Locator: 50651INVESTING.
See blog's disclaimer: link here.
SBUX: earnings out today. Huge. Shares up 7%; shares up $7. Trading at $104.
VISA: earning out today. Nice numbers. Shares up 2%; shares up almost $7. Trading at $315.
STX (Seagate): after earnings -- shares up 10%; shares up almost $60. Trading at $635. But the big story is margin: 47%.
- double take on the EPS numbers -- much greater than expected;
- this is going to last for quarters; this is not a short-term phenomenon;
- this is not a bubble;
- go to Walmart and see bare shelves when looking for external disk drives (memory)
- after hours, Micron is surging.
AAPL: link here. Reports later this week.
Hope springs eternal. It's all about the guidance. OpenAI's guidance.