CLF's $4B+ 2027 EBITDA outlook is the headline
But here's the catch: Q3 EBITDA was $612M
The market is pricing in a much bigger future
- Bull: contracts + pricing
- Bear: steel cycles + policy risk
- Execution matters more than the forecast
Netflix is expanding beyond binge-worthy shows
Live sports, video podcasts & advertising could create new revenue streams. But they also need to attract viewers without hurting margins
- With ~325M paid subscribers, the audience is there. Can the strategy deliver?
- Wait Oct 20
AI isn’t just about GPUs
It needs high-bandwidth memory too
- Micron says HBM4 is already shipping in volume
- while HBM4E production is expected in 2027.
Competition is real, but execution matters
BUY: for long-term investors who accept volatility
Microsoft AI story has one big question: returns
Azure revenue crossed $100B annually, but AI infrastructure isn't cheap
My $10K verdict on $MSFT:
HOLD
Next earnings, I'll watch cloud growth, Copilot adoption and spending discipline
AI hype easy Profitable, AI the real test
Microsoft AI story has one big question: returns
Azure revenue crossed $100B annually, but AI infrastructure isn't cheap
My $10K verdict on $MSFT:
HOLD
Next earnings, I'll watch cloud growth, Copilot adoption and spending discipline
AI hype easy Profitable, AI the real test
Wait, 1K? Again?
After losing 3 accounts, it's my 4th time hitting 1K
- 1K Fellaas
- 16K Impressions
Big G for me 🥹
Thanks to everyone who supported me from the beginning
Much love, fellaas🧿
Let's go < Thanks :)
Joined ?
- https://t.co/xrhT4tRZJN ?
A profitable options trade can turn into a missed opportunity when you wait for more
On @CoinDCX before holding for bigger gains, ask yourself:
- Is my target reached?
- Is momentum weakening?
- Is my trade thesis still valid?
Book profits with a plan
#LearnKaroCryptoKaro
If I had to build a $10K US stock portfolio before Monday:
$3.5K $XOM
$2.5K $CVX
$2K $COP
$2K cash
My thinking is simple:
Oil is back above $100, but Treasury yields are also climbing.
- I want energy exposure without going all-in
- If oil cools sharply, I’d cut the thesis
Tried @get_grow_app for myself.
- Funded my account
- Made my first investment
- Explored stocks, ETFs, crypto & more
- Everything in one place
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@get_grow_app@michorenstein
The market is pricing growth, not cheap money
- Nasdaq = record high
- 10Y Treasury = ~5.3%
- That sounds contradictory
But strong AI demand + expected earnings growth are keeping investors in stocks
The risk?
- If earnings disappoint, high valuations can hurt fast
The market is pricing growth, not cheap money
- Nasdaq = record high
- 10Y Treasury = ~5.3%
- That sounds contradictory
But strong AI demand + expected earnings growth are keeping investors in stocks
The risk?
- If earnings disappoint, high valuations can hurt fast