Latest Posts

I'm the only one who believes HALL won't underperform. I have faith in the stock. The start of the year was rocky but it's smooth sailings now. I'm not worried at all.

I heard a small institutional trim on PANW but also lots of chatter about continued strong AI/cyber demand, which means mixed signals but overall still feels like cyber’s second act. If you’re into tech that actually makes companies safer, this one... — read more 

Institutional filings show a few funds quietly adding to Upstart. I have to admit, it's neat to see believers piling in after the rebound. Makes me less nervous about the weird lending headlines from earlier this year. I'm starting to regain... — read more 

Smarter data pipes for security tools could save customers time and headaches. I’m not an analyst, but if they can bolt Onum into Falcon and make security less fiddly, that’s the kind of practical AI move I’d pay for. Still, acquisitions can take... — read more 

Recalls everywhere… how bad is this for $$? EV side still bleeding — when do they actually make money on them? Guidance feels weak, anyone think they’re sandbagging? Too much inventory or still supply chain mess? Can Ford really hang with... — read more 

How’s their financial health looking these days? Revenue, margins, cash flow, debt… up or down?Are they pulling in enough free cash flow to keep things running + invest, or just burning through? I’m just curious what others think about this..

A good Market Position and Size, GoodFinancial Performance, Good valuation metrics,Dividend Yield, good Growth Prospects, GoodRisk Profile,Recent Market Trends….

I mean can someone shed some light on this. I would like to buy Norfolk souther so any info on this might come in handy for me.

It’s a bit confusing. UBS still recommends “buy,” even though they lowered the price target from $175 to $170. At the same time, there are significant changes happening. Elliott just bought a $4B stake and is pushing for a focus on core brands and... — read more 

Stock seems to be holding up well, but with the current valuation, is it really worth jumping in?

Wow, Boeing really outdid itself this week. FAA fines, 777X delays, strikes everywhere. What a performance! Who even cares about profits, right? My shares are basically a rollercoaster, and I’m just hanging on for dear life. Can’t wait to see what... — read more 

I’m getting pretty anxious about Apple lately. Stock dropped after the iPhone Air launch, and the upgrades feel really minor while their AI progress seems slow. Tariffs and rising costs might hit profits too. I’m not sure if holding is the right... — read more 

I'm a small shareholder in Chewy and feeling quite anxious after the recent 15% drop in the stock price. Despite reporting solid quarterly earnings with $3.1 billion in sales and a 9% year-over-year growth, the stock plummeted. Analysts attribute... — read more 

Right now I'm thinking of selling. FMNB just isn't worth it anymore and it isn't beneficial to me any longer.

MOHO has run its course. It is of no use anymore in 2025 and it's a waste of time to invest anything here.

And forever hold for that matter. I was right to ignore the naysayers and be bullish about Kellog instead. I'm really happy with what's going on these days. I don't regret anything.

What happened to explain this drop? FNB seemed to be doing so good this month too. I'm confounded.

Emcor just got the S&P 500 nod and the stock jumped a couple percent. Itfinally seems like the market is noticing them. They’ve been quietly strong with solid growth and low debt, so I’m thinking it might be worth grabbing a small piece and seeing... — read more 

Riders and delivery trends look steady, but I’m just watching to see if any post-holiday promo cuts show up in the next update. It's really hard to bet against their scale right now.

EIX is outperforming its competitors right now. That's impressive, isn't it? This year has been really good for EIX.

Should EGP be sold at this price or should I wait for things to improve?

LULU cratered after slashing its 2025 outlook and signaling a tougher North America, I saw multiple write-ups on it over the weekend. I can’t tell if this is a buy-the-dip brand hiccup or something more structural with athleisure demand. I'm opting... — read more 

Solar sentiment keeps whipping around, and ENPH is the one I’m eyeing for signs that channel inventory is finally clearing. If we hear something about stabilization in Europe/US resi soon, this could snap back fast. It's definitely something I'm... — read more 

This stock feels like a pure “show me” AI/edge video story. If design-win chatter picks up this quarter, I might nibble, but I’m not chasing until guidance firms up.

