Cem Karsan 🥐

Founder of Zhitou Capital. Quantitative/Arbitrage/Trend/Macro Fund Manager. Former proprietary trader; the content of this article does not constitute investmen

[Cem Karsan 🥐 @PipoChimenea]

Friends, I've created a discussion group where we analyze stock trends and share price changes daily. Joining is free; the link is on my homepage.

[Barchart @Barchart]

The great collapse of Nike $NKE continues as it falls to lowest price in almost 12 years 📉 📉

[waterboy @waterboystocks]

$WEN -- The world’s third-largest quick-service restaurant company in the hamburger sandwich segment. 7,397 restaurants in 38 countries. Trian Fund owns 7.9%, and Nelson Peltz owns 5.4%.

Market cap $1.2 billion. EV $5.1 billion. Cash $300 million. Long-term debt $2.7 billion. No significant debt maturities until 2028. EBIT/interest expense 2.7x Trailing free cash flow yield of 20%. Dividend yield is 9.1%.

[Cem Karsan 🥐 @PipoChimenea]

I won't touch Micron's stock at $1033. Don't chase it above $980. I'll buy in between $920 and $950.

Even with good sales, printed materials will sell out. Patience pays off.
$MU

[John P. Hussman, Ph.D. @hussmanjp]

Ho hum - dozens of overextension flags today - including this one - among the motherlode we've seen in the past 5 weeks.

Without implying that speculators can't do whatever speculators choose to do, their focus rarely gets this narrow except at extremes when they're all in.

[Charlie Bilello @charliebilello]

Micron is now trading at over 21x Sales, which is more than double its peak valuation during the dot-com bubble (10x). $MU

[zerohedge @zerohedge]

Hyperscalers vs token prices

[Cem Karsan 🥐 @PipoChimenea]

@MILF_chronicles ain't nothing wrong with average Is there

[Cem Karsan 🥐 @PipoChimenea]

@MILF_chronicles turkey bacon? What ever happened to regular bacon

[Cem Karsan 🥐 @PipoChimenea]

@PinkHighx_ 😍

[Cem Karsan 🥐 @PipoChimenea]

@CarolinaBUNS ain't no one wanna see a stripper twerking con un munton de moco por LA cara 😂😂

[Cem Karsan 🥐 @PipoChimenea]

@MILF_chronicles wrong one I meant 😂

[Cem Karsan 🥐 @PipoChimenea]

@MILF_chronicles 😍

[Cem Karsan 🥐 @PipoChimenea]

@MILF_chronicles iono y but ur avi always calls my attention

[Cem Karsan 🥐 @PipoChimenea]

@MILF_chronicles the blonde te cai bien 👍👌👌

[Cem Karsan 🥐 @PipoChimenea]

@silentRose_ twitters fucking up ur sleeping plan

[Cem Karsan 🥐 @PipoChimenea]

@F_thatBRO sounds like u over due

[Cem Karsan 🥐 @PipoChimenea]

@MILF_chronicles dile #CantDoBetter

[Cem Karsan 🥐 @PipoChimenea]

@MILF_chronicles u ain't supposed to pay WTF wrong wit niggas this day in age

[Cem Karsan 🥐 @PipoChimenea]

@MILF_chronicles u ain't a what, I think we need to pause cause u deff a milf