Latest Posts

The numbers do not make sense here. They do not add up at all. Not sure what's happening here.

Last month was bad but things are finally looking up. It's good to have hope about these things now and then.

This is the best time to do so right now. The price is just right.

This is one of those stocks that’s more polarizing than today’s politics, and I truly can’t decide which side I’m on. On one hand people are swearing by its turnaround, and on the other hand people think it’s a value trap. It’s not something I plan... — read more 

Apple keeps hitting new highs, mostly on AI hype, but I can’t help wondering if all this AI excitement is just a bubble waiting to pop. They’ve got the ecosystem and services growth, but will AI really deliver what everyone expects? Seems like the... — read more 

PepsiCo just went through another round of layoffs, and it didn’t seem to shake the stock much. Trimming costs might give a little boost to margins, but I’m not convinced it’s a real fix for the bigger issues. The stock has been kind of sideways, and... — read more 

They’ve got cash and a solid dividend, which is nice, but with all the competition from T‑Mobile and AT&T, plus the constant worry about losing customers, it feels like a shaky bet. Cost cuts alone aren’t magic. I get the cash flow, I get the... — read more 

Boeing stock’s been bouncing a bit with the market, but it feels like the same old story. Labor talks paused, to resume in January. Will they ever actually settle, or just keep us guessing? And the 777X saga. Are we still counting years till first... — read more 

It feels like the whole story right now revolves around “Network of the Future,” and I’m torn. On paper, closing facilities, cutting headcount, and automating more of the network is supposed to make UPS leaner and more efficient. In reality, it... — read more 

Every time I check on PNR I get the impression that the company is just quietly executing. Yes, I know water infrastructure is not flashy and I know nobody is making memes about it, but this kind of boring sector play often ends up outperforming for... — read more 

I have been watching Albemarle for a while and this is one of those companies people completely forget about until lithium sentiment turns again. And then it’s all the rage. I am not saying it’s going to take off like a rocket ship, but I do see it... — read more 

I don't get people who see this stock as something you should invest in long-term. This isn't something to hold at all.

With silver prices hitting new highs, no wonder PAAS saw a big run as investors keep pouring into precious-metals miners. Still, I have to admit I’m a bit torn. On one hand, rising silver prices plus good cash flow equals solid thesis, but on the... — read more 

I think HAPPY has been delisted and it's no longer traded.

AI networking demand is as high as it has ever been, and that bodes really well for Cisco. As long as hyperscalers keep…well…hyperscaling (I guess?), Cisco will keep busy. I don’t see a slowdown in major orders any time soon. I have no plans to sell... — read more 

Intel’s been talking up the turnaround for a while now — new process nodes, foundry plans, cost cuts, AI chips, the whole package. But the stock still feels stuck and execution risk is high. Are we finally seeing real progress, or is this still... — read more 

Insurance stocks look pricey right now, but their results can get blown up overnight by wildfires, hurricanes, or floods. Even with repricing and reinsurance, nature still feels like a huge wildcard. Is the market underestimating catastrophe risk... — read more 

AT&T looks cheap and the dividend yield is tempting, but I can’t tell if this is a legit long-term income play or just a classic value trap. Growth is slow, debt is still high, and the stock hasn’t gone anywhere in years, yet cash flow seems... — read more 

Thinking about ExxonMobil mainly for the dividend. On paper it looks solid, but I’m wondering how sustainable it really is going forward. With oil prices swinging, big capex plans, and some pullback from low-carbon investments, does XOM still have... — read more 

Thanks, among other things, to Morgan Stanley finally admitting it might be overvalued. Meanwhile, the “autonomous” Optimus robot took a nosedive on demo, and everyone’s asking if it’s secretly human‑controlled. Classic Tesla - sky‑high promises... — read more 

On one hand, they’re still paying dividends and getting involved in US chip manufacturing, which is nice. On the other hand, the whole China thing worries me - export restrictions, tariffs, fewer sales. It’s like half their market could vanish... — read more 

The stock keeps sliding, stores are closing, and labor issues feel like they’re turning into a permanent feature, not a temporary hiccup. Management keeps talking about “turnarounds” and “back to basics,” but from the outside it mostly looks like... — read more 

The stock hasn’t fallen apart, which is comforting, but it also feels like it’s floating more on narrative than conviction. Every headline mentions AI, yet I’m still not clear how much of that is real demand versus investors wanting another AI... — read more 

Pinterest feels like one of those stocks that looks better on paper than it feels to hold. Revenue growth is still solid, and user numbers keep climbing, which is reassuring. The business clearly isn’t broken. But the stock just can’t seem to find... — read more 

Good to see CSTE improve this month. It was worrying seeing the number last time I checked but the worry is now gone, thankfully.

The price is great. I had issues with Calavo before but I'm glad things have gotten better.

Is IEC still something we can invest into or not?

