Oops, I was so busy getting those birthday messages for Ryan that I forgot to post up this thread.
So while I do the wrap ( early this week for our earlier-arriving country cousins from across the pond ) let’s be having your current thoughts/ideas/strategies/entries/exits here.
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Tesla's Model Y price jumps 5% after 2 years! Bulls eye potential upside, bears watch valuation.
CMRC hits GAAP profit on AI growth, beating EPS estimates. Valuation at $228.6M, but watch R&D spend.
Lumentum's optical networking surges 90% on AI data needs. Watch for scaling & demand.
WYNN beats revenue estimates but misses EBITDA. Stock dips 10%. Watch Macau, Vegas, and UAE projects.
CAG & GIS stocks dip, yields soar to 9.9% & 7.2%. GIS shows stronger financials & dividend safety.
COIN misses Q1 earnings on lower crypto volumes. Valuation dips, but derivatives & stablecoins show promise.
BSY's ARR grew 11.5%, shares up 5.4% post-earnings. Mining demand & Seequent drive growth. Watch AI adoption.
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