Latest Posts

Here's my take on it: Too much debt → big refi risk / higher interest costs Not enough real free cash flow → “show me the money” problem Dilution fear (converts / financing) GDS model is under pressure (airlines pushing NDC, competition) They... — read more 

Trying to figure out how much of HAL’s “outperformance” is real share gains vs just being in the right place in the OFS cycle. Are the integrated offerings / new tools actually winning incremental work (and sticking through a downturn), or does it... — read more 

UNH has basically framed 2026 as a tougher setup (MA rate pressure, higher medical cost trend, Medicaid headwinds, plus the Change Healthcare tail). So what’s the base case here: is 2026 just a “reset” where numbers look ugly but the model stabilizes... — read more 

If you're looking for a place to put some money to work for a while but are struggling to find a name worth owning at an entry price you can live with, consider a stake in Netflix while the stock's priced more than 30% below its mid-2025... — read more 

Not much excitement around this one, but that's how I like it. No need for bombastic headlines to draw attention to a decent stock that keeps doing well. One of my holds.

I like how Micron is being proactive and building to meet the AI demand. All this talk about a bubble is pure bullcr-p. AI is the future, and the companies that invest the most will profit the most. The latest $24 billion massive new chip fab in... — read more 

There should be more effort behind the scenes to make RBB perform better on the market. Maybe change something with management? Anything to make the price look normal.

ARCT should be sold. If you look at the last month's statistics and compare it with the recent ones you can easily guess as to why it should be sod.

Is this a good price, right? It has been a difficult month for ALEX but this has got to be a buy right now, right?

I don't think this stock can be traded anymore. Better look elsewhere in the industry if you're in the investing mood.

Yes, the stock is up, new contracts and earnings look strong. But I’m starting to question if we’re just riding momentum while deeper risks build. Tariff wars and rising tension with potential buyer nations threatens future orders. Reliance on... — read more 

My life savings suffered overnight because Humana’s leadership bet our entire future on a single, fragile government payment. They called it a "pure-play" strategy, I call it reckless. For years, they ignored the risk while Star Ratings collapsed and... — read more 

The 2026 guidance wasn't great, revenue and earnings both declining year-over-year. COVID revenue keeps dropping, and patent expirations are hitting hard. They're saying real growth won't come back until 2029 or 2030. But I'm hoping the Metsera... — read more 

Stock dropped 8% after they announced layoffs and another AI pivot. They're laying off 15% of the workforce and claiming it's all about "reallocating resources to AI." Really? That's the answer? Pinterest has been struggling to monetize users and... — read more 

Stock hit an all-time high of $85 earlier this month and jumped to $86 after earnings. Up 70% over the past year. The earnings were solid, beat expectations and they're returning cash to shareholders with a 20% dividend increase plus a $6 billion... — read more 

I'm not sure how I feel about this. I can see both the positives and the negatives. I guess I'll give it some time for things to settle down before I decide on my next move.

I really hate that I didn't pick up Costco sooner. Yes, it had a small drop recently but it's already on its way back. My dad, who kept suggesting this to me, has made a ki-ling with this over the years. This is the best lesson to listen to your... — read more 

I'm assuming that everybody is holding Apple long-term, but what other stocks are on your must have list for the next ten or more years? I think many will say Nvidia, but in all honesty, I believe we're in an AI bubble, and once it bursts, Nvidia... — read more 

Buying IHRT now would be a good decision. The stock wasn't the greatest last year but 2026 looks good so far.

Looks like a good choice for stability. Should I buy?

Cisco latest earnings look like a glimpse into the future of corporate IT: sales jumped nicely and the company even exceeded its own revenue guidance, which you don’t see that much of these days. As a bonus, having AI-related networking and security... — read more 

I know Ibio had some movements up (and down) in the past few days, but none of it was substantial enough to warrant any kind of action, one way or another. The stock's been moving between $2 and nearly $3 for nearly a year. Once we see other start... — read more 

The financials sector has been the S&P 500’s worst performer over the past month, posting a loss of 2.99%. Shares of financial services firm Ally jumped 7% on Wednesday after the company reported record EPS growth. The company also announced... — read more 

Wayfair remains at the mercy of unpredictable tariffs, which could change on a whim with considerable impact. I suspect the positive outlook stems from new AI shopping features, but how substantive are they? I worry we're forgetting to scrutinize... — read more 

I'm wondering if the advanced reasoning AI model they're launching in June could help close the gap. That said, I'm increasingly skeptical that the AI arms race is a sustainable winning strategy for any company.

PepsiCo's apparently going "all in" on zero sugar products. My question: isn't that just jumping on a trend that's already starting to fade? Diet sodas are becoming less popular, and now they're doubling down on the same concept with a different... — read more 

Stock's up 21% to start the year, trading around $42. Finally some relief after getting hammered last year. The whole rally is about their cancer vaccine with Merck. They've got trials going for melanoma and lung cancer, potential launch next year... — read more 

STX has had a nice bounce with better revenue and margins from data center/AI demand, but not sure if this is real momentum or just another short-lived cycle pop. Trying to decide if there’s more upside or if it’s already peaked.

Starting to think LUMN isn’t just a dying legacy telecom story anymore. Between the fiber build-out, enterprise connectivity, and all the AI/cloud network hype, it feels like they finally have some real growth levers that could stabilize revenue and... — read more 

Mostly trying to figure out if the recent drop is coming from rising medical costs, weaker Medicaid enrollment, or just broader healthcare sector pressure? Any thoughts?

