yeftern
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So let’s assume Peltz’s bid fails. How likely will he rage sell his $3.6ish billion stake? Especially after a 16% climb in the resent month. Disney is on the right track finally with cutbacks to Plus and this whole ESPN experiment. Worried that an angry investor could tank the price to prove a point.
Add to that whatever the market will be doing with postponed rate cuts (if at all) and general waining sentiment.
Full disclosure: I bought a lot of the...
Add to that whatever the market will be doing with postponed rate cuts (if at all) and general waining sentiment.
Full disclosure: I bought a lot of the...
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yeftern
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yeftern
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NVDA is $290B away from passing AAPL
NVDA added $700B in ~2 weeks
That's TSLA and BOEING's valuation COMBINED
NVDA's $2.3 trillion market cap is now larger than the ~30 other names in SOXX COMBINED (AMD + AVGO + QCOM + INTC + TSM, et al)
If NVDA continues to trade at 40 p/s, it will reach $3000+ by 2026
NVDA has still not announced a stock split
NVDA's biggest event of the year GTC 2024 is 10 days away
DON'T BE A DUMB...
NVDA added $700B in ~2 weeks
That's TSLA and BOEING's valuation COMBINED
NVDA's $2.3 trillion market cap is now larger than the ~30 other names in SOXX COMBINED (AMD + AVGO + QCOM + INTC + TSM, et al)
If NVDA continues to trade at 40 p/s, it will reach $3000+ by 2026
NVDA has still not announced a stock split
NVDA's biggest event of the year GTC 2024 is 10 days away
DON'T BE A DUMB...
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yeftern
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Only news that $AMC Apes really need to hear: The domestic box office has recovered to $2.6B+/quarter, AMC has signed big name distribution deals, and the ‘26 debt obligation has been restructured/deferred. Chuck Norris roundhousing a hedgie will be a bonus. $AMC Entertainment (AMC.US)$
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yeftern
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Semiconductor giant TSMC has revealed that subsidies obtained from the Japanese and Chinese governments reached NT$47.545 billion ($1.51 billion) in 2023, marking a 5.74-fold increase year-on-year, according to Taiwanese media outlet Economic Daily News. With its ongoing expansion of overseas facilities, TSMC anticipates further subsidies from Japan this year, along with potential new subsidies from the US and Germany. $Taiwan Semiconductor (TSM.US)$
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yeftern
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Due to the reduction in working days in February, TSMC's consolidated revenue for February declined as expected to approximately NT$181.6 billion, a decrease of 15.8% compared to January but an increase of 11.3% compared to the same period in 2023. $Taiwan Semiconductor (TSM.US)$
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Marvell Technology has announced that the company is extending its collaboration with TSMC to develop the industry's first technology platform to produce 2nm semiconductors optimized for accelerated infrastructure. $Taiwan Semiconductor (TSM.US)$
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yeftern
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I have been hearing a lot of buzz around a couple of stocks, namely SMCI and NVDA. I want to discuss what I believe is going to happen in the next two weeks if SMCI lands into the S&P 500 as it is on track to do.
I will mainly discuss SMCI in this post. As it stands, SMCI is trading at $905.48 and has a market cap of $50.65 billion USD.
Currently, SMCI is trading in the Russell 2000 (RUT). It is the highe...
I will mainly discuss SMCI in this post. As it stands, SMCI is trading at $905.48 and has a market cap of $50.65 billion USD.
Currently, SMCI is trading in the Russell 2000 (RUT). It is the highe...
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yeftern
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I have rather large positions in Google and Apple. Wondering if anyone else is thinking of reducing their position and allocating it in other stocks or ETFs, or holding cash on the side.
Thanks for all your feedback and advice . $Apple (AAPL.US)$
Thanks for all your feedback and advice . $Apple (AAPL.US)$
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It's simply a thought experiment. Don't take it too seriously. Any thoughts?
Reduce your streaming subscription to 1 provider
Cancel, subscribe, repeat
Switch between streaming services
Don't watch streaming exclusive movies right away
Don't switch bc of an streaming only movie
Don't buy movies to watch on demand
Subscribe to the Stubbs programm
Buy popcorn, gift cards, merch
Subscribe to the Stubs A List program.
Cancel your gym membership and walk to the mo...
Reduce your streaming subscription to 1 provider
Cancel, subscribe, repeat
Switch between streaming services
Don't watch streaming exclusive movies right away
Don't switch bc of an streaming only movie
Don't buy movies to watch on demand
Subscribe to the Stubbs programm
Buy popcorn, gift cards, merch
Subscribe to the Stubs A List program.
Cancel your gym membership and walk to the mo...
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