@swordfish_sa
Ride the wave.
services revenue keeps growing but the hardware cycle is brutal, iphone saturation is real and everyone knows it. at 308.91 you're paying for the services dream to pan out, which is fine, but that margin compression from services mix ain't a free lunch. microsoft and google got there faster because they weren't handcuffed to the device.
AWS carrying the whole thing while retail limps around, but that margin story is getting spicy enough that even the stores division doesn't need to be brilliant. At 271 you're paying for cloud dominance, not a turnaround, and that's fair enough.
Springboks down 20 at halftime, still back it. Same energy needed here.
Platinum's been hammered and SSW's carrying debt from the Stillwater deal, so the math gets trickier when metal prices stay soft. If palladium ever wakes up and they can actually service the loan without sweating, could be different. Right now 35.88 looks like a waiting game rather than a buy.
3.39 and holding. Not bad for a Tuesday.
algos running the show, real money sitting on hands watching
$2.26 now, down but still breathing
4.88 and climbing, Azure doing the heavy lifting
Algos see green candle, panic sell their entire position, classic move
@guppy_jse ja, inventory just sitting there. Nobody's buying like they used to.
Come on you dogs, run it!
Come on baby, break through 11.50
European logistics real estate, boring but works.
41.45 catching some life today, ja
118.35 now, copper's not helping
11.52, catch the express train
119.00 and bleeding. Copper having a mare today.
@nico_the_analyst spot on, two halves don't equal the whole
come on you big dog, run!
Memory cycle's been brutal but Micron's got pricing power nobody else does when AI data center demand kicks back in. At 823.03 they're not expensive relative to what earnings could look like in 18 months, especially if they hold margin on the high-end stuff. SK Hynix and Samsung are sweating for a reason.