After troughing in 2025, SLB expected to get back to EPS growth in 2026, though modest at first, and more significant in 2027 and 2028.ONON blowing up this morning. Pulling up NKE and DECK as well.
In other news, my SLB calls are back in the green!
My SLB calls expire in Jan 2027, so I still have plenty of time for a nice rally. I look at DVN and OXY from time to time. Both look unrealistically cheap.
I was thinking of buying prior to the report.
Very cheap. If it dips below $100, maybe Jan 2028 calls and hope for a rebound before then?
I can’t understand DIS strategy. No new ideas - Toy Story 5 and Frozen 3 - seriously? Freakier Friday?! Destroyed the Marvel brand. Star Wars is a cluttered mess. D+ is now basically ABC, FX, Hulu mashed with Disney original content. Love the parks experience just glad I can afford to take the family there because it’s a small fortune.
Don’t F with Karp and Palantir. Prob released a virus that zapped Burry’s data.
I'm crazy up on ORCL and will add around $200. One of my long-holds.
But only today. All shorters have gotten b-slapped over the past few years. Most of them have gone out of business.
Meh, it happens (like last Friday and we are still in reach of ATHs).
Down big again….if Nvidia doesn’t come through with huge earnings next week we could be n for a substantial Tech bubble burst.
Feels like a massive reversal day. As per Tom Lee, market is already close to oversold and bearish sentiment is reaching extreme levels.
Saylor pumping hard on CNBC…stablecoins and gold’s resurgence makes the BTC picture even blurrier. Companies like FIGR tokenizing assets and issuing $YLDS.@Rutgers Chris - Hard to pass up BTC under $100k. Buy more?
Saylor's business model is probably the big risk for BTC right now. I never really understood the value in what he is doing. If MSTR crashes, BTC will be impacted (at least for some amount of time).
This is thre 8th time that the consensus seems to be this is the last “final shakeout” before all time highs or the start of the next bear market.@Rutgers Chris - Hard to pass up BTC under $100k. Buy more?
Totally agree - I’ve traded in and out of FIGR but now building a long position. It’s got a real blockchain use case and tokenizing mortgages makes perfect sense. BTC serves no purpose and physical gold will never be supplanted.Saylor comparing BTC to Manhattan real estate is maybe the dumbest thing I’ve ever heard.
Stablecoins are the real future of “crypto.”
At least Saylor didn’t mention Fibonacci though so he should get some credit.
Will be interesting to see if people prefer using a chain that is essentially privately owned like Figr versus something on a public chain like Securitize, Ondo, Maple, etc
Some guy on CNBC recently basically said the once doomed traditional financial networks will be the biggest beneficiaries to serve as the pipes for crypto/stablecoin transactions because they are trusted, regulated and have real security. Private over public. But IDK enough about the “pipes” I just really like FIGR business model and they reported great numbers today.
Like western Union? Public pipes, private company would be my bet
