$AMD price targets getting slashed all over the Street; GS cuts from $175 to $129 today; HSBC cut Tuesday from $200 to $110. Investor $AMD short call from 12/17 has a PT even lower due to GPU oversupply and custom ASIC impact
Investor long call on $PENG from 12/06 playing out today with a solid qtr reported: Reacceleration to double-digit AI growth. Trading at 10-11x. The investor who pitched the idea last mo. (at 9x) believes $PENG to be an AI winner growing topline at 15-20% over the next 2+ yrs
We caught up with the investor who discussed his $CVNA Long Thesis during a London idea event in October. He maintains his bullish sentiment, updated his view of Carvana’s loan quality, delinquencies, loan extensions, related party transactions, strategic financing and valuation.
#RackspaceOutage. Amazing failure. I cannot handle the basics of my business and reaching support is impossible...hours on the phone and no calls ever returned. Get this up and fixed ASAP and try being honest with your customers about the root cause of this failure.
Losing my email due to the @rackspace outage is almost as stressful as the first days of lockdown. Also the inaccessibility of tech support feels similiar to no access to medical. Feeling sick now. 3 days of no email and no way to migrate to another solution.
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