Nico van D.

Cisco makes the network gear that runs data centres and office networks, which sounds solid until you realise everyone's already bought the stuff and now they're just maintaining it. That's why the growth has slowed down so much.

My reading of this, the interesting numbers are revenue up 30% and they signed 50 new government customers last quarter. That's not just selling more of the same thing, that's actual new government agencies choosing to use their software, which is worth noting for a company like this.

Classifieds and e-commerce doing the heavy lifting here.

@lerato_tfsa more subs is good but did you see how much they're spending on content now? That's the real question imo.

Anglo American makes money by digging stuff out of the ground, platinum and copper and iron ore mostly, then selling it to factories around the world. When the price of copper goes up, they make more profit, when it drops they make less, so the share price bounces around a lot depending on what people think those prices will do next.

worth noting their data center revenue hit 60 billion last quarter, which is basically where all the money is coming from now. the gaming side is still there but it's the ai chips powering cloud servers that's keeping this thing moving, so if you're thinking about owning it you're really betting on companies needing more compute power for their ai stuff.

@scandi_jse64 ja, that's the real gamble here. Timing the commodity recovery is nearly impossible.

Most people don't realise a dividend is just the company saying "we made profit, here's your slice". Anglo American pays one when they've had a good year from selling copper, diamonds, iron ore and other stuff they dig up. So if you own shares and they declare a dividend, you get cash in your account without selling a thing, ngl.

509.57 now, holding the line.

226.61 holding nicely. Respect the move.

457.99 now, bit rough today.

Walmart's basically saying people are still shopping for groceries and basics even when money's tight, which is why it keeps working. The U.S. stores did 5.5% growth last quarter, which means customers are actually going there more often, not just online. That's the boring part that tends to hold up.

@trpine_patient What makes 300 matter though, is it just a round number or something else?

195.66, knocking on 200's door now

$31.69, bit rough today.

2.86 and climbing. Beauty.

5.23 again. Steady climb.

230.48 and bleeding. rough day.

1.91 now. Holding support or bounce coming?

103.12 and holding. Lekker momentum today.