CannaInform
1.4K posts
CannaInform
@CannaInform
Everything you need to know about the emerging cannabis industry including: legislation, careers, education, cannabis company info and much more.
Canada Katılım Haziran 2018
1.4K Takip Edilen239 Takipçiler
I stand by this list of calls for whenever the $SPY starts to look a bit more bullish.
$HROW $OUST $IRDM $SMR $ITRI $LEU
That time is definitely not know, but I'm patiently waiting on these.
Oliver | MMMT Wealth (CPA)@MMMTwealth
Patience will get rewarded. Here's some of the key stocks I'm watching when $SPY gives a more bullish bias: $LEU: The only company in the US that can enrich uranium for SMR nuclear power plants. $OUST: See my recent deep dive (link in first comment) $ITRI: A small position for me as a play on the power grid upgrade trading for just 15x PE. $HROW: The valuation here makes no sense if you believe that management can hit $250M in Q4 27. $SMR: High risk, high reward play on small modular reactors. $IRDM: Has recently flipped a really nice level at $25. A nice indirect play on the drone theme.
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@Treemanboy1 @KozakMiller1 @BadBoyScottie1 @citchmook It’s complicated because you just lost to your own sport called baseball.
x.com/wbcbaseball/st…
World Baseball Classic@WBCBaseball
TEAM VENEZUELA 🇻🇪 CHAMPS 🏆 #WORLDBASEBALLCLASSIC
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@KozakMiller1 @BadBoyScottie1 @citchmook Team USA (the hockey team) swept the Olympics (men’s, women’s, paralympics). How is this complicated?
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Owners of hockey.
Canada has won the World Cup twice, USA once. Canada has won three Olympics gold, USA once. Canada has 20 WJC gold, USA 7.
Congratulations on a great run but until those gold medal totals catch-up, it'll always be Canada's game.
Spittin' Chiclets@spittinchiclets
No World Cup Of Hockey city for the owners of Hockey? 🇺🇸
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@KobeissiLetter Funny how once one negative narrative comes out multiple follow
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The software sector is facing a massive debt wall:
~$40 billion in software and services debt matures in 2028, the largest single-year concentration.
The vast majority of this is rated B- or lower, deep in junk territory, with no investment-grade debt in the mix.
In total, ~$100 billion in software debt matures from 2026 to 2029, with an additional ~$70 billion beyond 2030.
Meanwhile, AI disruption is increasing credit risk for software borrowers, the exact companies that private credit funds have been lending to most aggressively.
Software is also the largest sector in the leveraged loan market, representing 12% of the total.
Refinancing this debt at higher rates with deteriorating fundamentals will be a growing problem for the sector.
The software sector has a tough road ahead.
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@QualityInvest5 Thought so.
Although I thought metal was only given out for platinum cards
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$CPNG Director just bought 7M shares for $136,562,971
Price reported: ranging from $18.48 to $19
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@RyanDetrick Could you post a chart like this with all the months but just the average return for each month please?
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We need some good news and I might have found it.
Stocks do pretty well when Friday the 13th happens in March.
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okay so…do we think $SOFI gets into the S&P today after hours?
usually the committee tends to make companies wait a while after they get eligible so maybe this will require a longer wait
other names like $VRT $RDDT $MSTR $MRVL could also get in but seems like there is a decent chance for SoFi today
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@investingluc @aleabitoreddit How do you think $ASTS fits into the picture?
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SpaceX valued at $1.75T.
$RKLB valued at $38B.
Just 2.2% of SpaceX's valuation.
SpaceX is 46x bigger.
Saw @aleabitoreddit mention $RKLB being one of SpaceX's largest public competitors.
SpaceX is like the mature older brother...profitable, dominant, much bigger.
$RKLB is the little brother...smaller, not yet profitable, but building its own ecosystem of space systems + connectivity.
Nevertheless, starting to look a lot like its big bro.
Feel like it's becoming the best way to own a “mini spaceX” and capitalize on the run up anticipation phase into the IPO.
If big brother IPOs anywhere near $1.75T, and little brother is only 2.2% of that...either SpaceX is wildly overvalued (no), or $RKLB is wildly undervalued (yes imo).
Thinking this theme goes parabolic for the next 3 months. Led by $RKLB, now $71.
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$TTD CEO just purchased 6,000,000 shares for $148 million
Average Price: $24.68
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@QualityInvest5 Fair comment.
I just find it too hard to wait until it meets some of those criteria. I feel like great business should be bought on any 20% or more draw downs. But I understand your plan.
What about $SE ? Like them at all?
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@CannaInform stock price % drawdown is completely irrelevant. Valuation is only thing that determines cheapness/expensiveness
I wouldve LIKE to have it closer to 10x TTM sales, but perhaps too greedy on my end, shouldve bite the bullet and bout at 12x when it was at $115~
Anyways
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@BourbonCap Doesn’t nvo have a ton of competition? Hence its massive sell off
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Wide-Moat Companies % Below from all time high:
ASML Holding $ASML -12%
Mastercard $MA -13%
Alphabet $GOOG -14%
NVIDIA $NVDA -15%
Moody's $MCO -14%
Meta Platforms $META -18%
Amazon $AMZN -19%
S&P Global $SPGI -23%
Microsoft $MSFT -27%
Fair Isaac $FICO -35%
Copart $CPRT -40%
Intuit $INTU -47%
Novo Nordisk $NVO -58%
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@DTAPCAP Because he also said this stuff about a USA strategic bitcoin reserve. Hasn’t happened yet.
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How is this not the most bullish thing anyone in public service as ever said about cryptocurrency/blockchain?
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@RichardWedekin1 No? For some reason I thought you did. Any reason for the dislike?
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This is the only Insider BUY I don’t care about!
$FOUR
Evan@StockMKTNewz
Shift4 $FOUR Founder and new NASA Administrator Jared Isaacman just spent $13.6 Million to buy more shares of $FOUR stock
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@Mr_Derivatives Why? Did they decline to up the offer for paramount?
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@Mr_Derivatives Why Jane Street. I've heard many finTwit accounts talk about Jane street manipulating crypto but how can they do that? Any ideas?
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@amitisinvesting What do you hope plays out here?
I feel like either way Netflix wins
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BREAKING: Warner Bros Discovery says that they are now evaluating Paramount’s new offer, which includes a $31 per share buyout and covers the $2.8B termination fee with Netflix.
Netflix does about $9B of net income per year. If the deal doesn’t go through, they just did 30% of their net income for the year with this termination fee…in a few months.
$WBD $PSKY $NFLX
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