$Argan (AGX.US)$
AGX has consistently reported good financial results, but the market's evaluation seems to be overly negative.
This time, sales and gross profit margin have increased, and the EPS has almost doubled expectations, successfully passing the best quarterly report.
Without including the new factory planned for construction in Texas, there is an order backlog of 1.4 billion dollars, so the next earnings report is looking promising.
Although the current market does not motivate any purchases, AGX will continue to buy shares as if through RSP.
AGX has consistently reported good financial results, but the market's evaluation seems to be overly negative.
This time, sales and gross profit margin have increased, and the EPS has almost doubled expectations, successfully passing the best quarterly report.
Without including the new factory planned for construction in Texas, there is an order backlog of 1.4 billion dollars, so the next earnings report is looking promising.
Although the current market does not motivate any purchases, AGX will continue to buy shares as if through RSP.
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$Mitsubishi UFJ Financial Group (8306.JP)$
Today's surge seems to be thanks to Blackrock.
One must be present in the market at the moment lightning strikes.
It is precisely on days like today.
Today's surge seems to be thanks to Blackrock.
One must be present in the market at the moment lightning strikes.
It is precisely on days like today.
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$Solaris Energy Infrastructure (SEI.US)$
After the short report from Morpheus Research caused the stock price to plummet by 17%, it surprisingly recovered completely in just two days.
Thanks to an Analyst from Stifel defending SEI, they maintained a Buy rating on SEI (Target Price $48)???
SEI has not officially provided any explanations or counter-arguments, so it's hard to determine how to judge this...
The content of the short report is somewhat rough, but
"There are some dubious co-founders of Mobile Energy Rentals, which was acquired last year, raising concerns that SEI made excessive investment trades."
"There is a danger of operational suspension because SEI's gas turbines in the Datacenter have been operating without air pollution prevention permits."
"The depreciation of the gas turbines was overstated to inflate short-term profitability."
ETC it seems.
Recently, following ZETA, there has been a second short report attack...![]()
I really want this to stop.
After the short report from Morpheus Research caused the stock price to plummet by 17%, it surprisingly recovered completely in just two days.
Thanks to an Analyst from Stifel defending SEI, they maintained a Buy rating on SEI (Target Price $48)???
SEI has not officially provided any explanations or counter-arguments, so it's hard to determine how to judge this...
The content of the short report is somewhat rough, but
"There are some dubious co-founders of Mobile Energy Rentals, which was acquired last year, raising concerns that SEI made excessive investment trades."
"There is a danger of operational suspension because SEI's gas turbines in the Datacenter have been operating without air pollution prevention permits."
"The depreciation of the gas turbines was overstated to inflate short-term profitability."
ETC it seems.
Recently, following ZETA, there has been a second short report attack...
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$Surf Air Mobility (SRFM.US)$
The Earnings Reports showed an increase in revenue, but there were concerns as the Analyst Financial Estimates were significantly lower than expected; however, it was good to see the stock price rise sharply this evening.
The financial outlook for the full year 2025 is also
"Prioritizing profitability over revenue growth by withdrawing from unprofitable regular routes"
"Reconfirmed the estimate that adjusted EBITDA revenue will exceed 0.1 billion dollars in 2025"
So it is expected to continue to be promising.
The Earnings Reports showed an increase in revenue, but there were concerns as the Analyst Financial Estimates were significantly lower than expected; however, it was good to see the stock price rise sharply this evening.
The financial outlook for the full year 2025 is also
"Prioritizing profitability over revenue growth by withdrawing from unprofitable regular routes"
"Reconfirmed the estimate that adjusted EBITDA revenue will exceed 0.1 billion dollars in 2025"
So it is expected to continue to be promising.
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$Mitsubishi UFJ Financial Group (8306.JP)$
Last week, it temporarily dropped to just above 1,800 yen, but it quickly updated the all-time high significantly!
Almost all holders are in profit. That's excellent.![]()
Blackrock is advocating for Japanese stocks this year in the '2025 Global Outlook.' (It was also advocated last year...)
Although there are currently market uncertainties due to Trump tariffs, it is reassuring that global investment professionals are also supporting Japanese stocks.
Mitsubishi UFJ, reaching for even greater heights!
