mumu

2.46 now, bit of pressure today

Volume's been thin on the way down, usually heavier on red days like this.

Good Morning Everyone, BABA volume picking up nicely on the rally, bit more conviction showing through

Cloud revenue segment holding up better than the broader slowdown narrative suggests.

Volume pretty thin today on that 1.23% move up.

@mogale_morning exactly, happens every dip without fail

AGL's down 2% today, which honestly isn't surprising given the volatility in the energy sector lately. At current levels the dividend yield is still decent if you're holding long-term, but I'm keeping an eye on whether they can maintain earnings growth with all the load-shedding pressure we're facing. Not panicking over a single day's move, but this is a stock that needs close monitoring.

55.54 and holding. Good Morning Everyone!

MU sitting at 823.03 and the memory cycle feels stretched thin. Data center demand is real but inventory levels across the industry still need clearing before we see genuine margin expansion again. Long game here is the AI capex wave, but near term could get messy if earnings disappoint.

@mumu_data debt's the real issue here, capex story weak

Good Morning Everyone, GOOG holders.

MTN sitting at R204.97 with that dividend yield looking decent, but the debt levels keep me from sleeping easy. What's your read on the capex cycle and whether they can actually grow revenue in this environment?

@nico_the_analyst ja, margins are the floor here. holding through the noise.

Good Morning Everyone, been looking at the gross margin hold at 50% against the guidance flatten next quarter. Data center revenue needs to outpace the consumer decline or this valuation at 476.15 starts looking stretched compared to what nvidia's actually delivering in terms of execution. Server segment is the thesis but they have to prove it.

@firsttime_frans margins are the real story, ja. revenue growth is fine but the cloud gross margin expansion is what matters at this price.

Good Morning Everyone. IMP's rhodium and palladium mix is actually holding up better than pure platinum plays when you look at end-demand, and at 179.58 the yield's reasonable if the rand stays weak enough to support rand-denominated export revenue. Per-share cash hasn't fallen off a cliff like the share price suggests, so either the market's pricing in a serious metals downturn or there's room here for patience.

Azure segment doing 29% YoY last quarter, operating margin around 48% there. That's the engine keeping the whole thing moving, even if growth is moderating from the peak. Copilot adoption still early but enterprise licensing should start showing up in FY25 numbers. At 464.72 you're betting on cloud staying profitable and AI actually converting to revenue, which is fair but not cheap.

Did some homework on the search business. Ad pricing holding up better than expected.

Good Morning Everyone. Micron's HBM3E ramp into data center next year is the real catalyst, not the spot pricing noise. If they hit their capex targets and actually hold pricing on high-margin products instead of chasing volume like before, the margin recovery plays out. At 823 you're getting paid to wait for the cycle turn, unlike chasing it at 900.

Good Morning Everyone. GOOGL closed at 356.13 and the search moat is still the revenue engine, but YouTube's ad growth is what separates this from Meta. With 2.7 trillion in market cap, the AI pivot doesn't come cheap, yet the cash generation keeps funding it without the debt load peers are carrying. Long hold for me while they sort out the regulatory noise.