No it isn’t. Stop it!!!
You can never have too much Mersch is what I say….
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Seagate's AI-driven demand fuels 7x returns. With 60% HDD price hikes & 33x forward P/E, it could hit $877.
ARCC Q1: Core EPS $0.47, ROE 9.6%. Healthy portfolio, $6B liquidity. Sees wider spreads, better terms.
Magnificent 7 earnings loom! AI spend hits $600B, but room for error is slim. Fed rates & Iran add risk.
IREN's AI cloud deal with MSFT fuels 128% upside potential, despite mining wind-down & target cut.
NFLX down 32% offers entry. Strong FCF ($5.2B) & growing market share signal growth.
Coke's Q1 earnings beat estimates, revenue up 12%. Stock jumps 6.2% on raised guidance.
ACHR down 23% YTD, analysts eye $13 target. High P/S ratio & cash burn pose risks.
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