Latest Posts

It's AIFU now

https://finance.yahoo.com/news/fanhua-announces-change-ticker-symbol-083000152.html

Improvement

Evidently FDS is doing something right behind the scenes because there is massive improvement here. Very much appreciated.

Adding them to my portfolio

StoneX's broad range of services could be a major growth driver, and I've been looking for something new with great potential to add to my portfolio. I don't plan to buy too much right now, but enough to make a difference if it goes the way I predict... — read more 

600%

Galecto's massive jump is really, really hard to ignore. However, while the trial results are more than promising, the stock's volatility still makes me hesitant. Anyone else holding or planning to buy?

This could be interestning

SEI Investments made a VC investment in Graphene to beef up its wealth tech platform in Europe, which can only mean they’re trying to lean harder into tech for advisors and family offices. It could be a smart way to capture recurring revenue, but... — read more 

Micron's 1-year prospects

It might seem like Micron is the underdog in both markets, but it produces denser and more power-efficient DRAM and NAND chips than its larger competitors. Its focus on performance gives it an edge in the high-performance AI, high-performance... — read more 

Not my immediate choice right now

Snap’s been in the news with fresh analyst/market attention and trading flow headlines over the last day or two, and that’s kept the stock feeling unstable. If you use Snap often, the product updates are interesting, but as an investor I’d only hold... — read more 

New product launch

Enphase announced a product launch in India today (new IQ Battery 5P with FlexPhase) which is a nice real-world business move rather than just hype. Stuff like that can help the “sell on headlines” crowd calm down. I’d watch product rollout details... — read more 

Is JPM a good 5Y investment?

It tripled it’s value in 5 years. Of course I don’t expect the same to happen in the next 5y period, but it looks solid enough to produce a good return without a lot of headaches.

CHRW

What a rollercoaster... but things have become stable now. This has been a good week in particular. I'm glad I'm holding CHRW.

Is it worth holding, or better to cut losses?

I’m really torn about holding Wayfair right now. Those tariffs on imports could hit profits hard, and with supply chain headaches plus people maybe tightening their wallets, it’s a shaky ride. Stock’s bounced a bit lately, but I keep asking myself is... — read more 

When would be the right time to sell?

I’m holding a small position in Kohl’s and really want to believe in a turnaround, but the risks are hard to ignore. Sales keep sliding, the fundamentals look weak, and I can’t tell if this bump is just short squeeze noise. I’m torn between waiting... — read more 

Is ALLY a buy?

Thinking about buying into ALLY. The stock’s recent move up looks like a good sign, and the push toward core operations plus efficiency could help if credit markets calm down. But I can’t shake the worry that it’s fragile - delinquencies or consumer... — read more 

Spotting red flags at P&G

Long-term PG holder here, and I can’t ignore the red flags anymore. Sure, P&G has always been the definition of “safe” in consumer staples, but the scale of restructuring - 7,000 jobs cut, pulling out of markets like Pakistan - feels less like... — read more 

M

This is the time to buy. Look at the price! It would be foolish to not take this opportunity right now.

This could be the change we needed

Peloton is teasing "a new era of fitness" launching Oct 1, which means new hardware and AI features are most likely on the way. I’ve been burned by Peloton hype before, but if they finally pull off useful AI workouts and a refreshed product lineup it... — read more 

Etsy rollercoaster

Etsy shot up on that OpenAI/ChatGPT shopping hookup buzz, but then the stock dropped just as fast after people said the excitement might be overdone. Personally, I wasn't surprised by it, but it feels like whoever’s left holding this after the swing... — read more 

UPST

I’m no expert, but I noticed UPST drew some strong opinions about AI not being the game-changer people feared, which gave me a bit of relief, at least for now. That said, Nasdaq’s note on the stock dipping today makes me second-guess holding through... — read more 

Buying

GCI is outperforming its competitors right now. There's no other choice here but to go and buy it.

A question about the dividend.

How sustainable is Walmart’s dividend and capital return policy? With a relatively modest yield (~0.9%) and a solid payout ratio, can Walmart maintain or grow the dividend in the face of economic shocks?

Is the stock really being oversold?

