Recent content by BassNBrew

Well water is still wet.

This is a little more TSM specific...

Actually TSM reported yesterday....

Netflix posted an earnings beat Thursday, as revenue grew 16% during the second quarter of 2025. The company updated its full-year revenue forecast, noting that it expects revenue to be between $44.8 billion and $45.2 billion, up from a range of $43.5 billion to $44.5 billion. Netflix’s higher...

Just increased my MU position substantially. Forward PE now below 10. Goldman's Sacks downgraded a competitor, warning that NVDA is gaining pricing power which could impact margins. This has impacted MU's price. Personally I need to see someone's growth slow before becoming majorly concerned.

Very likely. TSM reports tomorrow, that will be telling.

Pocket some gains and slowly build cash for the next opportunity.

Here we go.

Visma MIA today.

And how. Congrats on the win today.

I added 7 days ago at $120 on the stupid pullback. Wall Street gobbling up fake news just gifting us money now.

Small positions initiated in KOPN, MXL, CRDO, and the colored cat.

Bought them as value stocks expecting a 15-20% gain, not a 30-50% loss. Dividend helps. I really don't understand why the earnings of these two giants are off by 75% and not really expected to recover.

52 riders up the road. No break points today.

Looks like the sprinters teams could hold this together today for quite awhile if they want to play at KM 95.