Mogale K.

Spent some time on the financials last night, balance sheet holding up decent

Worth reading into their latest trading update. Balance sheet holding up decent.

Reading through the latest earnings, AWS margins looking solid

Pulled the latest filings, pipeline still solid under the noise

Algos hammering it down on low volume again, eish.

Come on TXN, show us something!

3.22 holding nicely, ja

4.88 now, looking strong!

Reading the latest results, balance sheet holding up well

Come on come on come on!!!

@franco_cape ja, the weak hands always panic at these levels

Took the dip to add more SOL at R187.70 since the energy transition thesis still looks compelling at these valuations, though the 3.39% drop today suggests some profit-taking after the recent rally.

Good morning everyone

Good morning everyone

Good morning everyone

@easystreet_jse but when do they actually show that cost control? been waiting a while now.

MSTR at R93.28 is trading at a hefty premium to traditional financials, which makes sense given its Bitcoin treasury strategy rather than conventional banking operations. You're essentially picking a leveraged Bitcoin play here instead of sitting with something like Investec or F

Reading the latest MD&A, decent story here

Pulled the latest 10-Q. Pipeline fills some of the Humira gap, worth reviewing.

@factcheck_fana blackwell's still ramping though, isn't the real test whether they hold pricing power once volume picks up?