Let me start with I am an NBIS Bull. They disclosed construction delays and related revenue delays that caused them to push out ARR milestones. Not a major issue yet but continued delays additional financing costs equals further dilution. As always, today’s an over reaction , but nonetheless, I would’ve expected some level of sell-off, given the volatility in the market.
@Coordin8edChaos Jefferson woke up with a chubby the day he heard Kirk Cousins was coming back. The guy is 37th in the league in yards this season He had 128 rec for 1809 receiving yards with Kirk Cousins.
I see a lot of people thinking AMD is the place to put money now. AMD trades at 119 PE and around 37x forward. MU trades at around 4x and no one ever says it, but AMD is exposed to the same level of cyclicality as MU in this environment. Both are heavily dependent on, continued AI spending and both will experience the same softness in 3 to 5 years. Call me crazy, but I’d rather have a company at 4X exposed to some potential softness in the future.
I am not a Maga republican. I am not on here to give anyone opinions quite frankly I’m not on social media. Impeachment is supposed to be for high crimes, or crimes, It’s not supposed to be because you disagree with somebody. It doesn’t matter what side you’re on we’re making a joke of our country.
@KanekoaTheGreat I thought the Ds ran on affordability (don’t get me started on that). Yet, I haven’t heard one concrete example of one thing they are going to do besides impeachment, impeachment, impeachment and now shut down the government. It is like Charlie Brown with the football.
@BrianCox_RLTW@SecWar@willchamberlain ummm, I agree with everything you’ve posted, except for the fact that Congress has to agree that high crimes have been committed. They will simply vote to impeach because they don’t like him. You actually have to believe in the constitution for your analysis.
@catturd2 Let me get this straight, Pete Hegesth campaigned for Ed Gallrein who beat Thomas Massie in the primary…… and now TM wants to Pete Hegseth for high crimes with no crime committed. hmmmmmm
@Shawn_Farash Impeachment is “ high crimes and misdemeanors” it’s not because you don’t like somebody’s political affiliation or because you simply don’t like them. We had a Secretary of Defense leave billions of dollars of weapons with our enemies……..
@CookedbyMA I remember when Jaylen Brown won the Eastern conference finals MVP and then back that up by winning the NBA finals MVP bringing the Celtics the NBA championship. I think the NBA championship games were considered big games.