CCL earnings - Stock market operates on 100% logic and numbers

Company beat earnings. Beat deposits, operates at near 100% occupancy. Trades at a relatively reasonable EPS. All things I predicted and why I made this bet. But it’s more logical to buy a -220 EPS stock called “AI junkie” with no earnings to show for it. 80 % of my position is in LEAPS. Expiring in 2024 and 2025. So long term I will break even… maybe

Berkshire is hoarding so. much. cash.

Intel’s been lagging behind for years, while AMD has pulled far ahead in both consumer and professional-grade chips, it’s really not a close race anymore.

There’s this idea floating around that throwing enough cash at Intel will suddenly turn them into the next TSMC. But semiconductor manufacturing isn’t something you can ... See More rush, it’s a complex, slow-moving process that takes years of precision and experience.

Intel could recover some ground eventually, but framing them as the savior of American chipmaking feels more like a political talking point than a practical reality.

Buffet indicator is showing some wild times ahead perhaps, combine that with Berkshires record high cash hoard of 30%... chart via barchart.com / Longtermtrends

Looks like we're going through something, but who would have thought with all these tarrifs, inflation and trade wars going on

Where does this end up long term with small stocks suffering white giant caps are taking all the coin?

🔺 Student Loan Delinquencies Hit Record 12.9%...
The spike in red reflects financial strain returning fast. Credit card delinquencies are rising too, hinting that lower-income consumers might be nearing a breaking point. What's going on...

#ASX:ASN Is Anson Resources’ US$330M Financing Deal the Key to Unlocking Utah’s Lithium Potential?