CoachBombay

iPhone sales have been pretty flat for a couple of years now, so Apple's really leaning on services to keep the story alive. At 308.91 the valuation's not cheap but the installed base is enormous, which is why I'm holding. Hard to see a massive catalyst from here unless they nail whatever the AI play ends up being.

algos working overtime today, taking MRK down hard

let's go netflix, come on!

Lilly's been hammered but the GLP-1 pipeline is still the real story here, not today's selling. Tirzepatide data keeps coming in strong and that's what matters over the next couple years, not this noise at 11.23.

Miners are probably nervous ahead of the halving, so you're seeing some profit-taking around here. But 625 is still solid support if you look at where we bounced last month. Long game hasn't changed, just need patience through these cycles.

Need some Springbok bounce-back energy here at R57.36

Come on MTM, lets go!

48.10 now, bit soft today

come on spar, show us something today

Come on Ethereum, show us something!

@replicant_2209 fair point on the premium, but the JSE liquidity does matter for us locals

18.67 now, down again. rough week for pik.

Morning all, GLTA today.

ACT at 77c is pricing in serious structural headwinds. the healthcare play has merit but you're fighting a currency drag, a thin trading book, and execution risk that makes the dividend yield look deceptive until management proves they can grow revenue without burning cash.

COIN.US at R146.26 is trading on the back of crypto volatility and regulatory clarity in the US. The fintech plays are looking for catalysts beyond just BTC moves, so execution on user growth and fee compression will matter more than headlines.

@cape_steel ja, that's the real tension isn't it. Insurance margins are where it hurts if they slip.

Costs are the real issue here, not the gold price. Harmony's managing their all-in sustaining costs way better than ANG at the moment, and that's what matters when spot pulls back. At 1251.55 you're basically betting the rand stays weak forever, which is a risky thesis. Give me a quarter or two where they actually show cost discipline and I'd look again.

linde's been solid but engineering heavy capex is real weight on returns vs something like air liquide. gases business prints cash though, healthcare and manufacturing aren't going away. 478 isn't cheap if macro rolls over but holding long term makes sense for the dividends.

@bullhammer_sa healthcare and semis aren't slowing down anytime soon, that's the real play here

AWS keeps printing money while retail deals with the usual margin pressure, but that cloud business alone would be a top 5 company if you spun it out. At 271.58 you're getting both for the price of one growth story, reckon that's the real angle here for anyone thinking past next quarter.