“ The 'Bro Bubble' Is Bursting, Says Bank of America Strategist. Here Are the Key Levels to Watch for the Nasdaq, Palantir and More The so-called ‘bro bubble’ — the testosterone-fueled rally in cryptocurrencies and other speculative tech stocks — is popping, and one strategist identifies the key lines in the sand for closely watched assets. Bank of America strategist Michael Hartnett said the breaking point for bitcoin BTCUSD -1.42% came when it couldn’t hold the volume-weighted average price since the election of $97,000. Now it’s fallen below $80,000. Tesla Inc. TSLA -3.04% , too, is well below its post-election VWAP of $371, closing Thursday at $282. Hartnett identified the VWAP lines in the sand for other key assets: $639 for Meta Platforms Inc. META -2.29% , $80 for Palantir Technologies Inc. PLTR -5.08% , $519 for the Nasdaq 100 ETF QQQ -2.78% and $597 for the S&P 500 ETF SPY -1.60%…” https://www.marketwatch.com/story/t...tch-for-the-nasdaq-palantir-and-more-e202e441
The NVDA story. I could go on for a full page here... it is so complex and in it's own way fascinating. You'll get many different opinions as to why the stk went down after the CEO talked. He's such a hype master right? / I have my own theory. It's not margins. It's the fact that he started talking about yet another generation after Blackwell. This is the ole' 4G 5G shit/ CEO's they think they are doing right by saying look there is ever more growth.. but that can backfire--This life changing Blackwell get that out and chill. Stop chasing your tail.. the spend here to develop a level above Blackwell right after it's too much. The other huge part-- is do you buy this China Ai breakthrough is actually good news angle? My BS meter is on full alert on that. I just don't by it. China is about to retaliate with some tariffs of their own and I imagine Trump would say to NVDA no more GPU's at all to China. I've factored that in already in my thinking but I'm sure some stock holders have not. There is a company in China that (most likely stole secrets) there is a Co over there that is making their own low end NVDA-like chips and in fact in the last two earnings reports filed by NVDA this Co was listed as a competitor... If one Chinese company can do that what of others here.. The flip side of the argument above: What if this China Ai low cost breakthrough is really good for everyone that would bring in more players (AMD)/ And there is where your margin problems would kicks in.
Atta girl Becky!!! YES! "The Trump hope vs the Trump reality "- well said. down 5%! since he took office.
Light & Wonder price target raised by $16 at Benchmark, here's why » 07:11 LNW I've been looking at LNW again. $5.74 EPS 2025 $7.00 EPS 2026 These guys execute in a difficult sector. 10 Earnings revisions UP <-------- Profitability Rating: Gross Profit Margin 70.80% EBIT Margin 23.90% Net Income Margin 10.54% Return on Equity 47.97% Return on Assets 6.20% These numbers super add up--- I'm thinking my SNOW $'s may go here. Company Profile Light & Wonder, Inc. operates as a cross-platform games company in the United States and internationally. The company operates through three segments: Gaming, SciPlay, and iGaming segments. The Gaming segment sells game content and gaming machine; video gaming terminals; video lottery terminals, including conversion kits and spare parts; and table products, including automatic card shufflers, deck checkers, table roulette chip sorters and other land-based table gaming equipment. It also leases or provides gaming content, gaming machines, and server-based system; sells and supports casino-management system based software and hardware; and licenses proprietary table games content to commercial, tribal and governmental gaming operators. The SciPlay segment develops, markets, and operates social games on various mobile and web platforms, as well as other games in the hyper-casual space. It sells virtual coins, chips, or bingo cards, which players can use to play slot games, table games, or bingo games. The iGaming segment provides a suite of digital gaming content, distribution platforms, player account management systems, and other iGaming content and services. This segment also offers the Open Platform System, which offers a range of reporting and administrative functions and tools providing operators control over various areas of digital gaming operations. Light & Wonder, Inc. was incorporated in 1984 and is headquartered in Las Vegas, Nevada.
I was telling you guys about watching MGNI and I warned that the advance was too shallow and that often the stk will gobble up that option implied % move. Sure enough down a stick today.
LNW Light & Wonder, Inc. 52 week high $115 $109.77-0.89(-0.80%)9:39 AM 02/28/25 NASDAQ |$USD |Realtime We run the danger of not being like water. So far this year health stocks have been the best performers and we have about one. Energy- same thing we have EE and CTRA not near enough and I'm sure boring value stocks... To keep striking the tech drum it may be the wrong move... This stock for me is just posturing super strong. A $200 name? Most likely.
Cava> I can almost make a case here. The chart is tough to read. $95 is maybe some form of support. Real support is $78 Certainly not without risk... but we have used many times behaviorial value -- you buy after a capitualtion event when all the house go negative and rduce PT that happened just yesterday or the day beofre. $140 has become $91. How much is too much? PE 160! Hummmmmmmmmmmmmm. Earn- CAVA Group Non-GAAP EPS of $0.05 misses by $0.01, revenue of $225.1M beats by $1.76M Not god awful... rev beat... watch for now./
They just said worst start of the year since 1990 something. I have to go find my end of year warnings and re post them to remind you all how smart I am.. Whatever. Just thank me once in a while; how much shit can I get right for no money!! Honestly I'm just cranking here and not making a fuvking cent. GBA EUROPE- Perrigo rises 16.6% » 09:48 PRGO I know this co they are European. It's not baby carriages is it.? Company Profile Perrigo Company plc provides over-the-counter health and wellness solutions to enhance individual well-being in the United States, Europe, and internationally. It operates through Consumer Self-Care Americas and Consumer Self-Care International segments. The company develops, manufactures, markets, and distributes self-care consumer products, such as upper respiratory products, including cough suppressants, expectorants, and sinus and allergy relief; nutrition products consisting of infant formulas and nutritional beverages; digestive health products, including antacids, anti-diarrheal, and anti-heartburn; pain and sleep-aids products comprising pain relievers and fever reducers; and oral care products, which include toothbrushes, toothbrush replacement heads, floss, flossers, whitening products, and toothbrush covers. It also offers healthy lifestyle products, such as smoking cessation, well-being, and weight management products; skin care products consisting of dermatological care, scar management, lice treatment, and other products for various skin conditions; women’s health products comprising feminine hygiene and contraceptives; vitamins, minerals, and supplements; rare diseases business; and other miscellaneous self-care products. The company sells its products under the Compeed, Dr. Fresh, Firefly, Good Sense, Good Start, Mederma, Nasonex, Plackers, Prevacid24HR, REACH, Rembrandt, Steripod, Opill, Solpadeine, Coldrex, Physiomer, NiQuitin, ACO, ellaOne, Compeed Stops, XLS, Arterin, Davitamon, Apiserum, Abtei, and Nicorette brands. It also offers contract manufacturing services. The company sells its products through retail drug, supermarket, and mass merchandise chains; e-commerce stores; wholesalers; pharmacies; drug and grocery retailers; and para-pharmacies. The company was formerly known as Perrigo Company and changed its name to Perrigo Company plc in December 2013. Perrigo Company plc was founded in 1887 and is headquartered in Dublin, Ireland. .. MIGHT THIS BE OUR FIRST EUROPE IDEA-? HERE IS WHAT WE HAVE TO FIGURE OUT HOW IS THIS STK UP LIKE THIS ON THESE EARN: I SMELL A BUYOUT! Something is up.. TO BE CONTINUED- Perrigo Non-GAAP EPS of $0.93 beats by $0.01, revenue of $1.14B misses by $60M