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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.

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.