Author: pluginever

This is the daily discussion, so anything stocks related is fine, but the theme for today is on fundamentals, but if fundamentals aren't your thing then just ignore the theme. Some helpful day to day links, including news: Finviz for charts, fundamentals, and aggregated news on individual stocks Bloomberg market news StreetInsider news: Market Check…

EDIT: I bought 10 MSFT, thanks for the advice! Hi all, I am investing $15k today for some long term stocks. I already put about $7k of it into 50 NVIDIA, $2.6k into 100 Palantir, and $480 into 100 RKLB. Was wondering what would be good to invest the remaining $4.9k? I am undecided if…

I’ve been reading about Intel’s plans to transform the company into a manufacturing specific operation with the goal of producing chips locally and eventually pulling companies like Nvidia and AMD away from TSMC. Additionally with their recent $8.5 billion in funding from the government under the CHIPS act, is it safe to say that Intel…

I am rarely a bear, but seeing the market beat record high after record high after record high (x10) is starting to scare me… I just fear it will cause irreparable damage to the market when it collapses. No matter where I go, it's like everyone believes $NVDA is going to skyrocket and make every…

I noticed something very interesting going on with Tegna (TGNA). So, I’m going to keep this short and sweet. There is a huge amount of short interest on Tegna, with 10.71 Million shares short. With Tegna’s current share price, as of this writing, at $12.86, the short interest is equal to about 6.5% of the…

(Bloomberg) — Hertz Global Holdings Inc. increased the size of a junk-bond sale by a third to $1 billion, as the car-rental company works to bolster its balance sheet after a misstep on its electric vehicle fleet. The firm priced $750 million of first-lien secured notes maturing in 2029, up sized from $500 million previously,…

-Losing billions on fabs just to outsource latest client CPU (Lunar Lake) chips to be made in TSMC N3B and be the 2nd N3 TSMC customer just behind apple. https://videocardz.com/newz/intel-core-ultra-200v-lunar-lake-enters-production-at-tsmc Hoping its competitors like AMD,NVDA to use intel fabs despite outsourcing its own AI gaudi and GPU chips to be made in TSMC. https://www.digitimes.com/news/a20240410VL201/ai-chips+components-data-center-intel-server-ipc-cloud-computing-iot-tsmc.html -Having…

Netflix will now sell you a ready-to-eat bag of popcorn to go with your ready-to-binge TV show. The streamer is teaming with popcorn company Popcorn Indiana for the new line of Netflix’s Now Popping snacks. The two flavors are “Cult Classic Cheddar Kettle” and “Swoonworthy Cinnamon Kettle.” The Netflix-branded popcorn will be available at Walmart…

I'm up over 600% in NVIDIA. Would it be wise to take some profits by selling half and investing it into Qualcomm? From my research, Qualcomm has a lot of growth opportunities over the years. I definitely don't think they are the next NVIDIA, but I think Qualcomm will grow at a higher rate over…

I've been following the AI craze for months now, and the discourse generally falls into two extremes. On one side, there's the unbridled optimism predicting that the AI market will reach an $8 trillion valuation within the next two to three years. There is a whole sub where some enthusiasts are even urging everyone to…