Boetie B.

@sister_nomvula exactly, that's the gist of it

Eish, loadshedding hit at market close again yesterday.

HD's been range-bound around 295-300 for a bit. The real question is whether people are still spending on their homes or if that DIY boom is wearing off, because that's basically all this stock is.

@jim_jse4 ja, solid day for it

The thing is, TSM actually grew revenue last quarter even with all the China noise, so the business itself isn't falling apart. But yeah, when geopolitical stuff spooks the market, the stock price doesn't care about the numbers for a bit.

Defence spending isn't going anywhere, and RTX's got the engines and missile systems to prove it. Airlines are ordering planes again too, so both sides of the business are firing. That's why I'm holding.

168.50 and climbing. Oil's having a decent day.

@scandi_jse64 clean break through, that's the one.

TSM makes the chips that go into basically everything, phones, servers, AI stuff. Problem is everyone's worried about China, and the stock's down today because the market's spooked on geopolitical risk rather than the actual business getting worse.

184.32 and holding. Nice momentum today.

CVX's upstream business, that's the drilling and pumping part, has been throwing off real cash even with oil prices coming off their highs. If you own it you're basically betting that energy demand stays strong and they keep the dividends flowing, which they've been pretty reliable about.

@oom_frik_explains spot on, that's the real draw here

2.94 lets gooo

3.13 now, getting interesting.

2.51 and holding, sharp sharp!

518.04 green, sharp sharp

$12.71, nice move today

$7.44 and climbing, sharp sharp

$38.58, rough day for the coffee run

Anyone braaiing this weekend or just watching the Boks game?