Reference ↓
2025 Global Outlook
Last week, it temporarily dropped to just above 1,800 yen, but it quickly updated the all-time high significantly!
Almost all holders are in profit. That's excellent.
Blackrock is advocating for Japanese stocks this year in the '2025 Global Outlook.' (It was also advocated last year...)
Although there are currently market uncertainties due to Trump tariffs, it is reassuring that global investment professionals are also supporting Japanese stocks.
Mitsubishi UFJ, reaching for even greater heights!
Reference ↓
2025 Global Outlook
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$D-Wave Quantum (QBTS.US)$
Thanks to QBTS, quantum stocks are becoming active again. I have only about a third of the positions left compared to the peak, but I hope it will gain momentum again.
Last year was fun... This year is...![]()
Thanks to QBTS, quantum stocks are becoming active again. I have only about a third of the positions left compared to the peak, but I hope it will gain momentum again.
Last year was fun... This year is...
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$Rubrik (RBRK.US)$
Recently, due to being swayed by Trump's tariff statements, had a bearish sentiment towards PF, but RBRK's earnings were successfully passed. Taking advantage of the market reversal, the stock price increased by about 27%!
The subscription revenue has significantly increased, and it seems that cash flow is also healthy, so it was good to hold onto it.
However, the guidance for the fiscal year 2026 suggests a slowdown in growth compared to fiscal year 2025...
It's frustrating that even with such good earnings, due to Trump, there are only bearish guidance announcements leading to stock price declines or stagnation.![]()
Since there is nothing to be done, the only option is to get through by buying and holding the stocks with good earnings.
Recently, due to being swayed by Trump's tariff statements, had a bearish sentiment towards PF, but RBRK's earnings were successfully passed. Taking advantage of the market reversal, the stock price increased by about 27%!
The subscription revenue has significantly increased, and it seems that cash flow is also healthy, so it was good to hold onto it.
However, the guidance for the fiscal year 2026 suggests a slowdown in growth compared to fiscal year 2025...
It's frustrating that even with such good earnings, due to Trump, there are only bearish guidance announcements leading to stock price declines or stagnation.
Since there is nothing to be done, the only option is to get through by buying and holding the stocks with good earnings.
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$Credo Technology (CRDO.US)$
Thank you for your hard work on the earnings report. The after-hours has dipped a bit, but for now, it has passed safely. 👏👏👏
However, in this market, it's hard to tell if a good earnings report is being valued properly...![]()
I will let CRDO sit until the storm passes and observe.
It feels like lately, there are only such stocks, and it's not enjoyable.![]()
Thank you for your hard work on the earnings report. The after-hours has dipped a bit, but for now, it has passed safely. 👏👏👏
However, in this market, it's hard to tell if a good earnings report is being valued properly...
It feels like lately, there are only such stocks, and it's not enjoyable.
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$Vanguard Extended Duration Treasury ETF (EDV.US)$
$ProShares Ultra VIX Short-Term Futures ETF (UVXY.US)$
It's a morning where these two stocks are performing well in the portfolio. Feeling bad.![]()
That said, isn't NVDA dropping too much??? It's definitely a time to buy NVDU. I mean, what are people dissatisfied with after that earnings report??? Just woke up and can't think straight.![]()
$NVIDIA (NVDA.US)$
$ProShares Ultra VIX Short-Term Futures ETF (UVXY.US)$
It's a morning where these two stocks are performing well in the portfolio. Feeling bad.
That said, isn't NVDA dropping too much??? It's definitely a time to buy NVDU. I mean, what are people dissatisfied with after that earnings report??? Just woke up and can't think straight.
$NVIDIA (NVDA.US)$
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$Palantir (PLTR.US)$
Jim Cramer said, "PLTR is also a bubble stock. Bubbles are fated to disappear and be eliminated eventually," but hearing this from Jim Cramer is somewhat discouraging...
Not selling, though. 😩
Jim Cramer said, "PLTR is also a bubble stock. Bubbles are fated to disappear and be eliminated eventually," but hearing this from Jim Cramer is somewhat discouraging...
Not selling, though. 😩
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カ ル OP fujikenner : That's right. Let's increase it with each dip!![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")