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Starbucks is in that phase where it’s trying to balance maintaining its brand identity with adapting to changing consumer habits. There’s been more focus on efficiency, mobile ordering, and store experience lately, but I don't see much improvement. I... — read more 

Lam sits right in the middle of fabrication demand, especially as manufacturing moves toward more advanced nodes. Their business tracks with long tech cycles rather than whatever's hot this quarter. I've been looking at this for a while, and I have... — read more 

FBK should be sold at this price. Numbers don't lie, so you know what you should be doing now. Follow the money.

BNY feels like a classic “solid but unspectacular” story—steady fees, decent margins, and consistent capital returns, but only mid-single-digit growth. That’s fine… until you compare it to other financials with stronger momentum. Do you feel like... — read more 

Hard to tell if this is a clean reset or a red flag. On one hand, new leadership could mean a real push to fix the balance sheet and rethink the strategy. On the other, CEO exits after a massive decline usually mean things are worse internally than... — read more 

Feels like the selloff is a mix of heavy AI spending, rising debt, and worries about when all this capex actually turns into real cash flow. Market doesn’t love uncertainty, especially with margins getting squeezed. That said, if you believe the AI... — read more 

Past month has been calm. Stock dipped then bounced back. Analysts still say Buy. But what bugs me is the Walton family selling millions of shares recently. Major insiders cashing out never feels right. Stock's up 13% YTD and 40% over 52 weeks... — read more 

Been holding Kohl’s for the dividend, but that 3.9% yield doesn’t feel worth it when the stock’s down 33% in a month. Analysts keep slashing targets, even saying sell. Sales are weak, customers are struggling, and guidance is awful. Do I stick around... — read more 

Stock dropped from ~$417 in mid-Feb to ~$360 now – that's like 13%. The worst part? April 2nd alone it tanked 5.4% after deliveries missed expectations again. Q1 deliveries: 358k vs 370k expected. Production way outpaced sales (408k made, only 358k... — read more 

Past couple weeks were a rollercoaster. Stock hit a high, then dropped on cautious outlook. CEO sold shares in Jan - always feels bad. And management says 2026 will be "challenging" in North America. Margins shrinking too. I'm no expert, but this... — read more 

What a couple of weeks. I’m just a small shareholder, nothing fancy, but watching ADBE drop 15% in days hurts. Thought Q1 earnings were fine, but that weak guidance spooked everyone. And now the CEO leaving? Feels like I bought right before the party... — read more 

https://www.bitget.com/news/detail/12560605327566

What is going on? Why are they so out of luck these days? This has been a bad year for sure. The performance is really lackluster.

LCII seems like a good choice for this month, right? Should I go for it?

DAC is doing amazing... I'm happy to say I'm gonna hold it, indefinitely.

Dare I hope we might be on our way back?

UPS offers a lofty 6.9% yield that the company appears ready to support. Offering a vital service, UPS is the kind of stock that you can buy and hold for decades... — read more 

Airlines are constantly shifting routes, capacity, and pricing depending on what demand does, and United Airlines is no exception. While travel remains solid, we have to take into account costs like fuel and staffing too. The fact is, this is less a... — read more 

More companies are trying to simplify security by using one platform instead of stitching together a bunch of different tools, which puts providers like Palo Alto in a much bigger role, not just for protection but for how things run day to day... — read more 

Thinking Siri will make some good gains in the next few months. Earnings should be better every quarter going forward. This is a test…

https://www.tikr.com/blog/jefferies-upgrades-hallador-energy-nasdaq-hnrg-stock-new-capacity-deal

John Deere has ventured deep into software, data, and efficiency tools on top of its equipment manufacturing. I'm not opposed to it, especially since it opens additional revenue streams. I just hope the company doesn't forget what it does the best... — read more 

Feels like Nike’s been leaning hard on retros and minor updates while newer brands are dropping fresh stuff that actually feels new. What’s the next real breakout line, new tech, new silhouette, something big, or are we just getting more of the... — read more 

It sure looks that way to me. What do you think?

