Latest Posts

GM’s been kind of messing with my head lately. The stock’s been climbing and those Q3 numbers were way better than anyone expected, so part of me feels like, okay, maybe they really do have things under control. Hitting fresh highs definitely doesn’t... — read more 

As a small Costco shareholder, I’m torn. On paper, the company keeps delivering. Sales are up, comps look healthy, and that whole “Costco loyalty” thing still seems to be working. Even their online growth is surprisingly strong for a warehouse giant... — read more 

Salesforce has had a weird few weeks. The latest results were solid - steady revenue growth, a strong subscription base, and all the hype around their AI and Data Cloud tools actually seems to be landing some real deals. Management even sounds... — read more 

The past few weeks for UNH looked way better than I expected. Revenue up 12% in Q3, adjusted EPS beating expectations, and even a raised full-year outlook - that definitely gave the stock a little boost. Membership is growing, cash flow is solid, and... — read more 

The earnings beat was nice, but it didn’t calm any of the real worries. COVID sales keep shrinking, a bunch of their older dr-gs are creeping toward patent cliffs, and the pipeline feels more “maybe” than “solid plan.” Add in cost-cutting and pretty... — read more 

I can say this with confidence. LSCC is definitely a hold for me. It's a no-brainer, truly.

Supposedly, the stock symbol DWCH is not publicly traded anymore. just an FYI.

Has F5 been cursed or something? Why are the numbers so unreliable right now? I don't know what to do with this stock anymore.

Abercrombie /amp; Fitch (ANF) stock exploded higher on Tuesday, surging 37% after the apparel retailer demonstrated that its turnaround story remains intact despite challenges at its namesake Abercrombie brand... — read more 

Looks like the turnaround is actually working. Excellent quarterly results, a raised forecast, and a nice bump in the share price are such a pleasant change for a place that has been nothing but a disappointment for a long while. I don't want to get... — read more 

I like what I am seeing and the decent bump on the stock shows that I am not the only one. This is one of those companies that can be really unstable, constantly fluctuating, but it always recovers just as fast and it seems like it is headed for its... — read more 

The stock has done amazingly in the last six months. Yes, there's been a hiccup or two, but it's up nearly 140 percent in that period. How many other stocks can say the same thing? And people are already turning their back on it? I swear, some of you... — read more 

GME stock is soaring after the recent development in the gaming world. It's a good day to be bullish about it.

I am not sure the ad market will stay generous forever. I would be very careful with this one.

Fastly’s been showing up more and more in headlines about partner programs and its conference presentations, which makes me think they’re trying to grow the business beyond the old CDN pitch. I'll be honest, I don’t fully understand edge cloud tech... — read more 

Should FAT be sold now or later? The price looks to be good right now.

Morgan Stanley hands out a lot of cash to shareholders, but with earnings jumping around, I’m wondering how long they can keep it up. If deal flow slows or rates drop, does the payout get squeezed? Anyone think their capital-return plan is solid, or... — read more 

UPS’s margins have been pretty weak lately, and you can see it in the stock price. Losing low-margin Amazon volume, higher labor costs, and a messy network aren’t helping. Do you think this is just a short-term hit, or is this the new normal? What... — read more 

And if so what could be Citi's upside potential in 2026?

What do you all think are the biggest competitive or industry risks for Light /amp; Wonder? Crowded market, regulation, slower casino spending… what’s the real threat that could hold this stock back?

rying to figure out if NCR Voyix is actually undervalued or if the market’s just not buying the turnaround story. They’re pushing more into software/recurring revenue and margins are ticking up, but overall growth is still kinda meh. What do you all... — read more 

The stock’s been shaky for weeks, and most of it seems tied to the Medicare Advantage mess. Membership dropping by hundreds of thousands is not a small issue, and even though they say it’s “better than feared,” it still feels like a major hit to the... — read more 

On one hand, they’ve got a giant backlog and deliveries are finally picking up, which should be good. But then you see that massive 777X charge, more certification delays, and another ugly non-GAAP loss, and it’s hard not to worry. Cash flow may be... — read more 

CrowdStrike’s deal with F5 basically bundles Falcon and OverWatch into F5’s BIG-IP gear, and customers can use it free for now. Sounds great for visibility, but as a small shareholder I can’t ignore the risks. “Free” doesn’t guarantee conversions... — read more 

Watching Airbnb’s stock these past few weeks has been a bit nerve-racking. The earnings were “fine,” but the guidance wasn’t exactly inspiring, and the fact they missed on EPS makes me wonder if growth is slowing more than they want to admit. What... — read more 

The AI hype is great until you look at the risks piling up. The valuation feels way stretched, China restrictions keep hanging over us, and any slowdown in data-center spending could sm--k the stock hard. Competition isn’t sleeping either. Feels like... — read more 

Things are still looking dire for FLWS. I don't have a clue what's going on behind the scenes but some changes need to happen ASAP.

Is this a good price to buy right now? I guess I don't know what to do right now.

You can't trade it anymore under this ticket anymore. Just a heads up.

So PLUG decided to drop a $375 million convertible notes offering and the stock instantly tanked like it saw a ghost. No surprises there. I get that they need cash, but every time this company raises money it feels like shareholders are the ones... — read more 

SEED is doing great. Which is a good thing since I recommended it to my boss. Would hate to see it go under after something like that.

Priced north of $1,125 per share at Friday's close, Netflix (NFLX 0.78%) stock looked pretty expensive last week. But would you consider buying Netflix stock if it cost only, say... — read more 

I don't get what's going on myself. I always thought this was the stock to buy early on. I guess all the advice I got on TSEM wasn't good at all.

Thomson Reuters had a small wave of activity today after its latest updates made the rounds, and it reminded me how steady this company usually is. Nothing exciting, nothing flashy, just one of those businesses that quietly keeps earning and paying... — read more 

If you’re thinking about buying Micron, just remember it’s a super-cyclical stock. Memory prices (DRAM/NAND) go up and down like crazy, and when they drop, Micron’s profits get wrecked fast. Competition is tough too — Samsung and SK Hynix can flood... — read more 

Honestly, I think Disney’s worth grabbing right now. The market still isn’t giving enough credit to how strong their streaming growth, parks money machine, and massive IP library really are. Yeah, they’ve got some problems — TV is dying and content... — read more 

Hey everyone, I’ve been looking at Cigna (CI) lately and I’m honestly not sure how to feel about their earnings outlook. Yeah, they’ve been beating estimates, but margins are getting squeezed and their business mix is shifting more toward health... — read more 

What do you all think? Can Mattel really boost sales with the toy market this slow? Retailers are cutting orders, demand feels soft, and some brands aren’t hitting like they used to. They’re trying the whole entertainment/IP push, but will it... — read more 

PEAK was pretty popular but not so much anymore. Is it even traded anymore? Has it been delisted?

PCF is such a troubled stock. I don't get why people keep recommending it to me. Just look at its history. Hard pass.

I don't want to mess things up but selling MGA looks like the good thing to do right now.

The perfect price, in my opinion. This only shows that I was right to hold it. MX is doing fantastic.

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.