Cedric77

"It's OK not to be Ok!"

    • Cedric77Cedric77
      ·02-16 15:41
      Adobe agreed to buy Figma for $20B. Regulators refused to approve the deal, so Adobe walked away, and Figma went public. Figma is now trading at a $11.17B valuation. AI is destructive to SaaS! 

      Earning Preview: Figma Q4 revenue is expected to increase by 6.92%, and institutional views are cautious

      Title Earning Preview: Figma Q4 revenue is expected to increase by 6.92%, and institutional views are cautious Abstract Figma will report quarterly results on February 18, 2026 Post Market; investors...
      Earning Preview: Figma Q4 revenue is expected to increase by 6.92%, and institutional views are cautious
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    • Cedric77Cedric77
      ·02-14

      Why CPS Technologies (CPSH) Is a Buy Now

      1. Strong Fundamental Turnaround & Record Growth CPS Technologies has delivered consecutive record revenue quarters, including ~$8.8 M in Q3 2025 and strong year-over-year growth across 2025, demonstrating sustained demand for its advanced materials and hermetic packaging solutions. Revenue is up sharply after recent capacity expansion, and the company has returned to positive operating and net income — a clear turnaround from prior losses. 2. Clear Competitive Edge in High-Value Materials CPSH’s core products — metal-matrix composites (MMC) such as aluminum silicon carbide and advanced packaging — serve mission-critical applications in defense, aerospace, energy, transportation and power electronics. These materials command higher technical barriers to entry than commodity metal produ
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      Why CPS Technologies (CPSH) Is a Buy Now
    • Cedric77Cedric77
      ·02-07
      *Already Confirmed or Announced for 2025/2026* Some companies have already recently been added or scheduled for inclusion: *• Ciena (CIEN)* — confirmed for S&P 500 inclusion, replacing *Dayforce*. *• Carvana* — added in late 2025 / early 2026 cycle. • Past additions in recent rebalancings (relevant context): CRH and Comfort Systems also added. *Potential Candidates* for 2026 S&P 500 Inclusion These stocks meet key eligibility criteria (U.S. listing, sufficient market cap, liquidity, profitability), and are widely discussed by analysts or in prediction markets as likely contenders: Near-Term (Q1–Q2 2026 Candidates) *1. Vertiv Holdings (VRT)* — strong odds in prediction markets for inclusion in upcoming rebalances. *2. SoFi Technologies (SOFI)* — fintech firm mentioned with roughly e

      VOO ETF Gains 1.9%, Underperforms Underlying Index

      This article was automatically generated using Dow Jones technology.Shares of Vanguard S&P 500 ETF advanced 1.9% to $635.24 Friday on what proved to be an overall favorable trading session for the U.S. stock market, with the S&P 500 Index, the fund's underlying index, rising 2.0% to 6,932.30.The fund's rise snapped a three-day losing streak.The ETF's shares closed 1.0% below the 52-week high of $641.81 seen on January 28, 2026.Trading volume was 12,956,579, compared to the 65-day average trading volume of 9,555,294.As of February 4, the fund's net asset value totaled $630.96 per share.
      VOO ETF Gains 1.9%, Underperforms Underlying Index
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    • Cedric77Cedric77
      ·02-05
      Is a sell now and definite buy back after SpaceX goes Public!  SpaceX is gg public, it will definitely move Rocket Lab (RKLB) — but not in a simple “good or bad way. Think short-term noise, long-term separation. So best to sell it, takes profit and buy it back against after Space X goes public and settle down. Short term: pressure + comparison shock This is where RKLB can get hit. Why: SpaceX IPO would suck up massive capital and attention Institutions that wanted SpaceX exposure may rotate out of RKLB Media will frame Rocket Lab as “mini SpaceX” (not fair, but it’ll happen) Likely effects: (We r seeing it now!) Temporary sell-off or underperformance Valuation compression due to side-by-side comparisons RKLB judged against SpaceX metrics it cannot match (yet) This is the danger z

      Rocket Lab Stock Tanks Again. The Mini SpaceX Is Having a Wild Ride. -- Barrons.com

      Rocket Lab stock is having a crazy week, for no good reason.Shares of the space technology company, sometimes referred to as a mini SpaceX because of its reusable launch capacity and satellite expertise, were down 13% in midday trading on Wednesday. The S&P 500 and Dow Jones Industrial Average were down 0.4% and up 0.5%, respectively.The drop followed a nearly 10% gain on Tuesday, possibly in response to SpaceX announcing it had acquired xAI on Monday. The deal valuation implied a 25% bump for both companies, to $1 trillion for SpaceX and $250 billion for xAI.Space "is kind of a beta industry," says Andrew Chanin, CEO of ProcureAM, which offers the Procure Space ETF. "It's not surprising to see days where numerous [space] companies move more than 5% in one day.". Some of Tuesday's gain was also a rebound from a miserable Monday. Shares fell about 8%, apparently because Congress killed a plan to bring samples back to Earth from the Mars Perseverance Rover, which has been on the red plan
      Rocket Lab Stock Tanks Again. The Mini SpaceX Is Having a Wild Ride. -- Barrons.com
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    • Cedric77Cedric77
      ·01-28
      Why is a buy for CPS Technologies now? 1) Financial Performance Has Improved Return to Profitability CPS Technologies reported record revenue and profitability in early 2025, with $7.5 M in Q1 revenue and a return to operating profit after years of losses — even without revenue from a major past defense contract. � Q2 2025 revenue hit $8.1 M, a significant year-over-year increase, and the company posted operating profit again. Q3 2025 delivered $8.8 M in revenue, more than doubling prior-year figures and marking three consecutive quarters of record sales. This trend shows both top-line growth and improved margins, indicating CPS is moving into a more stable and scalable phase rather than just one-off spikes. 2) Expanded Contract and Product Base Large Follow-On Contract CPS secured a $15.5
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    • Cedric77Cedric77
      ·01-27
      Sharing my Read from Gd Financial  Cents and why the price dipped. In mid 2025, Hims traded like a runaway winner. Market cap around $12.8B. Six months later, it sat around $6.94B. That is about $6.5B erased. And the reason has almost nothing to do with hair loss or ED. Hims built a clean business for years: Simple diagnoses. Fast shipping. Subscription revenue across hair, sexual health, dermatology, and mental health. Then they caught the biggest consumer health wave of the decade. Weight loss injections. Not the brand name versions. The cheaper compounded versions that exploded during shortages. That product line turned Hims into a rocket ship. It helped drive a massive jump in revenue and delivered the company’s first annual profit, according to the Financial Times. But the decisi

