JHVEPhoto Investment Thesis – Q4 FY23 Update Intel is a semiconductor firm that faces multiple headwinds moving into 2024. Decreased demand for their x86-based chips has hurt Intel’s revenues and profitability significantly while a soft computing landscape has further hurt the firm’s bottom- and top-line. While their IFS business has the potential to generate massive…
joxxxxjo Overview The mostly consolidative week for the US dollar continues. Most of the G10 currencies are +/- about 0.25% today and only a slightly wider range for the week. The odds of a Fed rate cut in March is virtually unchanged on the week at around 75%. The JP Morgan Emerging Market Currency Index…
DNY59 The baseline The market prediction for the end of 2024 is really a gameplan – or the strategy for how to play the stock market over the next 12 months. The starting point is recognizing what the baseline scenario is, according to consensus market expectations. Currently, the consensus market expectations are that: 1) the…
Spencer Platt Back in April of this year, I began my Seeking Alpha coverage of Fox Corporation (NASDAQ:FOX) (FOXA) with a SELL rating based on a court order to pay a massive $787.5 million settlement to Dominion Voting Systems. It was reported to be the largest defamation suit settlement in United States history. Since that…
martin-dm I have wavered between Buy and Sell ratings on Meta Platforms (NASDAQ:META) over the years. I will admit to being overly bearish on the name since last spring around $200 per share. My last effort here suggested selling into good news earnings beats from the company and strength in the stock. So, the quote…
The token movements have sparked rumours that the exchange might be gearing up for potential sell-offs. All eyes are on the bankrupt cryptocurrency exchange FTX after a wallet owned by it was found to have moved a significant amount of crypto assets. According to blockchain analytics platform Arkham Intelligence, the FTX wallet has moved more…