Replying to @StanphylCap
Shocking. The POS impractical truck didn't sell.
The design is idiotic....only a nerd would buy it. No serious blue collar worker is buying that trash.
Replying to @youderian
Trump was a huge backer of a.i. datacenter ecosystems.
Because of that Dems are automatically against it.
Taxes and regulations incoming.
The flip flop...there is always a headfake, then repositioning.
Big money evaluates, asseses and prepositions.
Replying to @TheLongInvest
Its almost like he purposely tanked the election for Republicans.
He's too smart to believe bombing Iran, high fuel prices and high cost of living would win the midterms.
Wonder what he is really up to...
Replying to @YourDailyCentss
Boomers have spent decades electing politicians from their own generation and shaping the political system we have today.
You can't spend 50+ years influencing the direction of this country and then act like you had nothing to do with the mess we're in. Own it for once.
Replying to @davidhudspeth21
If FCF holds through 2030 it's deeply undervalued.
>400B in FCF through 2029
Market cap $800B
Replying to @MattWalshBlog
Its almost like Trump threw the election on purpose.
There is no way he thought war with Iran, high fuel prices, high living expenses etc would be a win for midterms.
You can think what you want about him, but he isnt stupid. Wonder what is really going on.
Replying to @stocksandreales
Better off looking at FCF and buybacks.
Replying to @leonid_zador
Base to slightly bear case is $1050 for me. How its sitting at $750 is beyond me.
$SKHY already said they have good visibility through 2030. That's already 24 months longer than the consensus bear view of 2028.
Replying to @TheLongInvest
Every president since JFK has disappointed Americans and fallen short of their promises. That failure isn't unique to Trump.
Perhaps the bigger issue isn't who's sitting in the Oval Office, but who (country) holds influence over Washington.
Replying to @TheStockUp_ @KobeissiLetter
Boom nailed it. He conveniently left out epstein files and ZERO prosecutions.
Replying to @KobeissiLetter
Promises made, zero kept.
1. Cost of Living: Still Too High
2. Iran War: Conflict & High Oil Prices.
3. Epstein Island: Zero Prosecutions.
4. Israeli Influence: Politicians Bought and Paid For?
5. Government Spending: Zero Meaningful Cuts.
6. Market Manipulation: Insider Trading
$GEV traded down -12% today on news that Democrats will control congress.
Meawnhile they have a FOUR YEAR+ backlog and growing.
All of this weakness after annoucing a robust earnings report. Make it make sense.
Screaming buy here at $820. Fair value $1050
Replying to @PresentWitness_
We haven't even gone below the 200 day moving average. RELAX
$SNDK SanDisk— Results
Revenue: $11.03B vs. $10.64
Adjusted EPS: $49.51 vs. $46.22
8-1 Stock split Nov 19th
Time to squeeze to $1500



