Viking Holdings Stock Discussion

Morning Movers
Gapping up
$Synopsys (SNPS.US)$ stock rose 2.2% after the chip design software firm reported record revenue for the third quarter and provided strong guidance amid increased demand driven by AI.
$Peloton Interactive (PTON.US)$ stock soared 8.9% after the connected fitness company experienced sales growth for the first time in nine quarters, indicating progress in its turnaround plan.
$Deutsche Bank (DB.US)$ stoc...

$Fortinet (FTNT.US)$ : “I think Fortinet is not my favorite. Palo Alto is, we own it for the Charitable Trust.”
$Air Products & Chemicals (APD.US)$ : “You really don’t want to be in Air Products, you want to be in Linde. Linde’s a much better run company, and that’s why Air Products isn’t doing as well , and Linde’s doing spectacularly.”
$Sarepta Therapeutics (SRPT.US)$ : “I think Sarepta is a speculative situation where they have great science. ...

Carnival Reports Record Earnings and Upgraded Guidance, Boosting Cruise Sector Sharply
On Tuesday, $Carnival (CCL.US)$ reported impressive Q2 2024 earnings, with record-breaking revenue of $5.8 billion and operating profit of $560 million, up nearly fivefold from 2023. Net income increased by $500 million YoY, reaching $92 million.
The company raised its net profit guidance by approximately $275 million for the full yea...