up 5.92% and I am not even close to done holding
Been in $CRWV for a while now and the conviction just keeps getting validated. Another green day, another reason to stay patient. The AI infrastructure buildout thesis is playing out exactly as expected. CoreWeave sits at the intersection of hyperscaler demand and GPU capacity constraints, and the market is finally …
Is the CPU renaissance in AI real, or are we just coping? $SOXL holders weigh in
Been sitting on $SOXL and this question keeps nagging at me: everyone's all-in on GPUs running AI workloads, but is the CPU side of semis getting written off too early? The GPU dominance narrative is basically consensus at this point. Inference is still compute-heavy, and the big hyperscalers keep ordering …
If you like the idea of beating institutions and anslytsts - BRSL
The photo is the snapshot of Q4 performance from 2025. This is a really simple play to understand. The higher the jackpots in a quarter, the greater the sales, the greater the profits. 2025 Q4 peak jackpot amounts: Mega Millions $980m Powerball $1.7bn Super enalotto €99.6m Euro Millions €178.6m Following …
Years of watching from outside da club (options)
But I finally wanted to get eeen...lets go!