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    • TortorTortor
      ·05-13 14:49
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      Find the Next SanDisk! SpaceX IPO Sprinting, Are Space Stocks the Chosen One?

      @Tiger_comments
      SpaceX IPO officially enters the final countdown; listing expected in June with valuation reaching $1.75 to $2 trillion, poised to become the largest IPO in history. The biggest highlight of this offering is the retail allocation, which could reach as high as 30%—far exceeding industry norms. Space stock earnings recently diverged: $Rocket Lab USA, Inc.(RKLB)$ soared, $AST SpaceMobile, Inc.(ASTS)$ plummeted 1. $Rocket Lab USA, Inc.(RKLB)$ — +11.3% "Fundamental reversal confirmed." Revenue $200.3M (+63.4% YoY), exceeding Goldman Sachs' expectations by +11.8%; Order backlog $2.22B, single-quarter QoQ +20%, YoY +108%, a doubling; Space Systems revenue +57% YoY,
      Find the Next SanDisk! SpaceX IPO Sprinting, Are Space Stocks the Chosen One?
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    • TortorTortor
      ·05-12 18:53
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      Why High Oil Prices Are a Time Bomb for the Tech-Led Rally -- Barrons.com

      Stocks are bumping their head on the ceiling of a soaring spring advance, and could be set for a drop over the coming weeks as oil prices remain elevated and inflation gauges show damage from the U.S. war with Iran.The narrow nature of the rally, which saw five stocks -- Nvidia, Micron, Apple, AMD, and Intel -- drive nearly three-quarters of the S&P 500's 2.3% advance last week, is starting to worry some investors heading into Tuesday's April inflation reading and the continuing stalemate between Washington and Tehran.The S&P 500 has powered nearly 13.5% higher since the start of April, and hit a fresh all-time high of 7412 points last night, while the Nasdaq extended its monthly gain to 5.5% with a record close on Monday.Semiconductor stocks, meanwhile, are having their best year since 2009 in just four calendar months, with the PHLX benchmark rising more than 70% from the end of December and nearly 60% since the start of the second quarter."A prolonged closure would likely shift the
      Why High Oil Prices Are a Time Bomb for the Tech-Led Rally -- Barrons.com
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    • TortorTortor
      ·05-11
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      Mag 7 Is Dead? Meet DIAMANS! Did You Get a Seat on New AI Hardware Basket?

      @Tiger_comments
      Recent spotlights shine on these stocks: $SanDisk Corp.(SNDK)$ +16.6%, $Micron Technology(MU)$ +15.5%, $Intel(INTC)$ +14.0%, $Dell Technologies Inc.(DELL)$ +13.1%, $Advanced Micro Devices(AMD)$ +11.4%, $NVIDIA(NVDA)$ +1.7%, $Apple(AAPL)$ +2.0% — Wall Street has a new concept: the Magnificent 7 era is over. Welcome to DIAMANS, the AI hardware chain that just went vertical today. What Is DIAMANS? Dell + Intel + AMD + Micron + Apple + NVIDIA + SanDisk. Not a random name mashup — a complete AI infrast
      Mag 7 Is Dead? Meet DIAMANS! Did You Get a Seat on New AI Hardware Basket?
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    • TortorTortor
      ·05-09
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      Memory Stocks Continue to Surge. What's Driving Micron and Sandisk Higher. -- Barrons.com

      Micron Technology and Sandisk stock continued their historic rally this week, thanks to a flurry of headlines signaling overwhelming demand and limited supply for memory.Micron, the memory chip maker, jumped 11% Friday, putting it on pace to end the week up 32%. That would mark the stock's best weekly performance since 2008, according to Dow Jones Market Data.Sandisk, which specializes in flash memory, rose 12% Friday. Up 26% on the week, shares have soared roughly 4,000% since the company spun off from Western Digital last February.Quarterly reports from the largest tech companies have pointed to the continued growth of AI investments and a shortage of components, memory perhaps chief among them. It came as no surprise last week when Sandisk breezed past quarterly earnings expectations in this backdrop.Although the stock prices have soared, investors aren't driving up shares on hype alone. Sandisk trades at 9.5 times projected earnings over the next 12 months and Micron trades at 8.6
      Memory Stocks Continue to Surge. What's Driving Micron and Sandisk Higher. -- Barrons.com
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    • TortorTortor
      ·03-19
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      Klarna Confronts Multiple Challenges as Market Value Plummets and Executives Depart

      Financial services firm Klarna Group plc (KLAR.US) is confronting a series of significant challenges following the departure of several senior executives, including its head of investor relations....
      Klarna Confronts Multiple Challenges as Market Value Plummets and Executives Depart
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    • TortorTortor
      ·03-18
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      Option Focus | Micron Sees Bearish Spread Positioning Ahead of Earnings; Longer-Dated Bets Turn Aggressively Bullish to $620–$750

      $Micron Technology(MU)$ is set to report earnings after the close on March 18, with the options market bracing for a potentially sharp move. The stock was last trading at $461.69, while options...
      Option Focus | Micron Sees Bearish Spread Positioning Ahead of Earnings; Longer-Dated Bets Turn Aggressively Bullish to $620–$750
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    • TortorTortor
      ·02-25
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      Stock Track | Klarna Group Soars 5.03% Intraday on Strong User Growth Announcement

      Klarna Group plc (KLAR) saw its stock price soar 5.03% during intraday trading on Wednesday, following the company's announcement of impressive user growth metrics.The digital bank services provider...
      Stock Track | Klarna Group Soars 5.03% Intraday on Strong User Growth Announcement
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    • TortorTortor
      ·02-20
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      Nvidia Dumped It, Cathie Wood Snapped It Up. This Pharma Stock Is Splitting Wall Street

      One person’s trash is another person’s treasure.
      Nvidia Dumped It, Cathie Wood Snapped It Up. This Pharma Stock Is Splitting Wall Street
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    • TortorTortor
      ·01-28
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      Top Calls on Wall Street: Apple, Tesla, Nvidia, Amazon, CoreWeave, Strategy, Disney, and More

      Here are the biggest calls on Wall Street on Tuesday:Evercore ISI reiterates Apple as outperformThe firm says it’s bullish ahead of earnings later this week.“We remain positive on shares of AAPL...
      Top Calls on Wall Street: Apple, Tesla, Nvidia, Amazon, CoreWeave, Strategy, Disney, and More
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    • TortorTortor
      ·01-28
      Great article, would you like to share it?

      Top Calls on Wall Street: Apple, Tesla, Nvidia, Amazon, CoreWeave, Strategy, Disney, and More

      Here are the biggest calls on Wall Street on Tuesday:Evercore ISI reiterates Apple as outperformThe firm says it’s bullish ahead of earnings later this week.“We remain positive on shares of AAPL...
      Top Calls on Wall Street: Apple, Tesla, Nvidia, Amazon, CoreWeave, Strategy, Disney, and More
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