Ok, you wonderful people, let’s kick off the week with an early ideas thread while I gather up some orders for your delectation and delight ( and hopefully some pip-making).
Keep the thread updated with entry/exit levels and use it to continue swapping ideas/banter throughout the session.
Roll up, roll up !
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TOST beats EPS, margins rise despite hardware costs. AI adoption fuels growth, but tariffs loom.
BIT Capital sells $86M LMND stake. Stock down 46.8% from peak, still unprofitable.
Global imbalances risk trade wars & market volatility. US debt hits 100% of output, yields spike.
Golden Dome's $1.2T price tag raises doubts. Defense stocks like BA, LMT face valuation risks.
PTON's Q3 revenue beats estimates, but margins dip on promos. Wellness pivot shows promise, but subscriber growth lags.
POET's $14 price tag hides a 1200x P/S ratio. High risk, baked-in upside, minimal sales.
Scripps beats EPS estimates on ad growth; trades at $3.53. Sports strategy drives revenue.
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