Intel’s been cutting losses, but margins are still getting hit by huge capex and the foundry push. At what point do we actually see “normal” profitability again, once 18A ramps? Or is this just years of suppressed earnings while they rebuild?

IBM throws off solid cash flow, but the balance sheet is still pretty heavy and they’re committed to dividends + steady buybacks. Are they playing it too safe instead of investing more aggressively in AI/cloud? Or is this exactly why it’s a stable... — read more 

Costco’s handling tariffs smartly, shifting suppliers, leaning on Kirkland. Q2 was strong. They know what they’re doing. My worry is the bigger picture. Energy keeps climbing, people are struggling, standard of living is dropping. A retailer this... — read more 

$98 targets? $100? Meanwhile stock is sitting at $73 and dropping. China sales are down 75% and they just took a $7.6 billion writedown. That’s not “outperform” money. Mexico union wants 10% wage hike. Tariffs still looming. But hey, they raised the... — read more 

I’ve held Airbnb for a while and honestly I’m getting frustrated. Italian tax dispute, insider selling, margins shrinking - feels like one thing after another. But what really scares me is the bigger picture. Energy crisis is only getting worse. If... — read more 

Debt is already huge and now they are borrowing more. I get that fiber is the future but feels like they are betting the farm. Analysts keep slapping $55 targets on it but they don’t own the stock. Dividend is nice but if debt keeps growing how long... — read more 

Management flat-out said inflation, weak consumer demand, and tariffs are hitting supply chain costs. Guidance is basically zero growth in core constant-currency earnings for the year. That’s not why I bought a “safe” blue chip. So what’s the... — read more 

You should buy EGBN at this price. The stock recovered and it's performing really well. It should be a no-brainer, really. Buy it.

DRI had a bad month. Several, in fact. Hopefully this bad luck has ended for this spring and for summer.

I think, but I'm not sure, that FELE should be sold right now. I don't want to mess things up but that's what I'm thinking right now, to sell.

This is almost a perfect performance here. Sometimes it looks like it's too good to be true.. but I don't want to jinx anything right now.

You should get GME while it's still at this number. That's just my opinion though.

Shopify's been building out a lot lately. They're not just helping people set up stores anymore. They got payments, shipping, marketing stuff all bundled in now. That can only mean they plan to be the main thing small businesses run on. If a store... — read more 

Security threats are getting more serious and everyone wants cloud stuff now. Security used to be something you added later, but now you have to build it in from the start. Which puts companies like CrowdStrike right in the middle of it. Which can't... — read more 

After that big bo-m a couple years back, seems like the company is focused more on getting things stable and keeping people on the subscription and not so much aiming for huge growth anymore. Just trying to hold onto the folks they got. That kind of... — read more 

What catches my eye especially is how they're in a bunch of different industries. Car stuff, energy stuff, and several more. If those keep growing, might be a really, really good spot to be in. This seems like the kind of stock to hold for a while... — read more 

I won't lie, I'm curious about the edge computing stuff they're getting into. It looks like they want to be more than just security, and I support that wholeheartedly. Becoming a big part of how the internet runs can and will do great things for the... — read more 

ALL has had a pretty solid run lately, but I’m starting to wonder if we’re near a peak here. With catastrophe losses creeping up again and pricing maybe not fully keeping up, it feels like margins could start getting squeezed. At the same time... — read more 

Feels like AT&T has been talking about “fixing the balance sheet” forever, but with all the asset sales and debt paydown lately, are we actually there now? Debt is coming down, but with all the ongoing capex for fiber and 5G, I’m not sure if it’s... — read more 

Now that the asset cap and other restrictions are lifted, can WFC actually grow faster again or is it still going to lag behind the big banks?

