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The oil and gas services industry is clearly under strain - spending is down, drilling activity in North America is weak, and management says the market will stay soft for the rest of 2025. Halliburton itself is laying off staff and trimming... — read more 

Intel’s situation is starting to worry me. I’m just a small shareholder, but it feels like things could get even tougher from here. Manufacturing their own chips was supposed to be the big comeback story - bringing production back, competing with... — read more 

The drop in Amazon’s stock this week has me worried. After all the layoffs and cost cutting, I expected some upward movement, not this slump. And now there’s that $38 billion deal with OpenAI. Everyone’s hyped about it, but I can’t shake the feeling... — read more 

Tesla’s stock is tanking. Down over 10% in just a few days, and now it’s the only one of the M7 sitting in the red for the year. Sales are slipping in China, key people are leaving, and even ARK’s been dumping shares. Then you’ve got recalls and all... — read more 

SoftBank’s stock slid more than 10% in Tokyo Wednesday, highlighting how investors remain nervous about lofty tech valuations. Nvidia’s shares slid as much as 3.9% in US trading, after climbing 48% this year through Monday’s... — read more 

And I personally think it's for no good reason. Yes, the company's ramping growth investments but how is that a bad thing when you look at it long-term? For me, this dip in the stock represents a great moment to strengthen my position. I fully... — read more 

Any thoughts on the the latest announcement? The new partnership deal bolts CrowdStrike's Falcon sensor into F5 BIG-IP so web traffic gets threat hunting at the network edge. To me, that sounds like a smart way to get more protection without extra... — read more 

Haven’t seen any real news about ZoomInfo lately, which feels pretty weird since this stock usually makes noise around earnings time. Let's hope they’re just quiet before dropping something big. It could be nothing exciting’s happening right now, but... — read more 

Now the acquisition is done, Ranger Energy has a larger Permian Basin footprint, which is always a positive thing. No to mention, the rig count is now higher, which is likely to result in a nice revenue bump despite the current oil price issues... — read more 

Is VR at a good price right now? I can't tell myself. I'm a bit d-mbfounded by the numbers.

I'm getting a nice payout and an "I told you so" to a friend who I advised recently to add this to his portfolio but he didn't see any upsides.

Been watching DVN lately and trying to figure out if the stock is actually gaining real value or just bouncing around with oil prices.

...and if so, is that really something that can contribute to the rise of stock value?

Trying to figure out what SeaWorld’s actual competitive advantage is right now. Is it the rides? The animal shows? The brands (SeaWorld, Busch Gardens)? Or are they basically just another theme-park operator without a clear edge?

I’ve been looking at LHX lately, and honestly it feels like the stock might be getting a bit expensive. Some models show upside, but others say it’s already priced in for pretty much perfect execution. Growth isn’t explosive, and the valuation... — read more 

3M keeps talking up its turnaround — better organic growth, improved margins, and more new products hitting the market. But is any of this actually real, or just good PR? We’ve seen a few quarters of positive growth and some margin improvement, but... — read more 

This has been a long-time favorite for income-oriented investors thanks to its strong track record in the midstream energy pipeline space, but things are not as crystal clear anymore. Energy and midstream are facing headwinds (including regulation... — read more 

American Superconductor posted good year-over-year growth but it still managed to miss on sales and gave weak guidance. Not an ideal combination. I’m thinking this one might be more of a risk right now rather than a safe bet. I'm not discounting it... — read more 

How susceptible is Micron Technology to the potential (or more like inevitable) AI bubble burst? We're all seeing what's been happening with Nvidia, and I know I'm not the only one thinking the burst could happen much sooner than anybody could have... — read more 

I thought we recovered from the two dips in the last six months, but we might be on our way to the third. I mean, it's still nearly 14% up in the past six months BUT we're down from the $100 high to mid $80s and it doesn't look like the drop will... — read more 

I’ve been holding some P&G stock for a while, but I’m really starting to get frustrated. The stock’s been flat, costs are up, people are switching to cheaper brands. Tariffs are just making everything worse. How’s a company supposed to grow when it’s... — read more 

Every company is suddenly “AI-driven,” and everyone’s pretending we’re on the verge of replacing human thought with code. Sure, it’s all fun while stocks keep climbing, but when reality finally kicks in, and the hype train crashes, the fallout will... — read more 

I’m starting to wonder if Chipotle can turn things around anytime soon. The stock tanked after they cut their outlook, and the reasons don’t sound like something that’ll fix itself fast, including higher costs, weaker demand, and margins getting... — read more 

I’ve been thinking about putting some money into Adobe, but I’m not sure it’s the right time. The company looks solid - strong products, reliable revenue, and they’ve even raised forecasts - but the market doesn’t seem impressed. The whole AI push... — read more 

The stock’s been bouncing around, mostly on AI hype and data-center buzz, but I can’t tell how much of that growth story is already baked into the price. Every analyst keeps talking about “huge potential,” yet there’s so little clarity on how... — read more 

The price could be better but it also could be worse. So, I guess, there's no point in worrying anymore about GRMN.

