@IndiaTales7 The video is taken out of context; she was talking to internal left opposition to actually say that Italy has no alternative rather than aligning with Trump
@Mylovanov Drones changed warfare. You can't have air superiority anymore on tactical level due to how effective and cheap drones are...making all armoured vehicles useless. And this is the beginning...imagine both sides able to send waves of 1000 drones...nothing can really stop that
@michaeljburry Management is either incompetent or plain liars considering their statements just 3 months ago. $MOH is a company with an unreliable management; btw with FY26 of $5 and your own through multiples (12x) makes it a $60/80 stock. Good luck with restoring trust to shareholders
@WarMonitors Long story short...west can't allow fanatics to have nuclear warheads. simple as that. IDF won't stop till Iran nuclear program is dead. And rightly so
@dampedspring Nice article. Just a consideration: your average performance of the assumed portfolio underperformed SPY in the same period (SPY up 93% from the start of your portfolio). Would you mind mentioning the mistakes or what you think could have been done differently?
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@realLigerCub@Nirvana12319 true that it is industry-wide but i don't see how this is going to change in 25. Inflation stabilized (but at high prices) so consumer weakness shall remain especially now that wages stopped growing. All factors which brought consumer to cut on eating outside will remain.
@BluthCapital@GoForGrubes2 Multiples are different because right now market is pricing 50/70%+ growth for many years due to "AI revolution". You can't compare it to the other FAANG stocks with their low growth. If market assumption is correct or not I guess we will see in 1 year.
@Acosta What he says is correct but too late. Putin won't ever come back as a friend of the west and will enforce links with China. Now the only way to get Russia out of China alliance is to get Putin removed.