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At this point that feels like the biggest risk with Fossil. Sales keep shrinking, margins are weak, and the stock is priced like the market expects more pain ahead. Cost cuts help, but are they enough? If things don’t improve soon, do they... — read more 

...and what implications could that have on the future stock value?

Feels like CVS stock is trading more on management credibility than fundamentals right now. Every earnings miss and Medicare issue crushed investor confidence, but the new leadership team seems way more focused on cost cuts, execution, and... — read more 

Feels like everyone is trying to ditch Qualcomm eventually:Apple, Samsung, even Chinese OEMs building their own chips. But Snapdragon still kinda runs Android flagship phones. Do you guys think Qualcomm keeps its market share, or is this the start... — read more 

Any word on this?

Amazon is up about 40% since March. The stock just keeps climbing and climbing, but a run this fast makes me nervous. People keep talking about AI demand like it is guaranteed money, but you hear more and more companies asking what they are actually... — read more 

Verizon laid off a few hundred more people last week, on top of the thirteen thousand from last fall. The company says it's about efficiency and saving billions. The stock has drifted down from 48 to around 45 recently, nothing dramatic, just a slow... — read more 

The stock has been climbing, up around five percent in a day recently and getting close to that eighty-seven dollar high from earlier this year. Earnings were good last month, beat expectations by a lot, and they raised their outlook. Then I read... — read more 

The numbers looked really solid. Sales were up, membership fees grew, and they are even planning to give some tariff refunds back to customers. But the stock dropped about four percent the next day and has been drifting lower since. The problem is... — read more 

Meta let go of eight thousand more people last month. The official reason is that AI needs the money more than payroll does. Revenue grew, profits are up, and the stock is hanging out near six hundred. That all sounds fine. But it is the third big... — read more 

IAG had a good 2025, but these days things look different. I'm really disappointed with IAG and I'm genuinely thinking I should jump ship. What went wrong?

JAZZ had a good month. It's truly a hold for me. A good stock like that is hard to come by.

Since it was acquired by Alaska Air Group, this company is no longer publicly traded anymore.

Still relevant... I hear people raving about it regularly. It's good to know that DTEA is performing well in every area.

Intuitive Surgical's shares are down 25% this year amid a challenging macro environment. Steep tariffs are affecting the company's financial results, and many investors fear that things will get even worse over the medium term. However, Intuitive... — read more 

They've become a legit player in large-scale metal additive manufacturing, like printing industrial parts out of metal. They bought a company called Baker Industries back in 2018 and have been building out the capability since. At a conference... — read more 

It goes under AMBR now and the former ticker can't be traded with anymore.

All of it. I never thought it'd be possible, but there's now a realistic chance the company will have to declare bankruptcy if the AI bubble pops, and it's likely to do so, and I have no intention of being around when it happens. This is not the only... — read more 

Never heard of them before. They make all those valves and backflow preventers and water safety things that are the kind of boring, essential stuff that just keeps selling regardless of what the economy does. Buildings always need maintenance, right?... — read more 

And EPAM is right there, along with helping big companies modernize their software. I also like them because they have a variety of services, they're not stuck in a single niche that always carries a risk with it. I think this might be a good entry... — read more 

MPC has already ripped higher, but the stock still doesn’t look expensive considering the cash flow and buybacks. Feels like the market keeps pricing refining profits like they’re about to collapse any minute. As long as margins stay decent... — read more 

Everyone talks about SAP like enterprise software is recession-proof, but if companies start cutting IT budgets, big cloud migrations and software upgrades could get delayed pretty quickly. Feels like SAP is still solid long term, but the market... — read more 

SCHW kinda feels like more than just a bank at this point. It’s got brokerage, wealth management, trading, all mixed together. Feels like it has more growth upside than old-school bank stocks if markets stay strong. But if trading cools off and... — read more 

They cut more jobs and closed some offices, plus that weird AI fridge thing already failed, but somehow the stock still hit a high anyway. It's up huge this year and earnings were fine. I look at all this mess and the stock just keeps going up, so... — read more 

Stock's been sliding all month. Down from around 37 in April to 32 now. Earnings came out and it felt like good news - sales up, people finally coming back. But the stock didn't care. Beef prices are out of control and labor costs keep climbing... — read more 

Stock shot up on some AI deals, then dropped eleven percent in one day because people took profits. That's the whole story right there. Company announced a big buyback and raised the dividend, which sounds great. But insiders are selling millions... — read more 

They reported earnings a few weeks ago, beat on revenue and profit, even said North America snack volumes grew for the first time in two years after they finally cut some prices. The CEO sounded pretty happy about it. Stock popped a couple percent... — read more 

It's the same story as Halliburton, just bigger. Oil is expensive, supply is tight, the Strait is still a mess, and Exxon's own executives are warning that inventories could hit record lows soon. You would think the stock would be flying. Instead... — read more 

LPG has a steady performance. It's soaring, really. This is a good and reliable stock, through and through.

Can you still trade EBIX? I vaguely remember reading some news on being delisted.

ELA seems undervalued. Should I sell it now or wait?

Good performance here. LH is definitely something you should look out for now.

It's enough to get my attention. They're aiming for the 85 percent of industrial firms which are expecting to see AI transform how they run their plants, and I can't find a fault in their thinking. Adding generative AI to their software for plant... — read more 

Good performance today. I would buy GCI now, the price is right.

