TigermomB

    • TigermomBTigermomB
      ·11-01 18:22
      Alphabet (GOOGL)  Alphabet trades at USD 279.84 (2026-11-01), down 1.40% on the day and 31.5% below its 52-week high of USD 408.61, sitting in the bottom 6.6% of that range. The Q3 print disappointed: search growth slowed as AI answers bite into the core franchise, and free cash flow stayed negative on capex near USD 200bn a year, sending the stock down sharply . Cloud is the offset — backlog reached USD 561bn, up USD 47bn quarter-on-quater . At 14.6x trailing and 14.1x forward earnings, versus a 22.3x forward average, much of the capex worry looks priced in. Key risks: search monetisation erosion and antitrust outcomes.
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    • TigermomBTigermomB
      ·10-31 12:50
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      Holding Fast Through The Storm: Why I Am Not Letting Alphabet's USD500 Billion Crash Shake Me Out

      @koolgal:
      🌟🌟🌟Watching $Alphabet(GOOGL)$ $Alphabet(GOOG)$ stock chart over the last 24 hours wasn't just painful. It was historically brutal. In its worst single day crash in its 22 year history as a public company, Alphabet's shares plummeted by a staggering 12.6% down to USD 283.82. In a matter of hours, a mind numbing USD 480 billion to USD 500 billion in market value evaporated into thin air. It is the second largest single day market cap destruction in the history of Wall Street. As an individual investor, it is easy to feel hyper exposed in moments like this. When a company is aggressively reshaping its ent
      Holding Fast Through The Storm: Why I Am Not Letting Alphabet's USD500 Billion Crash Shake Me Out
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    • TigermomBTigermomB
      ·10-30 19:58
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      SK Hynix: A Record Quarter, a 13% Stock Surge

      @Coco made me do it:
      SK Hynix reported quarterly revenue of 104.6 trillion won and operating profit of 83.3 trillion won, with an operating margin approaching 80%. Yet net income plunged 58%. Despite the sharp decline in net income, the company’s U.S.-listed shares surged 13.3% on Oct. 28, while its South Korean shares rose 10.89%. The rally extended across the semiconductor sector, lifting Samsung Electronics 9.01%, Micron Technology 5.86% and SanDisk 7.66%. The market’s reaction reflected confidence in SK Hynix’s underlying operating performance rather than its headline net income. Strong shipment guidance, rising memory prices and progress in high-bandwidth memory (HBM) reinforced the company’s position in the AI supply chain. But the results also raise broader questions. How sustainable are its extraordina
      SK Hynix: A Record Quarter, a 13% Stock Surge
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    • TigermomBTigermomB
      ·10-30 19:57
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    • TigermomBTigermomB
      ·10-30 19:56
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    • TigermomBTigermomB
      ·10-29
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    • TigermomBTigermomB
      ·09-28
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    • TigermomBTigermomB
      ·09-23
      $Wal-Mart(WMT)$ Going up.....
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    • TigermomBTigermomB
      ·2025-06-16
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    • TigermomBTigermomB
      ·2025-06-16
      $NVIDIA(NVDA)$  To the moon
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