LULU dropped 10.5% after cutting full-year revenue and earnings guidance, missing analyst expectations. I've been calling this outโCEO turnover every year, tension with founder Chip Wilson, and no real edge against Vuori, Alo, or Skims. Tough to compete when everything looks th
@tdn_39 I've always found ROIC more useful for comparing companies with different tax situations, but ROCE gives a quicker snapshot of capital efficiency.
๐จ Heads up: AI bubble might be popping soon
Microsoft handed OpenAI $13 billion.
OpenAI used it to pay for Azure. Microsoft counted it as revenue.
Amazon and Google are doing the same with Anthropic, booking big paper profits from AI hype.
OpenAI burns $60 billion yea
@Ginrung 267k shares is a serious position. She must see something in the AI side Google's been pushing, but the regulatory fog still makes me twitchy.