Apologies for late posting of this thread but it’s been a busy little morning and I wanted to get the orders out to you first
This feature has been running really well lately so thanks for all your input and I hope you find it useful
As usual please feel free to post your trading ideas and strategies here with ongoing entry/exit trades
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Micron & Sandisk soar 700%+ on AI demand, but Korean giants Samsung/SK Hynix capacity buildout could pressure future returns.
ProFrac beats EBITDA estimates but revenue dips 25%. Pricing to rise in Q2, but margins face pressure.
Cerebras' $2.5B win fuels AI hardware hype, but watch for IPO crowding & semiconductor stock shifts.
Corning's stock jumps 137% on AI demand, but its P/E ratio is now 100, making it pricey vs. NVDA.
Callaway Golf's Q1 beats revenue & EPS estimates. Margin up, guidance lifted. Is CALY a buy?
BROS sales surge 8.3%, but stock dips 13% YTD. Trades at 3.2x P/S, higher than Starbucks.
FIGS beats Q1 estimates, but rising freight costs and customer acquisition dynamics weigh on valuation.
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