While those of still at our desks dream of exotic beaches, (or being at Lords this Thursday), suffering from screen blindness and going stir crazy we may as well pool together and come up with a master plan to make some money
Let’s have your thoughts/ideas here
Reasons welcome etc
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Treasury yields hit 4.56%, oil nears $104, impacting FLEX & ARLO. ARLO's 36.5% drop from 52-wk high offers potential.
GM's $12.75M data sale penalty reveals low revenue potential, shifting focus from data sales to product dev.
Commure's AI platform hits $7B valuation on $70M raise, automating 85%+ of healthcare admin tasks.
SMCI drops 5.8% on macro woes & high yields. High volatility, 48% off highs, but 5-yr returns are strong.
AI 11 stocks show frothy valuations; some like AMD trade at 50x earnings, posing risks.
Brazil's soy exports near April's record at 16.1M tons. Soymeal exports hit a record 2.78M tons.
StoneCo returns 27% yield via buybacks/dividends; credit NPLs rise, but new models aim to improve risk-adjusted returns.
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