Soligenix put out their Q3 update, and with small biotechs like this it’s always kind of a gamble. Even a little progress or new funding news can really move SNGX since the company’s so small. I'm not in a position to make any major risks, so I'll... — read more 

The change in management obviously didn't work out. The price isn't looking good. Just a bad situation all around, however you look at it.

I'm happy with IEP at the moment. Hopefully nothing drastic is gonna happen to change the price right now.

I can't find it myself. It oughta be delisted, yes? No other explanation.

I don't understand the folks who say otherwise. The price is almost perfect now.

I’m starting to lean toward selling my Cummins shares. The company’s still solid, but the truck market looks weak, and their growth guidance feels meh. They even pulled their full-year forecast because of tariff issues — not a great look. Anybody... — read more 

Alright, I’m starting to load up on Expand Energy (EXE). It’s the combo of Chesapeake + Southwestern, now the biggest natural gas player in the U.S. Between the AI/data-center bo-m and growing LNG exports, gas demand looks for the next few years... — read more 

Anyone else wondering how SAP’s spending its cash these days? They’re dumping a ton into AI and cloud stuff, but still paying out dividends and doing buybacks. How long can they keep that up if the market cools or growth slows down? Are the buybacks... — read more 

what are the main factors behind this?

I’m getting uneasy about Palantir’s insane momentum. Sure, the AI bo-m has been great for the stock, but what if this really is a bubble, like some analysts keep warning? If the hype fades or spending cools, Palantir could take a serious hit. Its... — read more 

The stock’s been slipping lately, and analysts keep warning about weak ad spending, especially in the US. That’s the core of their revenue, and it’s slowing. The company keeps talking about AI-powered tools and better ad performance, but it still... — read more 

Every quarter it’s the same circus - wild promises about robotaxis, humanoid robots, and trillion-dollar dreams, while profits keep shrinking and margins erode. Revenue missed the mark, earnings disappointed, and the stock’s sinking again. Tariffs... — read more 

The stock’s been climbing this week, and for good reason. Their move into the AI data center market looks really promising - new accelerator chips, real early customers, and solid buzz from investors. It’s about time Qualcomm started breaking out of... — read more 

1,800 people gone, and it’s still tanking.

Computing pioneer Intel began 2025 with two simple goals: find a leader and find some cash. In March, it found its leader when it hired new CEO Lip-Bu Tan. And during the third quarter of 2025, Tan found the... — read more 

Since there’s no big recent news about the company I’m wondering if now could be an entry point under the radar. This is a small company and this is clearly speculative, and while that sometimes means more risk, it also means more upside. At the same... — read more 

Some are selling, some are buying, and I'm stuck here unsure about what to do. The only thing that comforts me right now is knowing that defense spending basically runs this country, so it should be just a matter of time before things pick up in a... — read more 

From what I can see, plenty of people are still interested in AMD, especially with AI and data center demand showing no signs of slowing. People who are talking about a bubble have no idea what they're talking about but it's their loss, not mine. I... — read more 

Just read that some big fund picked up quite a few of AGNC shares. It makes me think they see something good in that dividend yield right now. These mortgage REITs can swing with rates, but if inflation cools off a bit, that payout could look even... — read more 

What’s everyone’s take on NetApp right now? They’re pushing hard on all-flash, cloud deals with AWS/Azure/GCP, and hyping AI storage wins, plus Keystone seems to be picking up. But the storage market is packed with Dell, Pure, HPE, IBM, and... — read more 

Fossil’s been on a long decline with revenue dropping and profits under pressure. They’ve announced layoffs, store closures, and a turnaround plan that gave the stock a short-term boost. The question is, can those moves really change the trend or is... — read more 

How much are interest rates gonna mess with Schwab’s profits? If rates drop or clients keep moving cash into higher-yield stuff, does Schwab still make decent money, or does their margin take a big hit?

