- Sellers 102.50
- Sellers 102.00
- Sellers 101.75/85, stops above
- Buyers 101.40 (not large, better size at 101.20/25 and then figure)
- Buyers 101.00/10
- Buyers 100.75 and 100.50
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SONO's 1x P/S, VNT's 10.2x P/E, LGIH's 15.8x P/E show weak growth & returns. Avoid these.
Apple's AI strategy: low cost via Gemini deal, leveraging 2.5B devices. Returns may surprise.
APOG's flat sales & 12.4% EPS dip at 10.6x P/E; TFIN's shrinking margin & 19.1% EPS fall at 1.4x P/B.
Nvidia's $1T backlog signals multiyear revenue visibility & premium pricing, with a low P/E suggesting upside.
PLXS's 2.4% FCF margin & 25.1x P/E raise caution. YOU boasts 38.1% FCF margin at 4.5x P/S.
Eli Lilly buys Centessa for $6.3B+, offering a 38% premium & potential $9/share CVRs. Centessa shares jump 49%.
McCormick merges with Unilever's food unit for $20B revenue. Traders eye synergy gains & valuation shifts.
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