Bayman

Algos hammering it down every time we get momentum, classic move

Stop loss raids every time we push. Same players, different day.

Come on KLAC, let's go!

Good day to top up, come on

Come on chip, let's go!

1.28 and climbing, good day to top up here

Come on 2.10, let's go

Algos hammering the bid again. Classic midday dump on thin volume.

264.89, good day to top up

Algos dumping at open again, same playbook every time.

@sceptic_pieter good day to top up at these levels though

Algos hammering it down on flat oil. Stop loss raid written all over this.

Come on TKG, run with it!

Come on you beauty, run!

Data center revenue just keeps printing money, that's where the real story is. Gaming's solid but DC is what's carrying the whole thing and it's not slowing down. If we see another pullback toward 200 I'm definitely putting an order in, the fundamentals haven't changed.

META at 556.71 is still cheap relative to the ad market it's carved out. The way it's printing cash from Reels and reshuffling its cost base tells me this isn't a value trap. Good day to top up if you've been sitting on the sidelines.

GPL at R1.80 is trading at a discount to book value, but the real question is whether management can arrest the revenue decline in their core furniture division. Yield is decent around 6% if they maintain the payout, but without growth momentum the capital appreciation upside sta

@cape_steel dividend's the safety net here, ja

Search and YouTube together are still printing money, the margins are fat enough to fund the AI labs without breaking a sweat. At 356 it's fair value for a cash cow that's actually innovating, not just milking the old business like some of these other giants.

Meta's ad pricing power is still there, just need to see if they can keep margins up while throwing money at AI infrastructure. The big question is whether reality Labs keeps bleeding cash or they actually find a product that sticks. At 556 I reckon there's decent upside if they prove the capex spend pays off in the next couple years.