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Topic Replies Activity

Looks like high stakes gambling. If they crash and burn someone like Microsoft may buy them out just for the infrastructure.

Article Comments Nebius Is Running Out of Runway -- or About to Take Off
0 14 hours ago

How do you make investing in Costco work with the DCF model? Costco would need to grow earnings north of 13% cagr for the next 10 years just to break even (assume inflation is 3%). This obviously is not a deal to be had.

Article Comments Costco: Buy It Again Before Everyone Else Catches On
2 Nov 25, 2025

I'm very optimistic about Nvidia'Nvidia's performance, primarily because of the advantage they hold by not only being a first mover, but also foreseei

Article Comments Nvidia (NVDA) Shares Dip as Meta Considers Google's AI Chips
0 Nov 25, 2025

Big potential with forecasts up to 19. Triple bottom at 6. More game releases in december for the Christmas trades. I have bought the French stocks no

Article Comments Ubisoft (UBSFY) Stock Jumps 5% After Tencent Invests Billion's in Vantage Studio
0 Nov 25, 2025

Berkshire’s investment signals high business quality with a moat, outstanding management, high predictability and low downside risk for Alphabet. However, I don’t see it as an endorsement of its AI and cloud strategy, as clearly this isn’t Berkshire’s core expertise to endorse. Buffett will be the first once to acknowledge that.

Article Comments Why Is Alphabet (GOOGL) Stock Jumping Today?
0 Nov 24, 2025

I've been a supporter of this stock for months, buying $100 every so often, now up to $3K.

Article Comments FDA Approves New Indication for BioXcel Therapeutics' Igalmi (BTAI)
0 Nov 23, 2025

It is a great business but growth has slipped a little. look at Nike, which is a similar business.

Article Comments Lululemon: The $24 Billion Luxury Sleeper Hiding in Yoga Pants
0 Nov 22, 2025

Very cyclical. We will likely be buying at the top of the cycle. No idea how long this cycle will last.

Article Comments From Boom to Base Case: Execution Is the Real Story with Argan
0 Nov 22, 2025

Of course they want us to sell. Shorts need our shares to close positions they are holding and loosing $ on.

Article Comments AMC: Citigroup Lowers Price Target to $2.30, Maintains Sell Rating | AMC Stock N
0 Nov 21, 2025

it's a good Friday for Google A .

Article Comments Google (GOOG) Introduces Voluntary Buyout Program in the UK
0 Nov 21, 2025

Ticker symbol for JD sports is incorrect.

Article Comments JD Sports Crashes Into Confidence Wall as UK Shoppers Vanish and Youth Spending
0 Nov 20, 2025

In a time of great change, where $PDYN has secured great successes, building upon its significance in the new world of drones, you value zero to none?

Article Comments Insider Buying: Michael Young Acquires Shares of Palladyne AI Corp
0 Nov 20, 2025

hello there I just bought more and I don't agree with some people.

Article Comments SoundHound AI (SOUN) Maintained at Buy Rating by DA Davidson with $17 PT | SOUN
1 Nov 20, 2025

Too low valuation

Article Comments XPeng (XPEV) Upgraded to Buy as Sales and Margins Show Strong Growth
0 Nov 19, 2025

Another excellent analysis, Hoang. Will consider opening a position.

Article Comments Lululemon: The $24 Billion Luxury Sleeper Hiding in Yoga Pants
0 Nov 18, 2025

Interesting why the article did not speak about why the share price corrected heavily and what measurements management took to overcome that.

Article Comments Lululemon: The $24 Billion Luxury Sleeper Hiding in Yoga Pants
0 Nov 17, 2025

Great Article well done

Article Comments Lululemon: The $24 Billion Luxury Sleeper Hiding in Yoga Pants
0 Nov 17, 2025

Microsoft (MSFT) has recently been navigating liquidity pressures amid its aggressive investments in AI and next-generation technologies.

Article Comments Microsoft (MSFT) Faces Liquidity Challenges Amid AI Investment Surge
0 Nov 17, 2025

Here we go again wait for the drop buying opportunity my be coming soon

Article Comments EU Flags Meta, TikTok For Failing Transparency Tests
0 Nov 16, 2025

A frenzy of financial innovation has ensnared America Inc. What could go wrong?

Article Comments Find some Shelter before the Storm
0 Nov 15, 2025