I stumbled upon this article online https://www.nasdaq.com/articles/bjs-wholesale-club-holdings-becomes-oversold-bj-0 The author of this article claims that according to the RSi Index the stock is being oversold, and that it could affect the... — read more 

Finally feeling optimistic about IBM

I’ve held IBM for years, and last week’s quantum computing news really caught my eye. The trial with HSBC showing better bond trade predictions is huge. It’s proof that IBM’s tech can actually deliver real-world impact. I’m cautiously excited. The... — read more 

What will the focus on the Permian bring?

XOM shares still seem like one of the more reliable investments in oil and gas. But there’s been a lot of upheaval in the industry, and when that happens, small shareholders often end up holding the short end of the stick.

Can someone more knowledgeable help?

I’m a long-term, small shareholder of Cigna. I’ve been having a really hard time figuring out what’s going on with the stock and what to expect. It’s been quite volatile, and any recoveries seem temporary. There also appear to be deeper issues, and... — read more 

Am I too naive to hope TGT will ever recover?

Holding Target stock is starting to feel like a losing bet. With sales slipping, margins squeezed, leadership changes that inspire little confidence, and the stock trading far below its 52-week high, I can’t help wondering if it will ever rebound... — read more 

There's potential here

There's real advantages to buying PLIS right now, if you play your cards right. I would suggest to go for it, but then again that's just my own personal opinion on the matter.

Selling

Just sold it and I don't regret it at all. I was just happy to get rid of it.

Nice jump

Whoa, Paccar jumped big in premarket after Trump’s tariffs on trucks got mentioned. I just saw it pop up in the headlines this morning, and the impact was immediate. I guess it makes sense that a US truck maker would rally if tariffs push buyers... — read more 

What's up?

OCUL isn't performing as it used to. Is there something going on that the general public isn't aware of?

In my sights

Faraday Future announced a strategic investment/partnership in Qualigen worth $41 million, which is an interesting vote of confidence from a weird corner. It could simply be small-company volatility but it's certainly worth watching if trading volume... — read more 

DraftKings is pushing a big NFL promo

Promos like this usually drive short-term signups/engagement. That can help top-line for the quarter, but those promos are expensive so the real question is whether they convert to paying customers long-term. Not a finance pro here, but if more... — read more 

Not good

I just read an investor-alert saying Luminar investors may have grounds for a class-action (which is absolutely not great). I own a little and this makes me wonder if I should trim position or wait for more details. This is one of those situations... — read more 

Hold!

JOUT is phenomenal. I'm really happy with it lately and I think that the best thing to do right now is to hold it.

ICF

This is definitely the most opportune time to sell the stock. No need to wait.

Verizon volatility again

Stock’s bouncing up and down all week, and I can’t help wondering if these NFL freebies and promo gimmicks are really helping. Sure, they attract customers, but do they actually move the needle for investors? Anyone else questioning if this strategy... — read more 

What to do?

Seeing all these analyst warnings about trade tariffs and macro risks has me nervous. Companies like FedEx might continue taking serious hits, and I can’t help wondering whether keeping the shares is the best idea. I’ve held on through volatility... — read more 

Glad I held on to Micron

It’s been a wild ride, but sticking with it has paid off. Stock’s climbing ahead of the Q4 report, and all signs point to solid numbers. With AI demand driving memory sales and the company expanding in high-bandwidth chips, I’m feeling optimistic... — read more 

Sold all my stock when it bumped up

From where I stand, that was the best price I could get, and the opportunity probably won’t come again. Neither the government nor NVIDIA’s $5 billion investment convinced me that Intel can dig itself out of this hole. The NVIDIA deal seems more... — read more 

Still holding on to Tesla

I’m still holding, but analysts are waving red flags. Too many reasons to worry. Vehicle deliveries are down, and valuation seems way too high. There’s talk of increased competition and production issues. I want to believe in the vision, but it’s... — read more 

Nice!

Value Line beat expectations this quarter with 20.7 percent growth in its asset management income, which is great to see for a smaller research firm. I'm starting to consider a possibility that it's undervalued - especially if it keeps swinging... — read more 

HALL

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.

Still a good stock

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 

Looking good

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 

Ford stock talk

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 

DXC stock – quick question

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..

Thinking about buying PepsiCo

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