      Hims & Hers Health Inc : TD Cowen Cuts Target Price to $30 From $37

      Hims & Hers Health Inc : TD Cowen Cuts Target Price to $30 From $37
      Hims & Hers Health Inc : TD Cowen Cuts Target Price to $30 From $37
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    • Cedric77Cedric77
      ·01-27
      Analyst Forecasts: 1)Average target: ~US$60–65 2)Very bearish (~US$20–30) to 3)Very bullish (US$100+) Better Entry Price (Indicative) Risk-reward improves on meaningful pullbacks. Some valuation models suggest better entry zones around US$30–60, depending on execution progress.Buying after clear operational milestones (e.g. successful Neutron launch) can reduce risk. Why Rocket Lab Is High Risk? Execution risk: Heavy dependence on Neutron rocket success. Profitability risk: Not yet consistently profitable. Volatility: Stock can move 10–20% on news. Competition: Operates in the shadow of SpaceX. Valuation risk: Trades on future expectations rather than current earnings.

      Rocket Lab Corporation to Release Fourth Quarter and Full Year 2025 Financial Results

      Disclaimer: This news brief was created by Public Technologies using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Rocket Lab Corporation published the original content used to generate this news brief via GlobeNewswire on January 26, 2026, and is solely responsible for the information contained therein.
      Rocket Lab Corporation to Release Fourth Quarter and Full Year 2025 Financial Results
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    • Cedric77Cedric77
      ·01-25

      My 5 Best Picks for Singapore 2026 (from STI)

      1. DBS Group Holdings (SGX: D05) — Banking heavyweight Why: Largest bank in Singapore and the STI, with strong balance sheet and high profitability. Healthy dividends and capital returns — attractive in a yield-focused market. Institutional optimism as Singapore equities are labeled “overweight” with banks as a key driver. � DollarsAndSense.sg +1 Role: Core defensive income + growth from regional expansion. 2. Oversea-Chinese Banking Corp (OCBC, SGX: O39) — Bank with diversified earnings Why: Large bank with diversified earnings streams (wealth management, insurance, etc.). Analysts expect OCBC to be a top STI pick for 2026 and yield growth as capital returns. � sginvestors.io Role: Dividend + relatively stable earnings. 3. Singapore Telecommunications (Singtel, SGX: Z74) — Defensive telec
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      My 5 Best Picks for Singapore 2026 (from STI)
    • Cedric77Cedric77
      ·01-19
      Sharing my findings :  For Long-Term, Risk-Tolerant Investors Potentially Yes — If you believe in: Continued revenue growth and margin expansion, Long-term demand in defense and advanced materials, Execution of new contracts and commercial products,then CPSH could be a growth-oriented speculative buy with meaningful upside potential. 📉 For Conservative or Short-Term Investors Maybe Not Yet — Because: It’s a micro-cap with volatility and limited analyst coverage, Profitability isn’t solidly consistent, Consensus from some models is only moderate buy or hold. Institutional & Insider Buying are noted, which can read as confidence from insiders and funds.

      CPS Technologies Corp - CFO Charles K. Griffith, Jr. to Retire in 2026 - SEC Filing

      CPS Technologies Corp - CFO Charles K. Griffith, Jr. to Retire in 2026 - SEC Filing
      CPS Technologies Corp - CFO Charles K. Griffith, Jr. to Retire in 2026 - SEC Filing
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    • Cedric77Cedric77
      ·01-19
      My take and read on China Aerospace. (I hold Aerospace  @0.65) Pros (Bullish Factors) 1. Strategic Government Affiliation CASIL’s parentage links it to China Aerospace Science and Technology Corporation — a state-owned entity with deep involvement in national aerospace and defense programs. This relationship offers preferential access to large government contracts and strategic projects that other commercial players may find hard to secure. 2. Revenue Growth in Core Business Despite headwinds in property leasing, the company’s technology industrial segment (e.g., injection-molding, PCB, semiconductors) has delivered double-digit revenue growth recently. 3. Diversified Business Mix CASIL’s operations span multiple industrial sectors, reducing dependence on any single revenue source. In

      HK Movers | Commercial Space Stocks Jump With APT Satellite up 18%

      Commercial space stocks jumped in Hong Kong. APT Satellite rose 18%; Goldwind Science rose 9%; China Strategic Technology rose 7%; China Aerospace International rose 4%.
      HK Movers | Commercial Space Stocks Jump With APT Satellite up 18%
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