jim4

46.21 now. Load-shedding tax keeps giving.

16.91 now, eish. What's the news here.

125.42 and holding the line.

Back under 45.00. Ouch.

652.58 now. Down 2% but holding.

Palantir's government work is basically recession-proof, which is why it keeps getting renewed contracts. The commercial side is the wild card, but if they can actually make money selling to regular companies the same way they do to defence, this thing runs.

@mogale_morning yep, the everyday essentials angle is the real story here.

J&J's pharma division is where the real money is, but they're losing patents on some big drugs. If you're buying healthcare, might be worth asking whether you want the dividend or actual growth.

the issue with pepkor is folks aren't spending on clothes like they used to, so the shops are sitting with stock they can't shift. that eats into what's left over to pay shareholders.

MRP playing like the Sharks right now, plenty of bite left in it.

Dividend's different, lerato. Interest on a savings account is what the bank pays you. A dividend is what a company pays you from its profits if you own shares. GFI pays one when gold prices are good enough to make spare cash.

The thing with AVGO at 360.14 is that data center spending is real and growing, but the stock's already priced in a pretty optimistic view of how much. If the next earnings show the growth actually slowing down, there's a long way to fall from here.

@cape_steel slow cloud growth matters plenty if their database cash stops flowing to fund it.

Alibaba's cloud business is actually where the real growth is now, not just the shopping apps everyone knows about. Companies in China are renting computing power from them instead of building their own data centers, which is harder to kill than consumer spending.

AVGO makes the chips that run data centers, so basically every time someone uses the cloud you're touching their business. Problem is everyone knows that already, which is why the stock moves on whether AI spending actually shows up in the numbers or just stays hype.

@lerato_tfsa different thing, interest is guaranteed, dividend isn't

@fees_first_dan that's the whole thing right there

@cape_steel replacement cycle makes way more sense tbh

AWS keeps growing double digits but the retail side is fighting harder margins, so yeah the cloud business is carrying the load. When AWS starts slowing down, that's when people get nervous about the whole stock.

Truworths getting knocked down like the Bafana defence, sharp.