Mogale K.

@jozi_janet ja, the grocery side is pretty defensive. People shop there no matter what's happening in the economy.

@jim_jse4 true, but cloud margins still lag the marketplace business though?

Worth reading the latest earnings breakdown on this one.

Good morning everyone. Intel's data center business is still their money maker, but yeah, the problem is companies like Amazon and Google are now designing their own chips instead of buying Intel's. That cuts into revenue pretty hard when your biggest customers start making their own.

Spent some time on their latest earnings, the commercial side is moving.

Good morning everyone. AVI closed at 84.50 yesterday. The group owns a bunch of food brands that most people buy at the shops, so when the economy's tight they still shift product, which is why some folks reckon it's a bit safer than the flashier stocks.

@swordfish_sa fair point, but haven't some of the offshore bets started turning corners lately?

Worth reading the latest SENS on this one, balance sheet holding up ok

Good morning everyone. Intel's data center business has been losing ground to AMD for a while now, and that's where the real money is these days, not in regular computer chips. Makes it hard to see a quick turnaround from here.

Few analyst notes worth chewing on lately.

@franco_cape ja, rough morning for it

Spent some time on the earnings call notes last night, heavy capex cycle ahead

$2.86 now. Green day for beauty.

Hello $76.94, nice to see you up here

$47.62 now, nice little move today

19.15 now, ouch. That's a rough day.

Worth a deeper dig on this one

$144.59 wow, that's a big move today

46.24 now, nice bit of green there

28.89 now, nice green day for asst