Holy sh-t, this tiny semiconductor stock exploded after its latest earnings came in better than expected. The whole growth in Korea also helped the major surge in price. While it didn’t have amazing revenue, investors saw the potential, and I'm with... — read more 

WVE soared more than 140% in a day after the positive trial results for its investigational obesity treatment announcement. No surprises there, news like that always send excitement through the biotech sector. Now we need to wait and see for the next... — read more 

Monday drop hurt for sure, but the stock seems to be slowly but surely recuperating already. However, it still remains nearly 15 percent down year to date, and that's a much more worrying issue. This has not been a good year for Air Products and... — read more 

I'm relieved that HWBK is doing so well this month. I was worried before but all my worries were useless. None of the bad things I feared materialized. Worried myself for nothing. Definitely a lesson here I needed to learn.

Shares went down again this week after another rough stretch, and the whole “dead cat” recovery with the small bounce back doesn't seem enough to restore my confidence. Even if for some it’s tempting to think of a turnaround, this company still feels... — read more 

That's what I'm wondering these days. I'm not sure what to think when I'm looking at the performance reviews.

Looks like IBM is buying Confluent for about $11 billion. I guess the company is doubling down on cloud and AI infrastructure, even as investors are slowly (really slowly) cooling on the idea with fears of a bubble burst now emerging. I'm not sure... — read more 

Wells Fargo lowered its net interest income forecast, and I’m wondering, does this mean their profitability is still looking weak going forward? Anyone else concerned about this or following the numbers more closely?

So Kraft Heinz is planning to split into two companies, one for sauces/condiments and one for the grocery staples side. Some people think this could finally unlock value and let each business focus on what it’s good at. Others say it won’t fix the... — read more 

it is certainly cheaper than some of its peer with similar business performance. Is it an opportunity?

Is this just market sentiment, fintech competition, insider selling, or something bigger that I’m missing?

So, here's my low-key thinking about grabbing some HPE shares. The company’s been printing better margins, cash flow looks solid, and the Juniper deal gives them a big boost in networking + AI stuff. Stock still feels kinda undervalued, and they’re... — read more 

The gap between the actual business and the valuation feels absurd at this point. Every tiny headline sends the price flying. It’s frustrating watching hype outweigh reality. At some point, the story has to match the numbers.

META’s had a rough couple of weeks, and I get why. The stock took a hit right after earnings, and most of the worry comes down to one thing: they’re pouring unbelievable amounts of money into AI with the assumption it’ll all pay off later. If this AI... — read more 

China was once a major hub for data-center and AI-hardware demand. Losing access after export-controls and political backlash doesn’t just cut a slice of revenue, it slashes a mountain. Now the company has to rely on western demand and cloud growth... — read more 

The solid revenue growth and strong booking numbers give me some confidence that demand is still there, and the occasional rebound days show investors aren’t giving up. But the earnings miss and the market’s shaky reaction remind me how fragile the... — read more 

I’m afraid we are beginning to see the consequences of consumer restraint due to economic uncertainty, and the impact of tariffs. It’s a perfect storm. It took a while for the effects to start showing, and I believe we haven’t yet seen the worst. I... — read more 

Why is nobody talking about JJSF anymore? It was popular a few months ago. Everyone acts like it doesn't exist anymore.

I don't know why people complained about IDXX. It's great and stable right now.

Slowly getting better now. The stock was in trouble a few years back but things look like they're improving at a steady place.

Subtract gasoline sales from Costco's same-store sales numbers, and the SSS number was 0.5% lower for the month of November, and 0.1% lower for all of Q1 -- but the same for the last 12 weeks. So basically, Costco got a bit of a boost from gas sales... — read more 

It's cheap relative to cash and it has some turnaround hope. I admit it's risky, but it also might pay off if management delivers. I'm not jet 100 percent convinced about this one, but it's certainly on my radar. I'll keep an eye on it for another... — read more 

With Ulta getting serious backing and price targets just moving up, the holiday season seems baked in. I don't think I'm wrong when I think this is a good play for the next few months. It's certainly better than any other retail options at this... — read more 

I'm selling while I still can.

I like Palantir and I think it'll continue its upward trajectory, but listening to its founder and CEO always makes me uneasy because they're basically talking about creating a surveillance state. And that doesn't sit well with me. So here I am... — read more 

Is this the right time? I don't know. I don't want to dump it if something changes later on.

This is still a hold for me. What a great stock that performs really well. I'm really happy with it.

So HP keeps talking about shifting away from the old-school printer/PC grind and moving toward higher-margin hardware, services, and all this new AI-driven stuff. But is this actually a real pivot that can boost the company long-term… or is it just... — read more 

So I bought MCK planning to hold it forever, but the stock ran up way faster than I expected and now I’m tempted to cash out. Part of me says “take the win,” but the other part says “don’t mess with your long-term plan.” Anyone else deal with this?... — read more 

People keep asking if Salesforce’s AI stuff is really gonna bring in cash or if the hype is already priced in. Honestly, I’m still holding my shares because: They already have a massive customer base to upsell AI to. The recent data/automation... — read more 

So real talk, is there actually any upside left in this stock? It already ran a bit, the good news feels baked in, and I’m not sure there’s anything big left to push it higher. Are we still early, or is this basically full price now? What do you all... — read more 

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.