KHC’s yield is pretty juicy right now (~6%+), which looks great on pape,but I keep going back and forth on whether it’s actually safe or just a trap. Yeah, cash flow seems solid for now, but revenue isn’t really growing and volumes are kinda meh. If... — read more 

Smartphones are shrinking, AI data centers are years out, and now memory shortages are hitting handset production right when export rules could tighten further. I get that management is trying to diversify, but watching the stock drift toward $120... — read more 

Mizuho says sales are turning around and margins might finally stop shrinking, which sounds nice, but the stock's been stuck near $33 while I keep waiting for something to actually move. I know the long-term story used to be solid - good brand, loyal... — read more 

I was sitting above $260 two months ago and now I'm watching this thing scrape $163 like it's collecting dust. Twenty-five percent four-star ratings? Ninety-four percent last year? Who runs this company? Now I'm sitting here wondering if I hold and... — read more 

They're putting money into stores, into wages, into all these moves that sound good on paper but I keep wondering when the payoff actually shows up. RBC had me double-checking my math last week. Could see $105 if this turnaround clicks. Could see $75... — read more 

Watching AMD bounce between $192 and $209 these past weeks, sitting below both moving averages while the sector goes through what they're calling "AI Realism." The days of all AI stocks rising together are over, now it's about execution and energy... — read more 

I'm not too informed with COPEL. Is this the sort of thing I should expect from this company? The performance is kind of jarring.

I'm holding EC now indefinitely. It proved to me that it is the only stock you should be investing in the industry anyway. The others can't even hold a candle to EC.

Is this the best time to sell FNB? Not sure how I should proceed. I'm at a loss here, really.

In early March 2026, Cohesity announced a past integration with Datadog’s AI-powered observability and security platform to enable closed-loop resilience and rapid, automated recovery for production AI environments across hybrid and multicloud... — read more 

I have to give it to Ross Stores. They're hardly an often mentioned name, but their strategy to avoid chasing trends and simply continue offering discounted branded goods has been working in their favor. Just look at the last six months. From low... — read more 

They've got this whole thing going with independent sellers and handmade items, but now they trying to grow like one of the big e-commerce sites. Gotta be tough to keep that original feel while pushing for more and I'm worried that if they start... — read more 

Zscaler's been the talk of the town lately. More companies are moving to the cloud and looking at zero-trust security, so they seem to be getting more attention as a result. The stock has been moving along with that trend, so this might be a good... — read more 

Should I sell InspireMD? I don't know what to do with it considering the recent news. Maybe I should wait a bit and then sell? Not sure...

DHR is doing well these days, This just goes to show that this is the best time to be holding Danaher. No doubt about it.

MOH used to be a big winner in the managed care space, but the stock has taken a pretty big hit over the last year. Is it mostly because of Medicaid redeterminations and higher medical costs, or is something bigger going on? Is this is just a... — read more 

With the surge in AI infrastructure spending, HPE has been talking a lot about its AI servers and growing backlog of AI-related orders. The company is positioning itself as a key supplier for enterprise AI deployments. But can AI actually move the... — read more 

MCK has had a huge rally over the past few years thanks to strong earnings and growth in specialty dr-gs. But after such a big run, is there still upside left? Is this a quality compounder worth holding, or is the stock getting a bit stretched at... — read more 

I know the story. AWS is growing, cash flow is massive, they're building for the future. But that spending number was just so huge. Two hundred billion dollars. I get that they're positioning for the next decade, but it's hard to sit here watching my... — read more 

Down another 2.5% over the past couple weeks, and that's been the pattern for a while. I keep telling myself the dividend makes it worth holding, 6.5% yield is nothing to ignore. But then I look at the stock price, down something like 57% from where... — read more 

Stock drops 4%. Again. I get AI is the future. But cutting 15,000 people while pouring billions into stuff that isn't working feels like panic.

Bought in a while back. Now I'm just watching it bounce around with no clue where it's heading next. Every week there's something new - FSD delays, Twitter drama, margins shrinking. Feels like the company I invested in is everywhere except focused on... — read more 

The recent volatility gives me pause, down 8% in two weeks despite strong AI partnerships. Is this a buying opportunity or a warning sign? My main questions: What are the major risks here? Valuation too high? Customer concentration? Margin pressure?... — read more 

You can't trade under this ticket anymore because Cabot merged with Cimarex a few years ago and they formed Coterra Energy (CTRA).