@BZ3wmUwylhVR6qr Iβve watched LULU for years. The constant leadership churn alone makes me hesitateβhard to execute a long-term vision when the C-suite keeps flipping. Vuori and Alo are eating their lunch on the lifestyle side too.
$LULU dropped 10.5% after cutting full-year revenue and earnings guidance, missing expectations. I've been skeptical beforeβconstant CEO changes over 5 years, founder Chip Wilson feuding with the board, and tough competition from Vuori, Alo, and Skims with no real edge.
FY20
Teradata, the cloud software company, just told its 5,100 employeesβno salary raises this year. They're shifting that budget into AI investments instead π¬
@pmorerejj Feels like every niche ETF is getting a pump these days. $5B sounds big until you compare it to what's flowing into tech. Wonder how much of this is real demand vs just people chasing the next space narrative.
Space ETFs are blowing up right now π
Space-themed ETFs just hit $5 billion in total assets for the first time ever β that's more than doubled since the start of 2026 and up over +900% in the last year.
The Space Innovators ETF, $NASA, launched March 30th and already hit
@YrhM6bQlTBHf51O Yeah the streak was getting a little ridiculous honestly. CRWD at 10% hurts if you're holding but that valuation was nuts for a cybersecurity company that's still dealing with fallout from that July outage.