BillBigD
72.1K posts
2026 month-by-month flight recap:
JANUARY
- Flight miles: 15,213 (including 12,757 in biz/first)
- Flights: 8
- Airlines: 6 (American, British Air, Ryanair, Lufthansa, Turkish, Cathay Pacific)
- Airports: 11
- Cost: $2,075.02 plus 85k Turkish miles, 14k United, 12.5k AAdvantage
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“I can tell you right now,” Cuevas said, “our communication up front, whether it be O-line, tight ends, just stuff like that. Protection checks and stuff from the quarterback - that can get tremendously better. I think we had a little bit of trouble handling pressure, and blitzes, and stuff from defenses all year.” —Josh Cuevas
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@epictrades1 With prices increasing 100% maybe it is different this time
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@wallstengine Makes sense. We will probably see a lot of upgrades the coming week as the consensus is far behind
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Raymond James Upgrades $SNDK to Outperform from Mkt Prfm, PT $725
Analyst comments: "In arguably one of the most delayed upgrades in history, we are upgrading SanDisk to Outperform from Market Perform and setting a price target of $725. Even after the recent move—up more than 16x since the spin-off from Western Digital a year ago—we see opportunities for further upside, driven by the demand and pricing implications of an unprecedented datacenter/AI cycle. We also arguably can’t accurately predict revenue or earnings against the backdrop of guidance for 57% upside in revenue versus current consensus, and an EPS beat of 2.5x expectations (note, we’ve said the same for Micron). That said, we know demand is exceptionally strong and likely only growing, supply is tightening to the point of potentially being sold out for years, and we see limited new supply coming online in the near term—supporting continued strong pricing going forward. Net, while we have favored the DRAM suppliers recently, we now see a sustainably more favorable environment for NAND as well, and as such view SNDK as a key beneficiary of a mix-shift toward longer-lived datacenter builds, prioritizing supply away from higher-velocity edge/consumer."
Analyst: Melissa Fairbanks
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BofA Reiterates $AAPL Buy Rating, PT $325
Analyst comments: "We remain bullish on shares of Apple heading into 2026 given (1) iPhone upgrades are tracking better than expected (globally including China) with record upgraders, (2) gross margins continue to move higher despite commodity headwinds, (3) AI-enabled Siri will be available in 2026, (4) a foldable iPhone is expected in Sep 2026, and (5) a new record installed base of 2.5bn devices to drive continued double-digit growth in Services. In our Oct 29 note, we laid out our 5-year expectations for Apple's rev/earnings power where EPS could grow in the mid-teens through C2030E. We reiterate Buy on strong capital returns, an eventual winner on AI at the edge, and optionality from new products/markets."
Analyst: Wamsi Mohan
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SILVER CRASHING!
Spot is now below 100, down about 18% in under 12 hours, and on pace for its worst one-day drop since 1987
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@JTGenter @TurkishAirlines Been hearing terrible stories about this airline recently
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@TurkishAirlines Airport agents rounded up and kicked all Turkish Airlines passengers out of the terminal.
I joined the long line for rebooking and opened the Turkish app to see my options and rebook. Despite no disclosure through the process, I was rebooked in economy despite being a biz ticket
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FlightRadar24: Plane diverted
Airport departure board: Flight delayed an hour
Turkish Airlines app: Flight cancelled
Turkish Airlines call center: "Flight is operating on time! You have to pay if you want to book a different flight" 🙃
Get your act together @TurkishAirlines
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BillBigD retweetledi
BofA Reiterates Buy on $ASML, PT $1672; Top Pick
Analyst comments: "Yesterday, we hosted Erik Hosler, former Chief Technology Officer and Founder at xLight Inc. Following the discussion, we continue to view China as a limited competitive risk and see emerging inflection points tied to the industry shift toward edge AI. We reiterate our Buy/Top Pick for ASML at PO €1,454/$1,672 on 31.0x CY27E EV/EBITDA.
China’s domestic EUV push is advancing but remains a limited competitive threat to ASML, with capabilities still several years behind.
A key structural disadvantage is China’s lack of global integration and deep customer collaboration, which underpins ASML’s technology leadership. Leading fabs (e.g., TSMC, Intel) are unlikely to adopt unproven Chinese EUV tools, while domestic players (e.g., SMIC, CXMT) will likely continue to purchase ASML immersion and local EUV systems in parallel. China may gain some traction in emerging markets through discounted pricing."
Analyst: Didier Scemama
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In another calendar reshuffle news, #Universal is pushing back #Blumhouse’s reboot of horror #TheExorcist a whole year.
Originally supposed to debut in 2 months, on MAR 13, the new take directed by #MikeFlanagan starring #ScarlettJohansson will now debut on MAR 12, 2027. Universal actually had a placeholder they could have used on the following MAR 19, 2027 week, but #Paramount has already placed #SonicTheHedgehog4 on that slot to capitalise on the SPRING break 2027, so they are going a week earlier with #TheExorcist.
GIF
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Morgan Stanley Initiates Coverage on $NBIS with Equalweight Rating, PT $126
Analyst comments: "Nebius' broader software platform and managed services, diversity of customer base, positioning to gain share of new AI infrastructure demand, as well as non-core consolidated businesses and investments with valuable equity stakes, all contribute to Nebius Group's value beyond its existing footprint of AI compute. We see Nebius well positioned to bring online significant capacity, scale rapidly, and long-term, we think Nebius can inflect margins and FCF meaningfully positive. Near-term, ramping depreciation (4-year useful life) weighs on margins, with FCF significantly negative given capex spend required to deliver 2.5 GW worth of AI infrastructure (company's end of 2026 contracted power target) in the coming years. With this ambition and a $7-9 billion 4Q26 ARR target, which we view as optimistic, we question what does Nebius need to do to outperform expectations? EBIT remains pressured in coming years given ramping depreciation, requiring investors to look to EBITDA or longer-term metrics for valuation. Initiate at Equal-weight."
Analyst: Josh Baer
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$NBIS Check out this chart I made with @TrendSpider share.trendspider.com/chart/NBIS/788… a break above 95-100 should bring a test of 124.70 (fib lvl)
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Bought some under $300 a few months ago FINALLY starting to work
Dennis C@dennisc230
I don't own enough $TSM. But I have to ask. If TSM is doing so well won't semi stocks follow?
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@yieldandgrace @graniteshares Just saw this congrats Rachel hope you had fun in NYC
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Honored to be here with @graniteshares for the Nasdaq Closing Bell! Be sure to tune in! 🥳
GraniteShares ETFs@graniteshares
1 Hour to the Nasdaq Closing Bell In one hour, we’ll be at Nasdaq to mark today’s market close. We’re pleased to take part in the Closing Bell ceremony and share this moment with our investors, partners, and the broader market community. Watch the Closing Bell ceremony live here: nasdaq.com/events/granite… nasdaq.com/marketsite/bel… #Nasdaq #ClosingBell #GraniteShares #ETFs #MarketClose #USMarkets #TradingDay #WallStreet #CapitalMarkets #ExchangeTradedFunds
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@HodlT1ght @yieldandgrace Bitcoin I understand, Saylor and $MSTR I have my doubts. History often repeats itself.
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@yieldandgrace @BillBigD Me neither. I'm actually more bullish the longer this draw down continues.
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Killer Kross tells me about how he calculated his value before negotiating with WWE
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