First of all, this is the kind of company that stays afloat always. If folks are not buying homes, they're remodeling their current ones. So instead of chasing new construction, Masco is set all the time. And second of all, I think the stock is also... — read more 

Simple math shows that applying a 15x multiple to a $103 fiscal 2027 EPS target results in a share price of about $1,500. Such a move would represent roughly 105% upside from Micron's current price of around... — read more 

The company handles the backend stuff that actually moves money between banks and merchants. Everyone is focused on Venmo and Cash App but neither of those could work without ACI. With a raised guidance and stock buybacks, I think this is one of the... — read more 

At this point I honestly think a buyout is more likely than some huge turnaround. Stock is beaten down, brand is still recognizable, and being public probably just makes restructuring harder. Feels like the kind of company private equity would... — read more 

Feels like the market still sees NTAP as a boring storage company while AI infra spending keeps ramping. AI needs storage too, not just GPUs. NetApp might actually be one of the sneaky winners here if enterprise AI spending keeps growing.

Feels like one of the biggest underrated bull cases for CVS right now. Walgreens is closing stores, Rite Aid is basically shrinking nonstop, and CVS is kind of the last major nationwide pharmacy chain still standing with scale. Seems inevitable they... — read more 

Oil prices are crazy high due to shortages and the Strait of Hormuz being closed. You'd think Halliburton would be printing money. Instead the stock just sits there. The CEO says the supply overhang is gone and energy security is the new reality... — read more 

They had their annual meeting last week. Voted to keep all the directors, approved executive pay, signed off on the audit firm. Business as usual, nothing controversial. And the stock just sat there around fifteen fifty, like nothing... — read more 

Stock climbed a bit, felt steady for once. Then earnings came out and it dropped like nothing happened. Sales were fine. Nothing broke. Just soft guidance. Whatever that means. I'm trying to figure out what I'm even looking at. The company says... — read more 

Dell keeps going up and I keep waiting for the crash. Everyone says AI servers are the future and Dell is right in the middle of it. The stock hit another high recently, up something like fifty percent this year. But I don't really understand what... — read more 

The stock tanked in April, bounced a bit, and now it's just sort of floating. Analysts cannot make up their minds. Some say AI ki-ls their whole business model. Others say the new Agentforce platform saves the day. Earnings are coming next week, so... — read more 

You can't trade this stock. It delisted its shares a few years back. Look elsewhere for better opportunities.

This is a perfect stock and the price is right. There's no other choice but to buy.

GAP changed their ticker from GPS to GAP, just an FYI. This is still a good stock to trade though, for sure.

Not sure if this is the right time to buy, though, any thoughts?

Everyone talks about Intel, TSMC, and Samsung, but none of them can build a single advanced chip without Entegris. They're the quiet company that makes chips possible in the first place. Knowing that, I don't get why the stock pulled back 10 percent... — read more 

Should I sell it? Is the timing right to sell it now, or should I wait instead after all?

It's been a good week for LSBK. I'd buy at this price for sure now. No doubt about it, LSBK is worth it.

Pool Corp does not get talked about much, but it is tied into a surprisingly broad mix of construction, maintenance, and outdoor living trends. Also, much of its business comes from ongoing servicing and replacement demand, not just new pool... — read more 

The company is providing tech for all those smaller regional banks and credit unions which don't have the money to build their own systems. It might seem like one of those steady, boring businesses that just keeps chugging along, but that's what... — read more 

What I find interesting about C.H. Robinson is they basically tell you how the economy is doing. When business picks up, they feel it fast. When things slow down, they feel that too. It makes me wonder if watching them closely could give me a heads... — read more 

I’ve been watching Veradigm for a while and the whole situation feels insanely messy. Delayed filings, accounting issues, Nasdaq compliance problems… yet somehow the stock is still hanging around and people are treating it like a potential turnaround... — read more 

A few weeks ago I put about $1k into Sabre as a complete shot in the dark. Not because I think it’s some amazing company right now, but more because the stock feels so beaten down that I figured maybe there’s a chance it eventually rebounds hard if... — read more 

I keep going back and forth on this one. On paper, the Callon deal gave APA a much bigger Permian footprint and more scale, which sounds great if oil prices stay strong. But I’m still not convinced it actually made the company better long term. The... — read more 

Photronics has been disappointing me for the entire year. I regret ever looking into it...

I don't think the situation will get any better here so it's just for the best to sell and be done with it.

What should be done here, realistically? What is PTSI really worth here?

EWBC is performing well. These aren't shoddy numbers at all. The stock looks incredibly promising.

Stock jumped like fourteen percent in six days. Then it cooled off. That's the pattern with this thing. The AI story sounds great. Fifty five billion dollar backlog, Wedbush says foundational infrastructure, all that. But Oracle canceled a huge... — read more 

Boeing just had a decent month. They booked 135 new orders in April, deliveries ticked up, and the quarterly loss wasn't as bad as expected. Analysts are still bullish, with price targets around three hundred. Yet, I can't shake the feeling that... — read more 

You'd think with gas prices where they are and talk of supply problems everywhere, Exxon would be unstoppable. But every time oil jumps, the stock barely moves. Then a ceasefire rumor comes along and it drops like a rock. I don't get it. Shortage is... — read more 

Micron keeps hitting new records. Analysts are calling for a thousand, the CEO can't keep up with demand, revenue nearly tripled. Twenty-three billion dollars. Then I remember Google dropping that compression algorithm a while back. The stock... — read more 

A couple weeks ago, Nvidia lost China completely. Zero revenue, just like that. Then Trump added Jensen to that trip, and now there's talk of chip sales coming back. Shares went up. But I keep thinking about the AI bubble. What happens when it... — read more 

They make the equipment that tests chips before they go out the door. Not the flashiest part of the semiconductor world but someone's gotta do it. I don't understand the 20 percent drop in stock after crushing expectations. Could be about a soft... — read more