CommScope has been weighed down by debt for years, but with the big sale of their CCS unit to Amphenol they’ve got some cash coming in. The question is, does this really fix their balance sheet or just buy them time? Are they generating enough cash... — read more 

...or is it already priced for all the good news with too much risk still on the table?

It’s getting hard to stay confident. The stock’s barely moving, same-store sales are sliding, and now there’s talk of hundreds of store closures and layoffs. On top of that, baristas might strike soon - just what we need during a “turnaround.” Costs... — read more 

What will happen when the AI bubble bursts? https://www.geekwire.com/2025/ai-bubble-enshittification/

Compounded with regulatory issues. Applied Materials has a strong potential, and the market opportunity is big. But too many conditions would have to align, including the AI bo-m and strong demand, for the stock to move up and investment to pay off... — read more 

I’ve been holding on to Walmart stock because “it’s safe” and “recommended buy” keeps popping up, but I’m scratching my head. They keep warning that tariffs are eating into margins and that price hikes are coming. If the costs of imports climb and... — read more 

So we’re all just waiting in the dark while this thing drags on? I keep reading that the stock is trading at crazy high multiples, and analysts are warning that the valuation is totally out of sync with what the business is actually doing. If those... — read more 

LUV used to be one of those dependable travel stocks, but now it just kind of drifts. I can't figure out if the route changes and plane updates they recently announced will actually turn things around or if this is just another round of promises, but... — read more 

They're committed to community, they provide personalized service, and the results are there. From what I can see, the bank is experiencing increased loan demand and expanding customer base, something not many banks of similar size can boast about... — read more 

Intevac's advancements in semiconductor equipment are truly impressive. If they continue to innovate, they could become a significant player in the tech industry. I already added some to my portfolio and I think I'll continue to do so as long as the... — read more 

I've been looking into this a bit, and it's clear that the company's focus on technology and infrastructure is driving growth and improving service delivery. They've recorded both improved efficiency and customer satisfaction, which is pretty good in... — read more 

CSX's earnings beat expectations, but the real story is the potential M&A activity. With the new CEO focusing on strategic growth, this could be a game-changer for the company. This is the one I'll be following very closely, because I think it could... — read more 

CVS keeps talking up healthcare services, but insurance costs + PBM risk are weighing it down. Analyst targets don’t show much upside. Cheap buy or dead money?

Thought please.

MDRX is up against Epic, Cerner, and a ton of startups. Do they actually have an edge, or are they just holding on? Curious if people think they’re still in the game or getting left behind.

SABR hasn’t had the best run lately. Q2 revenue dropped over 10% YoY, bookings came in light, and they’re still burning cash with a big pile of debt hanging over them. At the same time, travel demand is back and Sabre keeps talking up their... — read more 

I can’t seem to find any oil company that has such a low value. Why is this the case? Is APA really all that bad?

This is most definitely a risky, speculative play right now. The recent bump in share price is nice, but it doesn’t change the fact that UPS is facing real headwinds, including tariffs, weaker global demand, rising costs, and growing uncertainty... — read more 

I can kind of see the problems as a customer every time I walk into a store - fewer customers, emptier shelves, slower service. So, it’s not surprising to read about weak traffic, sluggish sales, and shrinking margins. The rumored layoffs worry me... — read more 

I've been holding Moderna shares through this brutal year - down 35.7% and trading at half last October's high of $57. We're hovering around $26, dangerously close to the $23 low. Then I saw analysts recommending buy, and last week's cancer... — read more 

Boeing stock dipped again last week, and I’m not sure what to make of all this. I saw they got the green light for that $4.7B Spirit AeroSystems deal, but is buying more problems really smart right now? Boeing still has supply chain issues, quality... — read more 

I’m really worried about what these new tariffs might mean for PepsiCo. Supply chain costs are already climbing, and demand isn’t exactly booming. If tariffs keep piling up or uncertainty drags on, it could really hurt margins and growth. I’m just a... — read more 

WNC is amazing. It's not overpriced. Things are finally going smoothly. No more trouble coming from WNC.

Garmin fails to disappoint. I bought it and hold it with confidence as the price is doing well now.

Is it always a rollercoaster? This is definitely a wild stock and I'm thinking of selling it now. I don't need this stress.

It's worth following QRVO's developments and see how things play out this month.