Or could Xerox never make a rebound? To risky to buy or a good cheap opportunity?

ome things I’m wondering about: They beat expectations, but does that really change the long-term challenges (declining mall traffic, competition, store closures)? UBS is still bearish, while Jefferies is more bullish—so even analysts can’t... — read more 

Cisco’s share price has taken a hit over the past few sessions, even though it wasn’t the worst performer compared to some of its peers. What’s really behind this dip?

Nike shares have rallied sharply in recent weeks, gaining momentum after earnings reports and management updates. What are the main drivers behind this surge—are investors primarily responding to improving fundamentals like inventory cleanup, supply... — read more 

It’s been a rollercoaster, and I’m sick of it. I can’t make an informed decision. I really want to ditch the stock, and I have no clue how to choose the right moment. And it’s not as if the fluctuations are massive. Just enough to make you... — read more 

But it’s still about 26.6% below its 52-week high of $215.70. A perfect example of record results not meaning much in the long term. The biggest risks, including weakening demand in China, tariff issues, and a tough macroeconomic environment, aren’t... — read more 

Cigna stock did pretty well this past week, which is nice to see, but I can’t help noticing the cracks underneath. They just took on billions more in debt, cash flow looks shaky, and some signals aren’t looking too good. I’m just a small shareholder... — read more 

A $1 trillion pay package for Musk? Are they serious? The board wants us to believe he’ll magically hit impossible targets like exploding robotaxi adoption, insane delivery numbers, and sky-high valuations. Meanwhile, sales are already cooling... — read more 

I’m starting to get nervous about Nvidia. Everywhere I look, people are saying it’s way overvalued, that options trading is turning bearish, and that the whole “risk-on” rally might be running out of steam. I’m just a small shareholder, but it’s... — read more 

It's not time to jump ship just yet. It's just not time to abandon things here. The moment hasn't come to sell JNJ.

IDXX had a rocky start to the year but things have improved now. I was worried there for a sec, thinking it would tank. IDXX hasn't let me down so far.

This is the time to sell. Look at the price right now. It's a no-brainer, really.

GBLI is currently sitting on a good price right now. It really is the most opportune moment to buy it.

Airbnb keeps getting roasted and praised at the same time, and it's making this whole thing so confusing. Not to mention, I can’t tell if travel demand is steady enough to trust this one long term. This used to be a certain hold for me, but I have to... — read more 

Sad to see J struggle this week but it is to be expected after all the things that have happened. I'll still hold though.

Affirm (AFRM) achieved operating income profitability in its fiscal fourth quarter, the company reported, and it beat earnings and revenue estimates by a wide... — read more 

DuPont is selling its Kevlar and Nomex business to Arclin for $1.8 billion. That’s a big deal, Kevlar and Nomex are the tough fibers used in everything from bulletproof vests to firefighter gear. I have to wonder why DuPont would let go of such an... — read more 

HPE dipped a little bit the other day after a rough market session and news that the CEO sold some shares, which, in all honesty, is not all that surprising. It doesn’t scream panic just yet. Just keep an eye on the stock for now. I think this will... — read more 

Wow, Marvell got hit hard. The company warned Q3 sales would be lower than Wall Street hoped, and the stock plunged by almost 18%. You can see that AI/data-center investors are spooked by the news. If you were riding the AI chip hype, this one stung... — read more 

And could this be a good moment to buy the stock cheap?

I mean given the fact that IBM is way behind its competitors in the field of AI

epair and replacement costs have gone way up — auto parts, labor, construction materials, you name it. On top of that, storms and weather events keep adding to claims. Allstate has been raising premiums to keep up, but are they actually staying... — read more 

With the stock now reaching the value at wich that i actually want to invest in it, certain questions about AT&Ts business model and potential future growth keep popping up in my head. Telecom is a business that relies heavily on the subscriber base... — read more 

It performs at a steady pace and it never disappoints. I'm really glad I found out about JRSH this year.

