The Anthropic revenue growth is absolutely bonkers 🤣.

Did you see they are talking about merging Tesla and SpaceX? It’s going to be a behemoth of a company if they do 😆

Even McDonald’s is down almost 20% for the past year. We are in a weird stock market where AI driven stocks are doing well but the rest of the market seems to be in a bear… strange times!

I mostly avoid the airline sector as well. In general I think the risk to reward just isn’t there for this industry. Lots of risk with poor returns… just doesn’t make sense to me 😅

I am not super excited about this IPO and will avoid it, but apparently it’s over subscribed by 300% 😅

I have always found simplicity and diversification are my friends when investing in stocks 😄 Nice portfolio and it was interesting to learn about Orlen and PZU. Thanks for sharing!

🔥🔥🔥🔥

For sure! It's been a fun stock to watch!

I really enjoyed this post! Agreed it’s far from certain on the turn around. A large franchisee filing bankruptcy to restructure is a bad sign but also not all that surprising. Also another call out, the

$MSTR has a nifty website where you can track all the metrics such as mNAV, leverage, USD reserve, purchases, and shares issued. www.strategy.com Side note, thanks for continuing to post in here! I really

The turnaround at $WEN is still nowhere in sight. Well we can agree on that! 😅 I am guessing a turnaround will take a least a year but could be longer; the new CEO Wright is still installing his team

The meme stock trade has begun 😆 They actually did name a new CEO back in May btw! Robert D. Wright

Interesting! I didn’t realize Moderna was doing so well YoY. Granted, I’m kind of out of the loop on most pharmaceutical stocks... I mostly avoid pharmaceuticals because FDA approval can really make or

On Accenture, I think the market is overreacting. They provide consulting and implementation services for AI so I think they can actually make money off AI in the long run. Their recent acquisitions do

the labor force participation rate fell to 61.8% That’s pretty rough but not all that surprising. With real wages moving negative it makes sense people, on average, would be less inclined to work. On the

I am on the fence on Uber. I agree they look undervalued. If you do a DCF on UBER they appear to be undervalued. I am not that concerned about the autonomous vehicles thing yet. Lot's of capital has gone

I think this was a good earnings call in terms of making sure they are on the right track for a turn around. Staying on the sidelines for a stock like Wendy's is probably a good idea for most investors

I would say "curiosities of money" is probably not a good fit. Thank you for asking first!

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