$Carnegie Clean Energy Ltd.(CWGYF)$ Carnegie's CETO tech will be tested in Oregon. Big news for the global marine energy sector with the official opening of the PacWave South test facility off the coast of Oregon, USA. PacWave South is a large step forward for open-ocean testing in North America. As a pre-permitted, grid-connected site, it establishes a clear pathway for utility-scale testing and commercial validation of wave energy technologies in the United States. PacWave joins a select group of world-class facilities, including BiMEP in Spain, purpose-built to test ocean energy technologies like CETO.
$UiPath(PATH)$ There's clearly a lot of effort across the space around personal and private data. $NVIDIA(NVDA)$ moving on Hugging Face says a lot about where things are heading. $Microsoft(MSFT)$ still finds ways to grow even at its size.
SMCI had 4 material weaknesses. They've remediated 3 of them this year. The only one left is ITGC, which is basically user access and change controls around certain systems tied to financial reporting. SMCI says the new controls still need to operate long enough and pass effectiveness testing in FY27 before they can officially call it remediated. That's not the same as saying "their systems are insecure" or "the financials are wrong." BDO still gave the actual financial statements an unqualified audit opinion. And for perspective, even $Microsoft(MSFT)$ has been breached by sophisticated state-backed hackers and had internal systems and source-code repositories accessed. No control framework makes a company immune from cyberattacks. To me th
The US 10-year yield is pushing above 4.75 and looks set to test the high from September 2023. Markets started selling off back then and didn't bottom until October. I'm watching closely and keeping stops in place. The setups on $Alphabet(GOOGL)$ $Amazon.com(AMZN)$ $Microsoft(MSFT)$ have been spoiled for now, but I'm still leaning toward quality names including $SpaceX(SPCX)$ SPY.
$Microsoft(MSFT)$ There's a group of cybersecurity names inside IGV, along with CRM, that could help lift the ETF, and MSFT is the biggest component there. CRWD and CRM should push the ETF higher, though hopefully it won't just be a split reaction once regular trading gets going. Premarket moves aren't exactly reliable.
$Microsoft(MSFT)$ It has been consolidating in a bull flag for about a month. If Jensen mentions Microsoft a few times tonight, the stock could gap up to $510 after hours.
$Microsoft(MSFT)$ I've held MSFT for a very long time, and I only check my account once in a while. Every time I look at it, I'm reminded that I may not have to worry about being homeless when I'm older. I know Social Security benefits could potentially be reduced, so I don't want to rely on SSA alone. If you're on your own like me, it's worth thinking seriously about building your own financial security and investing for the long term. For me, that means owning shares of companies like MSFT, NVDA, LMT, PLTR, TSM, AAPL, and VOO. The reality is, when you're older and struggling, you can't assume someone will be there to take care of you. Planning ahead, saving, and investing can give you some security later in life.
$Microsoft(MSFT)$ Microsoft has a 40% net margin, and they are making more money than Google. I think this stock could be hitting all-time highs before too long.