Uber Cut 3,300 Jobs This Morning. That Is Why I Own the Stock:Headcount is going back to 2021 levels while revenue has nearly tripled. This is what disciplined operators look like, and at 16x next year's GAAP earnings, I am staying with my Buy.
$UBER …
Why GE Stock Looks Priced to Perfection
With GE (GE) still changing hands at a rather high valuation and facing significant, longer-term threats to its main business from the situation in the Mideast, the shares look priced to perfection at this point.…
The Benefits of the CapEx Spent by the Hyperscalers Will Be Seen in 2030 (And short-sighted Mr. Market is clueless)
In my post back on August 17, "The Great AI Rotation: Looking Past the Infrastructure Hype to Buy What Wall Street Discards," we drew a…
I think those numbers are a bit stale. Most sell side…
A brief recap of Nvidia's incredible results
Nvidia grew revenue 106% year-over-year from $46.7 billion to $96.2 billion in fiscal Q2 2027 (ended July 26, 2026).
That’s unprecedented. No company in history has ever organically doubled quarterly revenue…
@chriswood how are you feeling…
Why the Negative Thesis About PLUG Stock Is Off Base
Worries about Plug Power (PLUG) having to sell more stock appear to be way overdone, as the firm appears to be unlikely to need to do so for the foreseeable future. What’s more, it appears to be very…
nice info!
Rambus ranks #6 in my Memory Stock Power Rankings
Think of an AI system as a kitchen. The processor (GPU, TPU, XPU, etc.) is the chef. Memory is the pantry.
If the pantry is across the parking lot, the chef spends the day jogging back and forth for ingredients.…
@chriswood p po huh 86818244456243224 uij out h uuuu…
After the major bullish breakout back in 2015, Nvidia entered into a super bullish channel pattern. But recently, Nvidia has just been consolidating in a very narrow bullish range. With earnings coming up, Nvidia could finally create this next major bullish…
Eve Still Looks Like a Big Long-Term Winner
Eve Air Mobility (EVEX) continues to make commendable progress towards becoming a huge, profitable eVTOL maker, as it has obtained orders for 2,700 eVTOLs and has started actively testing its aircraft.
Moreover,the…
$GME : From Legacy Retail Skepticism to Strategic Transformation Under Ryan Cohen.
The short sellers' original thesis has aged poorly. Physical retail was supposed to collapse under digital distribution, yet GameStop has stabilized its core business while…
Gamestop is the king 🤴
Technical Levels To Watch As $SNOW Reports Earnings
Software technology company SNOW (Snowflake) reports Earnings after today's close (along with AVGO). At SNOW's multi-year high of 341.95 on Aug 12th, the stock had gained 189% from its Apr 10th low of…
@mpaul2025 am the one who is depositing since January…
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Partner/Chief Market Strategist - Slatestone Wealth - Jupiter, FL. Fox Business Commentator & Yahoo Podcast Host of Trader Talk - live from the NYSE
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