Been looking at JPM as more of a “sleep-at-night” bank stock and the dividend is a big part of the appeal. How dependable is their payout really? Do they have a solid history of maintaining/increasing dividends through downturns, and what’s the... — read more 

Sell UHAL. It's just better to get rid of it right now. There is no future with UHAL.

https://www.investing.com/news/company-news/eaglenxt-regains-nyse-american-listing-compliance-93CH-4460249

Why is HOG performing like this, so badly that is? I was told this was a solid stock. The so-called "Old Reliable"... yeah right.

Is J undervalued or what? That's what I've been reading these days anyway. I'm not sure what I should think with all these reports. It's a bit overwhelming, actually.

I'm not really satisfied with these updates these days... JILL has been disappointing me these past couple of months. I didn't expect this honestly.

Yes, Fortuna reported a Q3 production number that was slightly weaker year-over-year, but we have to take into consideration it's still on track to meet the annual guidance. Shares are up a few percent due to the news, and I understand why. Not a bad... — read more 

GE’s had a strong run lately, especially with the aerospace focus, and I’m trying to figure out if there’s still upside here or if most of the good news is already priced in. Are people viewing this as a long-term compounder at these levels, or is... — read more 

Dell’s been getting a lot of attention for its AI server backlog and enterprise demand, but I’m wondering how durable this really is. Is this a multi-year growth story driven by real customer spend, or more of a short-term surge tied to the current... — read more 

Trying to figure out how much of this stock’s movement is basically just a bet on commodity prices. If oil/gas (or other underlying commodities) move up or down, how directly does that hit earnings, cash flow, and the share price? Is management able... — read more 

Intel's sold out of server chips for this year, stock hit $50 last week, and everyone's talking about how they'll keep growing because of the AI bo-m. But I'm wondering if this is sustainable. The stock's up 130% over the past year and trading at... — read more 

Stock tanked over 7% this week after Trump's visa restrictions from 75 countries. The visa thing su-ks, but growth was already slowing. Revenue's only up 10%, and hotels are winning people back. Plus, Airbnb's way overpriced compared to competitors... — read more 

China slapped export restrictions on rare earth elements back in April - samarium, gadolinium, dysprosium, and others. These materials are critical for Boeing's aircraft. The 787 Dreamliner and other models need them for composites, electronic... — read more 

Stock's at $660, down from $796 in August. Down 18% since earnings dropped because of the insane AI spending plans. They're dumping $70+ billion into AI this year, and 2026 will be even bigger. Meanwhile, they just laid off 1,500 people from Reality... — read more 

I'm pretty happy watching Applied Materials hit that all-time high of $307 last week. Stock is trading around $301 now. The earnings looked solid, beating expectations. Plus, TSMC's strong results and their bigger spending plans for 2026 should help... — read more 

With HELIOS-3 Phase 3 trial for AXPAXLI now on its way, we could be looking at a major winner in the future. This treatment could completely change how diabetic retinal diseases are managed if it proves successful. That's huge! I know there's a big... — read more 

Price targets have been going up steadily lately, but I have to admit, the implied upside still feels limited to me for such a big memory play. I'm still unsure how I feel about this and it's obvious that I'm not the only one who feels this way. It's... — read more 

Anyone else really excited about these new developments? I'm glad I'm holding it.

Why is it performing so bad these days? Just bad luck?

Old faithful... eBay will always be hold for me. Forever hold, for sure.

Should I wait a bit before getting LHX? I think the numbers look good but if they can look better, I'm game...

Should LSCC be bought at this price, I wonder? Don't want to make a mistake here I'll regret.

It's nearly ten percent up in post-market trading today, which is interesting, since this is not that well-known tech company and there have been no major articles touting its worth. This is not something I'll buy on the first sign of a rise, but if... — read more 

What’s Weatherford International actually doing for shareholders? Are dividends even a real focus, or is it all about reinvesting and debt reduction for now? Any chance of bigger buybacks or payouts down the line, especially compared to peers like... — read more 

AI is moving fast in legal and financial data. Is Thomson Reuters actually building a real AI moat, or just adding buzzwords? Do these tools boost pricing power and retention, or make it easier for cheaper competitors to catch up?

As somebody who wants to buy COP I'm curious what people that have been following this stock think?

Qualcomm won the lawsuit, but Arm is appealing. At one point, Arm tried to cancel Qualcomm's architecture license entirely, the one they need to make Snapdragon chips. If Arm had succeeded, Qualcomm couldn't produce their main products anymore. The... — read more 

Stock is trading at $177 after being down to around $152 last month. Stock surged 130% in 2025, and everyone's acting like this is normal. It's not. Here's what pi---s me off: stock is valued at a P/S ratio of 110x. That means investors are paying... — read more 

I bought Chipotle at $50 thinking it was a safe bet, and now we're at $37. The stock is down 46% for the year while the S&P is up 16%. That hurts. The problem is young people aren't eating out as much anymore. The CEO said customers aged 25-35 are... — read more 

So we're trading around $479 now, down about 9% over the past month. Cool, cool. Love watching my investment slide while everyone's still tiptoeing around the elephant in the room, that July outage where they bricked 8.5 million Windows machines... — read more 

I've been holding AMD through what felt like a great 2025 - up nearly 80% for the year - but these past two weeks have been rough. We've dropped from around $234 to $204, down over 7% in the last month. The market cap fell from $360B to... — read more 

Or should we move on to other stocks in the industry?

Is this the price to buy right now? Or should I wait a bit to see how the situation will unfold?

I am not certain as to how to proceed going forward. What to do with NBTX?

This just goes to show that this is the sort of stock that you should hold forever.

That's my take on it anyway. It's at that sort of price right now.