I’ve held Procter /amp; Gamble for years, and while it’s never the most exciting stock, it’s one of those steady, reliable ones. Analysts keep pointing out that its core brands give it pricing power, which really helps in tough times. I just hope tariffs... — read more 

I saw the news about Meta freezing some AI hires, and it honestly makes me pause. Everyone’s been betting big on AI, so it’s strange to see Meta pulling back while others double down. Makes me wonder if they see something we don’t, or if the AI... — read more 

Holding UPS right now makes me uneasy. With many European carriers halting shipments to the US, UPS could see a short-term bump in volume as shippers look for alternatives. But long-term, higher tariffs, added fees, and strained trade flows may cut... — read more 

I’m holding my Nvidia shares, but I can’t ignore the risks. The stock feels dangerously overvalued, and with it being so tightly linked to the rest of the Magnificent 7, any shock in tech could trigger a cascading effect. AI hype is fueling the... — read more 

I’ve been holding onto ALLY, but I’m starting to wonder if it’s worth it anymore. Revenue has been slipping, earnings per share keep dropping, and it feels like the company just can’t find steady footing. Analysts are even saying “sell,” which makes... — read more 

This is a good time to buy DAN. The price is just right. I was waiting for the stock to ripen and it finally did.

This is truly a forever hold for me. 2025 has been especially good for LRMR as well.

EBF has been disappointing so it's great to see it perform much better today.

PDD stock got a nice bump, around 10 percent pre-market, after its parent Temu/Pinduoduo beat revenue expectations for Q2. Their sales rose 7 percent, but profits took a hit thanks to higher costs from more marketing, logistics, and support efforts... — read more 

Keurig Dr Pepper took a major hit after announcing it’s scooping up JDE Peet’s for $18 billion and planning to split into two companies. I'm not sure what to think. My first instinct is to sell, but I don't want to make a mistake because I panicked... — read more 

Cathie Wood’s ARK Invest snapped up shares of PagerDuty despite its stock being down about 24% year-to-date. That seems wild to me to be honest, but hey, maybe they see it as bargain hunting. We're all wondering about what she knows that the rest of... — read more 

Things are looking dire here. I hope OPTT will improve soon. Otherwise I'm out.

Boeing’s stock is getting close to its 52-week high of $236, and I still can't believe it's happening. I wrote this entire company off completely and look what happened. I guess it's all thanks to strong demand for planes and steady deliveries, but... — read more 

Ugh, this is a difficult one. Pfizer’s stock is at $25.88, up a little 0.5%. Sales in China are slipping, and legal issues are still hanging over the company, which is never a good thing. Some people see this as a buying chance, but I think it’s... — read more 

xxonMobil’s $60B acquisition of Pioneer Natural Resources turned it into the largest producer in the Permian Basin, the U.S.’s most important shale region. On paper, it looks like a growth engine: Adds massive new production capacity (700k+... — read more 

I certainly have.

Good earnings, good company and business parameters, so, why is the stock declining? Can someone fill me in?

When you have a stock in your portfolio that’s worth 174 dollars per share, I guess it’s normal for us to be scared when even a gradual decline can be a scary thing. I admit the thought of selling crossed my mind a couple of times too. What scares... — read more 

Fiserv, and Global Payments (GPN) are huge players with diversified businesses—especially in merchant acquiring—while ACIW is a much smaller, niche provider focused on real-time payments software. Could these differences justify the difference in... — read more 

OrthoPediatrics has improved this month. It isn't necessary to worry anymore about it. I always knew that it would improve eventually.

Should IPGP be sold this week? The price is tempting but I'm not sure now myself.

INTT is always doing well these days. Hold forever.

I’ve got some Netflix shares and noticed the stock’s been shaky lately, even dropping below key support. Yeah, their ad biz is growing and they’re pushing AI and new shows, but competition’s tough and the economy isn’t exactly helping. Analysts are... — read more 

Alphabet’s numbers looked great. Revenue and earnings up, cloud booming. But the stock still slipped. Why? Spending is exploding, free cash flow is way down, and AI investments are starting to raise doubts. Add in regulatory risks and the general... — read more