- EU really wants to make a deal
- South Koreans very much want to make a deal.
- EU attacks our great American tech companies every day
- America must take control of tick-tock algorithm to address national concerns
- TikTOk as to come out of Chinese control
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AMAT's strong margins & FCF shine; DOCU's slow growth & PFBC's margin dip raise flags.
Mortgage rates jump 10% on war fears, hitting 6-month highs. Housing demand dips.
HPE's 47.2% ARR growth & 16.8% revenue forecast suggest strong returns. GDDY's slow growth & CAT's flat sales raise concerns.
ENR's 4.8x P/E hides debt risks; HPQ's 7x P/E faces flat sales & falling EPS. SFM's 13.6x P/E shows strong growth.
BDC, VNT, KD show muted growth & aging profits. AI flags growth stocks like NVDA (+1326%) & TGLS (+1754%) instead.
AI's billings drop 11.2%, FCF margin shrinks 12.6%. MMI's sales grow 1% annually. ROST's ROIC hits 31.6%.
UTI's returns erode on low capital base, trades at 19.9x EV/EBITDA. CAH & OMC show strong growth & scale.
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