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…

Salesforce announced Thursday that it would pay $1.9 billion in cash for Own Co., a startup specializing in tools for backing up data in cloud-based applications. Salesforce intends to close the deal in the quarter ending in January 2025 if regulators give it their blessing, according to a statement. The startup, formerly known as OwnBackup,…

Here are some very speculative reasons why Verizon might be a strong beneficiary of AI: Verizon is already using Google-powered AI to do customer service. Verizon claims AI can help employees answer 95% of the customers questions. Due to increase in data transmission caused by growing consumer/corporate use of AI, Verizon expects to double its…

Recently, an article from Reuters came out to conclude that “Broadcom's tests with Intel chips was a setback” and suggested that “Broadcom could walk away from Intel deal.”  Article even suggested that company concluded the manufacturing process is not yet viable to move to high-volume production. Link: Exclusive: Intel manufacturing business suffers setback as Broadcom…

If fed cuts rate, long term treasury will have higher yields than short term/newly issues. So they will be more in demand. So TMF will see increased demand over period and hence it will likely go up. While this is a leveraged etf, and decay and other factors play a role, I am trying to…

ACM research – the numbers seem fantastic, the news is consistently great, and the stock consistently goes down. Eg pe 12.5, forward pe 8.6, peg 0.3, and effectively no debt. They beat their last four earnings by 50%+ each and are down 19% this year. As far as i've seen, critiques seem to be that…

Broadcom reported fiscal third-quarter results on Thursday that beat Wall Street expectations for revenue and earnings. Broadcom shares fell 7% in extended trading after guidance was in-line with expectations. Here is how the chipmaking conglomerate did versus LSEG consensus estimates for the quarter that ended Aug. 4: Earnings per share: $1.24 adjusted vs. $1.20 expected…

Per Simply Wall ST, 08/31/2024: “AbCellera Biologics Inc. (NASDAQ:ABCL) shareholders (or potential shareholders) will be happy to see that the CEO, President & Chairperson, Carl Hansen, recently bought a whopping US$740k worth of stock, at a price of US$2.61. There's no denying a buy of that magnitude suggests conviction in a brighter future, although we do…

Title says it all. I’m 19. Might not be the smartest person in the world but I have pretty decent determination and a crazy competitive streak. I thought I wanted to be an attorney but I realized I might want to go big with my career. I go to a school with the type of…

The trades are working out well. I thought I'd share why I got into them. I like to look at past years that are 90% or more correlated with the current daily price action of SPY. I check / update these correlations essentially every Sunday. Over the last 4 weeks I noticed that the following…